Financial Advisor Marketing Podcast

Since I run in financial advisor circles, I hear from successful—and not so successful—financial advisors all the time. Besides the financial advisor circles I'm in, I'm also in several mastermind groups for business owners. My main takeaway from spending so much time with successful, and unsuccessful, advisors and business owners? There are 5 key things that prevent financial advisors from being successful. Making any of these mistakes cripples your success. That's the bad news. The good news? Once you know what these mistakes are, it's easy to reverse them and unlock more wealth than you thought possible. The best news? In this episode, I reveal each of these 5 mistakes—and give you a simple way to fix them. Listen now. Show highlights include: Why a scarcity mindset "costs" you more wealth than going out and buying outlandish material goods (3:22) How Eve fell into the sneaky "Serpent Trap" in the Garden of Eden (and how you may be falling for this trap today in your business) (4:22) The instant "10x Happiness" mindset shift that increases your joy by tenfold—at the bare minimum! (6:56) The single biggest goal-setting mistake financial advisors make which forever keeps their goals out of reach (8:13) How not believing in yourself can actually magnetizes success towards you (11:52) Why your fear is the biggest threat to your financial security and success (and how to obliterate it) (16:08) If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. 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 a massive gap between what financial advisors think they're doing and what clients perceive they're getting. That's why many financial advisors lose clients even when they help them make money. Here's the thing… There's no right or wrong when it comes to perception. And your clients' perception of you and your services mean more than the amount of wealth you build for them. That's the bad news. The good news? Well, it's pretty simple to create a better perception of your services in your clients' minds. Especially after tuning into this episode. In this episode, you'll discover the top 10 things clients want from you (and the shocking statistics about why most financial advisors fall short of this). Listen now. Show highlights include: The insidious "Call Reluctance" trap many financial advisors into which sabotages their impact (and the single best way to conquer it) (1:24) Why your clients might secretly hate you (and how to "ethically force" them to love you) (5:04) How to make your clients happier and more prosperous by using the "Seatbelt Secret" (7:33) The "Tie It" Technique for instantly helping your clients see the value you're providing them (10:54) How repeating the same benefits to your clients like a broken record actually helps them achieve better results (11:24) The deadly "Curse of Knowledge" mistake that can make even your most successful clients want to cancel (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. 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

Most financial advisors don't charge enough for one of two reasons: Either their marketing machine isn't up to snuff. Or they don't feel comfortable with charging higher prices. But here's the thing: Charging more not only helps you attract better clients, but it also helps you serve your current clients better. In other words, charging more is the single best way to improve every aspect of your marketing and business. In this episode, you'll discover why charging higher prices is the best marketing "hack" you can do. And I reveal simple mindset tweaks which help you feel okay with charging more. Listen now before inflation eats more of your life savings. Show highlights include: How inflation can steal your entire life savings (and the single best way to stop it in its tracks) (4:23) Why high prices are often the best qualification tool in your marketing toolbox (5:01) The weird way charging your clients too little can cause violent outbursts (7:39) The "Overbooked Airplane" method for making your clients thank you for charging them more (10:20) The "UVP" marketing trick for charging more for your services (without sacrificing the number of leads you generate) (14:22) How spending more money on silly material items automatically attracts higher quality clients (16:36) 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

