72 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

    • Investing
    • 3.8, 42 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.

    Building A Success Mindset With Joe Lukacs

    Building A Success Mindset With Joe Lukacs

    In normal times, it’s easy to go to the office, do your work and go home. But we’re not living in normal times. Clients want to liquidate assets. People are scared to invest. 
    The truth is: Anxiety, fear and crises contain the biggest business opportunities-if you can dig them up. How? With a success mindset, you’ll see opportunity where others hunker down. 
    Today, coach Joe Lukacs stops by to show you how to build that success mindset. This is a must listen if you want to grow through the crisis and seize the giant opportunity in front of you. Let your competitors crumble while you build your dream business.
    Show highlights include: 
    Advisors who throw in the towel skip these 4 “mental preparation” habits. Ignore them and you might be on a job board soon. (4:03) Why the best financial advisors are NOT in the investing or financial planning business. (6:55) Why watching financial news is for losers-and the 3 things successful advisors focus on. (10:41) A counter-intuitive truth: How paying a personal trainer helps your bottom line while education burns your money. (11:31) 3 crippling thoughts you can banish instantly by writing them down. (21:20) If you can’t answer “yes” to this question, you might be missing your clients’ biggest cash reserves. (34:08) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. 
     Go to https://TheAdvisorCoach.com/webinar to register today. 
     Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources:
    https://www.theadvisorcoach.com/15-financial-advisor-prospecting-ideas--techniques-that-work.html
    https://www.theadvisorcoach.com/seo-for-financial-advisors.html
    https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html

    • 44 min
    Practical Inbound Marketing Tips To Grow Your Business With Samantha Russell

    Practical Inbound Marketing Tips To Grow Your Business With Samantha Russell

    Chasing clients sucks. If your skeptical prospects object at every word you say, you’ll not only stay broke, you’ll also hate your work.
    The alternative? Attract leads who specifically want you, not just any advisor. If you do this right, they’ll even come to you on autopilot (never make a cold call again).
    This might sound impossible, but it’s what all the rich advisors do. In this episode, you’ll find out how they make pre-sold leads come to them.
    Today, Samantha Russell stops by to show you how to get leads automatically and make sales calls easy and fun. Ready to leave behind awful sales calls that lead nowhere? Get the leads you really want? Listen now!
    Show highlights include:
    How to get faster results with inbound marketing. (4:35) The most important to link on your website—this tiny change can multiply your results. (11:30) How to write content that gets you ranked on Google and convinces prospects. (13:12) The exact amount of keywords to focus on for more Google traffic. (21:30) How one advisor “infiltrated” corporate executive suites with his content. (29:49) An overlooked traffic strategy that also starts profitable relationships for you. (33:24) Why NOT to do cold outreach, no matter what gurus tell you. (36:56) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. 
    Go to https://TheAdvisorCoach.com/webinar to register today. 
    Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources:
    https://www.theadvisorcoach.com/top-10-best-books-for-financial-advisors.html
    https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html
    https://www.theadvisorcoach.com/cold-calling-financial-advisors.html

    • 42 min
    5 Signs You’re Going To Be A Successful Financial Advisor

    5 Signs You’re Going To Be A Successful Financial Advisor

    Let’s face it you’re not as successful as you want to be yet. And you’re probably worried you won’t get the success you know you deserve. 
    Time to make sure you’re the advisor who’ll become wealthy, happy and fulfilled. How? There’s 5 core signs all great up advisors share.
    In this episode, you’ll find out exactly what these 5 signs are and how you can implement them for yourself. 
    Want to have absolute certainty you’ll be successful? Listen now!
    Show highlights include:
    The marketing system you‘ll profit from for the next 10 years. (5:00) What the world’s best salesman says about other people’s opinions. (8:30) The only opinions you should listen to besides your own. (9:51) One forgotten book many successful people read and love. (14:21) Why “be yourself” can torch your reputation and scare off clients. (17:35) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. 
    Go to https://TheAdvisorCoach.com/webinar to register today. 
    Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources:
    https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html
    https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html
    https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html

