Financial Advisor Marketing Podcast

Marketing experts tell you where to market to attract more clients. If you followed everybody's advice, you'd be running a media business and have no time to serve your clients. So, do you really need a website, a YouTube channel, an email list, 5 social media accounts and a blog? The truth is: You can get clients with nothing but social media. But you shouldn't. In this episode, you'll find out why relying on social media for client generation endangers your business - even when you're getting new clients every month. Want to build a marketing strategy that attracts clients without bogging you down in content creation? Listen now! Show highlights include: The obvious place where most potential clients look for financial advisors (they won't find you there if you're only on social media) (1:24) Why certifications, awards and specialties let you "own" your niche (even if you've got strong competition) (4:16) How your personal Facebook page can repel clients who were ready to hire you (6:39) The dead-simple "Direct Messaging" strategy that gets you more appointments on LinkedIn (13:05) Why using multiple marketing strategies multiplies your results (even if you've already mastered one channel) (15:02) 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 the https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Discover how to get even better at marketing yourself with these resources: [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/4-linkedin-tips-for-financial-advisors.html

It's fun to tell prospects about investments. Their eyes light up when you tell them how much their portfolio would grow if they bought the right assets. In contrast, tax planning is boring. But it's an exciting marketing opportunity for financial advisors: If you're touting your favorite stocks, bonds and funds, you're like any other advisor. But if you can help your clients deal with the IRS, you'll save them have happy clients that stay with you. In this episode, Steven Jarvis of the Retirement Tax Services Podcast stops by. He'll show you how to grow your business and attract more clients with tax planning that saves your clients money. Want to get more clients by offering better tax planning? Listen now! Show highlights include: Why most financial advisors sell tax planning the wrong way (and how to communicate so that clients pay you for it) (5:10) How to sell tax planning to clients who already have a tax planner (6:30) The counter-intuitive way to get new tax planning clients without getting political (11:31) How an AirBnB Screenshot can give your clients tens of thousands in tax-free income. (16:11) The 'teamwork' approach that attracts tax planning clients who already have a CPA prepare their taxes. (21:37) Why paying $250 to talk to a CPA is a better investment than most courses, seminars and coachings. (24:11) 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/seo-for-financial-advisors.html https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html

Financial advisors, marketers and other businesses have used email marketing to attract clients for decades. But when social media came around, self-proclaimed experts started announcing the death of email marketing. So should you start dancing on TikTok instead? Or is email marketing still an effective marketing strategy? In this episode, you'll discover why email marketing is still the most effective way to attract clients online in 2021. Show highlights include: Why open, click and conversion rates are rising for financial advisors (even if they're plummeting working for corporations) (6:52) How to turn one winning subject line into a client-generation machine. (8:57) The simple automation that sends potential clients hyperpersonalized messages (without you lifting a finger) (14:20) Why working all day makes you less productive (and how to get results without putting your nose to the grindstone) (15:33) 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 the https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/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/cold-calling-financial-advisors.html

Most advisors think succeeding in financial services is all about getting the right certifications, meeting the right people and doing good work for your clients. But in reality, some advisors struggle to build a sustainable business for decades while others break six figures in a few years. The difference between success and failure isn't in the marketing tactics, the networking or the company. It's in their mental state. When you build your business with a focused mind and a positive attitude, you're unstoppable. But even a lifetime of experience won't help if you secretly hate what you do. In this episode, you'll discover how to put your mindset on "success autopilot". Ready to get unstuck and remove the mental barriers to your success? Listen now! Show highlights include: Why empathy is an underrated skill that makes your clients stick with you forever (even when the market plummets). (2:57) The "Triple Focus" method that connects your sense of purpose to your business and unleashes incredible growth. (4:21) How to turn your natural strengths into a client attraction machine that works for you day and night. (7:38) Why embracing productivity is the no. 1 thing to boost your business (better than any education, seminar or coaching) (12:51) If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/15-financial-advisor-prospecting-ideas--techniques-that-work.html 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

Some prospects show up to the first meeting ready to hire you as their new financial advisor. They already trust you, know you're competent and want to get started right away. But most prospective clients aren't like that. They have questions, objections and resistance. To win skeptical prospects as clients, you need to build more trust and improve your positioning. In other words: You need to do better marketing. In this episode, you'll find out how to adapt your marketing to answer your prospect's objections and win their trust so you can win them as clients. Want to close more of the clients you talk to? Listen now! Show highlights include: Why commenting on news stories is the easiest way to get your niche to pay attention to you. (2:02) The weird reason why it's better to get 3 comments on your LinkedIn post than thousands of views. (3:16) How to create a sense of urgency and never hear "I'll get back to you" from prospects again. (6:09) How the U.S. ammo shortage can skyrocket your sales success (7:33) Why putting your phone number on your website gets you more clients than posting on social media for months. (12:12) The "Moral Obligation Mindset" that makes you close more clients than the best sales script ever could. (14:42) If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/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

Most financial advisors fail with the same marketing strategies. They hound prospects on LinkedIn, collect business cards at networking events and analyze the stock market in their newsletter. That's why most financial advisors look like empty suits to prospective clients. They have no idea who to trust. But there's a strategy that keeps clients from comparing you to any other advisor. In this episode, you'll discover how to use that strategy to close more clients without drowning yourself in prospecting work. Want to stand out and get more clients? Listen now! Show highlights include: How to use a personal touch to automate client attraction without seeming robotic or lying to prospects. (7:38) Why admitting that your marketing is automated makes prospects love your emails and turns them into clients quickly. (11:12) How a "noreply" email address gets you into the spam filter and repels clients. (11:37) Why automating social media can ruin your relationships with prospects and make your niche ignore you. (14:42) The counterintuitive way a "hands-off CRM" makes prospects resent you. (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/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html https://www.theadvisorcoach.com/top-10-best-books-for-financial-advisors.html

Most financial advisors spend tons of time getting clients: They cold-call hundreds of leads, go to networking meetings they hate and harass existing clients for referrals. But you don't have to use those outdated methods that chase prospects away. In fact, if you stop making 3 crucial mistakes in your inbound marketing, you could attract qualified clients without ever attending a lunch and learn again. In this episode, you'll find out how to correct those mistakes and make your inbound marketing magnetize clients. Ready to get more clients with less work? Listen now! Show highlights include: The 2 components of a marketing strategy that gets clients right away (without sacrificing your long-term success) (10:34) Why most advisors leave money on the table by having a great LinkedIn profile. (14:46) The most important KPI for your inbound marketing (and the free software tool that helps you maximize it) (18:43) How to identify prospects that are ready to set an appointment and close them (even if they've never talked to you before) (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/15-financial-advisor-prospecting-ideas--techniques-that-work.html 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/entry-level-financial-advisors.html