Many financial advisors have a natural abrasion to raising their prices. And it makes sense: Once you consider raising your prices, your brain tries to convince you that you'll lose all of your clients overnight. Of course, this never actually happens. But it still feels real inside our brains. Well, that's why I recorded this episode. Not only will listening to this episode help you feel more comfortable with raising your prices, but I also reveal how raising your prices can actually make your services more attractive to potential clients. Listen now. Show highlights include: The single biggest mistake the entire financial advisory industry makes which nukes their income (3:16) Why adding more "value" to your offers doesn't mean you can charge more (5:16) The "Contrast Trick" which lets you charge double (or even triple) what you're charging today (6:38) How to charge 76.6% more for your offers by simply going to your office (9:15) The weird way charging less for your services makes you seem inferior to your competitors (and how to prevent this natural phenomenon) (15:43) The subtle "discount" mindset shift which helps you feel comfortable with charging higher prices (18:37) 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. 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 are 16 main personality types. And while each personality type offers different advantages and disadvantages, there's a trend for which personality types make the most money and enjoy the most success. For example, having an "S" marker in the Myer Briggs personality test is the most common. But it's also the most lethal for your success as a business owner and financial advisor. In this episode, I reveal the best (and worst) personality types for financial advisors, how to use your personality type as an advantage, and how to mold a new personality. Listen now. Show highlights include: The absolute worst personality type to succeed as a financial advisor (and how to change it if it's your personality) (2:48) The controversial way to build wealth by doing the exact opposite of what other financial advisors do (3:39) How to radically transform your financial advising business by using the "MMS" secret (7:32) The personality type shared by Bill Gates, Warren Buffet, and Steve Jobs (10:31) How to turn your personality type into an unfair advantage (even if your personality type isn't as likely to become a millionaire) (16:27) 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. 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

Here's a cold, hard fact of life: Most people retire almost as broke as they were when they entered the world. Why? Well, there are several reasons. But none is more lethal than "Projection Bias." It doesn't just affect your clients either, it can also cause smart financial advisors like yourself into squandering your wealth. But fear not. In this episode, I reveal how this psychological fact seeps into your brain and sabotages you. And how you can stop it from happening before it devours your, or your clients', wealth. Listen now. Show highlights include: Why decamillionaires don't make most of their money in the stock market (and how to use this fact to land wealthier clients) (1:34) The "40% Secret" only the wealthiest people in the world know about and leverage (2:58) How being the dumbest person in the room is a cheat code for wealth creation (4:47) The insidious "Projection Bias" trap which results in most people retiring broke (even smart and successful financial advisors) (5:40) Why your emotions can sabotage your marketing, income, and even bankrupt your business (10:41) How financial success dupes you into making bone-headed decisions that vaporize your wealth (14:14) How to improve every aspect of your marketing by acting like a child (15:32) 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 not making as much in your business as you'd like, I have some humbling news for you: You're letting your ego sabotage you! Your ego is a conniving poison that devours your wealth every opportunity it gets. In both subtle and obvious ways. But you know what? You don't have to give into your ego. In this episode, I reveal how your ego gorges your wealth. And how to ditch it, so you can make more money than most people even dream about. Listen now. Show highlights include: Puff Daddy's "Ego Secret" responsible for his 10-figure net worth (and how to use it to add an extra 0 to your bank account) (0:53) Why admitting your broke instead of lying about it unlocks new paths for wealth instead of squandering them (3:37) How your ego tricks you into mutilating your wealth (without even realizing it) (5:59) The sneaky way your ego sabotages your financial advising business every time you talk to a client (11:18) Why hiring a marketing agency slowly cripples your growth (even if they're making you more money) (12:57) 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. Want to transform yoru 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

Most financial advisors are great at their job, but they suck at marketing. I don't say that to be cruel. But sometimes the truth hurts. That's the bad news. The good news? After listening to this episode, you will never be able to say you suck at marketing again. Why? Because I'm revealing the 50 things I wish financial advisors knew about marketing. A free podcast episode has never—and I mean never—been jam-packed with so much business-altering advice as the one you're about to listen to. In this episode, I share my top 50 marketing secrets for financial advisors across niche marketing, email marketing, prospecting, website marketing, content marketing, and business principles. The 50 secrets revealed in this episode will make you a millionaire if you implement them. In fact, it's a crime I'm giving it away for free. Listen now. Show highlights include: The "N-word" which simplifies your marketing and skyrockets your return on investment across every marketing channel (1:43) Why alienating and repelling people from working with you magnetizes your best clients to you (3:46) How to verify your niche's profitability in 30 seconds (or less) (8:40) The "Grey's Anatomy" secret for sending emails that make your target audience drool over the idea of working with you (15:17) The counterintuitive reason referrals are the worst way to attract the wealthiest investors (and what to do to land them as clients instead) (26:53) Why ugly-as-sin websites get more conversions than beautifully designed ones (29:26) The "Show, Not Tell" technique which practically forces your prospects to trust you (32:02) How to land more clients from LinkedIn by getting fewer impressions (41:55) The writing trick for increasing your chances of becoming a millionaire financial advisor by 80% (55:23) 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 yoru 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

