Financial Advisor Marketing Podcast

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 having thousands of discussions with new financial advisors, I've found that there are 7 specific mistakes new advisors make that sabotage their marketing results. In this episode, I reveal each of these 7 mistakes—and give you a solution for each and every one of them. If you're a new advisor, you can't afford to skip this episode. But even if you're a seasoned advisor, there's still a chance you're making one of these 7 mistakes. Listen now. Show highlights include: Why relying on Gary Vaynerchuk, Russell Brunson, and Grant Cardone for your marketing education is a recipe for failure (0:53) How seeking out a mentor for your financial advising business can actually be dangerous to your business, bottom line, and mental health (2:53) Why aligning your marketing strategy to your unique personality is the single most effective way to ratchet up the return of every marketing asset you use (6:46) How your friends and family limit your growth potential (even if they don't intend to) (10:22) Failing to understand THIS makes it nearly impossible for you to succeed (11:15) Nobody cares about your investment strategies or financial planning methods… But doing this instead fills your calendar with hungry prospects (12:27) The "Stretch You" secret to goal setting that all but guarantees you become a top 5% advisor at worst (and a top 1% advisor at best) (14:31) The insidious "Do More" trap new financial advisors fall into that keeps them broke and unstuck (17:10) Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Want to see the exact lead magnet (and landing page) that I consider to be my best one ever? It's called "Financial Advisor Marketing Wisdom from the Bible." You can check it out yourself here: https://theadvisorcoach.com/bible.

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 these five elements. In today's show, you'll discover the 5 elements of winning online marketing campaigns for financial advisors, so you become one of the few financial advisors who can use your marketing to land clients whenever you want. Listen now. Show highlights include: Why studying landing pages and websites from the best marketers can actually make yours worse (1:44) How to make every piece of marketing collateral in your financial advice business better by simply watching The Godfather (2:25) The "Try Enough" marketing strategy that every winning online marketing campaign leverages (and it also explains why your marketing campaigns fail) (4:08) The insidious "Three Feet From Gold" trap financial advisors' marketing campaigns fall into that devours your ROI (4:47) Why targeting a broad pool in your online ads is like throwing money away (even if an advertising guru told you that going broad works better) (8:05) 3 simple steps from management legend Peter Drucker to turn a sea of data into actionable insights that ratchet up the effectiveness of your marketing (10:51) The exact amount of time you should let your winning ads run for (12:30) How to slice and dice one winning ad into ten (or more) winning ads (without fully redoing your ad each time) (13:00) Why diversifying your marketing assets helps you generate returns in the short-term while also preventing your entire business from sinking over the long-term (17:24) Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90-minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Want to see the exact lead magnet (and landing page) that I consider to be my best one ever? It's called "Financial Advisor Marketing Wisdom from the Bible." You can check it out yourself here: https://theadvisorcoach.com/bible.

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 inclusive. And I even charge for it instead of giving it away for free. In today's show, I reveal why I made these "against the grain" decisions, how it resulted in the best lead generator I've ever created, and how you can duplicate this strategy in your business. Listen now. Show highlights include: How paying more for your leads (instead of less) generates more revenue for your business (0:49) Think you should be trying to find the most profitable clients for your business? Here's one reason why this can backfire (1:48) The insidious "Generalist Tax" that devours your free time without seeing returns to your bottom line (3:14) How making yourself less available makes you more attractive to your best prospective clients (4:30) Why "borrowing" this belief from two different religions can ease your frustrations and headaches in your business (6:20) The $1 secret for turning your current lead magnets into actual client-getting machines (8:51) How applying the Golden Rule to other businesses who want you as their client actually helps you find better clients (10:15) Asking yourself these 3 questions can help you build the best lead magnet for your business (17:20) The "Exclusive Lead Magnet" trick for repelling headache-inducing leads and only attracting high-quality leads (18:31) Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Want to see the exact lead magnet (and landing page) that I consider to be my best one ever? It's called "Financial Advisor Marketing Wisdom from the Bible." You can check it out yourself here: https://theadvisorcoach.com/bible.

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. Busy is not productive. And productivity is not busy. They are completely opposed to each other in every single way. That's why I'm peeling back the curtain for you today and revealing the 7 pieces of productivity advice that changed my life. You might not like hearing everything in this episode, but if you implement the advice I share, your business will thank you. Your bank account will thank you. And you know what? Even your spouse will thank you. Listen now. Show highlights include: Why winging it day to day keeps you busy everyday without having any wealth or clients to show for it (1:05) How to instantly gain clarity and control over your hectic schedule—in only 30 minutes (1:58) The "Time Boxing" method for accomplishing double the work in half of the time you'd normally take (5:59) Why failing to schedule breaks into your schedule drains your productivity (even if you think the opposite would happen) (8:22) 2 types of breaks that skyrocket your productivity levels throughout the day (10:06) The weird "Sparkling Trash Can" secret that can improve your marketing, reduce randomness on your schedule, and even grow your business (19:15) Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Now, you might have a few questions like how do I identify the right niche for me that is viable long term, I actually have an entire video training about this called deep dive into niche marketing, which you can find over theadvisorcoach.com/niche that digs in a lot deeper than I can in a single podcast episode. There is no perfect science for selecting a viable niche.

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 earning the trust of that niche, can take years of grueling effort with little return. Especially because the financial advice industry is one of the least trusted professional industries. That's why, in this episode, I'm revealing a secret, more methodical way to become a trusted source in your niche (without starving for clients and cash flow for years). Listen now. Show highlights include: How to actually build trust with potential clients (even if the financial advice industry is one of the least trusted professional industries) (0:31) Why typical sales and marketing books don't work for financial advisors (even though they work in other industries) (1:42) Where the "riches are in the niches" advice marketing zealots pump into you falls flat and can even hurt your business (3:03) How to become the trusted figure in your niche—and why it will takes years, not months or weeks (3:21) Why appearing as a generalist instead of being a specialist is a better strategy for growing your business (even though it's harder) (5:38) How to build an entire financial advice business around the "Generalist-Specialist" method that gets you clients today and years down the road (6:34) The slower, more methodical, and more effective "Behind-the-scenes" secret for building a wildly profitable niche (9:15) Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Now, you might have a few questions like how do I identify the right niche for me that is viable long term, I actually have an entire video training about this called deep dive into niche marketing, which you can find over theadvisorcoach.com/niche that digs in a lot deeper than I can in a single podcast episode. There is no perfect science for selecting a viable niche.

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 simple marketing strategies you can use to magnetize this demographic to you, and make them drool at the thought of you being their financial advisor. Listen now. Show highlights include: Why it is the greatest time in American history to help people transition into retirement (0:52) 5 simple ways to differentiate your marketing from other financial advisors targeting retirees (2:08) Can you market to retirees on LinkedIn? Here's my contrarian strategy to try… (4:46) How to "layer" retirees into sub niches that makes them think of you as their dream advisor (6:38) Why online ads are the single best way to reach retirees (even if they don't use social media as much as younger folks) (7:46) The best (and worst) words to use for people over the age of 65 (9:06) The "Selling Against Type" sales secret for cutting through the noise and usual hype that your ideal prospects are bombarded with every day (10:07) Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle.

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 just a few years. So, what are the three things that will rule the future of financial advice? In today's show, I reveal the three things that will rule the future of financial advice, and share specific actions you can take today to ensure your business survives the inevitable changes. Listen now. Show highlights include: The almost-too-simple "human centered advice" secret for thriving as a financial advisor in the next couple of years (1:25) Why an uptight and super professional "About Me" page on your website scares wealthy clients away (3:05) How to gain an unfair technological edge against other financial advisors by simply writing emails and posting on LinkedIn (8:30) Why chasing every marketing fad leads to burnout and poor returns (and how focusing on the fundamentals instead keeps your business afloat and growing) (12:07) How to explore new marketing opportunities without getting sucked into every trend destined to fizzle out (14:48) Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle.

