Financial Advisor Marketing Podcast James Pollard

There is a truly golden opportunity lurking beneath the surface in the financial advising industry right now: 
A record 4.1 million Americans will turn 65 this year. And this isn’t just a temporary blip, it’s a wave that's set to continue for years. 
So, how do you market to this wave of future retirees to win their trust and their business? 
In today’s show, I reveal several simple marketing strategies you can use to magnetize this demographic to you, and make them drool at the thought of you being their financial advisor.
Listen now. 
Show highlights include:
Why it is the greatest time in American history to help people transition into retirement (0:52)  5 simple ways to differentiate your marketing from other financial advisors targeting retirees (2:08)  Can you market to retirees on LinkedIn? Here’s my contrarian strategy to try… (4:46)  How to “layer” retirees into sub niches that makes them think of you as their dream advisor (6:38)  Why online ads are the single best way to reach retirees (even if they don’t use social media as much as younger folks) (7:46)  The best (and worst) words to use for people over the age of 65 (9:06)  The “Selling Against Type” sales secret for cutting through the noise and usual hype that your ideal prospects are bombarded with every day (10:07) Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle.

The financial advice industry is going through some major changes thanks to the advancement of technology happening at breakneck speeds. 
And there are three key things that will rule the future of financial advice. 
Proactively embracing these changes will keep your financial advising business not only surviving, but thriving. But ignoring them could cause you to close your doors for good in just a few years. 
So, what are the three things that will rule the future of financial advice?
In today’s show, I reveal the three things that will rule the future of financial advice, and share specific actions you can take today to ensure your business survives the inevitable changes. 
Listen now. 
Show highlights include:
The almost-too-simple “human centered advice” secret for thriving as a financial advisor in the next couple of years (1:25)  Why an uptight and super professional “About Me” page on your website scares wealthy clients away (3:05)  How to gain an unfair technological edge against other financial advisors by simply writing emails and posting on LinkedIn (8:30)  Why chasing every marketing fad leads to burnout and poor returns (and how focusing on the fundamentals instead keeps your business afloat and growing) (12:07)  How to explore new marketing opportunities without getting sucked into every trend destined to fizzle out (14:48)  Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle.

Some of the most talented financial advisors have a fatal flaw that allows mediocre advisors surpass their success, wealth, and client roster:
They overcomplicate their marketing strategy! 
The truth is, sometimes the most impactful marketing secrets are so obvious they fly over financial advisors’ heads. But don’t let their simplicity fool you: There are a ton of easy ways to double your appointments, clients, and wealth. Especially when you follow the simple two-step formula revealed in this episode. 
Want to grow your business the lazy way? 
Listen now. 
Show highlights include:
How to jimmy the “Endowment Effect” to charge more for your services and have your clients thank you for doing so (1:00)  The simplest, yet most effective formula financial advisors can use to land more clients (4:03)  The only 2 numbers that matter for the success of your financial advising business (4:28)  Doing this simple marketing exercise frequently puts on my campaigns on steroids. Here’s how to do it for your business (5:48)  The cold, hard truth about why less talented financial advisors are more successful and wealthier than you (7:02)  3 biggest client-eating mistakes your website makes (and how to turn it into a client magnet by the end of today) (11:16)  How to double your conversion rate without headaches, frustration, or lucrative investments (11:43)  The lazy way to grow your business faster than 90% of financial advisors (12:37)  Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle.
If you’d like to learn the secret sauce that turns financial advisors’ websites into client-getting machines, head over to https://theadvisorcoach.com/website.
For serious advisors only: Order your copy of The Big Book of Business Building Secrets over at https://theadvisorcoach.com/big