Keeping clients happy is hard. They want you to deliver great returns, be available at short notice and know about every change in the markets. But if you do whatever your client tells you to do, you'll get the blame when their own decisions tank their portfolio. Because what clients say they want and what they actually want are two different things. In this episode, you'll find out exactly what clients really want—and how to use that insight to get and keep more clients. Tired of clients leaving? Listen now! Show highlights include: Why clients hate advisors who coach or mentor them (and the "boring" positioning that gets clients to line up to work with you). (8:48) How to keep your clients forever by making them money (even if they're still getting robbed in taxes). (12:41) The Vanguard study that you can quote to turn skeptical prospects into loyal clients (even if they don't trust you yet). (16:00) The "storytelling secret" that makes clients trust you before you ever talk with them. (17:31) 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/financial-advisor-business-plan-tips.html https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html

You can find "proven" marketing strategies anywhere on the internet. And many of those might have worked for someone at some point in time. But that doesn't mean they'll get you any clients. In fact, if you blindly copy an outdated strategy, you're almost guaranteed to fail. Marketing evolves. That's why you have to do what works today—not what made people rich in the '80s. In this episode, you'll discover 9 inbound marketing strategies that magnetize clients right now. Want the latest marketing strategies that work? Listen now! Show highlights include: How to combine outbound and inbound marketing to multiply your marketing results (without sketchy cold-calling tactics). (4:42) Why "wasting money" on social media ads is more profitable than cold-calling prospects for free. (8:55) Why posting great content on social media leaves money on the table (even if it gets you clients) (16:35) The "Idea Bank" strategy that gives you an endless stream of content to create. (20:48) The most effective appointment-getting strategy that automates your lead gen without you lifting a finger. (24:12) 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/15-financial-advisor-prospecting-ideas--techniques-that-work.html https://www.theadvisorcoach.com/seo-for-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Most financial advisors want wealthy, older clients because more investable assets mean higher earnings per client. But serving the "old & rich" demographic is an uphill battle. millionaires are flooded with financial advisors who've got the perfect plan for their hard-earned wealth. But you don't have to compete for the same 1% of people as every other advisor. In fact, you can build a great business by marketing to young investors. Thomas Kopelman discovered how to build a great business without harassing the same people everyone else cold-calls. While most advisors try to get the same clients, he helps millennials grow their wealth. In this episode, he'll show you how to find an underserved market, get clients and dominate your niche. Sick of talking to prospects who've heard it all before? Listen now! Show highlights include: The hidden downsides of having a thousand clients (and why 'only' having 100 clients creates a business you'll actually love) (3:42) How "perverse incentives" sabotage your ability to get well-paying clients (even if you're already serving millionaires) (7:51) How to get clients with your writing (even if you know nothing about marketing and write like a sixth-grader) (14:31) The "repurposing" method that lets you magnetize clients with 10-second videos. (26:41) Why changing colors on your website can get you more clients than hundreds of cold calls. (34:23) 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 the https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-business-plan-tips.html https://www.theadvisorcoach.com/entry-level-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

If you want to get fit, you've got to exercise every single day. If you want to get smarter, you've got to learn something every day. And if you want more clients, you've got to work on your marketing every day. If you're not working on closing new clients every day, someone else will. They'll gobble up your leads and dominate your niche. But you don't have to let that happen. In fact, you can be the advisor dominating your niche without spending all day prospecting. In this episode, you'll discover exactly what to do every day so you get more clients and get a leg up on your competition. Want to improve your business every single day? Listen now! Show highlights include: How to acquire new clients in one bathroom break a day (with nothing but your phone). (5:37) The number one reason clients leave their financial advisors (and how to keep your clients forever with a simple greeting card) (9:09) How seemingly random changes in your business can attract more clients (even if you only do it once a week). (11:52) The step-by-step marketing method that shows you exactly what content works gangbusters in your niche. (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 the https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/entry-level-financial-advisors.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Marketing is tricky. Some advisors spend thousands of dollars on a slick logo, professional pictures and a beautiful website without getting a single client. Meanwhile, other advisors get red-hot leads on the phone with nothing but a LinkedIn profile. The difference between wealthy advisors and client-less amateurs isn't in the tools they use. It's in their mindset - the way they think about marketing. In this episode, you'll discover 5 traits of advisors who know how to market effectively - and how to implement them in your practice to set you free Want to improve your marketing, get more clients and work less? Listen now! Show highlights include: Why stealing marketing ideas from rock bands, charities and celebrities magnetizes more clients than copying financial advisors. (4:05) How "probability hacking" lets you attract dozens of clients to your business (even if your marketing is horrible) (5:38) Why simple independent thinking gets you more clients than wasting $20,000 on a course, mastermind or seminar. (10:05) How to automate your marketing without sounding like a robot. (10:43) 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 the https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/7-easy--actionable-social-media-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/7-client-referral-ideas-to-help-you-get-more-referrals.html https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html

Building a business that sets you free and makes you wealthy takes time. And if you're focused on short-term tactics, you'll always be chasing "shiny objects" that don't attract well-paying clients. But if you pretend that "good things come to those who wait"—you'll never build the business of your dreams. Because you don't get clients unless you actively prospect and go get them. In this episode, you'll discover how to get 3 new clients within the next month. Need more clients quickly? Listen now! Show highlights include: How much to spend (and on what) to get 20+ clients this year. (3:21) The 4 places wealthy financial advisors spend their money to acquire wealthy clients who love to pay them.(6:03) Why "ask early, ask often" is a horrible referral strategy (and the simple strategy that makes your existing clients refer you their wealthiest friends) (11:31) The simple 60-second strategy that skyrockets your response rate on LinkedIn. (21:46) If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. Go to the https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/elevator-speech-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Even though financial advisors help others manage their money, many of them have "money blocks". They're afraid of spending money, afraid of investing money and, most importantly, afraid of asking for money. That's bad news if you want to get wealthy. When you're afraid of anything related to money, you'll always shy away from it. This fear holds you back more than any lack of certifications ever will. But you don't have to be afraid of money. In this episode, you'll discover how transforming your money mindset magnetizes clients who want to pay you more than you're charging now. Ready to get comfortable with money? Listen now! Show highlights include: Why investing in the stock market wipes out your chance at getting wealthy (unless you're already rich). (3:09) 2 things that let you charge rates way above the market (and get happy customers lining up to pay). (5:31) How credit card fees can be a more profitable investment than the funds you recommend to your clients. (7:30) How to convert cheapskate prospects who want to use a robo-advisor into die-hard clients. (12:43) The "leaky roof" analogy that turns skeptical leads into red-hot prospects. (13:35) If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. Go to the https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/15-financial-advisor-prospecting-ideas--techniques-that-work.html https://www.theadvisorcoach.com/seo-for-financial-advisors.html https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-