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 appointments, clients, and wealth. Especially when you follow the simple two-step formula revealed in this episode. Want to grow your business the lazy way? Listen now. Show highlights include: How to jimmy the "Endowment Effect" to charge more for your services and have your clients thank you for doing so (1:00) The simplest, yet most effective formula financial advisors can use to land more clients (4:03) The only 2 numbers that matter for the success of your financial advising business (4:28) Doing this simple marketing exercise frequently puts on my campaigns on steroids. Here's how to do it for your business (5:48) The cold, hard truth about why less talented financial advisors are more successful and wealthier than you (7:02) 3 biggest client-eating mistakes your website makes (and how to turn it into a client magnet by the end of today) (11:16) How to double your conversion rate without headaches, frustration, or lucrative investments (11:43) The lazy way to grow your business faster than 90% of financial advisors (12:37) Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. If you'd like to learn the secret sauce that turns financial advisors' websites into client-getting machines, head over to https://theadvisorcoach.com/website. For serious advisors only: Order your copy of The Big Book of Business Building Secrets over at https://theadvisorcoach.com/big

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 trickled down into your bottom line. That's the bad news. The good news? In today's show, I reveal 5 things high-growth financial advisors do differently, backed by research, so you can become a high-growth advisor too. Listen now. Show highlights include: You don't need to hustle super hard or work yourself to death to grow your business when you understand this… (2:00) The "Warrior" psychological glitch that fools you into creating obstacles and troubles for your business (2:38) The #1 secret of "Hyper Growth Firms" in the financial industry responsible for their 22% growth in 2022 (5:10) Are you making this mistake with your lead gen? Most financial advisors do without even knowing it (6:06) How marketing with a "marketing budget mindset" axes your growth and beheads your wealth (even if you get a positive ROI) (15:21) The top 4 marketing channels that high growth financial advisors use (19:14) Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. I actually have an entire video training about this called how financial advisors can build bigger and better lists. I think it's one of the most underrated things that I have. And I don't talk about it as much as I should, I really should promote it a little bit more. You can check it out over at the advisor coach.com/lists It has more than two and a half hours of video content of me walking you through exactly which list you should have and how you should think about them.

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 popular marketing myths financial advisors believe, so you can avoid them and prevent the deadly consequences that follow when you believe these myths. Listen now. Show highlights include: How being an introverted financial advisor is a cheat code for marketing (even if you think the best advisors are extroverts) (3:20) The weird "psychic energy" secret to apply to your marketing to magnetize your ideal prospects to your calendar (5:19) The most neglected, yet effective marketing channel most financial advisors ignore (11:15) Why having this fear sabotages your impact, legacy, and bank account more than any other fear (13:24) 3 "hidden" ways to follow up with prospects to actually turn them into paying clients (13:52) The "Angel Investor" method for turning your online ads into a repeatable and scalable marketing strategy (14:43) Why treating your LinkedIn profile like a resume almost guarantees your ideal clients will never find you (and the 3-step process to follow instead) (17:51) How "Repulsion Marketing" where you dissuade people from working with you limits your headaches while growing your bottom line (19:38) Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle.

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 Prosperity Financial Group. Elliot has racked up a lot of marketing wins and losses over the past 30 years—and he's sharing the most pivotal ones in today's episode. Listen now. Show highlights include: How simply being a good friend can fill your calendar with highly qualified appointments (4:38) The "4M Motivations" each of your clients will have (and how to uncover their motivations before they even do) (10:48) How to prepare your clients for downturns in the market so they can take advantage of them (12:27) The "for" question that calms your clients' anxious and worried minds in an instant (even when their investments keep losing value) (14:22) This one controversial phrase ethically forces your clients to trust you even when you're losing them money (17:13) How the overlooked "their world" marketing strategy can improve the success of every marketing campaign you run (21:12) The single most important "skill" for determining your long-term success and wealth (32:17) Here's the advice a 30-year financial advising veteran would give to himself if he were a first-year advisor (38:03) Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Want to learn more about Elliot and Prosperity Financial Group? Head to their website here: https://prosperityfinancialgroup.com/ Do you have a teenager or know one? Head to Elliot's non-profit, A Brighter Day, to help raise awareness about teenage suicide here: https://abrighterday.info/

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 today to add $100,000 of revenue to your business within the next 365 days. Want to see how simple marketing can be when you peel back all the unnecessary complexity? Listen now. Show highlights include: The bizarre reason American advisors have a harder time achieving success than other countries (2:45) Why adding an extra $100k to your bottom line is actually simpler than you think (4:46) The exact number of appointments you need each month to add an extra $100k to your business (it's smaller than you think) (6:55) How to add an extra 200 people to your LinkedIn connections every month (without spending all day on LinkedIn) (11:07) Is your website generating 119,000 visitors in three months? If not, drop everything you're doing and listen to this… (12:15) A few real life examples that show you how powerful—and profitable—building multiple marketing strategies can be (14:58) Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle.

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 year. That's why I invited Bill Cates, The Original Referral Coach for financial advisors, onto today's show to reveal some of his best-kept referral secrets. Want to grow your client base in the easiest and most reliable way possible? Listen now. Show highlights include: How to double your referrals this year (even though it's never been harder to reach interested prospects) (3:38) Two words to say to satisfied clients that makes them want to send you highly qualified prospects (3:58) Why asking for referrals is the quickest way to make your referral pipeline dry out (4:54) The 2 most common objections your clients have when you ask for referrals (and how to overcome each one) (7:51) How strictly should financial advisors stick to their referral script? A referral expert answers… (12:42) Use this 7-word phrase whenever you're in a tricky sales situation to position yourself as the expert authority (14:49) How asking this simple question can land you your largest client by the end of the year (20:55) The advanced "Double Readership Path" copywriting trick for transforming your website into an appointment-setting machine (27:35) Need more help turning your business into a referral machine? Order Bill's newest book, The Language of Referrals: The Words & Scripts Highly-Successful Financial Professionals Use to Gain More Ideal Clients, here: http://languageofreferrals.com/. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle.

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 here's the silver lining if you're a financial advisor up to your ears in debt: It's never been easier to get more clients from social media. Especially when you implement what I reveal in today's episode. Want to turn your social media posts into client-getting machines? Listen now. Show highlights include: How simply knowing your audience can triple your webinar attendees almost overnight (6:23) This weird "Open Rate" trick for email marketing can help you land more clients by trying to get lower open rates (9:11) The single biggest social media mistake financial advisors make which makes your ideal clients physically nauseous (9:49) Why disobeying this "law of marketing" on social media magnetizes your ideal clients to your calendar (11:24) Most financial advisors completely neglect this obvious approach to marketing… Here's how to avoid making this costly mistake (12:10) The "Two-Way Street" secret for posting engaging social media posts that actually fill up your calendar (14:32) How to make LinkedIn help you grow your influence every time you're at the doctor's office or waiting in line (16:41) Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle.

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're probably making one of the several mistakes I reveal in this episode. Want to grow your business so rapidly it doesn't seem real? Listen now. Show highlights include: The insidious "Marketing Sugar Crashes" trap financial advisors fall into which makes it almost impossible to achieve true financial freedom (0:54) How being busy prevents you from being productive and building real wealth through your business (2:07) Why blindly believing marketing gurus enslaves you to your business (and how to make your business work for your lifestyle instead) (5:42) The single most important piece of marketing advice I can give to financial advisors (6:27) How adding several marketing strategies to your marketing plan actually saves you time (even if you're dreading more marketing mediums) (6:58) The easiest way to give yourself a pay raise by the end of this week (8:25) Why "Probabilistic Thinking" can double, triple, or quadruple your conversion rates overnight (without changing anything else in your marketing strategy) (14:53) How to set a cascade of abundance that you never thought possible into motion from your marketing within the next 7 days (17:47) Need help crafting an email marketing strategy for your business that keeps your calendar full and your wallet fuller? I'm offering one-on-one intensives for financial advisors where I'll help you build your email marketing from scratch. But it's not cheap. If you're interested, you can book your spot here: https://theadvisorcoach.com/intensive. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle.