Most financial advisors make a fatal mistake when trying to get more clients from their website: Instead of focusing on converting existing traffic, they waste money trying to attract new visitors. Here's the problem: If your current visitors aren't converting now, adding more gasoline won't fix your conversion problems. But don't worry. In this episode, you'll discover 7 proven ways to get more clients from your existing web traffic. Best part? Most of these tweaks are simple (and most financial advisors don't know about them). Listen now. Show highlights include: Why trying to direct more traffic to your site is like trying to build your income without good saving and investing habits (1:27) The "Website Journey" secret for using your website as an unpaid salesman for your services (2:04) Why overhauling your entire website can repulse your best clients away (and how testing one variable at a time magnetizes your ideal clients) (4:32) How to land an extra 3, 5, or even 10 appointments per month by adding this inexpensive software to your site (8:37) Why actively trying to push people off your website spellbinds your best clients and "ethically forces" them to pick you as their financial advisor (15:22) 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. Want to transform yoru 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

Retirees & pre-retirees are among the biggest and the most challenging markets to sell to. Why? Because they're more skeptical when it comes to investing their money. They fear being cheated or scammed out of their hard-earned life savings. Life without money is unthinkable to them. That is why you must understand how crucial trust is to them. You need to work hard to build credibility throughout your marketing. Once the retirees see that you understand their pains and have their best interest at heart. It's hard to lose. You'll be positioning yourself as their trusted advisor for years to come… And clients will come to you in an overflow through referrals… In this episode, you'll find time-tested ways to sell to this tricky yet gigantic market of retirees & pre-retirees… Plus, I'll also share a breakdown of how you can use email marketing to attract more of your dream clients on autopilot… Ready to close clients with deep pockets? Listen now! Show highlights include: How to use email marketing to grow your business by another $100,000: A Step-by-Step Guide (0:56) Figuring out what your #1 marketing objective is (hint: it's not getting people to pull out their credit card…) (2:18) How to calculate exactly how many email subscribers you need to land a client (3:50) 10 tried-and-tested ways to get a steady flow of email subscribers (4:31) The only 2 things you need to add an extra $100k to your bottom line (4:57) How to know if your Offer or Audience sucks (5:39) Why being honest and transparent pays off with retirees more than any other market… (You'll lose them if you treat them like your other prospects…) (6:08) Reason why you need to act like a "Rude African Safari Guide" if you want your market to trust you with their hard-earned money. (7:18) The last and the most essential "credibility" check your prospects do before they buy… (If you lose 90% of the "almost confirmed" sales, this could be why…) (10:23) Use this overlooked "In-depth content" system if you want to convert a bigger chunk of the retiree market (12:01) Steal this "Obscure targeting" method to sell to the wealthiest investors who are willing to pay top dollar for your services… (16:12) Why sharing your knowledge with retirees is the best way to build bonds and sell more with ease (This positions you as their trusted advisor for years to come…) (18:13) 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 yoru 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've been running Facebook Ads for my business for over a decade. I've learned a lot over the years. And I've spent hundreds of thousands, perhaps even millions, of my own dollars running Facebook Ads. Through my research, I've uncovered 5 massive mistakes financial advisors make with Facebook Ads. These 5 mistakes are the difference between a campaign that runs your advertising budget dry or a campaign that fills your pipeline with qualified leads for months. In this episode, you'll discover the 5 biggest mistakes financial advisors make with their Facebook Ads — and how to fix each mistake. Best part? Not only will your Facebook Ads be more effective after listening to this episode, but they'll be much easier too. Listen now. Show highlights include: How to get your hands on a step-by-step breakdown of one of my most successful Facebook Ads (1:27) Why following the hottest Facebook Ads tactics can cripple your advertising budget (2:10) How Facebook preys on suckers who don't know what they're doing and steals their money in broad daylight (2:25) The "Pepperoni Pizza" rule which maximizes your chances of generating a positive ROI from every Facebook Ad you run (4:12) The sneaky way to boost your return on ad spend by using the same exact headline on your and landing page (7:36) The simple "One Button" objective trick for turning dud ads into a fountain of steaming hot leads (8:22) How to make your ads wildly profitable by letting Facebook create them for you (11:31) 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. Want to transform yoru 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

