Financial Advisor Marketing Podcast

If you've been in the business for a while, you know building your dream business is hard. And if you're like most financial advisors, you don't struggle with serving your clients, but with getting them in the first place. Lots of "experts" want to sell you courses, seminars and books with complex client-getting strategies—but most of them don't work. That's because the high-level process of getting clients as a financial advisor is simple. In this episode, you'll get the big picture of getting your dream clients—and how to put it into practice so you can build a business that fuels a lifestyle you love. Ready to get more clients without complex marketing strategies? Listen now! Show highlights include: The weird way bodybuilding slang can help you attract dream clients in your niche (5:52) How a billion-dollar corporation teaches you how to attract more clients (9:18) Why the most successful marketers combine inbound marketing and outbound marketing to supercharge their marketing results (11:05) The stupid-simple "go where your market is" advice that gets your more clients (even if your marketing gets worse) (13:12) 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. 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/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/top-10-best-books-for-financial-advisors.html

Most financial advisors want to create extraordinary results for themselves and their families, but they don't know how to spend their time to create that reality. That's why they never see the results they want and fall short of all their goals. If you want to realize your dreams, build wealth and accomplish your goals, you need to spend your time like the world's most effective people: Billionaires. If you borrow their secrets, you can maximize the value of each hour you work to get the clients and the freedom you want. In this episode, you'll discover 5 productivity tips from billionaires to supercharge your business and get the results you deserve. Ready to stop wasting time and start getting wealthy? Listen now! Show highlights include: The "Timeblocking" technique Bill Gates and Elon Musk use to maximize their productivity (2:10) How to do more money-generating activities and minimize your work hours with nothing but a stopwatch (5:08) The genetic "sleep chronotype" that determines when you're most productive—and when you should take time off (11:31) Why Jeff Bezos takes mornings off to drink coffee and still makes billions per year (and how to "mimic" his secret in your business) (13:05)

Most advisors suck at marketing. They waste money on strategies that never get them a return because they feel like it's what they should do or what they enjoy doing. But marketing isn't about your feelings. It's cold, hard math. A marketing strategy either makes money—or it doesn't. In this episode, you'll discover the marketing strategies most advisors waste their money on—and what marketing actually works. If you apply the strategies in this episode, you'll run laps around your competitors and multiple your marketing results. Want to stop wasting money and start getting clients? Listen now! Show highlights include: How to make your customers remember 95% of the information in your content (and why you probably shouldn't do it). (4:17) Why posting content on LinkedIn won't get you a stream of clients (even if you become an influencer) (8:29) Why "casting a wide net" stifles your growth and keeps you from getting the clients you deserve (even if "gurus" tell you to) (12:46) Why spending less than $5k on marketing destroys your results (and sets up other advisors to take all your leads) (15:27) 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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/seo-for-financial-advisors.html https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

How much should you budget for your marketing? If you go on the internet, you'll find tons of answers to this question. Reports, studies and statistics that tell you how much financial advisors spend. But the truth is: Financial advisors don't need a marketing budget to get more clients. That might sound radical, but you can create a marketing strategy that attracts clients on autopilot without ever making a budget. In this episode, you'll find out exactly how to turn your marketing into a client magnet—even if you never budget. Want to stop worrying about your money and start getting clients? Listen now! Show highlights include: Why most financial advisors throw away their planning skills when it comes to marketing—and how to infuse your financial skills into the marketing process. (1:58) The "maybe you're just better" reason you shouldn't take marketing budget advice from the internet. (6:55) How mastering cold calls can hurt your business (even if it attracts clients) (12:21) The "Reinforcing feedback loop" that unleashes exponential growth in your business. (15:07) 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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html https://www.theadvisorcoach.com/cold-calling-financial-advisors.html https://www.theadvisorcoach.com/entry-level-financial-advisors.html

Most financial advisors are generalists. Because they don't realize that honing in on specific clients garners you more money. They believe that if they are more general, they'll reach more clients. But the opposite is true. When you focus on a singular niche, you find more clients to help. Niche Financial Advisor Tyler Hackenberg runs a successful firm advising Catholic clients. He targets his clients with specific marketing. And he shares how you can target your niche with niche tips. In this episode, discover the niche marketing tips you'll need to target your clients today! Listen now! Show highlights include: How finding your "Calcutta" drives you to help your clients (3:31) Why attracting red-hot leads by changing your company name (5:55) How having a community of niche financial advisors and planners garners you referrals (8:19) Why being a niche financial advisor gives you a deeper bond with your clients (10:27) 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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/top-10-best-books-for-financial-advisors.html https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

Most financial advisors set ambitious goals that would change their lives, only to abandon them and live in mediocrity forever. If that's you, it's not your fault. It's because your brain isn't much more sophisticated than a rat's brain. That matters because behavioral neuroscientists discovered rats sacrifice their biological instincts for cheap dopamine hits. And you know what? Whenever you pick up your phone, watch television, or order a drink, you do the same thing. This is why you aren't accomplishing your goals (even though you have everything you need to make them happen). The good news is the solution is easier than you think—but most financial advisors aren't willing to do it. But if you follow the simple advice in this episode, it will change your life and business and bank account. Ready to finally accomplish your wildest goals and add a 0 to your bank account? Listen now. Show highlights include: Why watching TV or scrolling social media instead of marketing your financial services makes you no smarter than a rat that starves itself to death (3:02) The cold, hard truth about why you'll never become wealthy if you pick up your phone throughout the day (even if you use it to close clients) (6:35) The "Detox Your Brain" secret for accomplishing more this year than you have in the last 3 years—combined (7:59) How to use the next two minutes to never let social media distract you or sabotage your goals again (8:21) Why making yourself miserable today will force your brain to become addicted to chasing your wildest dreams (11:33) The morbid, yet powerful "Deathbed" trick which frees you from your smartphone's sadistic grasp that makes you procrastinate on your goals (12:14) 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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/top-10-best-books-for-financial-advisors.html https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