There is an endless amount of coaches, consultants, gurus, and lead gen agencies doling out their advice to innocent financial advisors. 
But there’s one tiny problem with this…
None of their “advice” is backed by any sort of research, not even, in many cases, anecdotal evidence!
That’s why you can follow every piece of advice they put out without seeing any tangible results trickled down into your bottom line.
That’s the bad news. 
The good news?
In today’s show, I reveal 5 things high-growth financial advisors do differently, backed by research, so you can become a high-growth advisor too.
Listen now. 
Show highlights include:
You don’t need to hustle super hard or work yourself to death to grow your business when you understand this… (2:00)  The “Warrior” psychological glitch that fools you into creating obstacles and troubles for your business (2:38)  The #1 secret of “Hyper Growth Firms” in the financial industry responsible for their 22% growth in 2022 (5:10)  Are you making this mistake with your lead gen? Most financial advisors do without even knowing it (6:06)  How marketing with a “marketing budget mindset” axes your growth and beheads your wealth (even if you get a positive ROI) (15:21)  The top 4 marketing channels that high growth financial advisors use (19:14)  Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle.
I actually have an entire video training about this called how financial advisors can build bigger and better lists. I think it's one of the most underrated things that I have. And I don't talk about it as much as I should, I really should promote it a little bit more. You can check it out over at the advisor coach.com/lists It has more than two and a half hours of video content of me walking you through exactly which list you should have and how you should think about them.

Most financial advisors believe that there’s a one-size-fits-all solution to marketing. 
Not only is this true, but it’s dangerous. 
Why? 
Well, it results in smart, hard-working, and honest financial advisors falling victim to marketing myths that, at best, cap their wealth, and at worst, sabotages their entire business. 
In today’s show, I’m revealing the 10 most popular marketing myths financial advisors believe, so you can avoid them and prevent the deadly consequences that follow when you believe these myths. 
Listen now. 
Show highlights include:
How being an introverted financial advisor is a cheat code for marketing (even if you think the best advisors are extroverts) (3:20)  The weird “psychic energy” secret to apply to your marketing to magnetize your ideal prospects to your calendar (5:19)  The most neglected, yet effective marketing channel most financial advisors ignore (11:15)  Why having this fear sabotages your impact, legacy, and bank account more than any other fear (13:24)  3 “hidden” ways to follow up with prospects to actually turn them into paying clients (13:52)  The “Angel Investor” method for turning your online ads into a repeatable and scalable marketing strategy (14:43)  Why treating your LinkedIn profile like a resume almost guarantees your ideal clients will never find you (and the 3-step process to follow instead) (17:51)  How “Repulsion Marketing” where you dissuade people from working with you limits your headaches while growing your bottom line (19:38) Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle.

As a financial advisor, no matter how experienced you are, it’s always easier to learn from others’ mistakes than commit them yourself. 
The same is true for learning from other advisors’ successes too. 
That’s why I invited Elliot Kallen on to today’s show. Not only does Elliot have 30 years of experience of being a financial advisor, but he’s also built three successful businesses, including Prosperity Financial Group. 
Elliot has racked up a lot of marketing wins and losses over the past 30 years—and he’s sharing the most pivotal ones in today’s episode. 
Listen now. 
Show highlights include:
How simply being a good friend can fill your calendar with highly qualified appointments (4:38)  The “4M Motivations” each of your clients will have (and how to uncover their motivations before they even do) (10:48)  How to prepare your clients for downturns in the market so they can take advantage of them (12:27)  The “for” question that calms your clients’ anxious and worried minds in an instant (even when their investments keep losing value) (14:22)  This one controversial phrase ethically forces your clients to trust you even when you’re losing them money (17:13)  How the overlooked “their world” marketing strategy can improve the success of every marketing campaign you run (21:12)  The single most important “skill” for determining your long-term success and wealth (32:17)  Here’s the advice a 30-year financial advising veteran would give to himself if he were a first-year advisor (38:03)  Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle.
Want to learn more about Elliot and Prosperity Financial Group? Head to their website here: https://prosperityfinancialgroup.com/ 
Do you have a teenager or know one? Head to Elliot’s non-profit, A Brighter Day, to help raise awareness about teenage suicide here: https://abrighterday.info/