Financial Advisor Marketing Podcast

You can have a slick website, complicated funnel and awesome content. But if the wrong people come to your site, you'll never get a single client from all of it. There are different types of website visitors. And they're all looking for different things. If you can give every visitor exactly what they're looking for, your website becomes a client magnet. In this episode, you'll find out about different types of web traffic (and how to convert each type of visitor into a prospect). Want to get more clients with your website? Listen now! Show highlights include: Why a 1920s toothpaste marketer can help you generate more profits than any "marketing guru" today. (2:21) How your home page can send red-hot prospects straight to your competitors (or win them over as clients) (8:45) The insidious way "giving value" gets you fewer clients than a shameless sales pitch (15:16) Looking for an SEO agency? Here's the biggest "red flag" that shows you which agencies never to hire (17:18) Why posting 3x as much on LinkedIn is the easiest way to get clients with social media. (19:56) If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.htmlhttps://www.theadvisorcoach.com/entry-level-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Some financial advisors rake it in with email marketing. Every day, they open their calendar to see new appointments with interested prospects. But many advisors send email after email and only get unsubscribes. That's because they're making crucial mistakes that alienate prospects. In this episode, you'll discover what these mistakes are and how to fix them so that your email marketing magnetizes new clients. Want to supercharge your email marketing? Listen now! Show highlights include: How to build a client attraction machine by only writing 5 emails. (3:02) The 80/20 of email marketing that gets you results without writing every day (5:25) The stupid easy way to get appointments with email marketing (6:08) Why getting compliments from readers is a death sentence for your conversions. (9:25) How telling people not to subscribe gets you more appointments and clients (10:42) Why a terrible landing page makes all your email marketing useless (14:10) If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-business-plan-tips.html https://www.theadvisorcoach.com/7-easy--actionable-social-media-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/15-financial-advisor-prospecting-ideas--techniques-that-work.html

When you run ads to get more clients, you have to send them to a landing page. But if nobody converts on your landing page, you're burning your money. That's why your conversion rate is so important if you want to get more clients online. In this episode, you'll find out exactly how to raise your conversion rate and get more clients from your ads. Want to finally get clients from your marketing campaigns? Listen now! Show highlights include: Why your design, CTAs and SEO will never matter unless you get your headline right (6:06) How writing 25 headlines for a single landing page supercharges your marketing (9:18) The easiest way to make people act on your landing page. (11:30) Why ease of use can make your landing page more effective than beautiful design or persuasive copy (16:35) If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html https://www.theadvisorcoach.com/cold-calling-financial-advisors.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

Most financial advisors know they shouldn't do everything themselves. You've probably heard it before - figure out the type of work that makes you the most money and outsource the rest. Easy, right? But most financial advisors never outsource anything. It's not because they like doing everything themselves. Most are afraid of someone screwing up and wrecking their business. What if a VA treats a client badly? What if your social media manager posts something offensive that makes your clients leave? It might seem scary, but you can outsource parts of your business to free up your time and make more money. In this episode, you'll find out exactly how to get more freedom with outsourcing (without worrying about someone else ruining your business). Want more free time and less stress? Listen now! Show highlights include: How to make your business more efficient by reading every email yourself (even if it seems like a big, fat waste of time). (5:10) Why most financial advisors waste more time after outsourcing tasks (and get no extra clients) (12:44) The weird way outsourcing grocery shopping, cooking and cleaning can skyrocket your profit margins (19:56) Why dropping $10 on lunch per day is a better investment than putting it in an index fund (22:54) If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

Most financial advisors make marketing harder than it needs to be. They see themselves as financial experts, not marketers. That's why they think it's hard to attract clients online, so they make it hard. But if you simplify marketing, getting clients becomes easy. All you have to do is understand the principles of marketing and implement them. In this episode, you'll discover 20 principles of marketing and how to apply them directly to get more clients whenever you want. Listen now! Show highlights include: Why email is the best marketing channel to convert your leads into appointments (and the worst to generate leads) (5:06) The counter-intuitive reason posting content isn't enough (94% of successful financial advisors send direct messages). (11:49) Why calling yourself a fiduciary can scare prospects away and send them to your competitors (15:14) The weird reason why great investment returns are less persuasive than your clients' gut feelings. (16:43) How knowing math can skyrocket your marketing results and flood you with high-paying clients (24:35) If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/7-client-referral-ideas-to-help-you-get-more-referrals.html