Many financial advisors pour dozens of hours every week into creating content. They publish blog articles, film videos, write newsletters… …but they often get zero clients for all their hard work. It's not because they lack effort, but because they create for the wrong niche. Here's the truth: You won't attract retired millionaires by dancing on TikTok. And you won't land millennial clients with sober stock market analysis. But when you create the right content for your niche, you'll land more of them as clients—even if you're spending just a few hours per week. In this episode, you'll discover the best type of content for each age group you want to reach. Want to get more clients by creating less content? Listen now! Show highlights include: What a financial advisor with 100k YouTube subscribers can teach you about content marketing (even if you'll never create videos) (3:18) How to magnetize Gen Z clients by talking about boring tax topics (8:12) The weird case for creating low-brow entertainment content (even if you want to attract intellectual clients) (12:43) Why talking about debt gets you more clients than raving about profits. (17:43) 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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/top-10-best-books-for-financial-advisors.html https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

You probably have great ambitions for your business: A roster of wealthy clients, millions of assets under management, taking home six figures… But without a plan, you won't have those clients or live that lifestyle. But with a business plan, you can turn your dreams into reality like clockwork. In this episode, you'll discover how to create a business plan on a single page. That way, you'll always know the next step for your business and realize your wildest dreams step by step. Want to remove overwhelm and get instant clarity on your business' future? Listen now! Show highlights include: Why a business plan lets you outcompete 83% of financial advisors (even if you only write one page) (2:14) The dead-simple secrets for creating a unique value proposition that adds get you dream clients on autopilot. (7:12) How cold-calling keeps financial advisors stuck on the hamster wheel (even if it lands them millionaire clients) (13:45) Why being a better human attracts more clients for your business than any marketing agency you could hire. (17:45) 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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

It's exhausting to chase down prospects in LinkedIn messages, hound them with calls and barrage them with cold emails. You're constantly getting rejected and have to spend irreplaceable time for every client. What if clients reached out to you instead? That's exactly what content marketing does. While most financial advisors bore their audience with stock market analysis, some magnetize their dream clients on autopilot. In this episode, you'll find out 5 things you need to know to get the clients you want without spending all day on outreach. Ready to transform your business with content marketing? Listen now! Show highlights include: How Steve Jobs can help you attract red-hot prospects (even if they don't want a financial advisor) (3:46) Why removing most of the information from your content attracts more clients than in-depth analysis. (8:23) The odd way doing snail mail marketing helps you get more clients online (even if your direct mail never gets results) (12:27) Why removing most of the content on your website gets you more clients than publishing every day. (17:24) 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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-business-plan-tips.html https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html https://www.theadvisorcoach.com/15-financial-advisor-prospecting-ideas--techniques-that-work.html https://www.theadvisorcoach.com/seo-for-financial-advisors.html https://www.theadvisorcoach.com/cold-calling-financial-advisors.html

There are tons of courses, books and seminars that promise you more clients by helping you sell. But most of them repel more clients than they attract. That's because they teach worn-out tactics your prospects have heard a hundred times. In this episode, you'll discover 5 cheesy sales tactics that sabotage your sales—and how to build trust and get more clients without BS sales tricks. Want to stop being cheesy and start getting clients? Listen now! Show highlights include: Why "building rapport" repels prospects and makes them reject you. (4:38) How saving money in your personal life makes prospects hire your competitors. (9:12) The odd way "wasting" $15k hands you appointments with qualified prospects on autopilot (at $75 a piece). (15:30) Why studying high school level math makes you more confident and persuasive (even if you only got Fs in school). (17:37) 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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-business-plan-tips.html https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

Whether it's fitness, business or relationships: Some people accomplish in weeks what others do in years. When you're growing slowly, it's easy to get angry at all the people surpassing you. It's easy to make excuses and say they had some hidden advantage. But it's much more productive to become one of those people. In this episode, you'll find out how to grow faster than you are now and leapfrog your competitors. Want to get ahead instead of watching others pass you by? Listen now! Show highlights include: What a pregnant woman can teach you about getting more clients as a financial advisor. (5:39) Why you're destined for success if you ask tons of questions (and why having all the answers can ruin you). (7:44) The "liferaft" you can use to find out exactly what to prioritize next to accelerate your business growth. (13:45) Why gurus, executives and coaches max out their credit cards (and how to stop listening to them) (17:34) 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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/cold-calling-financial-advisors.html https://www.theadvisorcoach.com/entry-level-financial-advisors.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

Even the most ambitious financial advisors fall short of their goals. They want to multiply their client roster, skyrocket their revenue and stop working all day. But most never make those goals reality. Instead, they make excuses: They don't have time because of their family, their day job takes up too much time… instead of taking action on their goals, they waste the potential they know they have. In this episode, you'll discover how to stop making excuses and reach your goals, no matter what circumstances you're in. Want to torch your excuses and finally take action on your ambitious goals? Listen now! Show highlights include: The oddball book that turns ADHD from an excuse into a superpower that lets you fast-track your goals. (3:03) Why some advisors build million-dollar businesses from terrible circumstances—while others never even make it out of the 9-5. (6:28) Why listening to podcasts will never make you successful (even if they motivate you) (12:12) Why you're poisoning your mindset and keeping yourself from succeeding whenever you complain. (16:25) 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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/elevator-speech-financial-advisors.html https://www.theadvisorcoach.com/content-marketing-tips-financial-advisors.https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