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 what Charlie Munger called "mental bias." This disease is so strong in the financial advisor industry that a financial advisor still in college but who isn't afraid of AI can run laps around you as soon as they graduate. After using AI for more than 12 months, I've also discovered what it's best—and worst—at. In this episode, you'll discover how to use AI to transform your financial advising business. And you'll get a much-needed reminder that it's time to start using AI. Listen now. Show highlights include: A cool way to use AI that has absolutely nothing to do with financial advising or marketing but will improve the quality of your life (1:43) Why trying to do too many marketing tactics scares away your best clients (5:50) The insidious "mental bias" most financial advisors have that keeps you stuck in mediocrity (6:46) How to quickly save at least $20,000 per year by simply using AI (8:39) Why simply paying more attention to your money can drown you in spoils (9:24) How using ChatGPT to edit your copy makes it less persuasive than the original (even if you're not a copywriter) (11:51) A simple little ChatGPT trick to improve your writing without sacrificing your time or persuasion (12:40) The wrong way to prompt ChatGPT to do your bidding… and the best way to prompt ChatGPT to do your bidding (16:15) I even wrote a little PDF called how financial advisors can get clients with artificial intelligence. If you want to download that you can grab it at the advisor coach.com/ai. 83% of financial advisors make plans for their clients, but don't make a plan for their own business. Isn't that wild? If you're one of the 83% without a marketing plan, I created one for you. Get it here: https://TheAdvisorCoach.com/marketing-plan Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle.

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 shy away from their true personality because they don't realize it gives them a bona fide competitive edge. Plus, you'll see how you can base your marketing strategy and business plan around your personality, so you reap the competitive-nuking rewards of it. Listen now. Show highlights include: The most important attribute on the HEXACO personality test (4:08) How taking a HEXACO personality test will make you a wealthier financial advisor by the end of this episode (5:32) Want to improve your marketing but manipulating people makes you recoil? Listen to this… (7:46) The weird reason financial advisors who can't tolerate physical pain aren't as successful on average (11:57) The equally weird reason anxious financial advisors are more success on average (13:05) Why public speaking is a "force multiplier" for the growth of any financial advisor (16:23) The single easiest way to solve any marketing problem (and why many financial advisors struggle with this) (22:53) 83% of financial advisors make plans for their clients, but don't make a plan for their own business. Isn't that wild? If you're one of the 83% without a marketing plan, I created one for you. Get it here: https://TheAdvisorCoach.com/marketing-plan Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle.

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. Why? Well, financial advisors shy away from their personality because they don't think it'll unlock more business success. But this isn't true. In fact, by embracing your personality, not only will you improve your business, but you'll increase your daily happiness too. That's why I'm explaining the different personality traits in this episode, and showing you how to base your business around your personality instead of the other way around. Listen now. Show highlights include: Why personality-based marketing not only increases your results, but also skyrockets your happiness (1:43) How Jeff Bezos's physics failure can jack up the success of every marketing campaign you try (2:57) Why ignoring or abandoning your weaknesses unlocks an unfair advantage against your competitors (6:49) The single best personality test for building your financial advising business and improving your marketing (7:49) How tweaking your business to better fit your strongest personality traits makes it impossible for your clients to leave you (and how to do this for all 6 personality traits) (12:23) The fatal flaw of relying on a single marketing channel that puts your entire business at risk (16:03) The "Pollard Principle" which explains why promoting internally usually backfires on you (23:56) 83% of financial advisors make plans for their clients, but don't make a plan for their own business. Isn't that wild? If you're one of the 83% without a marketing plan, I created one for you. Get it here: https://TheAdvisorCoach.com/marketing-plan Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle.

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. Sounds harsh, but it's true. The good news is, if you listen to—and implement—everything in today's episode, you'll never starve for clients again. Listen now. Show highlights include: The "inversion" secret that twists your failures into raging success stories (1:01) Survey finds 83% of financial advisors are hypocrites… Find out if you're one here: (1:43) Why only relying on outbound marketing makes your business slowly wither into oblivion (7:27) The "MMS" philosophy for marketing that keeps the appointments rolling in (7:57) How building a "Marketing Asset" brings in consistent cash flow like a high-paying dividend (9:48) The single biggest mistake financial advisors make when picking a niche that forever stunts their growth (11:34) How traditional lead gen companies subtly cripple your business from the inside out (12:40) The "Charlie Sheen" secret for making your competitors utterly irrelevant (13:45) 4 ingredients for creating an infectious value proposition that your ideal clients can't resist (only 26% of Baron's Top 100 even do this!) (17:10) How changing a few words in your vocabulary can be the difference between landing a new client or watching them slip through your fingers (18:4I love 5) 83% of financial advisors make plans for their clients, but don't make a plan for their own business. Isn't that wild? If you're one of the 83% without a marketing plan, I created one for you. Get it here: https://TheAdvisorCoach.com/marketing-plan Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle.

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 decisions when you're on a shoestring budget. In today's episode, I reveal the exact things I would do to market myself as a financial advisor if I only had $1,000 to my name. Listen now. Show highlights include: The raw, unfiltered truth about why you can't make 6 or 7 figures as a financial advisor (2:57) How your deathbed can turn you into a world-class marketer—almost overnight (5:01) Why hiring a freelance web designer pilfers your freedom (even if you get a great website in return) (8:50) The anti-outsourcing advice you desperately need to hear if you want to grow your wealth (9:21) Can't seem to book appointments or land clients no matter what you do? Try this simple, yet effective DM question… (11:43) How acting like a real human being can unlock more opportunities than all the best formulas and step-by-step guides in the world (13:11) Want to write emails that set appointments? I reveal the three biggest mistakes financial advisors make with email marketing, and how fixing them can lead to massive changes here: https://TheAdvisorCoach.com/Mistakes. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle.

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 5 of my favorite, little-known psychological principles that have built my business, and can supercharge your marketing. Listen now. Show highlights include: How to use evolutionary history to land higher quality appointments and clients (1:14) Why using your emails to build unity instead of giving stock market forecast predictions helps you set appointments on autopilot (2:07) The "Social Identity Theory" secret that gives you an unfair advantage that other advisors simply cannot copy (2:49) How to embed a deep sense of liking in your prospective clients psyches that subconsciously makes them want to hire you (5:22) 3 factors which give you instant credibility in prospective clients' eyes (even if you're not as credible as your competitors) (5:56) Why covering your office walls with corny motivational posters can make your clients invest more with you (13:42) Want to write emails that set appointments? I reveal the three biggest mistakes financial advisors make with email marketing, and how fixing them can lead to massive changes here: https://TheAdvisorCoach.com/Mistakes. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle.

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 creating short-form content that lands them unserious clients. They listen to flat-out wrong advice on the most effective forms of content marketing. And the result is, financial advisors get burned out from trying ineffective content marketing strategies. Well, that ends when you listen to this episode. Not only do I peel back the curtains on my own personal content marketing strategy, but I also reveal the 7 biggest lies financial advisors believe about content marketing. Ready to use content marketing to actually grow your business? Listen now. Show highlights include: The #1 reason why financial advisors fail to get results with content marketing (5:13) Why begging prospective clients to hire another financial advisor can land you more appointments this month than you've gotten all last year (5:32) The most dangerous content marketing advice that financial advisors fall victim to all the time (7:26) Why picking one content marketing channel and going all in is a surefire way to land no clients (and why a multi-channel approach leads to more clients) (9:00) Thinking about relying on AI to pump out all your content? Here's why this will backfire on you and your business (10:08) The counterintuitive reason why focusing on short-form content fills your client roster with the absolute worst type of clients (and how long-form content repels these "goldfish clients" away from your business) (11:10) Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle.

