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 TheAdvisorCoach.com 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
Episodes
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...
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...
Most financial advisors believe that there’s a one-size-fits-all solution to marketing.
Not only is this true, but it’s dangerous.
Why?
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...
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...
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...
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...
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.
But...
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’...
I have been using ChatGPT since the very first day it was released to the public: November 30, 2022.
At the time, I said that financial advisors who use artificial intelligence will run laps around financial advisors who don’t. And yet… more than a year later, most financial advisors didn’t listen and still aren’t using ChatGPT.
Why?
Well, most financial advisors suffer from wha...
I’m acting like a mad scientist in this episode:
I’m attempting to form the perfect financial advisor based on the HEXACO personality typing test.
Why?
Because some financial advisors should, frankly, try something else. There are several crucial personality traits that all the top financial advisors have.
But more importantly, there are many financial advisors who...
Some people are fish. And other people are birds.
But financial advisors sabotage their marketing efforts and even put their business at stake if they’re fish trying to fly or birds trying to swim.
The point?
Everyone has a unique personality. But most financial advisors shy away from their natural personality and try to sweep it under the rug, instead of embracing it.
Read more
A lot of financial advisors struggle getting clients. They can (usually) keep them once they find them, but finding them is a constant uphill battle.
Why?
Well, after helping thousands of financial advisors, I’ve realized there are 7 fundamental reasons why financial advisors struggle to get clients.
If you don’t fix these 7 mistakes, you will struggle to get clients forever. So...
Some of the financial advisors I rub shoulders with are wealthy beyond belief. While others are struggling and don’t even have $1,000 in their bank account.
If you’re in the latter group, then, well, some of the marketing advice you hear online is dead wrong. In fact, it can actually set you back years if you follow it.
But don’t worry. I’m here to save you from boneheaded marketing decision...
Studying psychology is one of the most effective ways to supercharge your marketing. Psychology teaches you how to crawl into your prospective clients’ psyche, and live there rent free until they’re ready to hire you.
But most financial advisors don’t leverage psychological principles in their marketing because they don’t know how powerful they are.
That’s why, in this episode, I’m revealing...
Content marketing is one of the most effective ways financial advisors can get high-quality clients. It repels away time wasters, creates emotional bonds with your best prospective clients, and can work for you on autopilot once created.
But there’s a problem…
Most financial advisors don’t know the first thing about content marketing! They get duped by content marketing agencies into creatin...
We all have a deep desire to be liked by everyone we encounter. It’s human nature. But this quirk can also spell trouble for you as a financial advisor.
Why?
Because trying to please everyone comes with a steep cost: Your time, your sanity, and yes, your business’s revenue ceiling.
There are certain types of people you will naturally create more wealth for. They’ll implement you...
There’s one “tactic” in particular that financial advisors use in their marketing that wrecks their conversions and undermines their influence.
This tactic?
Teaching.
Before you gasp, realize this: If teaching was as profitable as you think, teachers would make more money.
But for some reason, financial advisors think that teaching is the only way to build credibi...
Let me be blunt: Most financial advisors aren’t world-class salespeople. Many of them actively fear selling. And this leaves their prospects confused, disgruntled, and unlikely to choose you over another advisor.
The solution?
Well, first you have to reframe how you approach sales. Selling isn’t a negative, dirty word. It’s an opportunity to help someone with one of their most prized possessions: Their finances.
Next, you have t...
80% of people fail on their New Year’s Resolutions by the second week of February. At the end of the year, only 8% of people achieve their New Year’s Resolutions.
That means that 92% of people fail to achieve their goals!
How can you prevent this, become one of the 8% of people who achieve their goals, and, who knows, add an extra zero to your bank account by this time next year?
Read more
There are only two types of financial advisors: Mentally strong ones, and mentally weak ones.
What’s the difference between the two?
Well, let me share a story about a crack addict named Willie. Every day, Willie woke up broke, and had to hustle his way to making $500 a day to support his expensive drug addiction. Despite his foul stench, yellow teeth, homelessness, and crack addiction, Will...
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