LinkedIn can be a reliable source of high-value clients. But most financial advisors don't make any money from their LinkedIn profile. It's not because they're bad, but because they only post about certifications and their takes on the stock market. It's what most financial advisors do, but it doesn't work. If you know how LinkedIn really works, you can magnetize more prospects than you can handle. In this episode, you'll discover 10 things you need to know about LinkedIn marketing that can transform your business and change your life. Want to get more clients on LinkedIn? Listen now! Show highlights include: Why LinkedIn restricts your connection requests and limits your lead flow—and why that can get you more clients. (4:31) How to get more reach with short text posts than others get with long videos. (10:23) The simple way to get more clients than LinkedIn celebrities (even if your content only gets 3 likes). (13:09) How flexing a fancy barbecue on LinkedIn attracts more clients than detailed stock market analysis. (17:40) 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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html https://www.theadvisorcoach.com/entry-level-financial-advisors.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

Many financial advisors grow their businesses every year. A select few are able to multiply their income year over year. But some financial advisors stay stuck. They work all day and barely see their families—just to make the same amount of money they made last year. Why? That's what this episode is all about. You'll discover why some financial advisors stay stuck—and how to escape that cycle if you are stuck yourself. Ready to stop sabotaging yourself and unleash success? Listen now! Show highlights include: The stupid-simple question that can transform your mindset, your business and your (4:09) Why learning a simple skill in 2 hours could grow your wealth for the rest of your life. (7:07) Why "saving money" on courses, subscriptions and books costs you more than a luxurious lifestyle ever will. (11:08) How buying products with a money-back-guarantee could sabotage your wealth building and keep you stuck with a mediocre income (14:33) 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. Discover how to get even better at marketing yourself with these resources: [Include 3 of the following links in the show notes - it doesn't matter which] https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/elevator-speech-financial-advisors.html

Many financial advisors spend weeks on marketing strategies that never get them a single client. Meanwhile, a few advisors magnetize dream clients without spending all day creating content. That's because they accept a few harsh truths about marketing. It sucks to accept failure, but once you've accepted the truth, you can unleash growth and attract more clients than you can handle. In this episode, you'll discover 5 hard marketing truths you need to accept to create breakthrough marketing results. Ready to get more clients and simplify your marketing? Listen now! Show highlights include: Why ignoring your emotions can turn your marketing into a client attraction machine (3:45) How building personal connections with prospects can sabotage your marketing results and repel clients (5:55) How third grade math can transform your business and give you exponential marketing returns (13:31) Why building a team can kill your marketing results and ruin your business (no matter how much time it saves you) (17:29) 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. 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/7-client-referral-ideas-to-help-you-get-more-referrals.html https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html

A ton of experts, gurus and coaches love to talk about mindset. And if you think like a loser, you'll become a loser. But if you only think about success, you'll never be wealthy, never live in the house you want or drive the car you want. You'll only reach your goals if you take action. In this episode, you'll discover how to live the life you deserve by accepting the "mindset paradox". Want to discover how to leverage the "mindset paradox" to unleash success, wealth and freedom in your life? Listen now! Show highlights include: The F. Scott Fitzgerald quote that fast-tracks your goals (even if you stop working for months) (0:53) How an ancient "scam" lets you attract more clients and build a thriving business (3:57) The largely-forgotten 1950s recording that makes you accomplish your goals on autopilot (7:42) Why changing your mindset can transform your sales results (even if you keep using the same sales script) (11:24) 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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/seo-for-financial-advisors.html https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html

Most financial advisors love making portfolios grow, but hate to do marketing. That's not because they're bad at it, it's because they think they have to write, design and understand technology. But you don't have to do things you hate. You can talk into a camera and get clients with simple videos. In this episode, you'll find out the pros and cons of using video marketing—and how to leverage it to attract more clients. Want to grow your business with easy-to-make videos? Listen now! Show highlights include: What advice books for young mothers can teach you about getting more qualified clients. (5:58) How webinar software lets you supercharge your marketing results (but only if you target mobile phones) (8:04) The weird way LinkedIn videos get you clients for years (even after you quit making them) (11:36) How to get clients from all of your marketing channels with only one video (13:58) If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. 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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/seo-for-financial-advisors.html https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html

Most financial advisors have big goals: They want wealth, freedom and happiness. But most of them fail—within a few years, they're back in an office job. It's not because they lack ambition or drive. They want to be millionaire entrepreneurs, but they think like 9-5 employees. But you can break out of this cage. If you can change your perspective and see your business like an outsider, you can create breakthroughs that unleash incredible wealth into your life. In this episode, you'll find out how to change your perspective to skyrocket your business and get rid of what's holding you back. Want to transform your perspective and create breakthroughs? Listen now! Show highlights include: How to discover the secrets of peak performance by reading Wikipedia articles (4:05) The "Law of Inertia" principle that keeps you stuck at your current income (and how to create breakthrough marketing strategies) (6:37) Why most financial advisors work all day and make zero progress on their goals—and how to skyrocket your results while working less (10:52) The weird way "cookie cutter motivation" sabotages your goals (even if it inspires you to work all day) (15:09) 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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/7-client-referral-ideas-to-help-you-get-more-referrals.html https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html https://www.theadvisorcoach.com/15-financial-advisor-prospecting-ideas--techniques-that-work.html

You've probably heard of the power of your mind: If you're pessimistic and lazy, you'll sabotage your own success. At the same time, optimism and discipline let you fast-track your goals. But if you think without taking action, you'll never get the clients, business and lifestyle you want. The bridge between mindset and action? Mental models. In this episode, you'll discover the exact mental models that help you turn your thoughts into actions that attract clients. Ready to use mental models to supercharge your business and your life? Listen now! Show highlights include: The "Falsification Principle" that lets you beat your best marketing strategies by getting rid of your ego. (3:06) The weird way of asking "how?" all day helps you create marketing breakthroughs that magnetize clients. (6:23) How an Austrian Mathematician's quote turns your marketing into a client attraction machine. (13:40) Why your best marketing ideas often get the worst results (unless you know "Alder's Razor") (17:22) 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. 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/video-marketing-for-financial-advisors.html