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 your advice quicker. And they'll be better clients for you. So, why would you risk your relationships with the right kind of clients to focus on the worst type of clients? You wouldn't, and yet, that's what you do when you try to please everyone. In today's show, I'm giving you permission to stop pleasing everyone, so you can enjoy more wealth, more freedom, and better clients. Listen now. Show highlights include: Why adding testimonials and positive reviews to your online ads can actually tank your conversions (even if you'd think they'd help reduce skepticism) (4:01) The single worst type of time-devouring client you can work with (5:17) How taking a personality test magnetizes your ideal clients to you (10:08) Did you know 1.2% of American men are literal psychopaths? Here's how to prevent them from infiltrating your client list (13:22) 5 reasons why "Repulsion Marketing" not only repels your worst clients, but also attracts your best ones (14:15) Want to write emails that set appointments? I reveal the three biggest mistakes financial advisors make with email marketing, and how fixing them can lead to massive changes here: https://TheAdvisorCoach.com/Mistakes. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle.

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 credibility. Not only are there plenty of other ways to build credibility, but they're all more effective too. In today's show, I reveal why educating wrecks your marketing efforts, how to build credibility without teaching, and how to boost your conversions across all your marketing campaigns. Listen now. Show highlights include: The single most important rule of financial advisor copywriting that you must obey if you want results (1:27) How to demonstrate your value in your marketing (without teaching and scaring away your best prospects) (4:31) Want to build your credibility without teaching? Here are 7 more effective ways to build credibility (8:24) How MLK's "I Have A Dream" speech can boost your marketing conversions almost overnight (10:17) The "Centers of Influence" secret for using other people's credibility to fuel your own (14:35) Why sharing your hobbies, personal interests, and favorite movies leads to more conversions than teaching (15:50) Want to write emails that set appointments? I reveal the three biggest mistakes financial advisors make with email marketing, and how fixing them can lead to massive changes here: https://TheAdvisorCoach.com/Mistakes. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle.

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 to tune into this conversation with Nancy Bleeke Noel, author of "Conversations That Sell: Collaborate with Buyers and Make Every Conversation Count." In this episode, Nancy reveals how financial advisors can get better at sales, the common mistakes financial advisors make, the most common reason people don't hire financial advisors, and so much more. Nancy's worked with 10s of thousands of financial advisors over the years and turned them from sales zeros into sales heroes. And now she wants to help you. Listen now. Show highlights include: The weird way "reluctant sellers" often make the best salespeople (2:14) The "problem solver" mindset shift required to become a great salesperson and get over your fear of selling (5:34) How this "win cubed" secret annihilates your sales dread almost instantly (6:09) Why overselling and over explaining can kill a deal that you already had 90% in the bag (9:12) Do you rely on scripts to sell? Here's why Nancy thinks this is the biggest mistake financial advisors can make… (13:18) How facts and data bore your prospects to death and send them to another advisor to manage their finances (15:01) The single biggest reason why most people don't hire a financial advisor (and how to leverage this to cause a surge of new clients) (16:34) The insidious "Beginner's Mind" trap which prevents financial advisors from closing deals with interested prospects (19:02) How to convince even the most skeptical prospect to hire you with the "QAV" method (26:11) Want to connect with Nancy to see how she can help you improve your sales? Visit her website at https://www.salesproinsider.com and connect with her on LinkedIn here: https://www.linkedin.com/in/nancybleeke Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle.

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? Well, your first step is tuning into this episode. Not only do I reveal why so many people fail to achieve their goals, but I also provide you with proven goal-setting strategies to make achieving your goals easier than failing. Think you could achieve your goals when success is easier than failing? Listen now. Show highlights include: Want to make an extra $50-$100k in 2024? Here's how 143 financial advisors achieved that last year (2:36) 3 of the best "website traffic getting seeds" to help you harvest more website views and turn them into paying clients (5:33) The weird, but powerful "I am a failure" mindset tweak that allows you to transform your shortcomings into success (9:14) 92% of people fail to achieve their goals… Here's how the "input secret" ensures you're in the 8% of people who achieve them (10:36) How to level up your marketing knowledge so that you're a better marketer than 99% of financial advisors by January 1st, 2025 (15:17) Why setting tiny goals you can stick with grow your business's revenue more than massive goals (16:08) Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle.

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, Willie was mentally strong. Yet, most financial advisors with access to more tools and wealth than Willie ever had don't even make half of what Willie did hustling on the streets. Are you really going to let a crack addict out hustle you? In this episode, I share Willie's story, and how you can hone one "skill" in particular from Willie to make 2024 your wealthiest year yet. Listen now. Show highlights include: Why being brazenly offensive in your email marketing strategy actually works more effectively than "providing value" (1:33) How to get rich doing nothing other than watching a drug addict live their life (5:02) The weird way smelly, homeless crack addicts often bring in more money than doctors and lawyers (and how to apply this "skill" to your financial advising business) (5:21) One "crack addict" question to ask yourself when you're not motivated to send your motivation levels through the roof (8:52) The "gun to your head" business plan for financial advisors for finally cracking into the top 10% of income earners in the world by this time next year (9:13) How to achieve all your financial goals in 2024 by writing this on top of a notecard you see every day (12:44) Financial advisors make 3 lethal mistakes when writing emails that sabotage their efforts and results. Want to see if you're making one of these three mistakes? Then head to https://theadvisorcoach.com/mistakes. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle.

I started a new YouTube channel where nobody knew me. And without even making content on financial advising marketing, I generated 19,030 views in my first 28 days on YouTube. So, how did I do this? And more importantly, how can you "mimic" my YouTube strategy to fill your calendar with appointments with hungry and qualified prospects who crave your services? I reveal this—and a bunch of other helpful tips, tricks, and mistakes—in today's episode. Want to leverage YouTube to fill up your pipeline? Listen now. Show highlights include: Why you don't need a ton of YouTube views to leverage YouTube to fill your calendar (and how to get more views anyway) (1:54) The cold, hard truth about why most financial advisors struggle with YouTube (3:58) How creating your title and thumbnail before you create your video surges you with relevant views (4:20) The counterintuitive reason blindly writing your YouTube titles for search suffocates your views (and what to do instead to boost your views) (4:49) How to leverage YouTube's algorithm to force them to show your videos to your target audience (6:45) Can you actually use YouTube to generate inbound leads to your website and email list? Yes, and here's how… (7:22) A few examples of terrible YouTube titles that financial advisors probably think are great (14:33) Trying to build a YouTube channel as a financial advisor? Here is the single best opportunity to get lots of views (16:33) Financial advisors make 3 lethal mistakes when writing emails that sabotage their efforts and results. Want to see if you're making one of these three mistakes? Then head to https://theadvisorcoach.com/mistakes. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle.

In my life, I've stumbled upon 10 concepts that have changed my life for the better. While they're not directly tied to financial advisor marketing, these 10 concepts have created more success, wealth, and happiness in my life. And they will do the same for you. In today's show, I reveal the remaining 5 life-changing concepts that every financial advisor who wants more success, wealth, and happiness should know. And you know what? Who couldn't use more success, wealth, and happiness? Listen now. Show highlights include: The weird way studying the best scams of the past 100 years might be the best financial decision you make (2:47) Warren Buffet's #1 rule for getting stinkin', filthy rich (4:26) The "Expected Value" marketing and sales trick that turns even the most skeptical prospect into cold, hard cash (4:46) How having a well-defined niche lets you break all the marketing "rules" while you laugh your way to the bank (10:28) Why knowing the 2 distinct types of happiness lets you systematically, intentionally, and purposefully increase your joy (16:26) Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle.

