Financial Advisor Marketing Podcast

James Pollard
  • 3.7 (94)
  • INVESTING
  • UPDATED WEEKLY

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. 7 Things My Most Successful Emails Do To Get More Clients

    2D AGO

    7 Things My Most Successful Emails Do To Get More Clients

    I recently analyzed a few hundred of my best performing emails that I sent to financial advisors last year for my Inner Circle members.  I went through them with a fine-tooth comb to analyze the patterns, similarities, and anything I could find to explain their success.  And, at the end of the day, I came up with 7 things that my most successful emails do. If you want to get more clients from your emails, it's as simple as listening to this episode, and making sure your emails have all 7 ingredients.  Listen now.  Show highlights include: The "Remove Dirt" marketing secret that unlocks twice the amount of clients for half of the work (1:38)  7 ingredients I'd include if I were designing an email marketing campaign for financial advisors with my life on the line (5:02)  Why emails that attempt to educate or provide value always get pummeled by this type of email almost nobody tells you to send (5:16)  One word that you should almost NEVER use in your emails because it can only scare away your best prospective clients (and a simple way to reframe the theme so your audience is receptive to it) (6:43)  The weird way listing your credentials and experience backfires and makes a prospective client go scroll through Facebook instead of finish reading your email (12:25)  A specific way to phrase your call-to-action in an email that makes it irresistible for qualified prospects to disobey (15:54)  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.

    18 min
  2. Why Your Website Should Repel 95% Of Prospects

    FEB 9

    Why Your Website Should Repel 95% Of Prospects

    Most financial advisors approach their website in the completely wrong way. They build it to look professional and appeal to everyone. And this can only result in filling your calendar with a bunch of tire kickers and headache clients that will pay shekels and demand everything from you.  There is a far smarter approach that doesn't keep you busy for busy's sake. It actually makes you more productive, profitable, and happy.  All it requires is a simple mindset tweak and being okay with getting fewer total loads (in exchange for more total clients… and more higher-paying clients too).  The secret? Designing your website to REPEL 95% of your prospects.  It probably sounds weird and counterintuitive now. But it will make perfect sense after you click play. Listen now.  Show highlights include: The easiest way known to financial advisor-kind to consistently get a 100% return on investment (3:59)  Why wanting your website to showcase your professionalism is the silliest mistake advisors make (and why top advisors do the exact opposite) (6:07)  How to make your website so repellent that it ONLY attracts the best, most qualified, and wealthiest prospective clients to your calendar (6:58)  3 business bankrupting website mistakes that almost every single advisor makes. (These mistakes signal low trust, kill your conversion rate, and your profit-per-client metric.) (7:04)  Why listening to other marketers is the fastest way to overwhelm yourself with low-quality clients who frustrate you so much you might wind up dead sooner from all the stress! (11:34)  How low-quality prospects rob innocent and unsuspecting financial advisors for thousands of dollars every month (without you even realizing it!) (13:57)  What to do to turn your website into your unpaid sales qualification intern so you ONLY take appointments from prospective clients who are likely to thank you for your high fees (15:33)  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.

    23 min
  3. Why Top Financial Advisors Grow Faster With Less Marketing

    FEB 2

    Why Top Financial Advisors Grow Faster With Less Marketing

    If you closely study the best financial advisors' marketing strategies, you might find something so counterintuitive that it makes you question reality: The top advisors grow faster with less marketing, not more! Most advisors get this completely wrong. They think they have to have daily marketing breakthroughs to break through the noise and land one client. This leads to frustration, burnout, and, worst of all, giving up.  But the top advisors?  They do far less, grow far faster, and probably have far more fun doing it too.  But how can you grow faster with less marketing?  That's exactly what you'll learn when you click play.  Listen now.  Show highlights include: How to add over 1200 new LinkedIn connections and 9 new clients from this almost-too-simple strategy (best part? It won't ruin your reputation like cold DMs do!) (4:21)  Why treating marketing more like you do investing is the single most important piece of marketing intel you'll ever learn (8:04)  A simple way to leverage basic math to make every marketing campaign you deploy significantly more profitable (10:51)  The strange way pure boredom sabotages your conversion rate (12:28)  How to "borrow" your next marketing breakthrough from another sucker who spent thousands of dollars testing an ad (without wasting a cent on testing it yourself) (15:28)  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.