Have you met someone who can't enjoy today's weather because there are storm clouds on the horizon? Or maybe you know someone who questions every purchase, trying to save money. This is their Mindset. And a negative mindset affects the way you think about decisions, keeping you from getting the success you deserve. High performers in every field take Mindset seriously. They make decisions differently than the average employee or business owner. Yet most people are satisfied with an average Mindset. So they get an average result. But you didn't start your business to become average. In this episode, James discusses 5 Mindset Shifts that give rocket fuel to Financial Advisors looking to take their business to new heights. Listen now to change the way you think about money — and start making more today. Why having an "Investor Mindset" will reduce your worry around buying the products and services you need to scale your business (5:14) How to afford a new car without taking a hit from monthly payments (6:14) Why most buyers "have it backwards" when they purchase a high-ticket item — and what you should consider instead (7:49) The "Unlimited MB" idea that most financial advisors don't understand (once you understand how to scale this, your client flow will never end) (9:27) The simple update to your existing marketing that lowers your cost-per-lead (you can test this today) (10:44) How to quickly increase your value to clients by recognizing the "Scarce Resource" in your relationships (11:39) Why the Owner Mindset is important at every level — even if you're an employee making the same as the guy pretending to work next to you (14:55) Having an "EM" limits your income and puts a ceiling on your success — here's how to blow the roof off of your income potential (15:08) How the idea of "Saving Your Money" puts you at a disadvantage when trying to grow your bank account (18:25) 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 the https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html https://www.theadvisorcoach.com/7-easy--actionable-social-media-marketing-tips-for-financial-advisors.html

Burnout affects 2 of 3 financial advisors -- and the current crisis has made everything worse. If you're working long hours, can't separate work from your home life, and feel like you're stuck on a treadmill… burnout might be creeping in. In this episode, you'll find out how to recognise the three types of burnout, discover how to reduce your workload, and create more space in your personal life. Don't be happy as a "workaholic" -- why the real definition should scare you (1:41) Why 1:05 a.m. might be the best time to move your business forward (3:05) 3 signs you are losing your "home life" boundaries and how the convenience of "WFH" accelerates burnout (3:50) Why "loving what you do" can put you on the fast track to burnout (5:12) Do you suffer from "Stock Market Exhaustion?" How taking time off tricks your brain into increasing your long-term stress (5:32) Weekend "vacations" not an effective stress relief? Try this "TIE" shift in your daily schedule (6:25) How strictly limiting your workday can explode your profitability (9:25) The three types of burnout most financial advisors have and how to fix them (9:54) How to reach big goals that should motivate you but instead paralyze you (13:36) How to delegate differently and pour a bucket of water on your burnout (16:00) If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. Go to the https://TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called „5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html https://www.theadvisorcoach.com/15-financial-advisor-prospecting-ideas–techniques-that-work.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Show Notes You've probably heard that good content gets your ideal prospects to call you up and become clients. This sounds simple, but most advisors get content marketing wrong: They create fancy stock market reports nobody reads and post about certifications that don't get clients. The truth is: Effective content marketing doesn't have to be complicated (or take a lot of time). In this episode, you'll discover how to create better content in less time (and get more clients with it). Are you looking to generate new business with content marketing? Listen now! Bullets How writing long content beyond anyone's attention span generates more leads than bite-sized posts (5:36) The "Mere Exposure Effect" that makes prospects want to pay you (without slimy sales tactics)( (6:33) Why saying no to red-hot leads generates more income than accepting every client that comes your way (10:25) How choosing a niche makes content creation a breeze (even if you hate writing and being on camera) (12:29) How "Just Published 4 Minutes Ago" attracts more clients than stale "evergreen" content. (16:12) How a content calendar prevents you from being overwhelmed by content creation (19:40) Discover how to become an even better marketer with these resources: https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/elevator-speech-financial-advisors.html https://www.theadvisorcoach.com/content-marketing-tips-financial-advisors.html If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. Go to the https://TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called „5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle.

Most financial advisors dream of an amazing life when they start their business. They think they'll make more money than ever, spend a ton of time with their family and go on exotic vacations. But reality is usually different. You're working 10 hours a day, constantly checking your phone to see if a prospect has replied. And if you went on a vacation, your business would collapse because your clients can't reach you. And that time with your kids? You might even secretly feel guilty about not growing your business at that time. This happens everywhere. It's called workaholism. And if it got results, it would simply be the price of success. But workaholism usually hurts your business instead of growing it. This week's guest Travis Parry is the author of "Finding Balance" - a book on ending workaholism so you can live your best life. In this episode, you'll discover how you can stop being a workaholic and get more results in less time. Want to get more clients without working harder? Listen now! Show highlights include: Why taking a vacation grows your business faster than hustling 24/7 (11:31) How reading in your bed can kill your productivity (15:40) The "Productivity Myth" that lets you accomplish more in 50 hours per week than "hustlers" do in 80 (21:39) How workaholism can cause a "gray divorce" that erodes your relationship with your spouse (33:48) If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. Go to the https://TheAdvisorCoach.com/Newsletter 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/elevator-speech-financial-advisors.html

There's only one thing worse than not having a website for financial advisors: Having a bad website. If prospects find a website that undermines their trust, they'll never become a client. Luckily, you don't have to become a professional marketer to have a convincing website that attracts clients. In this episode, you'll discover how the top 100 independent financial advisors get clients with their websites. Want to apply their lessons to create a website that attracts red-hot leads and gets you more clients? Listen now! Show highlights include: The 2-second gut check that gets potential clients to trust you before they read a word on your website. (4:19) Why putting a phone icon on your website can reduce your lead flow by 48% (and what "icon" to use instead). (5:35) How a quick 3-minute phone camera video can improve your website's conversion rate by up to 80%. (7:05) The two most likely places prospects look for financial advisors (and how to make sure you show up in both). (10:14) Why more than half of investors have rejected financial advisors because of their Facebook profiles. (17:42) One strategy 70% of millionaire financial advisors all have in common (you can implement this by tomorrow) (18:50) The highly profitable marketing strategy only 20% of financial advisors are using. (20:53) If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. Go to the https://TheAdvisorCoach.com/Newsletter 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/entry-level-financial-advisors.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html Links mentioned on the show: https://www.theadvisorcoach.com/financial-advisor-websites.html