What's holding you back from achieving your business goals? You might think it's a lack of experience, tough competition or not enough time. But for most financial advisors, their own biased thinking holds them back more than anything else. If biases dominate your thinking, your business goals will stay out of reach forever. But if you can clear up your thinking and leverage it for your success, you'll reach your goals without even trying. In this episode, you'll find out how to de-bias your thinking to make your wildest dreams come true. Want to create success on autopilot by removing your biases? Listen now! Show highlights include: The simple strategy that could add 3 clients every month (even if all of your marketing underperforms) (1:03) How "Overconfidence bias" makes you expect unrealistic results (and kills your happiness when you don't achieve them) (4:03) Why doubling, tripling or quadrupling your income is possible by next year (unless "anchoring bias" is holding you back) (8:58) The insidious way the "Ostrich Effect" keeps you from seeing your business in a realistic way (13:51) If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/elevator-speech-financial-advisors.html https://www.theadvisorcoach.com/content-marketing-tips-financial-advisors.html https://www.theadvisorcoach.com/financial-advisor-business-plan-tips.html

With all the marketing methods, strategies and channels out there, it's easy to get overwhelmed. If you had a podcast, LinkedIn, newsletter, Instagram, TikTok and everything else "experts" say you need, you'd be a marketing department - not a financial advisor. But you can use effective marketing strategies to get clients without turning into a full-time marketer. In this episode, you'll find out how to reduce marketing overwhelm and find the simple strategies that work for you. Want to spend less time marketing and get better results? Listen now! Show highlights include: How choosing a tiny niche makes the right marketing strategy obvious (4:46) The weird way a Simpsons episode shows you exactly how to market to your niche (8:04) How your personality transforms mediocre marketing into a client magnet (9:52) Why personality tests can improve your results more than most courses, coachings or seminars (10:45) If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html

As a financial advisor, your expertise is centered around stocks, funds and other investments. But what if a client needs help with Medicare? It has a significant impact on your client's financial life - and supporting them with it lets you earn even more of their trust. This week's guest Brian McArthur helps financial advisors' clients get the best possible outcome with Medicare and takes care of their headaches. Want to add even more value by helping your clients with Medicare? Listen now! Show highlights include: How 3-6 phone calls a year make you more money and earn even more of your clients' trust. (8:52) The word-for-word script that gets clients to open up and let you solve their Medicare problems (9:16) Why Medicare is not a separate service, but an add-on for clients. (22:29) How working with an insurance agent makes your clients stay with you longer (24:39) If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html https://www.theadvisorcoach.com/15-financial-advisor-prospecting-ideas--techniques-that-work.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Getting long-term advice and the principles behind it moves your business forward. But sometimes, you want a quick answer to a quick question. In this episode, you'll hear rapid fire answers to marketing questions asked by financial advisors after listening to the show. Want quick, actionable advice you can use to get more clients today? Listen now! Show highlights include: Why being overwhelmed by work is a horrible reason to hire an assistant (7:16) How scarcity can supercharge your marketing results (even if you change nothing about your services) (11:12) The simplest way to go turn a vague dream to a specific action plan that lets you reach your goals (16:15) Why talking about money and investments in your emails gets compliance on your back (22:45) If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Discover how to get even better at marketing yourself with these resources: [Include 3 of the following links in the show notes - it doesn't matter which] https://www.theadvisorcoach.com/7-awesome-tech-tools-for-financial-advisors.html https://www.theadvisorcoach.com/7-easy--actionable-social-media-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