While there is no single "secret for success," there are several concepts that can change the course of any financial advisor's life, business, and happiness for the better. What concepts am I talking about? Well, in today's show, I reveal 5 of the 10 most effective concepts I've harnessed in my own life as well as taught to other financial advisors that have dramatically enhanced their life and business. Some of these concepts are related to marketing, and some aren't. But every single one will show you the way to a better life and business. Listen now. Show highlights include: How to calculate your odds of success for any new marketing campaign before you start (1:55) Why "Even Or" thinking in marketing sabotages your campaigns before they ever see the light of day (3:14) The counterintuitive reason that the more complex your marketing plan becomes, the more likely it is to fail (and why marketing plans that seem too simple work like gangbusters) (5:34) The single most effective marketing "tool" financial advisors can buy (spoiler: it has nothing to do with financial advice or marketing) (9:14) How taking a simple, online personality test can boost the effectiveness of every marketing campaign you launch until you retire (12:28) Why copying and pasting successful financial advisors' marketing strategies can leave you penniless and depressed (14:17) Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Do you struggle with getting enough deep and REM sleep? In this article, you can learn about the 12 changes I made to radically improve my sleep: https://TheAdvisorCoach.com/sleep

As a financial advisor, you have an unfair advantage when it comes to raising your fees compared to other professions. By simply doubling your fees, you can almost double your income—while working less than you ever had before. Why then don't more financial advisors raise their fees? Well, here's the cold, hard truth: They're worried that raising their fees will cause all of their clients to cancel. But this isn't true, let alone likely. In fact, various psychological studies have proven that your clients will enjoy paying you more than paying you less. It sounds counterintuitive, but it's true. In today's episode, you'll discover the psychological reasons why your clients want to pay you more, how to use analogies to eliminate "fee objections," and how to make more while working less. Listen now. Show highlights include: This simple equation proves how valuable—and profitable—raising your fees can be (even if you're hesitant) (0:58) Why financial advisors are particularly capable of doubling their income while working a fraction of the time. Here's how to do it… (1:50) The counterintuitive reason raising your fees is the simplest way to minimize (or even eliminate entirely) "fee resistance" from prospects (2:13) Why lowering your prices actually makes your ideal prospects think up more objections (and the physiological reason for why raising your prices attracts fewer objections) (4:55) How to jimmy the "Price Placebo Effect" to make more money by working less and dealing with fewer client headaches (6:29) Why making your clients pay more will actually make them happier to work with you (weird, but true) (6:40) The "SAM" marketing secret for eliminating price and fee objections before they even come up (and how to handle various objections even if they come up) (10:20) 5 "done-for-you" analogies about financial advising that can transform even the most skeptical prospects into paying clients (10:37) Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Want to figure out the secrets for building a bigger and better email marketing list? My latest product explains all my best-kept list-building secrets. Get it here: https://theadvisorcoach.com/lists

One question that's always on the minds of financial advisors is this: How long does it take to get results from marketing? Some marketing coaches, consultants, and lead gen agencies will claim it can take years to see tangible results from marketing. While others claim that they can get you results in as little as a few days. What's the truth? Well, the truth is that different marketing channels have different speeds. Some forms of marketing can unlock new clients almost instantly, while others can take years to generate results. In today's show, I reveal the different speeds of various marketing channels, share why you should pick a faster (or slower) one, and how to align your overall marketing strategy with your unique goals as a financial advisor. Listen now. Show highlights include: The backwards way lowering your cost-per-click can actually make your cost-per-client increase (1:42) The cynical way lead gen companies lie to you about how long it takes to get results from marketing to squeeze more moolah out of you (3:08) How to land a few new clients this week by using this underrated and almost competition-free marketing medium (3:59) Can you make money from email marketing with only having a few hundred subscribers on your list? Yes, and here's how to do it… (7:32) The "Follow-Up Five" secret for turning any qualified lead into a paying client in a business week (or less) (9:16) How to land 200 new email subscribers from a LinkedIn post that only receives a handful of likes and comments (13:05) Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Want to discover the top 6 ways financial advisors in any niche can land more clients? Then head to https://TheAdvisorCoach.com/theclientmethod for my free training.

There's a massive difference between the bank accounts of different financial advisors. Some experience groundbreaking success, making 8, 9, or even 10 figures a year. While others live paycheck to paycheck, can barely afford their bills, and are constantly spinning their wheels about how to grow their business. After reflecting on the two groups, I've finally realized the difference: The wealthiest financial advisors are mentally strong. And the poorest financial advisors are mentally weak. So, what's the difference between a mentally strong financial advisor or a mentally weak one? In today's show, I share 5 things mentally strong financial advisors don't do. If you catch yourself committing any of these mistakes, the good news is that you can grow mentally stronger. Awareness is simply the first step. Ready to find out if you're mentally strong… or what you can do to build your mental toughness if you're not? Listen now. Show highlights include: Aren't mentally strong? This book from a social worker can make your mental toughness your biggest strength in just a few days (2:10) The 3 destructive core beliefs that rob you of your mental toughness and drown you in limitations (2:54) How to make your limiting beliefs wither away until they disappear by asking yourself this question (5:03) Why fearing change reveals a deeper problem about you that will always make finding new clients an uphill battle (7:26) How leading with your values, even if they're not popular, magnetizes your perfect clients to your calendar (9:50) The sneaky "Just 1%" marketing secret that eliminates any objections your ideal clients have (11:33) Teddy Roosevelt's weird exercise that builds an unshakeable sense of confidence (15:33) 3 pieces of advice to grow mentally stronger faster than 90% of other financial advisors (22:03) Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle.

What if you had a blueprint for marketing your financial advising business directly from a top 0.1% financial advisor? Think you could land more appointments, skyrocket your conversion rate, and even enjoy more free time with your family? Well, good news: In today's show, Andy Andrews—a top 0.1% financial advisor—joins me to share his marketing, sales, and operations secrets with you. After listening to this episode, not only will every piece of marketing you put out become more effective, but you'll also be able to enjoy more freedom (without feeling as stressed or overwhelmed). Ready to become a top 0.1% financial advisor yourself? Listen now. Show highlights include: The insidious "hamster wheel of busyness" that suddenly puts you on the verge of bankruptcy (3:40) How to overcome your fear of rejection by hanging out with a realtor for a day (5:32) The sneaky "Follow Up Over Time" marketing secret for magnetizing your ideal audience without directly talking to them (6:37) Studies show that 80-90% of financial advisors won't make it to a third year. Here's how to be in the top 10% who build a thriving business (9:28) How to transform new clients into diehard fans eager to send you referrals by simply scribbling a few words on a card (14:51) Hate sales? This 2-step sales system not only makes sales calls fun, but skyrockets your conversion rates (18:55) The weird way being too knowledgeable intimidates your prospects and repels them away (21:28) The "SEV" social media content creation method that actually generates more appointments on your calendar (27:32) Albert Einstein's unheard marketing advice for financial advisors that's more relevant today than ever before (32:53) Want to connect with Andy (and watch how he works in action)? You can find him on LinkedIn here: https://www.linkedin.com/in/andrewswealthstrategies/ Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle.

Business owners are the "holy grail" of financial advisor clients. Not only can they be some of the wealthiest clients you land, but despite what they think, they actually need your services more than the average person. But financial advisors make a big, fat mistake when trying to target business owners: They go too broad, don't niche down enough, and this erodes the effectiveness of marketing to a specific group. And you know what? There are so many different kinds of business owners, so niching down in this industry is one of the easiest ones to do it in. But how do you attract wealthy business owners who desperately need your financial services? In today's show, I reveal my 4 favorite ways to attract (and convert) business owners as clients. Listen now. Show highlights include: 3 websites to scour for compiling a list of hungry business owners who are in dire need of your services (0:59) Don't have as much success as you'd like? Here's the niche my most successful Inner Circle members specialize in (1:39) Why business owners need financial advice more than the average person (and how to use this to catapult your business) (3:57) The sneaky "Power Couple" marketing strategy that unlocks an endless stream of opportunities (4:38) How to hypnotize high-level business owners to your calendar by spending a few hours per week on this (8:17) The "Show, Don't Sell" mechanism baked into content marketing that makes your ideal audience trust you (even if you've never spoken a word to them) (9:29) How to send out a direct mail campaign to hungry business owners by the end of the day (and the trick for getting near 100% open rates) (11:18) 4 story ideas to come up with a limitless amount of email angles and ideas that will convert your ideal audience into loyal customers (15:12) Want to watch some of my appearances on other people's YouTube channels and listen to me as a guest on other people's podcasts? Head over to https://www.theadvisorcoach.com/media Want access to my 57 favorite financial advisor marketing ideas? Download the free PDF at https://theadvisorcoach.com/57mt Want to become an expert at niche marketing and put growing your business on "easy mode?" Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html 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. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

