Financial Advisor Marketing Podcast

James Pollard
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Financial Advisor Marketing Podcast Podcast

Financial advisors, does this sound familiar? You’re barraged with people and companies who promise to help you get six thousand new clients in thirty seconds or less as long as you follow their magic tip, trick, or tactic. If so, take a deep breath and relax because that is NOT what this show is about. Lol. Hi, I’m James Pollard. I’m the founder of TheAdvisorCoach.com and host of the “Financial Advisor Marketing” podcast. This podcast is rooted in timeless principles designed to help financial advisors attract their ideal audiences, forge authentic relationships, and build deep roots with prospective clients. If you listen to this podcast, I think you’ll find three things to be true: First, the information shared in this podcast is deceptively simple. This means you don’t have to be a genius or marketing expert to get results. I take immense pride in keeping things simple. Let everyone else chase complexity. Second, the episodes are chock-full of data, research, and studies. This means advisors can do their due diligence on marketing strategies and make informed decisions about how they’d like to build their businesses. And third, I don’t take myself too seriously. I joke around, laugh, and have fun. If any of this appeals to you, I encourage you to listen. ~James Pollard

  1. I’ve Booked Thousands Of Appointments With This Technique

    4 DAYS AGO

    I’ve Booked Thousands Of Appointments With This Technique

    How would your business grow if you booked—and converted—as many appointments as you can possibly handle?  Well, I have good news:  In today’s show, I reveal the exact technique I’ve used to book thousands of appointments for myself and other financial advisors. Best part?  It’s a deceptively simple, yet wildly effective 5-step method. And you’re just one click away from using this technique in your own financial advising business.  Listen now. Show highlights include: Asking your clients this question can fill your calendar with as many appointments as you can handle (3:10)  The deceptively simple technique I’ve used to book thousands of appointments for myself and other financial advisors (5:13)  5 key things your marketing must do before someone books an appointment to all but guarantee they become clients (with real-life examples) (6:23)  How to double your conversions by simply adjusting your headline (13:20)  The quickest win for financial advisors who use LinkedIn as their main social media marketing channel (it takes less than 10 seconds) (15:11)  How to boost your conversion rate from under 20% to over 50% in the next 90 days (or less) (20:15)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.  Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

    22 min
  2. 10 Signs You’re A Horrible Marketer

    9 SEPT

    10 Signs You’re A Horrible Marketer

    Financial advisors aren’t typically the best marketers… But could you be a horrible marketer?  Since I usually dish out marketing advice, I wanted to flip the script today and reveal the top 10 signs you’re a horrible marketer.  Why?  Because if you’re making any of these 10 mistakes, you still have time to fix them before your business goes kaput.   Listen now. Show highlights include: The weird lesson my actual Veto Pro toolbox reveals about marketing your financial services (2:24)  How redesigning the cover of your lead magnet can cause an avalanche of new subscribers joining your email list (6:42)  The #1 deadliest marketing mistake financial advisors make that can cause your business to go belly up (7:34)  How to have your most profitable year (even if every marketing metric you track is crashing to the ground) (8:54)  How to boost your landing page conversion rate to 20% while dwindling the cost per click to a mere 50 cents (15:40)  The “Scientist Mindset” secret for transforming cost-sucking ads into your new client generation machine (18:40)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.  Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

    28 min
  3. 3 Unorthodox Success Tips You’ve Probably Never Heard

    2 SEPT

    3 Unorthodox Success Tips You’ve Probably Never Heard

    There probably won’t be a bad book on your favorite guru’s “Top 10 Business Books” list, but I doubt there will be any business-changing insight you uncover either.  How come?  Well, all of these self-help, business books share the same exact “secrets,” said in a slightly different way so they’re markable.  The more books from these top 10 lists you consume, the more you distract yourself and push yourself further away from your business goals. But I have the antidote for you in this show.  In today’s episode, I’m revealing my top 3 unorthodox success tips you’ve probably never heard—and you won’t hear any in popular business books!  Listen now. Show highlights include: Why studying your grandparents will grow your business more than reading another book on your favorite guru’s “Top 10 Business Books” list (4:44)  How to inherit business skills from your parents (even if they’re no longer here) (9:14)  The “Different Beliefs” secret to becoming more open-minded and successful (12:49)  The biggest mistake financial advisors make when starting their business that dooms them to mediocrity (17:01)  Why budgeting your time like you do your money is the single best way to grow your business and your wealth (19:14)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

    24 min
  4. Financial Advisors: How Many Of These “Money Leaks” Does Your Business Have?