If you read business books, listen to podcasts and educate yourself, you know everything you need to skyrocket your business and achieve financial freedom. But knowledge alone keeps you stuck where you are. To experience life-changing success, you need action. And when your brain isn't used to taking action, you never implement what you learned. In this episode, you'll find out how to train your brain to turn learning into action to transform your life and business. Want to finally take action on what you learn? Listen now! Show highlights include: How taking a standardized test can remove brain fog and make your thinking crystal clear. (3:21) The "N-BACK Test" that could help you think faster (even if you think it's bogus) (6:01) The "satisficing" mindset that eradicates perfectionism and maximizes your productivity. (14:14) How "Reversion to the Mean" lets you skyrocket your business (even if you hate stats and math) (16:02) 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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/7-client-referral-ideas-to-help-you-get-more-referrals.html https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Why do some financial advisors have tons of clients, abundant wealth and all the free time they want? And why do others stay poor even though they work 24/7? Most people would think about their online presence, sales skills or certifications. But none of those things are as powerful as your own thinking. If you want to enjoy freedom, wealth and independence, you need to level up your thinking. When your thinking changes, your act differently. And when your behavior changes, your life does. In this episode, you'll find out how to level up your thinking to get more clients and grow your business. Want to find out how to turn your thoughts into a client magnet? Listen now! Show highlights include: How to get a week's worth of work done in two days by sitting at your desk on Sunday evening. (5:20) Why most people are horrible at thinking without noticing it (and how to reverse that effect in yourself to attract abundant wealth) (6:16) The "hidden" ways you sabotage your own thinking (and how to do the opposite to attract wealth, happiness and freedom) (13:15) How making the perfect decision prevents you from making progress and reaching your goals (15:57) 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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html https://www.theadvisorcoach.com/cold-calling-financial-advisors.html https://www.theadvisorcoach.com/entry-level-financial-advisors.html

Blogging, social media and networking are great ways to get clients. But they take time to get results: You're always creating, but you might wait for months before anyone calls you up (if it ever happens). But there's a strategy that gets results now: Paid ads. If you run ads the right way, you can get appointments with red-hot prospects fast. In this episode, you'll find out how to run paid ads that magnetize clients and skyrocket your business. Want to use paid ads to fast-track your marketing results? Listen now! Show highlights include: Why creativity can kill your marketing results and scare clients away (even if it makes your prospects laugh) (5:35) Why not having a niche makes turns your online ads into a money burning machine (7:41) The odd reason hiring a marketing agency can destroy your marketing results (even if you're getting appointments) (11:33) The "5 Second Rule" for YouTube ads that can turns money-burning ads into client magnets (13:55) 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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-business-plan-tips.html https://www.theadvisorcoach.com/7-awesome-tech-tools-for-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

All the gurus, coaches and other so-called experts on the internet tell you what to do to become successful. Some of them have good advice. But all of it's useless if you're sabotaging your own success. A large part of becoming successful is about what you stop doing, not what you start doing. When you quit the things that hold you back, you can unleash incredible success into your life—even if you don't do anything the "gurus" say you need to do. In this episode, you'll find out 5 things you need to quit to get more clients without adding a ton of activities to your calendar. Ready to cut out what's holding you back? Listen now! Show highlights include: The odd reason quitting coffee can get you more clients (2:09) How being bad at three marketing channels gets you more clients than being great at one (8:23) The exact moment you should stop following up with a prospect (even when you're convinced they're not interested) (11:31) Why being the smartest of your friends can sabotage your wealth building and repel clients. (16:31) 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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

Making a million dollars per year sounds awesome: You'd have the money to drive your dream car, live wherever you want and spend time with your family. But the "millionaire lifestyle" sounds unattainable for most financial advisors. The truth is: Almost anyone can get to this level of income. You just have to know how to get there. In this episode, you'll find out exactly how to raise your personal income from an advisor who hit $1M per year. Want the lessons from an advisor who's "living the dream"? Listen now! Show highlights include: Why being creative in your marketing could keep you stuck in the paycheck-to-paycheck cycle (4:13) How to turn your boring brochure-like website brochure into a 24/7-365 client attraction machine (5:08) The marketing asset that sets appointments on autopilot (even if you never look at it) (8:44) The century-old marketing technique that still magnetizes clients (your competitors probably think this is outdated) (11:44) 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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-business-plan-tips.html https://www.theadvisorcoach.com/7-awesome-tech-tools-for-financial-advisors.html https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html

Many prospects don't want to pay for a financial advisor even if their portfolio would grow faster with your help. You'll never convince these folks with pressure sales and endless phone calls. You have to opt for something more subtle. The easiest way: Analogies. When you use analogies, you teach your leads, prospects and clients something without telling them directly. That way, you'll sell them on hiring you without ever feel like you're selling something. In this episode, you'll find out about 7 analogies you can use with your clients so they understand, hire and pay you! Want to close more and better clients with analogies? Listen now! Show highlights include: Overused analogies you might be using that scare clients away (avoid them and you'll do better) (1:23) The "guide" analogy that ethically forces clients to stick around for the long term (even if their portfolio tanks) (6:08) Why your clients invest like they're in a traffic jam (and how to use that metaphor to close more clients) (8:50) Warren Buffett's hamburger analogy that lets your clients profit from market dips (14:14) 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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-business-plan-tips.html https://www.theadvisorcoach.com/7-awesome-tech-tools-for-financial-advisors.html https://www.theadvisorcoach.com/cold-calling-financial-advisors.html