For my 250th straight episode of the Financial Advisor Marketing Podcast, I'm going to let you in on a little secret. The secret? While I love marketing and helping financial advisors become better marketers, I'd rather make you wealthy. And in this episode, I reveal the single best wealth-creation mindset tweak for you. This secret is so powerful that it can help you become totally financially independent in under 6 years. It's the reason why Coca-Cola pays Warren Buffet $700 million a year… While their CEO only makes $23 million a year. And it's worked for every financial advisor I've shared it with. Want to be able to retire in under 6 years from now with more than enough wealth to last your entire life? Listen now. Show highlights include: The weird, but effective "stream of consciousness" emails that can finally make your most reluctant lead book an appointment with you (0:54) How to have a lower churn rate for your financial services than Netflix, Hulu, and Spotify (even if you charge 10x more) (5:59) The "Create a Character" secret for pumping out infectious content that keeps your sales pipeline filled for years or even decades (8:57) How to become a better marketer by simply watching wrestling re-runs from the late 90s (9:36) Why giving value is the dumbest marketing strategy ever invented (and what to do instead to actually land appointments and clients) (12:26) The counterintuitive reason pursuing clients makes them flee from you as fast as they can (13:37) How I've been able to get crazy results for other financial advisors by forcing them to think like an investor (this is why Coca-Cola pays Warren Buffet $700 million while their CEO only earns $23 million) (15:07) Want to be financially free for the rest of your life? Here's how you can do it in as little as 5.5 years (19:11) Want to watch some of my appearances on other people's YouTube channels and listen to me as a guest on other people's podcasts? Head over to https://www.theadvisorcoach.com/media Want access to my 57 favorite financial advisor marketing ideas? Download the free PDF at https://theadvisorcoach.com/57mt Want to become an expert at niche marketing and put growing your business on "easy mode?" Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html 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. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Success is not an accident. It's the result of countless conscious decisions, daily disciplines, and a relentless pursuit of excellence. The cold, hard truth is that step-by-step guides, shortcuts to success, or anything else peddled by lazy marketers won't magically make you successful. But many financial advisors fall victim to these claims, shooting themselves in the foot instead of achieving real success in this industry. But that ends today. In today's show, I'm sharing some of my best advice to help you succeed as a financial advisor based on having more than 10,000 conversations with ultra-successful advisors, moderately successful advisors, and unsuccessful advisors. You might not like hearing each piece of wisdom I drop today, but it will help you achieve unusual success in your financial advising business. Listen now. Show highlights include: The powerful "Amplifier" marketing strategy for filling your calendar with red, hot leads who are ready to buy (1:57) How to adapt to the ever-changing digital marketing landscape without jeopardizing your entire financial advising business (2:31) Would you rather work 80 hour weeks and neglect your family than ask for help? You need to listen to this… (5:48) How needing control and predictability in your financial advising business puts it in an early grave (9:20) The "Traits over Tactics" secret for succeeding in the financial advice industry despite how many changes come over the next few decades (11:36) 6 of the top traits the most successful financial advisors have (and how to build them if you're missing any) (11:51) The invisible "Time Debt" trap unsuccessful financial advisors fall into which slowly erodes your wellbeing, productivity, and livelihood (18:24) Want to watch some of my appearances on other people's YouTube channels and listen to me as a guest on other people's podcasts? Head over to https://www.theadvisorcoach.com/media Want access to my 57 favorite financial advisor marketing ideas? Download the free PDF at https://theadvisorcoach.com/57mt Want to become an expert at niche marketing and put growing your business on "easy mode?" Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html 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. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Because one of the perks of joining my Inner Circle Newsletter is access to ask me private questions, I've had more than 10,000 private conversations with financial advisors since 2015. Through these conversations—because advisors feel safe to share the whole picture (which isn't the case at seminars or webinars)—I've cracked the code to what makes a wildly successful financial advisor, and what makes a moderately mediocre one. And you know what? In today's episode, I'm revealing these secrets with you, so you have no more excuses as to why you're not as successful as you could be. Nobody's gonna save you or grow your business for you. But this episode is the next closest thing you can get to that. Listen now. Show highlights include: 3 "hidden" perks financial advisors get from having a podcast (even if it doesn't result in as many sales as running ads) (2:32) How to turn $100k into $150k in only 5 years—from just one investment (and without investing another dime) (5:39) The "public places" trap most financial advisors fall into which dooms them to mediocrity (7:18) I've had over 10,000 private conversations with financial advisors: Here's what separates the wealthy from the average… (8:01) How to make your clients (and yourself) become stinkin' filthy rich by leveraging the "Modest ROI" secret (8:13) The almost too-simple way to get a 152% ROI when you invest in THIS (11:02) The "Holy Grail" of financial advisor marketing which trumps every other type of marketing you do (18:17) How to follow up with potential clients without cold calling them, cold emailing them, or even interacting with them in any way (19:11) The "Big 3" marketing strategy that will fill your calendar with high-quality leads by the end of the month (20:04) Want to watch some of my appearances on other people's YouTube channels and listen to me as a guest on other people's podcasts? Head over to https://www.theadvisorcoach.com/media Want access to my 57 favorite financial advisor marketing ideas? Download the free PDF at https://theadvisorcoach.com/57mt Want to become an expert at niche marketing and put growing your business on "easy mode?" Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html 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. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

99% of people will never get into the top 1% of anything. That's just simple math… But that doesn't mean you'll never get to the top 1%. In fact, while becoming a top 1% financial advisor isn't easy, it's a lot simpler than you think. Why? Because you just have to do the simple things that 99% of people aren't willing to do. Sure, they take time, energy, and effort. But so does pursuing anything worthwhile. In today's show, I'm revealing how—with brutal honesty—to get ahead of 99% of people. Now, you may not like the wisdom I share in this episode, but if you commit to it, you will be in the top 1%. Listen now. Show highlights include: How to attract wealth your way by treating your business success like a marriage (6:18) One question you must ask yourself if you ever want to enjoy being in the top 1% financially (6:53) The "ancient text" secret for becoming a top 1% financial advisor who gets to pick and choose your clients instead of chasing after them (7:25) Why only reading Amazon best sellers limits your wealth potential (and why ancient books like The Bible will help you make more than $600,000 per year) (8:54) The 4-word affirmation to repeat to yourself that delivers a treasure trove of opportunities and wealth to your doorstep (9:37) How to become more successful than 99% of people by simply looking at this app on your phone (12:37) Why setting massive goals where you experience humiliating defeat leads to more successful than going with the flow (18:00) 3 dirt-simple ways to stand out to your ideal clients like a diamond in a truck full of coal (21:19) Want to watch some of my appearances on other people's YouTube channels and listen to me as a guest on other people's podcasts? Head over to https://www.theadvisorcoach.com/media Want access to my 57 favorite financial advisor marketing ideas? Download the free PDF at https://theadvisorcoach.com/57mt Want to become an expert at niche marketing and put growing your business on "easy mode?" Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html 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. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

It's your moral duty to your fellow human beings to share your gifts with them. As a financial advisor, this means providing them with your gift of financial advice. And that means you have to sell your services often. But most advisors don't think like this. And it causes them to fear rejection, get anxious before sales calls, and come across like a sleazy salesperson. That's the bad news. The good news? You only have to make a couple simple tweaks to your mindset to suck the sleaze out of your sales call, eliminate sales call anxiety, and most importantly, make more sales. In this episode, you'll discover why selling is the most moral thing you can do and how to sell without being sleazy, so you can offer your gift to more people. Listen now. Show highlights include: Do you get nervous before sales calls? This short Bible verse will wipe away your nerves (and help you close the sale) (1:51) How asking questions disarms potential clients' aversion to sales and makes them share their deepest, darkest secrets with you (4:39) The simple "use your gifts" mindset tweak which eliminates your sales anxiety in an instant (6:13) The "One Vessel" secret for your finances that prepares you and your clients for both success and failure (8:21) The single best way to suck the sleaze out of sales calls and skyrocket your chances of closing new clients (11:13) Why being afraid of rejection on sales calls shows you're deeply selfish (and how being selfless obliterates your fears) (14:22) Want to watch some of my appearances on other people's YouTube channels and listen to me as a guest on other people's podcasts? Head over to https://www.theadvisorcoach.com/media Want access to my 57 favorite financial advisor marketing ideas? Download the free PDF at https://theadvisorcoach.com/57mt Want to become an expert at niche marketing and put growing your business on "easy mode?" Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html 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. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