Starting out as a financial advisor is simple: If you join a big firm, you don't have to build relationships with brokerages or create your own brochures and other marketing materials. But that comfort comes at a cost: Big firms can restrict how and where you market. They can limit who you work with and what your clients can invest in. But you don't have to live with these limitations. Registered Investment Advisors (RIAs) have almost complete freedom in their business. This week's guest Brad Wales helps financial advisors transition to RIAs so they can have complete freedom in their own business without worrying about company guidelines. Want to find out how to reclaim your freedom in your business? Listen now! Show highlights include: How "going RIA" gives you more flexibility and more revenue. (5:38) Why the "knuckleheads" in your firm restrict your marketing and lower your revenue (even if they have no authority and zero clients). (6:17) How the RIA model lets you take home 60-70% of the revenue you generate (if you're willing to take on extra responsibility). (12:02) 2 words of advice that let you never worry about company restrictions again.(14:00) Why you're indirectly paying expensive compliance firms (even if they've never sent you a bill). (18:04) How you're subsidizing the worst advisors at your firm (unless you're already independent). (20:35) Why you shouldn't become an RIA if you've got "golden handcuffs" (even if you hate restrictions). (23:15) 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 the https://TheAdvisorCoach.com/Newsletter 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/elevator-speech-financial-advisors.html

Getting clients as a financial advisor can be excruciating. You cold-call, create content, send emails, attend networking events and maybe even pay for ads. The result? A few appointments with lukewarm prospects who just want your advice so they can manage their money themselves. But if you market yourself well, you don't have to hustle that hard. You can talk to pre-qualified prospects without fancy sales scripts, high-tech ad setups or harassing strangers. One financial advisor even set 14 appointments by writing a simple email. In this episode, you'll find out how he did it (and what you can learn from his strategies so you can do the same). Want to land more clients with simpler marketing? Listen now! Show highlights include: Why email marketing is the most effective appointment-setting strategy (and how to use it to strengthen your other marketing strategies). (0:55) Why posting on Facebook and Twitter is a waste of time (even if it got you clients before). (2:47) The "autoresponder" method that sets client appointments while you're asleep. (9:08) Why a massive email list, expensive software and beautiful design won't get you appointments if you're using the wrong words. (14:32) How a 3 page PDF can make the difference between an ice-cold lead and a red-hot prospect. (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 the https://TheAdvisorCoach.com/Newsletter 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 you get paid a percentage of your assets under management, it makes sense to work with "big fish". Landing one wealthy client puts more money in your pocket than ten poor ones. But getting wealthy clients isn't easy. First, every advisor tries to get affluent clients. Second, there's no millionaire's association you can call for a list of their members. Third, wealthy people are busy. But that doesn't mean you have to give up on getting the clients you want. You just have to understand how wealthy people look for financial advisors. In this episode, you'll find out exactly how affluent investors look for financial advisors (and what they look for when hiring one). Want to get the millionaire clients you deserve? Listen now! Show highlights include: How introverted financial advisors can get more clients than smooth-talking "naturals" (without pretending to like cold-calling, networking meetings or. (10:12) An exact breakdown of the first step affluent investors take to find a financial advisor (and how to position yourself so you're the first advisor they see). (11:29) How to find the "new rich" online when older investors won't meet with you. (13:56) Why relying on referrals could kill your business just a few years from now (even if you're thriving now).(16:45) 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 the https://TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called „5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Links mentioned on the show: http://theadvisorcoach.com/ads 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

Referrals are the best leads you can get. They already trust you, know what you do and are aware they need help with their finances. But it's not easy to get others to trust you enough to send their friends to you. Harassing people to get referrals might lose more clients than it wins. But hoping for referrals to show up in your email inbox doesn't work. The good news is: You can get more referrals without begging people for them.. In this episode, you'll find out the best way to get referrals and turn them into clients. Want to stop relying on luck and get referrals on demand? Listen now! Show highlights include: The 3 types of trust you need to build with your prospects (ignore this and your prospects might ghost you). (2:06) Why scripts, tactics and templates don't get more clients, even if they work for other people. (3:57) Scientific proof that begging for referrals doesn't generate leads (and the counter-intuitive way to get referrals without harassing anyone). (5:25) How to get referrals by turning yourself into a status symbol your clients can't live without. (8:55) Why having an email list makes it easier for clients to refer you to their friends (even if none of your clients find you through email). (13:52) If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. Go to the https://TheAdvisorCoach.com/Newsletter 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/4-linkedin-tips-for-financial-advisors.html

If you want to improve your marketing, attract more leads and close more clients, there's tons of "experts" willing to teach you in their books, courses, webinars and coaching programs. Some are great, others are helpful, but many are just plain ripoffs. If you're not a marketing expert, it's probably hard to decide who you can trust. They all have the same smiling testimonials, years of experience and happy customers. In this episode, you'll find out how to spot the ripoffs and find true experts who'll take your business to the next level. Want to learn from the best so you can get more leads, prospects and clients? Listen now! Show highlights include: Why 58% of the most successful financial advisors use email marketing to attract leads. (6:27) The disappointing data that makes SEO for financial advisors nearly useless. (8:14) Why buying leads can kill your business (even if you're closing clients through it). (9:38) How funnel building software cuts off your lead supply (unless you quit after it starts working). (14:50) The "5 Second Rule" that repels 48% of potential leads on your website. (17:08) Why certifications are a ripoff that only gets you kudos from other advisors (without actually getting you more clients). (19:56) If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. Go to the https://TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called „5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html https://www.theadvisorcoach.com/15-financial-advisor-prospecting-ideas--techniques-that-work.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Being a financial advisor means you're in the business of building relationships. It usually takes multiple meetings with a prospect before he becomes your client. But right now, it's almost impossible to meet your prospects and clients in person. It might sound like it makes getting new clients impossible, but you can sign a ton of clients without ever shaking their hands - and even travel the world while doing so! This week's guest Derek Notman has run his business fully remote for years. In this episode, he'll show you how you can get and serve clients online (even if you've gotten all your clients in person). Want to be location-independent and land new clients without shaking their hands? Listen now! Show highlights include: How being more selfish helps you serve yourself and your clients better. (3:18) The 3 systems you need to build a fully virtual business as a financial advisor. (6:00) Why free marketing strategies get financial advisors better results than "investing" thousands in paid ads. (7:40) How the digital revolution will transform the financial advice business. (14:20) How the "everything will stay the same" makes financial advisors go extinct. (19:34) Why you need an "office" even if you could run your business from your couch. (25:20) If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. Go to the https://TheAdvisorCoach.com/Newsletter 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-awesome-tech-tools-for-financial-advisors.html https://www.theadvisorcoach.com/7-easy--actionable-social-media-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