If you're prospecting regularly, you probably constantly hear "I'm not interested" from lukewarm prospects. It's frustrating when prospects reject you—and even worse if you don't know why your prospect isn't interested. But if you can deal with "I'm not interested", you can discover what's holding your prospect back and might even land more clients. Want to discover how to deal with objections and close more clients? Listen now! Show highlights include: Why convincing uninterested prospects makes them run from you and ensures they'll never become clients. (7:15) How a 1960s copywriter can teach you to convert leads into clients (even if they're "not interested") (8:29) The "Numbers on the Board" mindset that makes prospecting easy (while you're getting rejected left and right) Why declining meetings and rejecting red-hot prospects is the best way to get more high-value clients. (16:12) 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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html https://www.theadvisorcoach.com/entry-level-financial-advisors.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

Some financial advisors seem to magnetize millionaire clients and have to hire assistants to deal with all their inbound leads. Other advisors chase down lukewarm leads because they're desperate for clients. It's easy to envy the wealthy advisors, but it's better to become one of them. If you cleanse your mindset from the toxic limiting beliefs that block your path to wealth, you can get all the clients you want while others wonder how you do it. In this episode, you'll find out about 7 limiting beliefs that hold people back from maximizing their income—and how to banish them to unleash abundance into your life. Want to stop chasing prospects and magnetize clients? Listen now! Show highlights include: Why you should have a burning desire to get rich (even if all you want is time with your family) (6:56) The odd reason buying a big house is an excuse to stay poor (even if you can "afford it") (11:10) The tough question that reveals whether you'll be wealthy or stuck in mediocrity. (15:05) Why chasing money and being selfish lets you make the greatest impact on the people around you. (21:30) If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. 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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/cold-calling-financial-advisors.html https://www.theadvisorcoach.com/entry-level-financial-advisors.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

If you're like most advisors, you have days where you feel like you could sign billionaires as clients—and others where you feel like nobody will ever work with you again. The difference: What the voice in your head is telling you. Your inner voice can decide whether you end up poor and client-less or propel yourself to wealth, success and happiness. If your inner voice is a critic, you'll struggle. If your inner voice is your biggest fan, you'll win. In this episode, you'll find out how to make peace with your inner critic and become your own biggest fan. Want to improve your self-talk, improve your mindset and put winning on autopilot? Listen now! Show highlights include: What paddling on the Ohio River can teach you about getting more done and achieving your goals. (2:55) Don't believe you can give advice to deca-millionaires? Here's why that might be a lie. (5:48) Why you can't kick your inner critic out of your head (and how to believe in yourself anyway) (8:00) The odd reason crying yourself to sleep over making $87k per year can make you more fulfilled. (13:22) The odd reason paying $1000 for a sweater can get you more clients (16:44) 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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/cold-calling-financial-advisors.html https://www.theadvisorcoach.com/entry-level-financial-advisors.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

Some financial advisors win because they're great at selling. When someone answers the phone or sits down in their office, it's hard for the prospect not to hire the advisor. But if you're in meetings and phone calls all day, you're a salesperson, not a financial advisor. That's why copywriting is awesome: If you can write persuasive copy, you're selling 24/7, attracting clients and getting appointments with them. In this episode, you'll find out how to write copy that sells—and 3 scientifically proven ways to supercharge your copy and attract a horde of clients. Want to sell by writing instead of being stuck in calls? Listen now! Show highlights include: How writing copy lets you scale your client attraction without scaling your effort (3:31) The "Curiosity Gap" strategy that makes readers click, read and convert (6:42) Why changing a single number in your headlines gets you more readers. (9:39) The weird reason length is more important for cold email success than the words you say(15:39) 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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html https://www.theadvisorcoach.com/entry-level-financial-advisors.html

If you're a good financial advisor, you want to do the best possible work for yourself and your clients. In theory, that's great—you get your clients higher returns and yourself a bigger book of business. But in practice, this ambition often becomes perfectionism. This kills your marketing results—because 5 bad published articles get more results than a folder of 18 great drafts. But you don't have to let perfectionism hold you back. In fact, you can conquer it and dominate your niche. In this episode, you'll find out how to defeat your perfectionism, start marketing to your niche and supercharge your marketing results. Want to stop editing and start publishing? Listen now! Show highlights include: How trying to be perfect makes you procrastinate on your goals (and how to ship things faster to run laps around your competitors) (4:20) The "80/20 squared" rule that shows you exactly which marketing message gets results and which gets ignored (6:08) The weird thoughts that show you that perfectionism is holding you back from achieving your goals (13:30) Why perfectionists get defensive when you point out their flaws (and how to correct this if it's your problem) (18:14) 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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/cold-calling-financial-advisors.html https://www.theadvisorcoach.com/entry-level-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Your skills don't matter if you don't get anything done. You could be the best salesperson, marketer and financial advisor in the world—if you spend all day on the couch, your business collapses. But if you're checking off your to-dos every single day, you become hyper-effective and skyrocket your income. In this episode, you'll discover a productivity experiment that could get you more high-paying clients and give you more free time to spend with your family. Want to find out how to grow your income without growing your effort? Listen now! Show highlights include: The weird way eating a banana could wreck your productivity and sabotage your business (3:08) Why gobbling down certain supplements does nothing to improve your health (unless you eat them with fat) (5:42) The 1-minute fix on your TV remote could improve your sleep and supercharge your productivity the next day (8:32) How starting a podcast can be a waste of time (or attract a horde of clients) (13:55) 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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/7-client-referral-ideas-to-help-you-get-more-referrals.html https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html