Social media is like a cheat code for financial advisors — if you know how to use it. The problem is most financial advisors spend all their free time on social media without any new clients to show for it. Why? Because they're making one of the 5 deadly social media mistakes. Fixing these mistakes can transform your social media from a massive waste of time into a way to get new clients month in and month out. In this episode, you'll discover what the 5 deadly social media mistakes financial advisors make are — and how to fix them. Want to turn your social media into a client-generating machine? Listen now. Show highlights include: How relying too heavily on social media sabotages your return-on-investment (and how the "Multiple Marketing Strategies" trick maximizes your ROI) (4:15) Why combining social media with old-school marketing strategies like direct mail beheads your competitors (4:46) 2 powerful and forgotten marketing strategies for finding and closing high-quality clients (even if you get banned from social media) (6:30) The "Slide in the DMs" secret for transforming your social media from a time suck into a client-generating machine (7:08) Why posting personal updates on social media drives more prospective clients to work with you than sharing inspirational quotes and stock market commentary (9:59) 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 yoru website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. 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

Blog posts are an effective way to introduce yourself to new audiences, demonstrate your expertise, and grow your client base. But they can also devour your time with nothing to show for it if you don't know what you're doing. So how do you create blogs that help grow your business rather than blogs that eat up your free time? There are a few simple rules you can follow to make your blogs your unpaid sales interns. In this episode, you'll discover 8 tips for creating amazing blog posts that make people drool over the idea of hiring you. Listen now. Show highlights include: How to attract more of your ideal clients by posting fewer blog posts (1:59) The weird way picturing a real prospect when writing articles puts your persuasiveness on steroids (5:48) Why writing blog posts for more website traffic almost guarantees it won't result in new leads or clients (7:13) How to pick the most captivating images for your blogs and skyrocket your time on page and conversion rates (14:18) The little-known, but wildly effective "Seed Your Authority" secret for turning cold website traffic into paying clients (15:48) Why introducing yourself at the beginning of your articles "primes" visitors to fork over their hard-earned cash to you (16:34) The biggest and easiest to avoid mistake financial advisors make when writing blogs which devours your time without generating new clients (19:58) 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. Want to transform yoru website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. 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

Making $500k per year as a financial advisor is a massive milestone. Not only does it give you peace of mind, but it allows you to "hire" your money to grow your wealth. But the cold, hard truth is that most financial advisors have no clue about how to get there. Many believe it's not even possible to make $500k per year. If that sounds like you, I have good news: In this episode, you'll discover how you can clear $500k in revenue as fast as humanly possible. I even reveal the exact steps you can follow to reach that milestone. Listen now. Show highlights include: The "10% Body Fat" secret for becoming a millionaire in the next 10 years (or sooner) (3:43) The only 2 things you need to clear $500k in revenue per year (4:57) How a guy in Japan gets paid to do absolutely nothing (and how to use this "skill" in your financial planning business) (5:42) Why reading Basic Economics by Thomas Sowell drowns you in opportunities (8:25) 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. Want to transform yoru website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. 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