If you prospect on LinkedIn, you probably know about the Social Selling Index (SSI). It's a metric LinkedIn uses to evaluate how well you perform on their platform. The higher, the better. But a high SSI isn't all there is to getting clients on LinkedIn. Because LinkedIn doesn't know how many leads you generate and how many clients you sign. Still, a high SSI means you're doing something right. In this episode, you'll find out how to increase your SSI on LinkedIn to get more leads and clients online. Want more clients from social media? Listen now! Show highlights include: Why social selling could replace cold-calling (and how to scale social selling to get more leads without extra work). (3:43) How your LinkedIn profile is scaring qualified leads away or attracting them (even if you haven't logged into your profile for years) (5:35) The "4 pillars of social selling" that turn you from a random financial advisor to a strong personal brand. (7:32) 3 simple ways to find more leads and increase your SSI. (11:35) Why simple follow-up raises your SSI (and gets you more clients at the same time). (15:21) If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. Go to the https://TheAdvisorCoach.com/Newsletter 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

Here's an unfortunate truth about being a financial advisor: Unless you build a marketing machine that attracts leads on autopilot, you'll always have to cold-call strangers, attend networking events or write postcards to strangers. For many advisors, good SEO is the key to escaping this trap. When you rank high on Google, people see you before any of your competitors. This week's guest Taylor Schulte has built a successful business in record time, managing almost $100MM. In this episode, he shares how effective SEO strategies catapulted him to where he is today - and how you can use the same strategies to become well-known, popular and wealthy. Want to get clients without chasing them? Listen now! Show highlights include: Why SEO can get you a ton of leads without putting in a lot of work. (10:55) Why putting too many buttons on your website makes people click off your website (even if you've got the world's best SEO). (11:35) How to make sure only qualified prospects in your target market contact you through your website. (18:21) How to tell Google what keywords to rank your website for. (21:34) The step-by-step method to dominate a niche online (even if no one in your market knows you). (30:09) 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 the https://TheAdvisorCoach.com/Newsletter 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/content-marketing-tips-financial-advisors.html https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html Links mentioned on the show: https://www.theadvisorcoach.com/seo-for-financial-advisors.html

When you hear of LinkedIn marketing, email marketing, blogging and so many other marketing strategies, they all have one thing in common: You have to write. If you're not a good writer (or just hate doing it), you might give up on those strategies. But you don't have to abandon online marketing. In fact, you can get attention, attract leads and book appointments with simple videos that make the phone ring. In this episode, video marketing expert Jill Addison stops by to show you how to do video marketing that gets you clients (even if you hate being on camera). Want to make online marketing work without becoming a writer? Listen now! Show highlights include: How making videos keeps prospects from forgetting you (while making your competitors invisible ). (3:41) Why good clients prefer quick one-take videos over highly produced, hour-long trainings. (4:57) How to magnetize clients using video marketing without ever putting your face in front of the camera. (6:55) How to create video content everyone in your niche will see (and how to keep other advisors from copying it). (9:11) How to supercharge your click & open rates on your email marketing with the "one minute subject line". (17:37) The easiest way to multiply your video views without changing anything about the video. (18:57) 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 the https://TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called „5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Links mentioned on the show: http://bit.do/videojeff https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html 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

There's a lot of sales, marketing and prospecting tactics out there. Many of them work. But here's the cold, hard truth: Most of them only work in the short term. And once a tactic stops working, many financial advisors scramble to find the next cool thing. Most of those financial advisors eventually fail. Their leads dry up when they've used up everything in their bag of tricks. The financial advisors who build a successful business (and stay successful for decades) have all mastered principles which apply anywhere, in any context. In this episode, you'll find out about the time principles that have led financial advisors, Roman emperors and business leaders worldwide to lasting success. Want to build a successful business for the long-term? Listen now! Show highlights include: Why "time travelers" never see lasting marketing success (and how to master the art of timing in marketing & sales). (5:18) The evil truth about "free" offers, consultations and seminars (and how to buy the motivation to implement what you learn from experts). (7:23) Why most wealthy financial advisors don't buy anything on sale. (9:15) How being consistent can ruin your success and turn you into a has-been financial advisor. (13:07) 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 the https://TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called „5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html https://www.theadvisorcoach.com/15-financial-advisor-prospecting-ideas--techniques-that-work.html https://www.theadvisorcoach.com/seo-for-financial-advisors.html

Most financial advisors are great at setting goals like "Build a six figure business", "only work with awesome clients" or "get 15 new clients this year". But most advisors fall way short of their goals. Why? They're not powerful enough. Powerful people achieve the goals they set out to achieve. Luckily, you don't have to be elected into public office to gain power. You can choose to become more powerful today. You'll find out exactly how in this episode. Want to stop watching others achieve your dreams and live them yourself? Listen now! Show highlights include: Why trying out email marketing won't generate any leads or sales (unless you follow Master Yoda's advice). (2:35) Why the bold will always win over the timid (and how to make boldness as effortless as brushing your teeth). (2:59) How a burner cell phone will make your best prospects pick up the phone every time (6:36) How to weaponize cheesy "Live in the Moment" advice to build the exact business you want to run right now. (8:52) Why you need to cut mediocre people out of your life (and how it helps you build a business you'll love). (13:27) If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. Go to the https://TheAdvisorCoach.com/Newsletter 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

Wanting power strikes many people as nefarious, dark and unethical. But if you let people walk all over you, your business will struggle under all the pressure you let others put on you. While you should absolutely put your clients first, nobody wins if you hate your own business because you're a people pleaser. If you learn about the mechanics of power, you get to choose if and how to wield it in your own business. More importantly, you'll spot backstabbers, penny-pinchers and cunning competitors a mile away. Want to take back control of your business? Listen now! Show highlights include: Why none of your degrees and qualifications matter if you fall into the "marketing narcissism trap". (5:15) How to close more prospects by pretending they're greedy, self-absorbed and selfish. (7:12) Why "associates" who agree to send you referrals waste your time and ruin your reputation. (8:18) How to multiply your marketing results without doing things you hate. (12:38) Why you should quit your business if your company keeps you from creating a website and doing your own marketing. (13:48) The corny self-help advice that lets you enjoy your work and stand out in your marketplace. (14:42) Go to https://TheAdvisorCoach.com/webinar to register today. Go to the https://TheAdvisorCoach.com/Newsletter 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/15-financial-advisor-prospecting-ideas--techniques-that-work.html 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