When you study copywriting, most books will teach you how to write formulaic copy. Now, formulaic copy isn't bad… but is it the best? No, it's not the best because in order to write the best copy, you need to deeply understand your market. That's why, for example, headlines that break all the copywriting rules tend to do the best. This lesson doesn't just apply to copywriting either. It applies to every piece of content and marketing you put out. And you know what? Financial advisors, perhaps more than any other industry, are uniquely skilled to tap into this next level of copywriting. Listen now to discover how to tap into this next level of copywriting, and eliminate your competitors. Show highlights include: How to write stronger, more captivating, and more revenue-boosting headlines by simply asking questions (3:51) The "just ship it" secret for pumping out the most revenue out of your hectic day (4:39) Why making people feel noticed unlocks the true power of copywriting magic (and why financial advisors are especially equipped for this, even if you're not a good copywriter) (6:08) The "FDD" method for making your financial advising clients feel like you're the only advisor who actually "gets" them (9:57) One of the most powerful forms of proof you can put in your marketing (and why it'll never get you hassled by compliance) (14:19) Want to watch some of my appearances on other people's YouTube channels and listen to me as a guest on other people's podcasts? Head over to https://www.theadvisorcoach.com/media Want access to my 57 favorite financial advisor marketing ideas? Download the free PDF at https://theadvisorcoach.com/57mt Want to become an expert at niche marketing and put growing your business on "easy mode?" Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html 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. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

I was crunching numbers for my Inner Circle Newsletter for financial advisors and realized something powerful: Only 0.4% of financial advisors cancel their subscription every month. Despite charging $99 per month, that's lower than the churn rate of most software companies and streaming services. And you know what? There are 5 specific secrets that help me keep clients longer—and they can help you keep clients longer too (even if you charge more than $99). In this episode, I reveal the 5 most impactful secrets for keeping clients longer, reducing your churn rate, and skyrocketing your bottom line. Listen now. Show highlights include: How to get a churn rate of only 0.4% for your financial services (2:55) Why giving away free bonuses for your services actually makes people more likely to stick with you for years (6:27) The "ROI Spell Out" secret for making your clients know instantly that hiring you will grow their wealth (even if they've worked with subpar financial advisors in the past) (9:46) How to increase your bottom line by 3x in the next year by simply writing out this on a piece of paper (12:38) Why the best way to increase your bottom line, reduce your churn rate, and grow your clients' wealth is by telling them no more often (16:29) The weird way making your clients laugh prevents them from working with another financial advisor (even if they can get better results) (20:47) Want access to my 57 favorite financial advisor marketing ideas? Download the free PDF at https://theadvisorcoach.com/57mt Want to become an expert at niche marketing and put growing your business on "easy mode?" Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html 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. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

The idea of buying a list seduces many financial advisors. In the past week alone, 9 financial advisors told me they were buying leads. And I get it: Outsourcing your lead generation to a third-party company is appealing. But there's a big, fat problem with buying leads: It's like putting all your money into a savings account that only grows your wealth by 1% per year. Worst part? It makes your job of persuasion even harder, and means you have to work harder for fewer shekels. That's the bad news. The good news? In today's show, I reveal why buying leads is one of the worst things you can do, more effective ways to spend your money than buying leads, and how creating your own assets beheads your competition before they even have a chance with your ideal clients. Listen now. Show highlights include: Why buying leads is like stuffing your savings account for a 1% return (1:28) How to get highly qualified leads for as little $7.50 per lead (3:06) The weird way buying leads gives your competitors an unfair advantage (and better ways to spend your money to generate an absurd ROI) (7:29) Why gurus almost never market to you in the same way they teach you to market (and why this is tanking your results) (10:08) How to land 10-40 new appointments by only investing $1,000 in this "forgotten" marketing channel (15:57) Want access to my 57 favorite financial advisor marketing ideas? Download the free PDF at https://theadvisorcoach.com/57mt Want to become an expert at niche marketing and put growing your business on "easy mode?" Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html 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. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Hiring a freelancer can give you a higher return on investment than even the best stocks. But it can also be an endless money pit, that gives you nothing in return. The difference between the two? Well, it all comes down to the freelancer you pick to hire. Despite having great success hiring freelancers, I've never peeled back the curtain and reveal how I pick the best freelancers each time. That ends today. In this episode, you'll discover my exact step-by-step process for hiring rockstar freelancers each and every time I need one. Listen now. Show highlights include: How hiring a freelancer "flips" the usual hiring process and helps you land a talented team member quicker (2:10) The absolute worst site, in my experience, to look for and hire freelancers (and which one to pick instead) (4:37) How to hire a rockstar freelancer each and every time you need one (7:05) Why hiring a more expensive freelancer will actually save you more money than hiring the cheapest freelancer (7:40) How turning the freelancer process completely upside down magnetizes the best freelancers to you (and how to do this) (9:28) Worried about handing over your passwords to freelancers? Here's how to completely minimize your risk when you do… (12:17) The overlooked way to get a 50% return on your investment (16:52) The single biggest mistake financial advisors make when hiring freelancers—and the dirt, simple way to avoid this mistake (20:40) Want to make your emails more persuasive, profitable, and fun to write? Join my 7-Day Email Marketing Challenge here: https://www.theadvisorcoach.com/challenge Want to become an expert at niche marketing and put growing your business on "easy mode?" Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html 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. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Mark Hansen, today's podcast guest, is a brand-new financial advisor. Just 6 months ago, he was in a completely different industry and field. But he's been able to accomplish more for his financial advising business in 6 months than most advisors do in 6 years. Why? Well, that's what Mark and I chat about today. You'll discover how Mark leverages the fundamentals to grow his business, and how you can do the same for your business—no matter how long you've been a financial advisor. Listen now. Show highlights include: How to know if you're in the right career or not (and what to do if you realize you're in the wrong career) (3:23) The sneaky sales strategy that helps even brand-new financial advisors close new clients with ease (9:52) 3 dirt-simple steps to make your clients enthusiastically tell all their friends about your services (without even needing to ask them) (11:15) The single biggest mistake financial advisors make when selecting their niche (and how to avoid making this mistake) (12:26) How hard teaching in emails actually repels your target market away (even if you think it'd help you land new clients) (18:55) The weird website page to look at before meeting with a prospect that doubles your chances of turning them into clients (20:25) The one thing that will increase your conversions more than anything else (and why most financial advisors shy away from it) (22:30) One book that has nothing to do with financial advising that will make a direct impact to your business's bottom line (31:31) Want to make your emails more persuasive, profitable, and fun to write? Join my 7-Day Email Marketing Challenge here: https://www.theadvisorcoach.com/challenge Want to become an expert at niche marketing and put growing your business on "easy mode?" Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html 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. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Back in 1925, Bruce Barton wrote a sales letter that got a 100% success rate. Yes, you read that right: Every single person he sent this letter to took action. Better yet, each person who received this letter paid $1,000—which translates to $17,000 adjusted for inflation. How did he do the impossible? And more importantly, how can you apply the 10 lessons from this sales letter to your business? Well, in today's show, I read the entire sales letter to you (don't worry, it's short), then reveal the 10 most important lessons that resulted in a 100% response rate. Listen now. Show highlights include: How this sales letter from 1925 got a 100% success rate and each customer paid $17,000 adjusted for today's inflation (1:12) Bruce Barton's "emotions and aspirations" secret which empowered him to write a sales letter that had a 100% conversion rate (1:58) Why ethically amplifying people's insecurities can cause a surge of new clients from every marketing channel you try (11:25) The weird way using your clients' death as a motivator is the single most persuasive way to convince them of anything (and how to make sure you avoid doing this in a sleazy way) (11:31) Why the wealthiest people are often the most insecure (and how to use this fact to persuade them to do your bidding) (12:18) The "DEE" method for writing captivating stories that makes your ideal prospects ready to fork over their hard-earned money to you (15:11) Struggling to get social proof for your financial advising business? Here's how to turn yourself into the ultimate form of social proof (18:11) Need help launching and growing your podcast and getting interviewed on other people's podcasts? Head to https://LGassociates.mn.co Want to join Mark's membership community and discover his not-so-average financial advising techniques? Join here: https://NotYourAverage.mn.co Like what Mark was putting down in today's show. Check out his show at https://notyouraveragefinancialpodcast.com Need a dose of inspiration, or have a mission and a message that the world needs to hear? Then head to https://ThePodcastFactory.com. Want to make your emails more persuasive, profitable, and fun to write? Join my 7-Day Email Marketing Challenge here: https://www.theadvisorcoach.com/challenge Want to become an expert at niche marketing and put growing your business on "easy mode?" Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html 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. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