An article from Russ Alan Prince found that only 30.4% of clients who paid for a financial plan implemented more than 20% of their plan within six months. Worse yet, 51.4% of clients implemented less than 20% within six months. And the remaining 18.2% did nothing at all. Here's why that's good news: After listening to this episode, you'll know exactly why financial plans fail — and how to create financial plans which demand your clients implement them. Not only will this give you an unfair advantage over your competitors, but your clients will enjoy more wealth too. Listen now. Show highlights include: How to get your clients to implement more of your financial plan by acting like a beautician (4:02) Why giving your clients more financial options terrifies them and sends them to your competitors (5:35) The simple "Next Step" secret for ethically forcing your clients to implement your financial plan (10:17) 3 bulletproof ways to design your financial plan for maximum implementation (12:38) How to send emails in a way which remotivates your email subscribers to fork over their hard-earned cashola to you (14:57) The counterintuitive way your financial expertise actually scares your ideal clients away (and what to do instead) (17:25) 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. Want to transform yoru website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. 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

Imagine how many more clients you would have—and how much more moolah you would make—if you were able to convince a fraction of your website visitors to book an appointment. Think you could add an extra $20k, $50k, or even $100k to your income? Me too. Well, I have good news: I spent four days reviewing 60 different financial advisor websites. And in this episode, I reveal the most common mistakes I saw, so you can avoid them. Want to reach your income goals with ease? Listen now. Show highlights include: 2 dirt-simple questions your website must answer if you want to book more appointments with high-quality leads (3:57) Why using vague phrases like "achieve financial freedom" on your website sends your ideal clients to your competitors (4:22) How to book more appointments and land more clients from your website by acting like a plumber (5:56) The "Pepperoni Pizza" rule for magnetizing high-quality leads to your appointment page (7:46) How to improve your visitor-to-appointment ratio by gutting half of your website's content (10:41) The 3 most popular website pages which determine if someone hires you or your competitor (14:44) 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. Want to transform yoru website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. 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

Many financial advisors salivate over the idea of hiring a virtual assistant. Virtual assistants add hours, or even days, to your workweek. They boost your productivity, unlocking more income. And they cut your daily frustrations and stresses in half. But hiring the wrong virtual assistant, or hiring before you're ready, can increase your workload, expenses, and stress. In this episode, you'll discover the 5 things you must do before hiring a virtual assistant, so they help grow your business instead of sabotaging it. Ready to unlock more hours, more cash, and easier growth with a virtual assistant? Listen now. Show highlights include: The "ADE Method" for organizing your to-do list, boosting your productivity, and reaching your maximum income potential (3:44) How outsourcing your weaknesses can financially cripple your company (even if your virtual assistant does a good job) (4:35) Why hiring the most expensive virtual assistant costs less than hiring the cheapest applicant (5:25) How to land top-tier virtual assistants (even if you can't pay them as much as they want) (8:59) The weird way a virtual assistant makes a better accountability partner than a 5-figure coach (10:43) Why hiring an "A-Z" financial advisor marketing agency is a recipe for disappointment, failure, and outlandish costs (11:57) 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/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Your productivity as a financial advisor directly impacts how much money lines your pockets each month. While that sounds like good news, here's why it's not: Many financial advisors I've coached were allergic to organization. It's nothing but a boring waste of time to them. But that's only because they don't understand this obvious truth: The more organized you are, the more productive you become, and the more money you can make as a financial advisor! Sure, organizing your desk isn't as sexy as publishing a new marketing campaign. But it will increase your income, productivity, and peace of mind. In this episode, you'll discover 8 easy ways to become more organized (even if you're a naturally unorganized person). Ready to "nuke" your competitors by becoming more organized? Listen now. Show highlights include: How to increase your income simply by organizing your pantry (0:52) The weird way reorganizing your sock drawer helps you land higher-quality clients (2:27) Why throwing out old clothes you never wear instantly makes your marketing more effective (4:35) The obvious, yet overlooked trick for landing more clients from your online ads (8:51) The "8 Forms of Waste" system used to streamline factories that helps you shower in cash as a financial advisor (10:37) How to deliver better results for your clients by giving them less value (14:58) The sneaky way to boost your teammates' productivity by simply being their friend (17:53) Why adding every nitty-gritty detail of your day to your calendar doubles your productivity overnight (19:15) 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/4-linkedin-tips-for-financial-advisors.html