    21 min
  4. The High-Converting Lead Magnet Nobody Is Using

    JAN 26

    The High-Converting Lead Magnet Nobody Is Using

    There is a certain type of lead magnet that converts like crazy. And yet, nobody uses it, especially financial advisors! Some advisors are simply too lazy (or pretend they're too busy) to do it. Others have been led astray by marketing gurus who foolishly advise against it. Some are just unconvinced it will work before they try. And there's a smaller fraction of advisors who simply don't know that this specific type of high-converting lead magnet exists or that it naturally leads to higher quality and wealthier clients.  If you're in that smaller fraction of advisors, this episode will melt away your ignorance (for better or worse).  This is NOT the easiest lead magnet to create. In fact, it's the hardest and by a wide margin.  That's why it's so wildly effective.  If you want the easy route, find another podcast to listen to.  But if you're willing to do the hard work of sowing, so you can reap the long-term rewards, listen now.  Show highlights include: A new way to think about lead magnets that not only create some extra cashflow, but also enhance the quality of your clients (1:06)  The counterintuitive reason longer lead magnets (like a 57-minute webinar presentation) often win against skimpy ones (like a checklist someone will open once then forget forever) (2:20) How to quietly erase competitors from your market's minds while also filtering out the low-quality noise and only attracting wealthy, high-quality clients (4:33)  3 foundational reasons why so-called marketing gurus are especially vicious and ineffective for financial advisors (5:32)  The "LD" formula for cooking up lead magnets that are so persuasive some clients might skip past the appointment and hire you directly (6:10)  How to hijack your market's psychology and "ethically force" them to trust you completely. (This is Psychology 101, but I'm shocked by how few advisors ever even think about this.) (8:08)  The subtle "mental jiu jitsu" trick that subconsciously makes your market value you more than your competitors (10:12)  Why creating a lead magnet designed to repel is more important than one designed to attract (yes, even if it tanks your conversion rate!) (12:31)  How a "Map of Lead Magnets" can make you so persuasive to your ideal clients that it should almost be illegal (17:38)  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.

    24 min
  5. Why Growing A Financial Advice Business Is So Freaking Difficult

    JAN 19

    Why Growing A Financial Advice Business Is So Freaking Difficult

    Let me tell you a secret that might cause you so much frustration that you close out this episode… or that will give you the "ah-ha" moment your subconscious has been desperately searching for.  It has to do with your approach to marketing and it answers the question of why growing a financial advice business is so freaking difficult.  The secret? Your marketing sucks because you believe marketing equals providing information.  This is why prospective clients overflow with objections to your sales presentations… why your calendar is collecting more digital dust than PDFs in your Downloads file… and why, no matter what you say or how many hours you spend working, your business NEVER grows.  In fact, overwhelming prospective clients with information and education makes them far less likely to hire you as their financial advisor compared to the new approach you'll learn in this episode.  Listen now.  Show highlights include: Why your business doing "fine" is the single most dangerous place it can be (1:16)   How a simple shift in your marketing can help you book more high-quality appointments in the next 30 days than you have in the past 6 months combined (1:56)  The "Teacher Trap" that nearly all middling financial advice businesses fall into that stifles their growth, forces prospects to run to the closest competitor, and fills you with endless frustration (2:33)  How to "hijack" prospective clients' nervous systems and ethically give them no other option other than paying your fees (2:54)  Why telling silly stories, even ones that have nothing to do with financial advice at all, will not only make your calendar fill up, but your client roster too (3:21)   Two embarrassingly simple ways (that almost no financial advisor uses) to make prospective clients' "short circuit" and give you their undivided attention and trust (4:53)  A weird "glitch" almost all financial advisors have that intimates prospective clients and makes them freeze instead of pay your fees (7:02)  How being a narrator of your thoughts in your marketing copy works almost too well for making prospects eager to hire you (8:34)  Why lots of financial advisors market in a way where it is neurologically impossible for people to become clients (and how to avoid this fatal mistake) (12:11)   The simple, but powerful trick for framing your high fees as a reason to trust you (14:41)  Want to see the magic that happens when your marketing works with human psychology instead of fighting against it as most advisors do? Then I recommend my Profitable Pricing Blueprint, which you can find below: https://TheAdvisorCoach.com/Pricing  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.