Referral leads are better than random people from networking meetings. They hire you without objecting to everything you say. They're usually wealthy, You don't have to work to acquire them and they already trust you. Unfortunately, most advisors struggle to get referrals—because they ask for them. Begging your existing clients for referrals sucks. It makes your clients uncomfortable and makes many advisors feel like sleazy salespeople. But getting referrals can be easy. If you do it right, you'll get new referral leads ringing you up out of nowhere. In this episode, you'll find out exactly how to engineer a stream of referral leads without ever asking clients for referrals. Want to get referrals without working for them? Listen now! Show highlights include: How to "replicate" your best clients and skyrocket your revenue without cold-calling strangers. (8:57) Why now is the most important time in human history for wealthy clients to hire financial advisors (14:07) The odd reason taking all SEO measures off of your pages magnetizes affluent clients (even if you're ranked on the first page of Google). (16:37) Why your best clients are hiding their real questions from you (and how to find out those questions to close them on additional services. (35:26) Want to connect with Brian Ouellette on LinkedIn? Go here: https://www.linkedin.com/in/sbrianouellette Want to see what AskMyAdvisor can do for you? Visit the website here: https://askmyadvisor.co/

You've probably been rejected by prospects who hired another advisor, managed their money themselves or went with a robo-advisor. The truth is: Competitors are closing clients you could've signed left and right. And if you're not setting yourself apart from your competitors, you'll lose. But if you become a category of your own, you'll have all the clients you need. In this episode, you'll find out how to do just that and magnetize more clients than you can handle. Want to stop competing and start winning? Listen now! Show highlights include: How robo-advisors might skyrocket your business and send you red-hot leads (even if you're afraid they'll eat your business) (1:58) The "indirect competitors" that steal your prospects while you're not looking (7:35) What air conditioning in retail shops can teach you about becoming the best advisor in your niche (and attracting the most clients) (11:15) Disney's "On Stage" strategy that makes their customers' experience magical—and how to use it to create a client experience that keeps them around for years. (13:42) 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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/entry-level-financial-advisors.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

Some financial advisors magnetize clients. Every day, they get new LinkedIn messages, emails and phone calls from people who want to work with them. But most advisors struggle to get more clients. They chase down lukewarm prospects and rarely get a yes. If that's you, don't worry—a single factor can take you from constant rejection to prospects hitting you up out of nowhere. In this episode, you'll discover what that factor is and how to leverage it to attract more clients than you can handle. Want to attract the clients you deserve for all your hard work? Listen now! Show highlights include: The 5 most common reasons prospects don't buy (and how to refute them to close the deal) (1:16) The "No Frame of Reference" problem that keeps your le(even if they trust you and are desperately looking for an advisor) (2:16) Why better content, social media posts or headlines are useless without a planned-out marketing strategy (6:18) How writing the best educational content in your niche doesn't get clients (and how to fix it by putting a simple link into your articles) (13:52) 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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html https://www.theadvisorcoach.com/top-10-best-books-for-financial-advisors.html

As a financial advisor, you help clients achieve their financial goals. So you first need to find out what their goals are. But the worst way to do that is to ask them. In fact, if you ask your clients about their goals, you might be sending them straight to another advisor. That's because all humans are irrational and biased. Once you accept that, you'll be much better at helping clients get what they want—and keeping clients around for years. In this episode, financial advisor, speaker and author Carl Richards stops by to show you how to serve your clients better by being realistic about human nature. Want to serve your clients better and keep them for longer? Listen now! Show highlights include: Why selling financial certainty hurts clients and makes them leave you (even if you don't know you're selling certainty) (16:30) The "Guide" mindset that helps you make the best possible plan for your clients (that even works when you're wrong) (19:11) How to replace 200-page financial plans with a ball pen and a legal pad (and make your clients stick around longer) (24:27) Why your main job as a financial advisor is to help your clients say no (31:03) The "1-2-3" plan to find a niche that attracts high-paying clients in droves (34:20) 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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/7-easy--actionable-social-media-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/7-client-referral-ideas-to-help-you-get-more-referrals.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

If you've ever read an article or watched a video on millionaire financial advisors, it's easy to get jealous: They live in mansions, spend weekends on their yachts and work from an office that overlooks the city. You might feel like that lifestyle is out of reach. But the truth is: These people aren't that much smarter than you. In fact, millionaires aren't that different from you. They just do different things. In this episode, you'll find out what millionaire financial advisors do differently—and how to implement their lessons so that you can grow your wealth. Want to discover the habits of millionaire financial advisors? Listen now! Show highlights include: The weird reason teachers are more likely to become millionaires than most other careers (and how to implement that knowledge to grow your own wealth). (5:15) What flipping antique coins on ebay can teach you about attracting more wealth than you know what to do with (10:12) How stupidly following a step-by-step book builds more wealth than spending years to create your own system for success. (12:31) Why creativity in business is the easiest way to stay poor and and mediocre until retirement (14:47) 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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/seo-for-financial-advisors.html https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/cold-calling-financial-advisors.html

You can have a slick website, complicated funnel and awesome content. But if the wrong people come to your site, you'll never get a single client from all of it. There are different types of website visitors. And they're all looking for different things. If you can give every visitor exactly what they're looking for, your website becomes a client magnet. In this episode, you'll find out about different types of web traffic (and how to convert each type of visitor into a prospect). Want to get more clients with your website? Listen now! Show highlights include: Why a 1920s toothpaste marketer can help you generate more profits than any "marketing guru" today. (2:21) How your home page can send red-hot prospects straight to your competitors (or win them over as clients) (8:45) The insidious way "giving value" gets you fewer clients than a shameless sales pitch (15:16) Looking for an SEO agency? Here's the biggest "red flag" that shows you which agencies never to hire (17:18) Why posting 3x as much on LinkedIn is the easiest way to get clients with social media. (19:56) If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. 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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.htmlhttps://www.theadvisorcoach.com/entry-level-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Some financial advisors rake it in with email marketing. Every day, they open their calendar to see new appointments with interested prospects. But many advisors send email after email and only get unsubscribes. That's because they're making crucial mistakes that alienate prospects. In this episode, you'll discover what these mistakes are and how to fix them so that your email marketing magnetizes new clients. Want to supercharge your email marketing? Listen now! Show highlights include: How to build a client attraction machine by only writing 5 emails. (3:02) The 80/20 of email marketing that gets you results without writing every day (5:25) The stupid easy way to get appointments with email marketing (6:08) Why getting compliments from readers is a death sentence for your conversions. (9:25) How telling people not to subscribe gets you more appointments and clients (10:42) Why a terrible landing page makes all your email marketing useless (14:10) 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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-business-plan-tips.html https://www.theadvisorcoach.com/7-easy--actionable-social-media-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/15-financial-advisor-prospecting-ideas--techniques-that-work.html