We're officially in the future. Certain marketing mediums let you bypass space and time itself, grant you celebrity status to your ideal audience, and add an extra zero to your bank account faster than ever before. But how do you best leverage your time, so you can reap the benefits of futuristic marketing and get the maximum results in the least amount of time? Today's guest, Mark Willis, knows how to do this. Besides building a thriving 700+ member community, he also serves over 1,000 clients in his financial advising business. In today's show, Mark shares his best-kept secrets with you, so you can double your wealth, impact, and legacy by this time next year. Listen now. Show highlights include: The "SCORE" secret for growing your financial business faster by borrowing wisdom from retired executives (5:33) How to leverage what Mark refers to as "the best form of marketing he can possibly imagine" (7:24) How you can bypass both space and time with this coveted marketing medium and only meet with prospects who are already pre-sold on working with you (9:18) The "SAM" method for creating addictive content that primes your audience to only want to work with you (11:42) Why this "MSS" framework helps you create content for prospects at every stage of the buyer's journey (without boring any one person) (14:31) The ultimate cheat code for generating content, being a thought leader, building a following, strengthening your client relationships, and building the best SEO in the universe (15:53) How to give someone the chance to hang out with you for 50 hours before they ever meet you (and how this fast tracks your business's growth) (20:36) The "Halo Effect" that gives you celebrity-like influence in your niche (23:23) How to become a better and wealthier financial advisor by hanging out in your garage (40:16) Need help launching and growing your podcast and getting interviewed on other people's podcasts? Head to https://LGassociates.mn.co Want to join Mark's membership community and discover his not-so-average financial advising techniques? Join here: https://NotYourAverage.mn.co Like what Mark was putting down in today's show. Check out his show at https://notyouraveragefinancialpodcast.com Need a dose of inspiration, or have a mission and a message that the world needs to hear? Then head to https://ThePodcastFactory.com. Want to make your emails more persuasive, profitable, and fun to write? Join my 7-Day Email Marketing Challenge here: https://www.theadvisorcoach.com/challenge Want to become an expert at niche marketing and put growing your business on "easy mode?" Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html 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. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

If you're creating content, but aren't treating your content like any other asset… I guarantee you're working too hard for not enough money. Why? Because every piece of content you create—whether emails, webinars, podcasts, interviews, LinkedIn posts, anything—is an asset that can turn strangers into clients. Even years after you originally created it. That's why I invited Jonathan Rivera, founder of The Podcast Factory, onto today's show. Besides being a man of God, Jonathan understands how to create incredible content marketing assets that can generate cold, hard cash for your business for years to come. In today's show, you'll discover how to create infectious content that creates clients for years to come, how to turn your content into bonafide assets, why podcasting beats every other type of content marketing, and more. Listen now. Show highlights include: The "Servant First" mindset shift from the Bible for building a massive personal brand and bank account in the modern day (4:04) How a podcast can turn you into the "Joe Rogan" of your industry and unlock an avalanche of impact with your target market (4:50) The best type of content marketing to pre-sell your target audience so they're ready to hire you before they schedule a call (7:23) How to turn your driest, most boring content into cold, hard cash (11:04) The "K-Cup" secret for podcasting that boosts your search results and turns listeners into clients (14:12) The 3-minute tweak to make to your lead magnet to skyrocket conversions (16:09) The single biggest mistake financial advisors make which keeps them trapped in mediocrity (21:52) Why taking big, scary risks in your content—even if they're gut-wrenching failures—will grow your financial advising business faster than playing it safe (32:13) Need a dose of inspiration, or have a mission and a message that the world needs to hear? Then head to https://ThePodcastFactory.com. Want to make your emails more persuasive, profitable, and fun to write? Join my 7-Day Email Marketing Challenge here: https://www.theadvisorcoach.com/challenge Want to become an expert at niche marketing and put growing your business on "easy mode?" Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html 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. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

There's no shortage of marketing "experts" who are confident they know what they're talking about. But the trouble is, many only really know enough to be dangerous. They might know what worked for them, or worked for a few, but not know why it worked. Or if it could work in your case. Not to mention some people succeed despite (not because of) their marketing. Look to them as a model of success, and you can sail into troubled waters without realizing it. Today I'm tackling the worst of the worst of this conventional marketing wisdom. Listen to find out if you've swallowed any of these poison principles, and how to change course before they cost you time, money, and prospects. Listen now! Show highlights include: The Omnipresence Fallacy: Why being on every platform is a waste of time. How to know exactly which ones to be on so you gain your best prospects without squandering your day on social networks. (5:54) How the "more traffic equals more clients" marketing philosophy actually loses you money, (even if your cost-per-click is low). (16:31) The Cold Calling Debate: Cold calling is often dismissed as a "scale fail," but you don't have to abandon it completely. Here's how to leverage its benefits, and when to stay away. (8:23) The Steve Urkel discovery that lets mediocre closers outperform the world-class salesmen who treat every interaction as a sales decision. (18:41) Why you can't "build it and they will come." And what even the best website needs to draw prospects who actually want to work with you. (11:30) How survivorship bias skews how you perceive your marketing role models and blinds you to their flaws. You could be walking blind into a marketing disaster! (11:06) Want to make your emails more persuasive, profitable, and fun to write? Join my 7-Day Email Marketing Challenge here: https://www.theadvisorcoach.com/challenge Want to become an expert at niche marketing and put growing your business on "easy mode?" Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html 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. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

My Inner Circle members often ask me whether or not financial advisors can have multiple niches. The answer? Not only can you have multiple niches, but it's easier (and more profitable) than you probably think. And you know what? Since someone booked a $2,500, 30-minute consultation with me this week about this topic, I'll take you through the complete process, from step A to Z, on how to set up a second or third niche—and laugh your way to the bank. In this episode, you'll discover how you can set up a brand-new niche and roll in the extra profits in the next 30 days (or less). Listen now. Show highlights include: How to make your emails so persuasive you need a waiting list to handle all your new clients—in only 7 days (0:37) The only 4 things your landing page needs to command a high conversion rate that leads to high-quality clients (5:16) Why ugly as sin landing pages actually convert higher than pretty ones (5:51) The "Pepperoni Pizza" rule for designing a landing page that attracts the highest amount of conversions for the lowest level of effort (6:37) The single most effective, yet most ignored direct response advertising secret (do this, and you may have to turn new clients away!) (9:11) Why refusing to pick a niche makes it almost impossible to form a bond with your email list or drive sales (13:08) How to personalize your emails in a way that makes your competitors completely irrelevant (13:47) The "multi-niche" formula for doubling or even tripling your revenue in your business (without adding extra work) (15:39) Why tailoring your advertising campaigns to a niche can unlock an extra $10,000—at least—to your business within a matter of days (19:50) Want to make your emails more persuasive, profitable, and fun to write? Join my 7-Day Email Marketing Challenge here: https://www.theadvisorcoach.com/challenge Want to become an expert at niche marketing and put growing your business on "easy mode?" Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my "CLIENT Method," which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html 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. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html