    22 min

  6. JAN 12

    5 Amazing Productivity Secrets For Busy Financial Advisors

    Every time I mention productivity secrets for busy financial advisors, a few like to jab back at me that productivity secrets can't help when you have young children.  Not only is this dead wrong, but it's a completely backwards excuse too.  You need productivity secrets when you have children or else one of two things will happen (and sometimes both happen): Either your business will start to sputter and risk collapsing completely… or you'll save your business at the expense of your relationship with your kids.  And, like I said, sometimes both things happen: Your business and your relationship with your kids crumble faster than you know how to fix.   Today's show is your antidote.  Listen now.  Show highlights include: Why productivity principles become more important after kids than they are before kids (especially if you use your kids as an excuse to be disorganized, inconsistent, and passive in your business) (2:04)  Here are a few eye-opening examples of how expensive the opportunity cost becomes when you have children (2:47)  Why reading marketing books and listening to business podcasts is a recipe for anxiety when you don't have this… (4:10)  How being under the foot of your business not only strangles your growth, but can also make your kids despise you (and how to take back control of your business) (5:46)  The uncomfortable "Optimization Theater" reality that explains why most productivity advice does not and cannot grow your wealth (13:27)  Asking yourself this one question can forever make you not only more productive, but also far more effective at growing your business (13:53)  How to become more productive without exerting more effort (and, in many cases, exerting less effort) (14:56)  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.

    20 min
  7. The 3 Trust Signals That Beat 30 Years Of Experience

    JAN 5

    The 3 Trust Signals That Beat 30 Years Of Experience

    Most financial advisors believe that their experience is the best trust signal to attract and land new clients.  This might've been the case years ago, but it's not necessarily true.  Not to mention… there are three specific trust signals that consistently crush years of experience (even 30+ years). And when they're combined, then, well, something magical happens in prospective clients' brains.  That's what I'm sharing with you in today's show.   Listen now.  Show highlights include: 3 types of content that consistently outperform all other types for financial advisors (I learned this after studying hundreds of financial advisors' content) (1:31)  The weird way to use your own student loan debt to make your ideal clients sprint to your scheduler for an appointment (3:42)  How having more experience as a financial advisor can actually work against your marketing (4:33)  The "lizard brain" secret behind why some brand-spanking-new advisors earn trust easier from prospective clients than you do (even if you have 30+ years experience) (8:20)  A few ways to leverage pattern recognition to effortlessly earn trust (9:50)  Why having a long and lengthy list of credentials might be scaring clients away faster than they're attracting them (11:51)  A simple formula that ethically forces your prospective client to give you their full trust (16:25) How to merge the 3 trust signals into a powerfully persuasive elevator script that can make your calendar flood with high-quality appointments (18:07)  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.

    25 min
  8. Your Niche Is Too Broad: Here's How To Fix It In 20 Minutes

    12/29/2025

    Your Niche Is Too Broad: Here's How To Fix It In 20 Minutes

    Most financial advisors think they have a niche, but what they really have is a big demographic. In other words, their niche is too broad… and when your niche is too broad, it sabotages your marketing.   That's the bad news.  The good news? If your niche is too broad, I can help you fix it in 20 minutes.  But only if you listen to this episode.  Show highlights include: 3 reasons why having a broad niche makes your marketing less persuasive and less effective (2:48)  How to hack the reticular activating system of prospective clients and ethically force them to trust you (3:10)  Why financial advisors are at risk for being seen as commodities to your clients (and how to prevent your clients from treating you like a commodity) (4:50)  How to "get away" with charging two to three times more without losing any clients (and perhaps even attracting more clients) (6:17)  Why simply niching down can make your closing rate skyrocket (10:04)  6 questions that will make your niche crystal clear and narrow enough to be effective (15:28)  The "What Hurts" niche creation secret that can improve your entire marketing strategy overnight (17:53)  My single favorite niche-building secret that almost no other financial advisor uses (20:57)   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.

    25 min
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3.7
out of 5
94 Ratings

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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