Episode #70 Strategic Email Marketing for Financial Advisors with James Pollard

Is email marketing for financial advisors dead?  Not by a long shot!

Are there productive and unproductive ways to use email in your marketing process?  You bet!

Email is still an effective and affordable marketing/prospecting tool that – if used correctly – can contribute significantly to your new-client growth. 

Discover the secret to leveraging the potent power of personalized email marketing for financial advisors!

In this episode, Referral Coach Bill Cates interviews James Pollard, the host of The Financial Advisor Marketing Podcast and founder of TheAdvisorCoach.com.

Discover the secrets to cutting through the email clutter, attracting Right-Fit Clients, and leveraging email to increase your revenue without boosting marketing expenses. 

Bill & James discuss:  

• The myth that email marketing for financial advisors is dead and revealing its unparalleled efficiency in the financial advisory realm.
  
• Getting started with email marketing, including the critical steps to follow in order to achieve success.
  
• The crucial role of personalizing your emails and the significant impact it can have on client engagement and relationship building.
  
• The most effective subject lines for email marketing campaigns.
  
• The biggest mistakes advisors make with email marketing.
  
• Strategic calls to action and maximizing conversion rates.
  
• Addressing objections and building trust with potential clients.
• … And more!

Resources: 

• RapidFire Referrals
• Get a copy of “The Language of Referrals”
• Get a copy of “Radical Relevance”

Connect With Bill Cates:

• BillCates@referralcoach.com
• Referral Coach Homepage
• Hire Bill for Coaching
• Enroll in The Cates Academy

Connect With James Pollard:

• LinkedIn: James Pollard
• Website: The Advisor Coach
• james@theadvisorcoach.com
• Financial Advisor Marketing Podcast James Pollard 

About James Pollard:

James Pollard is the host of the “Financial Advisor Marketing” podcast, which boasts over 250 episodes specifically crafted to assist financial advisors in client acquisition.

He is also the founder of TheAdvisorCoach.com, a leading resource in the financial advice industry known for its extensive business-building information. Since 2015, his products and services have aided over 50,000 financial advisors in expanding their clientele.

James’ expertise has been featured in esteemed publications such as Forbes, Financial Advisor Magazine, and The Journal of Financial Planning.

In addition, he has had the honor of addressing financial advisor groups worldwide, engaging audiences ranging from small, intimate gatherings of ten to large conferences with thousands of attendees.