Email Marketing Insider Tips for Financial Advisors

James Pollard is a seasoned marketing professional with a passion for personal finance. With nearly two decades of experience in the marketing world, he found his niche assisting financial advisors with their marketing efforts, particularly focusing on email marketing strategies. His journey into this specialized field began when he helped a financial advisor improve their marketing, leading to tangible results and subsequent referrals. This organic growth spurred him to establish his own company, The Advisor Coach, where he initially offered coaching services but later transitioned into an information and publishing model to reach a wider audience of financial advisors. Today, his website, theadvisorcoach.com, is one of the leading sources for business-building information in the financial advice industry. His products and services have helped more than 50,000 financial advisors attract more clients since 2015.

Tune in for insider tips from James as we dive into email marketing for financial advisors that works, how to measure success with email marketing, building a list through lead magnets, improving conversion rates and — the pepperoni pizza rule.

Featured Resources 

• James Pollard on LinkedIn

• James Pollard on Facebook

• James Pollard on Twitter 

• TheAdvisorCoach.com 

• Get 57 Tips for Financial Advisors

• Zig Ziglar’s Secrets of Closing the Sale 

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