Every once in a while, a "gold rush" the financial advisor world erupts into a "gold rush": One advisor gets a bunch of clients on one marketing platform. He tells everyone about it, people get excited and overrun the platform until nobody on there wants to hear from financial advisors anymore. A few years ago it was Facebook, now it's LinkedIn. And while the Facebook well has dried up for most financial advisors, you can still get clients on LinkedIn—if you're willing to change your strategy. You can't throw posts out into the ether or harass strangers with cold outreach anymore. In this episode, you'll find out how to get clients on LinkedIn in 2021 (and beyond) while your competitors abandon the platform and resort to cold-calling. Want to get clients on LinkedIn instead of leaving the platform? Listen now! Show highlights include: Why the popular "Spray and Pray" marketing gurus advise makes 10 people hate you for every lukewarm response. (2:57) How perfecting LinkedIn marketing can destroy your business in the long run. (7:29) Why financial advisors with great content and a giant audience might go broke in a few years time. (8:33) Why shameless promotion and content lose on LinkedIn now (and how to land clients without pitching them). (11:01) How likes and comments can ruin your business—and why posts almost no one sees can be your most profitable content. (11:48) If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. Go to the https://TheAdvisorCoach.com/Newsletter 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-coaching.html https://www.theadvisorcoach.com/seo-for-financial-advisors.html https://www.theadvisorcoach.com/top-10-best-books-for-financial-advisors.html

When you watch pretentious "gurus" on social media, you'll often hear them talk about how being nice and making everyone happy leads to abundance and wealth. While that's a fun idea, it's simply not true. As a financial advisor, you'll face ruthless competitors trying to poach your clients, prospects who con you into doing free work and "gurus" peddling useless hacks. If you want to shield yourself from those people and build a business no one can take from you, this episode is for you. This week, you'll find out about a book that's banned in many U.S. prisons (and how it can help you become "untouchable". Want to stop being pushed Show highlights include: How your best financial advice makes clients resent you and hire your competitors. (5:52) Why financial advisors will never be obsolete (and how to beat robo-advisors and software tools at their own game). (11:08) How to choose your own reputation and be seen as a valuable authority (while everyone sees your competitors as a nuisance). (12:47) The "Mile in My Shoes" method to identifying where clients and prospects end the relationship with you. (14:07) Why the most qualified financial advisors get ignored by the market (and how complete beginners can build a brand stronger than 10-year industry veterans). (14:53) Pablo Picasso's client attraction secret that keeps you from becoming the same as everyone else (and is much more fun than doing the same thing all the time). (16:42) If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. Go to the https://TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called „5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html https://www.theadvisorcoach.com/15-financial-advisor-prospecting-ideas--techniques-that-work.html https://www.theadvisorcoach.com/seo-for-financial-advisors.html

When it comes to entertainment, the A-listers don't need an introduction. You know Leo, Angelina, Brad and Scarlett (even without their last names). These are the people movie producers pay top dollar for. It's the same for financial advisors: If prospects already know what you do, who you help and what results you get, you won't face much resistance. In this episode, you'll find out how to stop introducing yourself and become the trusted advisor wealthy clients want. Show highlights include: How "Marketing Incest" makes every advisor sound the same (and how to stand out in a sea of copycats). (3:06) How to spot a "fake guru" from their website address. (5:42) The hidden signal your introduction sends that scares prospects away from you. (9:04) Why cheesy 1950s sales tactics don't work today (and a simple strategy that works today). (10:17) How sounding insecure and flawed gets you more appointments than "professional" sales scripts. (13:23) 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 the https://TheAdvisorCoach.com/Newsletter 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/15-financial-advisor-prospecting-ideas--techniques-that-work.html 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

Rejection hurts. It's one of the most painful things when a lead tells us they never want to hear from us again. Or when an enthusiastic prospect works with a competitor instead. But rejection doesn't have to ruin your day. In fact, you can eliminate so many rejections you'll rarely (if ever) watch a prospect manage his own money or go to a different advisor. In this episode, you'll find out how to set up a system that lets you eliminate rejection and makes selling fun again. Ready to stop feeling bogged down and get excited to talk to prospects? Listen now! Show highlights include: Why feel-good advice about rejection doesn't work (and the "set-it-and-forget-it" way to only talk to prospects who already trust you). (4:50) How to make rejection less painful by firing your "inner salesperson". (8:51) The lazy advisor's way to set appointments with pre-qualified prospects (without getting angry phone calls or hate mail). (11:06) Why email unsubscribes help you get better clients on autopilot. (13:14) 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 the https://TheAdvisorCoach.com/Newsletter 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-coaching.html https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html https://www.theadvisorcoach.com/cold-calling-financial-advisors.html

When you don't have happy clients, your business doesn't make money. You have to treat your clients well and get them results. But many advisors take this too far: They email, text and call their clients so much that they don't have the time to focus on their business anymore. In this episode, you'll find out how to make your clients happier by talking to them less often (and how to get more clients by freeing up the time to work on your business). Want to grow your business and make your clients happy? Listen now! Show highlights include: Why a pretty website makes prospects see you as average (and chases them away). (2:31) How to make more money by rejecting 90% of people who want to talk to you. (8:30) The "focus" criterium that lets you instantly decide which calls to answer (and which to ignore) (11:41) How to set "office hours" which answer all your clients' questions without taking up your whole day. (15:08) 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 the https://TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called „5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Find out even more about financial advisor marketing here: 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

LinkedIn is the simplest way to find ideal prospects online without paying a lead gen company. But LinkedIn recently cut organic reach, started serving more ads and made it harder to connect with a lot of people. In short: LinkedIn wants your money. It might sound like the golden age of LinkedIn is over. But you don't have to go back to cold-calling and harassing strangers at networking meetings. You can still find, meet and close your ideal clients on LinkedIn. In this episode, you'll find out exactly how. Want to get clients on LinkedIn while your competitors flee? Listen now! Show highlights include: Why financial advisors who hustle day and night get fewer clients than lazy advisors working 2 hours a day. (1:55) Why a bigger network doesn't get you bigger checks. (6:33) Hidden dangers of LinkedIn automation (it might save time, but it can cost you your business) (10:06) How going all-in on LinkedIn can kill your marketing results. (12:49) Why a funny profile is better than a professional one. (13:31) 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 the https://TheAdvisorCoach.com/Newsletter 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 even more financial advisor marketing resources here: https://www.theadvisorcoach.com/7-easy--actionable-social-media-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/7-client-referral-ideas-to-help-you-get-more-referrals.html https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html