    26 AUG

    Financial Advisors: How Many Of These “Money Leaks” Does Your Business Have?

    There are 5 major mistakes financial advisors make in their business that create “money leaks.” Growing your business filled with these “money leaks” is like playing an already hard game on impossible mode.  Worst part?  Most financial advisors don’t even realize money is seeping out of their business every day! But don’t worry - I got you covered.  In today’s show, I share the 5 biggest “money leaks” financial advice businesses have—and reveal how to “plug” them and laugh your way to the bank. Listen now. Show highlights include: 5 major leaks in your financial advice business that costs you clients without you even realizing it (and how to “plug” them) (4:28)  The “FU” secret that can turn a few clients into a roster full of high-paying clients like magic (5:54)  2 of the most popular ways for clients to find financial advisors (are you optimizing both?) (9:18)  The single biggest LinkedIn mistake too many financial advisors commit (10:55)  How to get more referrals from your current clients without begging them (11:21)  The trick to stop competing with other advisors on price (so you can raise your fees and reduce your client headaches) (14:17)  The “STUB” method for crafting an irresistible value proposition that makes your ideal clients salivate (16:40)  How to increase your profits by 25-95% within the next few months (without adding more work to your day) (20:45) Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

    27 min
  5. Want More Inbound Leads? Stop Doing These 5 Things…

    19 AUG

    Want More Inbound Leads? Stop Doing These 5 Things…

    If you actually want to grow and scale your financial advising business, you must stop relying on outbound leads.  Why?  Well, outbound leads simply aren’t scalable. Once you take your foot off the gas, your flow of leads dry up like the Sahara Desert.  On the other hand, an inbound marketing strategy works whether you have your foot on the gas or not.  But financial advisors consistently commit 5 inbound marketing mistakes that sabotage their efforts so they erroneously believe that an outbound marketing strategy is the only effective strategy.  In today’s episode, you’ll discover the 5 inbound marketing mistakes financial advisors commit—and how to avoid making these mistakes in your marketing.  Listen now. Show highlights include: How to attract higher quality leads—at a fat 61% discount (2:00)  Why implementing a lead scoring system fills your calendar with high-quality leads (without draining your time on low-quality ones) (5:50)  The biggest mistake you’re making on your Thank You Pages that sabotage your sales (9:22)  3 things your Thank You Pages must do to turn cold leads into red, hot leads who are eager to hire you (10:02)  The “Commitment & Consistency” law of psychology that turns new leads’ unconscious mind into your sales intern (12:26) Here is a real life example of how to inject your personality into your marketing (and magnetize your ideal clients to you) (16:59)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

    26 min
  6. 10 Specific Ways Financial Advisors Sabotage Their Marketing

    12 AUG

    10 Specific Ways Financial Advisors Sabotage Their Marketing

    Marketing is hard enough on its own. Yet, financial advisors seemingly try to sabotage their marketing efforts every step of the way.  Of course, this isn’t intentional. But advisors make the same marketing mistakes over and over again that I’m questioning that statement.  Are you making any of these 10 specific marketing mistakes I reveal in this episode?  There’s only one way to find out: Listen now. Show highlights include: How to become the go-to expert in your market (even if most advisors never reach this status) (2:34)  3 “real world” examples of how having a niche makes your marketing instantly more effective (3:06)  How to start selling someone on hiring you as their financial advisor without uttering a single word to them (5:58)    The “Elevator Music” mistake that devours your time and repels your ideal clients (7:22)  Tired of relying on social media to fill your calendar with high quality appointments? This often ignored method is 40x more effective (11:26)  Why using jargon in your website copy scares your best clients to your competitor (14:12)  How to simplify your messaging (without dumbing it down) (14:36)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