Every financial advisor I've met shares a similar personality trait. This personality trait is the lifeblood of your business. But it's also the downfall of your marketing efforts. What's this personality trait? Analytical thinking! You need to think analytically to best serve your clients. But it also causes your marketing to fall on deaf ears. In this episode, you'll discover how your analytical mind sabotages your marketing. And how a simple mindset shift can make every marketing campaign more profitable (and fun). Listen now. Show highlights include: The cold, hard truth about why 90% of financial advisors suck at marketing (and how to fix it) (2:20) Why starting a podcast will devour your time and money without resulting in new clients (and a simple tweak for using your podcast to magnetize your ideal clients) (2:59) How to improve every marketing campaign you run by studying water (3:19) The counterintuitive reason your analytical mind makes marketing almost impossible (even if it helps you serve your clients) (4:07) Why a mediocre LinkedIn page converts at a higher rate than an amazing profile (4:45) How worrying about your marketing metrics sabotages your results (10:49) Why the economics of being a financial advisor gives you an unfair marketing advantage (13:04) 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/4-linkedin-tips-for-financial-advisors.html

If your marketing materials aren't as effective as you'd like, I have good news: A bunch of nerdy neuroscientists figured out how to make your marketing shoot straight into your prospects' brains. Not only will this make you unforgettable, but it also makes your prospects ancy to sign up for your services. In this episode, you'll discover 7 neuromarketing tips that make your marketing wickedly effective and how to apply them. Want more people begging to become your client? Listen now. Show highlights include: The "Serial Position Effect" discovered by neuroscientists for making every marketing campaign more profitable (1:33) How to use your prospects' natural cognitive biases to "ethically force" them to sign up for your financial services (1:52) The special "Layers" trick for instantly making your financial services more demanded and valuable (3:47) Why acting like a doctor boosts your clients' success (and lines your pockets) (5:39) The missing "P ingredient" in your marketing that makes all your benefits and features fall on deaf ears (6:30) How to activate your prospects' "Greed Glands" so they beg you to become your client (8:39) Why adding a picture of yourself at Disney World to your website effortlessly magnetizes your ideal clients (15:13) The "Textural Adjective" tactic for transforming your worst-performing marketing materials into your new control (17:55) 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-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

If your clients trust you and thank you for your great work, it's easy to be surprised when a prospect is outright hostile. But let's face it: Many wealthy people think financial advisors would do anything to pocket higher management fees. Why? After getting ripped off once, some millionaires would rather stuff their money in a mattress than let someone else manage it. That's why financial advisors need to work extra hard to build credibility. Once prospects see you as credible, they're much more likely to buy from you—even if they vowed to never work with a financial advisor. In this episode, you'll find out how to build more credibility as a financial advisor and get the clients you deserve. Ready to get more credibility and close more clients? Listen now! Show highlights include: Why prospective clients judge you for your age—and how to close millionaires even if you look like a teenager. (5:19) How to make any of your marketing claims more believable by adding a simple "reason why". (6:45) How to supercharge your credibility with a "boring" about us page. (10:10) Why people assume you're boring—and how to make clients trust you by being exciting to work with. (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-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

There are 5 driving forces behind all human behavior. And if your marketing doesn't hit on one of these deep psychological triggers, then, well, you'll always struggle with attracting new clients. That's why even the best financial advisors fight tooth and nail to find new clients. Here's the good news: In this episode, I reveal what these 5 deep psychological triggers are, so you can apply them to your marketing, and never worry about landing more clients again. Listen now. Show highlights include: How studying fashion trends help you close more clients with ease (2:42) McDonald's psychological secret for building a multi-billion dollar brand (and how to apply this secret to your marketing) (6:20) How to smash any objection prospective clients throw at you and earn their lifetime business (8:07) The weird way being brutally honest about the downsides of your offer makes your dream clients more likely to work with you (12:28) 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

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