When you run ads to get more clients, you have to send them to a landing page. But if nobody converts on your landing page, you're burning your money. That's why your conversion rate is so important if you want to get more clients online. In this episode, you'll find out exactly how to raise your conversion rate and get more clients from your ads. Want to finally get clients from your marketing campaigns? Listen now! Show highlights include: Why your design, CTAs and SEO will never matter unless you get your headline right (6:06) How writing 25 headlines for a single landing page supercharges your marketing (9:18) The easiest way to make people act on your landing page. (11:30) Why ease of use can make your landing page more effective than beautiful design or persuasive copy (16:35) If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. 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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html https://www.theadvisorcoach.com/cold-calling-financial-advisors.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

Most financial advisors know they shouldn't do everything themselves. You've probably heard it before - figure out the type of work that makes you the most money and outsource the rest. Easy, right? But most financial advisors never outsource anything. It's not because they like doing everything themselves. Most are afraid of someone screwing up and wrecking their business. What if a VA treats a client badly? What if your social media manager posts something offensive that makes your clients leave? It might seem scary, but you can outsource parts of your business to free up your time and make more money. In this episode, you'll find out exactly how to get more freedom with outsourcing (without worrying about someone else ruining your business). Want more free time and less stress? Listen now! Show highlights include: How to make your business more efficient by reading every email yourself (even if it seems like a big, fat waste of time). (5:10) Why most financial advisors waste more time after outsourcing tasks (and get no extra clients) (12:44) The weird way outsourcing grocery shopping, cooking and cleaning can skyrocket your profit margins (19:56) Why dropping $10 on lunch per day is a better investment than putting it in an index fund (22:54) 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. 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/video-marketing-for-financial-advisors.html

Most financial advisors make marketing harder than it needs to be. They see themselves as financial experts, not marketers. That's why they think it's hard to attract clients online, so they make it hard. But if you simplify marketing, getting clients becomes easy. All you have to do is understand the principles of marketing and implement them. In this episode, you'll discover 20 principles of marketing and how to apply them directly to get more clients whenever you want. Listen now! Show highlights include: Why email is the best marketing channel to convert your leads into appointments (and the worst to generate leads) (5:06) The counter-intuitive reason posting content isn't enough (94% of successful financial advisors send direct messages). (11:49) Why calling yourself a fiduciary can scare prospects away and send them to your competitors (15:14) The weird reason why great investment returns are less persuasive than your clients' gut feelings. (16:43) How knowing math can skyrocket your marketing results and flood you with high-paying clients (24:35) If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. 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. 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/7-client-referral-ideas-to-help-you-get-more-referrals.html

What's holding you back from achieving your business goals? You might think it's a lack of experience, tough competition or not enough time. But for most financial advisors, their own biased thinking holds them back more than anything else. If biases dominate your thinking, your business goals will stay out of reach forever. But if you can clear up your thinking and leverage it for your success, you'll reach your goals without even trying. In this episode, you'll find out how to de-bias your thinking to make your wildest dreams come true. Want to create success on autopilot by removing your biases? Listen now! Show highlights include: The simple strategy that could add 3 clients every month (even if all of your marketing underperforms) (1:03) How "Overconfidence bias" makes you expect unrealistic results (and kills your happiness when you don't achieve them) (4:03) Why doubling, tripling or quadrupling your income is possible by next year (unless "anchoring bias" is holding you back) (8:58) The insidious way the "Ostrich Effect" keeps you from seeing your business in a realistic way (13:51) 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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/elevator-speech-financial-advisors.html https://www.theadvisorcoach.com/content-marketing-tips-financial-advisors.html https://www.theadvisorcoach.com/financial-advisor-business-plan-tips.html

With all the marketing methods, strategies and channels out there, it's easy to get overwhelmed. If you had a podcast, LinkedIn, newsletter, Instagram, TikTok and everything else "experts" say you need, you'd be a marketing department - not a financial advisor. But you can use effective marketing strategies to get clients without turning into a full-time marketer. In this episode, you'll find out how to reduce marketing overwhelm and find the simple strategies that work for you. Want to spend less time marketing and get better results? Listen now! Show highlights include: How choosing a tiny niche makes the right marketing strategy obvious (4:46) The weird way a Simpsons episode shows you exactly how to market to your niche (8:04) How your personality transforms mediocre marketing into a client magnet (9:52) Why personality tests can improve your results more than most courses, coachings or seminars (10:45) 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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html

