28 episodes

As a financial advisor, marketing is the key to your success. Whether you've been in financial services for thirty days or thirty years, this podcast will help you become a better prospector so you can get more clients with less stress.

James Pollard, from TheAdvisorCoach.com, shares his insights on what it takes for you to build your book of clients with less stress.

Financial Advisor Marketing Podcast James Pollard

    • Business
    • 3.6, 23 Ratings

As a financial advisor, marketing is the key to your success. Whether you've been in financial services for thirty days or thirty years, this podcast will help you become a better prospector so you can get more clients with less stress.

James Pollard, from TheAdvisorCoach.com, shares his insights on what it takes for you to build your book of clients with less stress.

Customer Reviews

3.6 out of 5
23 Ratings

23 Ratings

ParishCr ,

Love the show

What's funny about the negative reviews for this show is that James literally mentions in his episodes that he doesn't treat this podcast as a "value" fest. If you're tuning into the show expecting to be given everything for free, you will be disappointed. However, if you're smart enough to read between the lines and really listen to what he's saying, you'll realize that nothing else comes close.

ChelzBZD ,

Inspirational & Informative

The Advisor Coach is such an informative podcast. James really knows his stuff. I love how open and receptive he is to answering any questions his listeners have.

If you're new to the Financial Advising industry this podcast is a must have on your playlist. The podcast is full of so much practical advice that financial advisors and the general public can put into action.

I appreciate and resonate with the advice where they say that once you start becoming successful in life your friends and family will stop talking to you. I've experienced this on a smaller scale.

I love how they are so raw and real on this show. They don't sugarcoat they give you the real meat of what you need to do to achieve more in life.

Even though the podcast is about finance the episode I listened to had more of an emphasis on working hard and progressing towards your goals. Whether they are money related or otherwise.

Overall this show is inspirational whether you are a financial advisor or not. I think anyone looking to develop themselves or entrepreneurs can benefit a lot from the Advisor Coach.

HShanklin ,

Suspect

I was intrigued when I came across this podcast and after listening to a few episodes decided to look a little deeper. The show is just a front to sell you his program(s). He has never been an advisor, yet touts himself as an “expert” coach to advisors. The weirdest part though is you cannot find any info on him anywhere aside from his podcast personality, which is strange. You can’t even talk to him without first shelling out $5k! I’ve met some of the best coaches in the world, Dan Hardy, Bo Eason, and a few others, none of which have that kind of initial barrier. Steer clear. Kitces podcast, The Perfect RIA, and The Elite Advisor Blueprint will provide a lot more value than is and you won’t be “sold” anything.

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