    26 min
  7. My Favorite Ways For Advisors Attract High-Net-Worth Clients

    5 AUG

    My Favorite Ways For Advisors Attract High-Net-Worth Clients

    How much easier would your life be if your clients, on average, had an extra zero next to the number in your bank account?  Do you think you’d stress less, have fewer cash flow problems, and deal with less client headaches if you were only surrounded by high-net-worth clients?  And if your business was healthier, do you think you could be a better parent and spouse?  If so, I have good news:  In today’s show, I’m revealing my top 3 favorite ways to attract wealthier clients. Just don’t ignore it if it seems too simple.  Listen now. Show highlights include: Want a chance to “hang out” with me and other advisors and ask any questions on your mind? Listen here… (1:44)  The “RTT” secret for attracting clients with a net worth so massive it almost intimidates you (3:50)  How designing this simple infographic can send a surge of wealthy prospects to your calendar (7:29)  Why buying your local CPAs, estate planning attorneys, and other professionals a beer might give you the single highest return on investment for your time (9:44)  The counterintuitive reason lengthening your sales cycle makes you a more attractive financial advisor to wealthy investors (12:31)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.  Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

    18 min
  8. 5 Of My Least Favorite Marketing Strategies For Financial Advisors

    29 JUL

    5 Of My Least Favorite Marketing Strategies For Financial Advisors

    Most financial advisors aren’t marketing wizzes. But they also make it a heck of a lot harder, more expensive, and more frustrating when they use one of the 5 marketing strategies discussed in today’s show.  Worst part? There’s a good chance your favorite marketing gurus recommend you follow these broken strategies—and then blame you when you don’t get the results they promised.  And you know what?  There are easier, more effective, and more profitable marketing strategies for financial advisors.  In today's show, I’m sharing my 5 least favorite marketing strategies for financial advisors, and revealing what to do instead that’s easier, more effective, and more profitable.  Listen now. Show highlights include: Using any of these 5 marketing strategies is like cutting your lawn with scissors (1:27)  The “Opportunity Cost” trap financial advisors fall into far too often which forces them to pay extra for low-quality leads (7:40)  How to make direct mail work for your business (even if you’re not a world-class copywriter and don’t have your offer completely dialed in) (12:17)  The “Big Three Colds” that wreck your conversion rates without even realizing it (14:02)  Why something as simple as leaving a voicemail with these “magic words” can transform any mediocre cold calling campaign into a treasure trove of opportunity (15:31)  How posting about your kids on social media attracts more prospects to your schedule than a corporate content library (21:24) Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.  Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

    22 min
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About

Financial advisors, does this sound familiar? You’re barraged with people and companies who promise to help you get six thousand new clients in thirty seconds or less as long as you follow their magic tip, trick, or tactic. If so, take a deep breath and relax because that is NOT what this show is about. Lol. Hi, I’m James Pollard. I’m the founder of TheAdvisorCoach.com and host of the “Financial Advisor Marketing” podcast. This podcast is rooted in timeless principles designed to help financial advisors attract their ideal audiences, forge authentic relationships, and build deep roots with prospective clients. If you listen to this podcast, I think you’ll find three things to be true: First, the information shared in this podcast is deceptively simple. This means you don’t have to be a genius or marketing expert to get results. I take immense pride in keeping things simple. Let everyone else chase complexity. Second, the episodes are chock-full of data, research, and studies. This means advisors can do their due diligence on marketing strategies and make informed decisions about how they’d like to build their businesses. And third, I don’t take myself too seriously. I joke around, laugh, and have fun. If any of this appeals to you, I encourage you to listen. ~James Pollard

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