If you're a regular listener of this show, you know it's usually about high-level strategies. The "do this, then that" tactics are usually reserved for paying customers. But to celebrate episode 100 of the Financial Advisor Marketing podcast, James answered questions from financial advisors live on stream. Want to find out what's working now and see if your question got answered? Listen now! Show highlights include: The step-by-step social media marketing system that gets clients to reach out to you. (3:58) Hidden dangers of templated content that make you look like any other advisor. (23:23) How to find content for your specific niche that already works for others. (26:08) What to say when a prospect wants to wait until the market gets better. (33:53) The Australian sales whiz who can help you put sales on "easy mode". (40:40) How to engineer referrals from people who've never met you or talked to you. (41:45) The "Feature Act" method to grow your audience and reach more ideal clients online. (45:00) How to create content that shatters prospects' objections before they ever talk to you. (46:37) 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 the https://TheAdvisorCoach.com/Newsletter 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 become even better at marketing? Check out these resources too: 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

If you want to be better, wealthier and more successful than any of your competitors, you can't market yourself like your competitors. Most financial advisors do the same thing: They trumpet stock market commentary all over social media and chat up strangers about their finances at networking meetings. Those tactics can build a mediocre business. But they won't attract the wealthy clients you want. In this episode, Bill Cates stops by to share with you how to do remarkable marketing that makes your dream clients come to you. Ready to stop the lame tactics everyone else is using and stand out in your marketplace? Listen now! Show highlights include: The "Layer Cake Method" that makes your ideal clients chase you. (6:55) Why choosing affluent investors as your niche is just as bad as choosing low-income workers. (9:48) How dumbing down your marketing attracts smarter, wealthier clients. (12:11) Why writing like a middle-schooler brings more clients than stock analysis only MBAs understand. (17:37) How your website supercharges your marketing (even if no one ever visits it). (23:18) 3 "Mad Libs"-like exercises that show you exactly what to say to clients. (28:15) 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 the https://TheAdvisorCoach.com/Newsletter 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 become an even better marketer? Check out these resources too: 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

When you think of businesses that stand in your way, you probably think about competitors. And it's easy to box out a financial advisor, especially when they can't market themselves. But right now, a big tech behemoth is threatening to kill your marketing strategy: Google. If you're marketing online, there's a good chance a corporation can wipe out your lead flow whenever they push the button. Fortunately, that doesn't mean you have to start going to networking meetings, knock on people's doors or cold-call strangers. But you have to adapt. In this episode, you'll find out how to win clients online without depending on a corporation (and without rich competitors copying your strategy). Want to claim back your freedom in your online marketing? Listen now! Show highlights include: Why lead-selling agencies will probably go out of business (and how to get leads in the future with a 50-year old technology). (5:15) Little-used lead-generation channels that will survive after Google's new policies take effect. (6:58) One question which weeds out all freelancers and agencies which won't get you results. (9:10) Why you shouldn't limit your marketing budget, even if you don't have any cash to spend. (10:24) What SEO "professionals" won't tell you about rankings (and the cheap, high-ROI channel that gets you clients without paying an agency). (11:27) 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 the https://TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called „5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle.

Most financial advisors dream of an independent life, passive income and freedom. But screwed-up priorities set by other people keep them from getting there. The wrong priorities can ruin every business. They make financial advisors say they work hard and want nothing more than success. But in reality, they value comfort and pleasure over their business. You shouldn't join the clientless masses who go back to their 9-5 after a few years. You deserve to make your dream life as an advisor a reality. In this episode, you'll find out how to set priorities so you can execute what'll really get you to your goals. Ready to set goals and actually reach them? Listen now! Show highlights include: What dead-broke gambling addicts can teach you about the psychology of making money. (7:23) How to eliminate all your excuses by adopting the "crack addict mindset". (8:17) Why a broke lady financing a Cadillac sets better priorities than most financial advisors. (9:41) The counter-intuitive reason working too much lets you prioritize your family. (14:17) How putting yourself over your clients makes clients value you more. (15:40) The hidden downside of being the best financial advisor in your area. (16:35) How Vanguard Research proved that clients don't care about your qualifications (and the dead-simple quality which actually builds trust). (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 the https://TheAdvisorCoach.com/Newsletterand pick up your free 90 minute download called „5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Find out even more about financial advisor marketing with these resources: https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html https://www.theadvisorcoach.com/top-10-best-books-for-financial-advisors.html

If you want to reach your ideal clients online, you probably won't find them dancing the Macarena on TikTok. Professionals are on LinkedIn, making connections that could benefit them. But, like any social network, LinkedIn wants to make money—which means it's cutting down your reach and making it more expensive to reach your ideal prospects. In this episode, you'll find out if LinkedIn is still valuable for financial advisors (and how to approach your dream clients anywhere). Want to find out where you'll find clients now AND in the future? Listen now! Show highlights include: How to profit off of the flood of amateur advisors harassing your dream clients on LinkedIn. (6:27) Why "free" marketing channels can kill your business. (6:43) How treating LinkedIn as a number's game only gets you penny-pinching prospects. (7:14) Why you shouldn't automate your LinkedIn outreach (even if it saves you hours every day). (8:42) How LinkedIn will tap your bank account to fill their pockets. (10:37) Why video content could be a horrible strategy for LinkedIn (unless you're reposting to other media sites) (15:28) 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 the https://TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called „5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Check out these resources to get even better at marketing: 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

Wealthy people are the best clients for financial advisors: You make higher commissions and you can leverage their assets to get bigger returns on their investment. But if you spew your take on a Delaware paper mill stock on social media, you won't have the Forbes 500 list knocking on your door. To win wealthy investors as clients, you need to win their trust and enter their world. In this episode, you'll find out exactly how to close wealthy clients as a financial advisor (and never bother with low-end clients again). Want to work with the clients your competition doesn't even know exist? Listen now! Show highlights include: Why closing on your first meeting with a wealthy prospect is a death sentence for your cooperation. (8:22) How the internet lets you close rich clients across the country from your couch wearing pajamas. (8:35) The "Window Shopper's Secret" to beat your competition without throwing dirt at them. (11:56) How to get millionaire clients by telling them to leave you alone. (12:46) Why wealthy investors would hire a well-known, average advisor over a basement dweller who gets sky-high returns. (13:58) The "Referral Ravage" that'll eliminate financial advisors who can't market themselves. (15:48) Why rich people want to invest in boring assets (and how to win them as clients without hawking index funds, mutual funds or stock picks). (18:27) How choosing a tiny niche market eliminates your wealthy prospects' objections (even if they're outside your niche). (19:21) If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. Go to the https://TheAdvisorCoach.com/Newsletter 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 get even better as a financial advisor? Check out these resources: 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

