37 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, 29 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
29 Ratings

29 Ratings

Overflow Your Possibility ,

All about Marketing!

I have to say I really enjoy this podcast. One thing i like to keep in mind as I listen to it is that its about marketing. James leads by example and I think that is super important. Is he going to talk about funds and what kind of plans to set up for our client no. This is all about getting our financial firms in the place we want it to be. Through this podcast he helps us tiobecome great at Marketing and the Financial side as well! We also have to remember podcast are free the real value comes from implementing and investing in things. James main idea I think is we as advisors should invest in ourself.

Breif Listener ,

Confused

Website looked interesting, listened to a few episodes. After attempting to check out his background, I couldn’t ANY information ‘James Pollard’, his background, or qualifications. If he had some kind of credentials to speak of, it would give his ideas some merit.

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.

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