Few things in business are worse than worrying about where your next client will come from. Sure, you might see success with LinkedIn outreach, asking for referrals and attending networking meetings. But most financial advisors can't press a button and start their client attraction machine. Even if that sounds like a pipe dream, that's exactly what effective advertising can do for you. The reason most people don't do it? It's hard. In this episode, you'll find out the two ways to run successful ads and build a client attraction machine. Want a predictable way to get your next client? Listen now! Show highlights include: Why excluding most potential clients from your ads magnetizes leads (while general ads get crickets) (4:45) Why leads who don't care about finance can't reject you (8:51) The counter-intuitive reason boring ads outperform fancy slogans (10:32) The "Starving Crowd" approach that lets you create effective ads without being a professional marketer (11:32) How to build extraordinary success with nothing but obvious marketing strategies (13:27) If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Your website is how you present yourself to potential clients. Even if you're crushing it on LinkedIn, you won't get clients if your website sucks. But unless you're a professional marketer, it's hard to know what makes a good website. In this episode, you'll discover 20 mistakes financial advisors make with their websites - and how to fix them to get more clients. Want to turn your website into a client magnet? Listen now! Show highlights include: 3 pages on your website you need to optimize to get more clients (and why you can ignore the rest) (2:25) How image slideshows scare potential clients away from your website (6:06) The easy way to optimize your website for mobile devices (without having to code or learn any technical skills) (6:57) How putting your phone number on your website can get you more clients as soon as tomorrow (10:45) Why your "professional" pictures make prospects leave your website (12:46) How an ugly, self-made website outperforms a gorgeous one from an expensive agency (15:50) Why you shouldn't focus on SEO if you're making less than $500,000 per year (19:00) If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

We all get 24 hours each day. Some financial advisors work from sunrise to sunset and never see their kids. Others own beachfront mansions, drive luxury cars and jet off to exotic vacations with their family. Why are some financial advisors living the dream while others are scraping by? It's all about your mindset: If you think small, you'll be average. If you think big, you can build a business that makes you wealthy and sets you free. In this episode, you'll find out how to think big to attract more clients while working less and build your dream business. Want to level up your thinking? Listen now! Show highlights include: Why changing your "identity" puts success on autopilot (even if you never try to change your behavior). (3:45) How hanging a clock on every wall in your house can make you more efficient, wealthy and productive. (6:29) Why most ambitious people stay average (and how average losers infect you with their mediocre thinking). (11:32) The counter-intuitive reason "easy buttons" sabotage your results (even if they work). (12:07) If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/15-financial-advisor-prospecting-ideas--techniques-that-work.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Most financial advisors prefer spreadsheets and stock charts over cold-calling and prospecting. But if you can't sell, you don't get clients. And without clients, you don't have a business. That's why many financial advisors look for sales advice online… and embarrass themselves when they follow it. Some of the most popular sales tips are either plain wrong or don't work for financial advisors. In this episode, you'll discover 5 "tried and true" sales tips that can torch your reputation and drive prospects to your competitors (and the alternatives that actually get clients) Want to improve at sales without sounding like a used car salesman? Listen now! Show highlights include: Why learning how to close sales is a waste of time (and the simple sales skill that gets clients). (2:03) The counterintuitive reason firing clients grows your business. (4:21) Why shy introverts can be better salespeople than schmoozing extroverts. (7:23) How sales coaches can be a useless expense if you don't serve a specific niche. (8:55) Two simple sentences that make your marketing materials more effective (even if you ignore all other marketing advice) (13:15) The "Anti-Sales" approach that ignores sleazy sales and attracts trustworthy clients (14:12) Why an out of print sales book from 1972 teaches you more than any course, seminar or coaching program out there. (15:45) If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/15-financial-advisor-prospecting-ideas--techniques-that-work.html https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.htmlhttps://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

Today, marketing is almost impossible without modern technology: LinkedIn, email, marketing automation and other technologies all help you attract qualified leads without leaving your house. But relying on technology is dangerous. When a company decides to lock you out of your account, your business evaporates. But you don't have to be dependent on big tech companies. You can build a business that thrives under any conditions. In this episode, you'll discover how to build a successful financial advice practice without depending on tech companies. Want to make your success more sustainable? Listen now! Show highlights include: Why you need contingency plans for business emergencies (even if you never expect to use them) (15:42) How to use backups keep your profitable marketing assets safe (16:52) An unlikely characteristic of business software that shields your business from account shutdowns (17:28) One question that reveals if your business will crumble after a single account failure (18:30) If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. Go to the https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/top-10-best-books-for-financial-advisors.html

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