It's nice to make a client, lead or prospect feel good. When they thank you for your advice and tell you how helpful you are, it brings a smile to your face. But if you chase acceptance, you'll never have a roster of clients who appreciate you. You can't please everyone at the same time. At best, you'll have a bunch of lukewarm client relationships. At worst, you'll only be managing your own capital. In this episode, you'll find out why not pleasing people is better for you, for them and for your bank account. Want to stop being a pushover and build the client relationships you want? Listen now! Show highlights include: Why wanting to be accepted makes you boring, bland and poor. (3:38) How the "rockstar of copywriting" helped a marketing campaign bring in an extra 96k per month (and how you can use his method to multiply your results). (4:33) The hidden benefits of getting fewer leads than your competitors. (7:31) Why Steve Jobs loved being hated—and the counter-intuitive way haters will make you more money. (14:23) How rejecting more prospects will improve your lead flow. (15:42) If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. Go to the https://TheAdvisorCoach.com/Newsletter 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 find out even more about building your business as a financial advisor? Check out 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

Marketing strategies are a dime a dozen. There are thousands of them in online marketing alone. But on the internet, strategies lose effectiveness quickly. If you listen to the wrong people and follow outdated advice, you won't attract the clients you want. But you don't have to resign and rely on harassing strangers who don't want to hear from you. In this episode, you'll find out about 3 marketing strategies that work for financial advisors right now. Want to get the cutting-edge marketing strategies that work today? Listen now! Show highlights include: Why other advisors' "best practices" can kill your marketing results. (2:26) A marketing channel the leading consulting firm McKinsey & company called "40 times more effective than Twitter and Facebook combined". (4:18) How to make more money on social media without closing a single client. (8:30) The "one-to-many" marketing strategy which multiplies your lead flow and gets you clients on autopilot. (9:41) Why response rates on LinkedIn are falling (and how to turn this into an opportunity). (10:58) Why most LinkedIn content is hot garbage—and how to be a hero to your target market instead. (11:49) How to get your best clients to refer their wealthy friends to you without being annoying.(13:32) 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 the https://TheAdvisorCoach.com/Newsletter 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 find out even more about building your business as a financial advisor? Check out 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

As a financial advisor, your personal performance decides if you thrive or struggle. When you're on top of your game, your service is top-notch, your business grows and you feel fantastic. But if you're not getting things done? Clients leave, you forget to follow up with prospects and you feel like your business is falling apart. In this episode, you'll find out about the worst productivity habits that kill financial advisors' businesses. If you want to get more done, grow your business and feel more confident, listen now! Show highlights include: Why you should never do anything for free (not even in your free time). (9:39) How the "passive income lie" keeps you broke (and how to make massive income instead). (10:31) Why Elon makes a million in an hour working the Tesla assembly line (and how you can value your time the same way). (11:50) The weird reason skipping breakfast can make you more productive. (15:14) What heart attack survivors can teach you about getting more done without working longer. (17:03) Why a near-death experience can skyrocket your business. (17:51) The toxic habit that causes procrastination and fills your day with worthless admin work. (18:41) If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. Go to the https://TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle.

Many financial advisors are analytical types, not slick salesmen. They're uncomfortable with smooth-talking sales tactics and aggressive "closing". But if you can't sell, you'll never make a penny as a financial advisor. Fortunately, selling doesn't have to mean extorting prospects until they submit and hire you. There's a way to sell without feeling manipulative. It's called storytelling. If you tell the right story, you win your prospect's attention, trust and their business without feeling like you sold them on anything. In this episode, you'll find out how to tell better stories to win more clients. Want to stop being ghosted by prospects and win more clients than your smooth-talking competitors? Listen now! Show highlights include: How a financial advisor got to $1B under management without a website, social media or thousands of clients. (6:21) Why cavemen were better marketers than most financial advisors. (9:17) Why no one cares about your stock market analysis unless you make it emotional. (11:21) The "Screenwriter's Secret" to being remembered, standing out and attracting clients. (11:49) How simple stories and an eBay account lead to a 6200% ROI for two amateurs—and how you can use their secrets to win more clients. (14:47) 3 obvious elements every good story needs (miss one of them and prospects will ignore you). (17:36) The "Luke Skywalker Mistake" which makes people hate your stories and lose trust in you. (19:03) If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. Go to the https://TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/elevator-speech-financial-advisors.html https://www.theadvisorcoach.com/content-marketing-tips-financial-advisors.html https://www.theadvisorcoach.com/financial-advisor-business-plan-tips.html

Let's be real: You're more ambitious, more skilled and more hard-working than most people. That's not an attack on corporate workers, but anyone starting their own business is much more likely to get rich than people in a 9-5. But if you're not careful, your ambition can harm your business and keep you from achieving financial freedom. In this episode, you'll find out what makes financial advisors wealthy in the long-term and how to avoid the mistakes of all those who gave up and stayed poor. Want to leave the "crash and burn" tactics for your competitors? Listen now! Show highlights include: An overlooked target market that has multiple six figures to invest. (4:31) What marketing is really about (it has nothing to do with "giving value") (5:44) One question that gives you instant clarity on how to handle your own finances. (6:31) How a tiny investment separates dream clients from tire kickers. (12:48) Two things to work on before you buy a fancy watch, car or boat. (14:52) If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out 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

You probably started your business to control your time and income. But if you're like most advisors, you're working nights, always think about work and feel guilty about taking days off. You deserve better. But it won't happen unless you automate your business. If you don't create systems that work on autopilot, you'll never get your free time back. In this episode, you'll discover the 3 most important systems for a financial services business. Want to stop neglecting your family, friends and hobbies and reclaim your free time? Listen now! Show highlights include: Why you need an "attraction system" to free yourself from the constant hustle. (7:39) How to get free leads from LinkedIn without cold-messaging anyone. (10:33) The one marketing channel that solves all your follow-up problems on autopilot. (13:44) Why most of your website visitors will never become clients (and how to fix it). (13:58) How to make sure your clients stick with you and love your work. (15:26) 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. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/top-10-best-books-for-financial-advisors.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Wealthy people have so much money because they do different things than average people. What they do often seems weird to those who aren't successful. The same is true for financial advisors. Your business might be completely different than that of a millionaire advisor. You might not like how they do things, but you should follow their lead. In this episode, you'll discover 3 things successful financial advisors do—and how you can copy them to build a successful business yourself. Want to stop copying poor people and use the strategies of wealthy advisors? Listen now! Show highlights include: The cognitive bias that makes financial advisors copy strategies from losers with no clients. (4:30) Why persistency won't make you successful, no matter what motivation gurus tell you. (7:18) What 70% of 7-figure financial advisors have in common. (10:17) 6 ways you can reach your ideal clients with your marketing. (14:29) Why clients will hate you if you don't have your own finances in order. (15:50) Why reading newsletters can make you wealthy even when courses, books and webinars have failed you. (17:14) 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. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out 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/7-easy--actionable-social-media-marketing-tips-for-financial-advisors.html