    • 21 min
    Helping An Advisor Go From $75K To $300K

    Helping An Advisor Go From $75K To $300K

    If you’re wildly ambitious, an above-average income won’t cut it. While normal people would hate you for it, there’s no shame in wanting to get rich. Giving your kids a life you never had, taking your spouse on exotic vacations and driving the car you’ve always wanted? 
    It won’t happen unless you join the elite advisors who clear multiple six figures each year. Fortunately, there’s a plan for you to get there. It’s all laid out in this episode. 
    Ready to multiply your income and leave the losers behind? Listen now!
    Show highlights include:
    How to multiply your revenue with a single decision. (1:53) Why putting more on your to-do list kills your productivity and happiness. (7:55) Why your competitors close the clients you do free work for. (14:00) The “always on” marketing asset 99% of advisors make no money from. (16:50) How to reach leads who pretend to be “out of office”. (20:58) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. 
    Go to https://TheAdvisorCoach.com/webinar to register today. 
    Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources:
    https://www.theadvisorcoach.com/content-marketing-tips-financial-advisors.html
    https://www.theadvisorcoach.com/financial-advisor-business-plan-tips.html
    https://www.theadvisorcoach.com/7-awesome-tech-tools-for-financial-advisors.html

    • 26 min
    4 Ways Emotions Are Killing Your Business

    4 Ways Emotions Are Killing Your Business

    You’ve probably made some bad emotional decisions in your life. Whether you bought something you couldn’t afford, moved cross-country for a bad relationship or keep eating tasty, unhealthy food. 
    But did you know emotions can ruin your business too? Your emotions can sabotage everything from your income to how much time you spend working.
    If you’re ready for a better business and life, listen to this episode now.
    Show highlights include:
    2 emotions that can wreck any business completely. (6:30) The unconscious emotions that make you work for free. (14:27) How you can avoid being a broke advisor. (16:24) Why making tons of money to prove someone wrong will leave you heart broken. (21:30) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. 
    Go to https://TheAdvisorCoach.com/webinar to register today. 
    Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources:
    https://www.theadvisorcoach.com/7-client-referral-ideas-to-help-you-get-more-referrals.html
    https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html
    https://www.theadvisorcoach.com/financial-advisor-coaching.html

    • 26 min
    Why Having A Mentor Can Be A Huge Mistake

    Why Having A Mentor Can Be A Huge Mistake

    Many successful businesspeople will tell you to get a mentor. And maybe you’ve been looking for someone to take you under their wing, to help you become who you need to be. 
    But what if that’s a waste of time? What if listening to a mentor doesn’t get you where you want to be? 
    In this episode, you’ll find out who to listen to and whose advice to ignore. That way, you’ll only get the best advice from the right experts.
    Stop letting bad advice ruin your business. Listen now!
    Show highlights include:
    One common piece of advice successful people don’t even follow themselves. (5:48) The one thing no mentor can ever teach you (but you absolutely need). (7:07) “Unsexy” ways wealthy people build successful businesses. (12:20) Why you should never ask successful people to pick their brains. (14:39) The most valuable thing a mentor can give you– in 30 seconds. (16:17) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. 
     Go to https://TheAdvisorCoach.com/webinar to register today. 
    Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources:
    https://www.theadvisorcoach.com/7-awesome-tech-tools-for-financial-advisors.html
    https://www.theadvisorcoach.com/seo-for-financial-advisors.html
    https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html

    • 23 min

Customer Reviews

3.8 out of 5
42 Ratings

42 Ratings

FA2441 ,

Obnoxious and self-centered

These guys might have great FA tools and guidelines, but they are too full of themselves. Tough to listen too.

_1offof100 ,

First Year Was a Good Year!

I used the information given and had a great year for a newbie...definitely going to invest more into my practice with more information from James

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.

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