Financial Advisor Marketing Podcast

Financial Advisor Marketing Podcast

Financial advisors, does this sound familiar? You’re barraged with people and companies who promise to help you get six thousand new clients in thirty seconds or less as long as you follow their magic tip, trick, or tactic. If so, take a deep breath and relax because that is NOT what this show is about. Lol. Hi, I’m James Pollard. I’m the founder of and host of the “Financial Advisor Marketing” podcast. This podcast is rooted in timeless principles designed to help financial advisors attract their ideal audiences, forge authentic relationships, and build deep roots with prospective clients. If you listen to this podcast, I think you’ll find three things to be true: First, the information shared in this podcast is deceptively simple. This means you don’t have to be a genius or marketing expert to get results. I take immense pride in keeping things simple. Let everyone else chase complexity. Second, the episodes are chock-full of data, research, and studies. This means advisors can do their due diligence on marketing strategies and make informed decisions about how they’d like to build their businesses. And third, I don’t take myself too seriously. I joke around, laugh, and have fun. If any of this appeals to you, I encourage you to listen. ~James Pollard


July 22, 2024 20 mins

I’m giving you a gift today:

I’m sharing the single most powerful marketing secret with you today. Only the most elite marketers even know about this… But it’s something commonly used by magicians, ventriloquists, comedians, and even Big Pharma.  

Not only will this single trick help you get more clients, but it also helps you attract higher quality clients who are more willing to listen to yo...

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I’ve noticed a trend of financial advisors thinking they have imposter syndrome. And so I decided to investigate… 

When I did, I found out the hard truth: 

Most financial advisors whining about their imposter syndrome are misdiagnosing it. They don’t actually have imposter syndrome, they just suck at their jobs. 

This might not be your favorite thing to hear. But it’s true.

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If you’re struggling to build trust with prospects and clients, then I have some harsh news for you:

Whether you’d like to admit it or not, the reason you can’t build trust is because you don’t trust others. 

The universe has a tendency to attract similar people as you. And if you’re constantly looking for discounts, shortchanging other businesses, and using a credit card you know will decline...

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I’ve talked to and coached thousands of financial advisors. And more often than not, they are the only thing standing between themselves and their goals. 


Well, it’s because they suffer from an addiction that they aren't even aware of! This addiction holds them back, keeps them on the journey of their goals but never accomplishing them, and if you don’t do something about it soon, it will...

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Even as an experienced advisor with a successful business, I’m willing to bet you’re making at least one of these five marketing mistakes. 

Because here’s the thing… 

While none of these mistakes are powerful enough to bankrupt your business today, the longer you keep making these mistakes, the more likely bankrupting your business becomes. No matter how long you’ve been in the business or how...

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When you’re a brand-new financial advisor trying to learn marketing to keep your business afloat when you don’t have any clients, there’s a lot of mistakes you can make that increase your likelihood of giving up. 

For example, listening to general marketing “experts” on YouTube who have never worked in the financial industry sets you up to work hard and generate no returns. 

In fact, after hav...

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After helping thousands of financial advisors improve their marketing, I’ve realized that there are 5 key elements that successful financial advisors leverage in their marketing. 

Missing any one of these five elements could be a reason that your marketing campaign lights your budget on fire without you seeing any benefit to your bottom line. 

But most financial advisors aren’t even aware of t...

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I made a new lead magnet, which, based on its early performance, is the best lead generator I’ve ever created. 

How did I do it? 

Well, I did the exact opposite of what most financial advisors do when building their own lead magnets. 

For example, I talk about Christianity in it (usually a big no-no in the financial advice industry). I purposely made it exclusive instead of inclus...

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Most financial advisors—and truthfully, most business owners—let their entire day get controlled by someone else. 

False urgencies, random meetings, and pointless tasks can easily consume your day when you don’t control them. And most people don’t even try to control them because they mistake being busy with being productive. 

But nothing will sink your business faster than being busy all day....

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While niche marketing is one of the most powerful marketing strategies available for financial advisors looking to differentiate and scale… 

There’s a big, fat problem with niche marketing: 

It is not an overnight cure for your lack-of-clients or lack-of-cash-flow problems, despite what you hear marketing gurus peddling.  

In fact, it’s the exact opposite: Choosing a niche, then e...

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There is a truly golden opportunity lurking beneath the surface in the financial advising industry right now: 

A record 4.1 million Americans will turn 65 this year. And this isn’t just a temporary blip, it’s a wave that's set to continue for years. 

So, how do you market to this wave of future retirees to win their trust and their business? 

In today’s show, I reveal several simp...

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The financial advice industry is going through some major changes thanks to the advancement of technology happening at breakneck speeds. 

And there are three key things that will rule the future of financial advice. 

Proactively embracing these changes will keep your financial advising business not only surviving, but thriving. But ignoring them could cause you to close your doors for good in ...

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Some of the most talented financial advisors have a fatal flaw that allows mediocre advisors surpass their success, wealth, and client roster:

They overcomplicate their marketing strategy! 

The truth is, sometimes the most impactful marketing secrets are so obvious they fly over financial advisors’ heads. But don’t let their simplicity fool you: There are a ton of easy ways to double your appo...

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There is an endless amount of coaches, consultants, gurus, and lead gen agencies doling out their advice to innocent financial advisors. 

But there’s one tiny problem with this…

None of their “advice” is backed by any sort of research, not even, in many cases, anecdotal evidence!

That’s why you can follow every piece of advice they put out without seeing any tangible results trick...

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Most financial advisors believe that there’s a one-size-fits-all solution to marketing. 

Not only is this true, but it’s dangerous. 


Well, it results in smart, hard-working, and honest financial advisors falling victim to marketing myths that, at best, cap their wealth, and at worst, sabotages their entire business. 

In today’s show, I’m revealing the 10 most po...

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As a financial advisor, no matter how experienced you are, it’s always easier to learn from others’ mistakes than commit them yourself. 

The same is true for learning from other advisors’ successes too. 

That’s why I invited Elliot Kallen on to today’s show. Not only does Elliot have 30 years of experience of being a financial advisor, but he’s also built three successful businesses, including...

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Most financial advisors, especially American advisors, complicate their marketing strategies to the point that they never implement them. 

But marketing can be simple. And the simplicity of your marketing strategy actually increases the chances of its success. 

Don’t believe me? 

Well, in today’s show, I’m sharing 3 simple and realistic marketing strategies you can start using tod...

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Most financial advisors rob themselves blind every time they meet with their best clients because they don’t simply ask for referrals. 

Why don’t they ask? 

Well, most advisors don’t know the correct words and phrases to say to make their clients want to send you referrals. But once you figure this part out, the rest comes easy. In fact, it could even help you land your largest client this yea...

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There are downright shocking statistics about how much debt the average person has… and you’d be mistaken if you think this also doesn’t apply to financial advisors. 

It's the height of hypocrisy when you’re teaching others how to manage their money, but can’t manage your own. And yet, I see advisors’ credit cards declining almost every day when they try to buy my Inner Circle Newsletter. 


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Many financial advisors are, to put it bluntly, terrible at marketing, which means I give the same marketing advice to advisors again and again and again. 

That’s why I gathered the most common—and most effective—marketing advice I give to advisors and put it into a single episode. 

If your marketing doesn’t keep your sales pipeline filled to the brim or help you unlock financial freedom, you’...

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