As a financial advisor, your expertise is centered around stocks, funds and other investments. But what if a client needs help with Medicare? It has a significant impact on your client's financial life - and supporting them with it lets you earn even more of their trust. This week's guest Brian McArthur helps financial advisors' clients get the best possible outcome with Medicare and takes care of their headaches. Want to add even more value by helping your clients with Medicare? Listen now! Show highlights include: How 3-6 phone calls a year make you more money and earn even more of your clients' trust. (8:52) The word-for-word script that gets clients to open up and let you solve their Medicare problems (9:16) Why Medicare is not a separate service, but an add-on for clients. (22:29) How working with an insurance agent makes your clients stay with you longer (24:39) 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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html https://www.theadvisorcoach.com/15-financial-advisor-prospecting-ideas--techniques-that-work.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Getting long-term advice and the principles behind it moves your business forward. But sometimes, you want a quick answer to a quick question. In this episode, you'll hear rapid fire answers to marketing questions asked by financial advisors after listening to the show. Want quick, actionable advice you can use to get more clients today? Listen now! Show highlights include: Why being overwhelmed by work is a horrible reason to hire an assistant (7:16) How scarcity can supercharge your marketing results (even if you change nothing about your services) (11:12) The simplest way to go turn a vague dream to a specific action plan that lets you reach your goals (16:15) Why talking about money and investments in your emails gets compliance on your back (22:45) 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. Discover how to get even better at marketing yourself with these resources: [Include 3 of the following links in the show notes - it doesn't matter which] https://www.theadvisorcoach.com/7-awesome-tech-tools-for-financial-advisors.html https://www.theadvisorcoach.com/7-easy--actionable-social-media-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

Few things in business are worse than worrying about where your next client will come from. Sure, you might see success with LinkedIn outreach, asking for referrals and attending networking meetings. But most financial advisors can't press a button and start their client attraction machine. Even if that sounds like a pipe dream, that's exactly what effective advertising can do for you. The reason most people don't do it? It's hard. In this episode, you'll find out the two ways to run successful ads and build a client attraction machine. Want a predictable way to get your next client? Listen now! Show highlights include: Why excluding most potential clients from your ads magnetizes leads (while general ads get crickets) (4:45) Why leads who don't care about finance can't reject you (8:51) The counter-intuitive reason boring ads outperform fancy slogans (10:32) The "Starving Crowd" approach that lets you create effective ads without being a professional marketer (11:32) How to build extraordinary success with nothing but obvious marketing strategies (13:27) 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. 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/video-marketing-for-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Your website is how you present yourself to potential clients. Even if you're crushing it on LinkedIn, you won't get clients if your website sucks. But unless you're a professional marketer, it's hard to know what makes a good website. In this episode, you'll discover 20 mistakes financial advisors make with their websites - and how to fix them to get more clients. Want to turn your website into a client magnet? Listen now! Show highlights include: 3 pages on your website you need to optimize to get more clients (and why you can ignore the rest) (2:25) How image slideshows scare potential clients away from your website (6:06) The easy way to optimize your website for mobile devices (without having to code or learn any technical skills) (6:57) How putting your phone number on your website can get you more clients as soon as tomorrow (10:45) Why your "professional" pictures make prospects leave your website (12:46) How an ugly, self-made website outperforms a gorgeous one from an expensive agency (15:50) Why you shouldn't focus on SEO if you're making less than $500,000 per year (19:00) 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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

We all get 24 hours each day. Some financial advisors work from sunrise to sunset and never see their kids. Others own beachfront mansions, drive luxury cars and jet off to exotic vacations with their family. Why are some financial advisors living the dream while others are scraping by? It's all about your mindset: If you think small, you'll be average. If you think big, you can build a business that makes you wealthy and sets you free. In this episode, you'll find out how to think big to attract more clients while working less and build your dream business. Want to level up your thinking? Listen now! Show highlights include: Why changing your "identity" puts success on autopilot (even if you never try to change your behavior). (3:45) How hanging a clock on every wall in your house can make you more efficient, wealthy and productive. (6:29) Why most ambitious people stay average (and how average losers infect you with their mediocre thinking). (11:32) The counter-intuitive reason "easy buttons" sabotage your results (even if they work). (12:07) 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. 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/15-financial-advisor-prospecting-ideas--techniques-that-work.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Most financial advisors prefer spreadsheets and stock charts over cold-calling and prospecting. But if you can't sell, you don't get clients. And without clients, you don't have a business. That's why many financial advisors look for sales advice online… and embarrass themselves when they follow it. Some of the most popular sales tips are either plain wrong or don't work for financial advisors. In this episode, you'll discover 5 "tried and true" sales tips that can torch your reputation and drive prospects to your competitors (and the alternatives that actually get clients) Want to improve at sales without sounding like a used car salesman? Listen now! Show highlights include: Why learning how to close sales is a waste of time (and the simple sales skill that gets clients). (2:03) The counterintuitive reason firing clients grows your business. (4:21) Why shy introverts can be better salespeople than schmoozing extroverts. (7:23) How sales coaches can be a useless expense if you don't serve a specific niche. (8:55) Two simple sentences that make your marketing materials more effective (even if you ignore all other marketing advice) (13:15) The "Anti-Sales" approach that ignores sleazy sales and attracts trustworthy clients (14:12) Why an out of print sales book from 1972 teaches you more than any course, seminar or coaching program out there. (15:45) 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. 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/15-financial-advisor-prospecting-ideas--techniques-that-work.html https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.htmlhttps://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

Today, marketing is almost impossible without modern technology: LinkedIn, email, marketing automation and other technologies all help you attract qualified leads without leaving your house. But relying on technology is dangerous. When a company decides to lock you out of your account, your business evaporates. But you don't have to be dependent on big tech companies. You can build a business that thrives under any conditions. In this episode, you'll discover how to build a successful financial advice practice without depending on tech companies. Want to make your success more sustainable? Listen now! Show highlights include: Why you need contingency plans for business emergencies (even if you never expect to use them) (15:42) How to use backups keep your profitable marketing assets safe (16:52) An unlikely characteristic of business software that shields your business from account shutdowns (17:28) One question that reveals if your business will crumble after a single account failure (18:30) If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. Go to the 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. 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/top-10-best-books-for-financial-advisors.html