Financial Advisor Marketing Podcast

Starting a conversation with a new prospect is great: You get the chance to help someone get their finances in order and you get the chance to make money yourself. But then they hit you with objections, doubts and skepticism. Suddenly, the conversation becomes awkward. And you often lose the client. Luckily, you can bypass these situations and convert even the most skeptical prospects into clients—and it's not by being rude or just dominating the conversation. In this episode, you'll learn all about how to close skeptical prospects and grow your business to become an advisor your clients trust and love. Show highlights include: How to make sure your prospect knows exactly what you can do for them and how much they'll get out of working with you. (8:25) The "Dollars at a Discount" strategy that removes skepticisms around fees and costs. (9:10) 5 ways to meet more prospects in your market and break down their skepticism at the same time. (11:15) When to let skeptical prospects walk and NOT turn them into clients to avoid time-sucking clients who hate you. (12:20) Go to the TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/top-10-best-books-for-financial-advisors.html https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html https://www.theadvisorcoach.com/content-marketing-tips-financial-advisors.html

If you go on the internet and look for marketing tactics to get more clients, you'll get tons of tips, tricks and hacks that promise to skyrocket your business and deliver you an endless flow of clients. But when you put them into practice, they usually don't make you rich, but give you very little or no results. Why? Without the right "foundation", all marketing tactics are nearly useless, no matter how many billionaires credit their success with it. In this episode, you'll find out how to build this "foundation" and make tactics effective for your business and actually get more clients using the information you learn online. Listen now and do the things that work instead of spinning your wheels repeating the same failures. Show highlights include: Why religiously following a tactic in marketing, financial advice or anywhere else will kill your business in the long term AND not give your clients the results you want them to see. (4:15) How to predict a financial advisor's failure years in advance (focusing on this one thing fails every single time). (5:50) The one question that determines whether you should do something or leave it others. (11:50) What to do before you ever choose your tactics to supercharge whatever tactics you'll use and multiply their effectiveness. (12:50) Go to the TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/7-awesome-tech-tools-for-financial-advisors.html https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html https://www.theadvisorcoach.com/seo-for-financial-advisors.html

You can't get clients without getting appointments first. But getting appointments is annoying. You have to find the right people to talk to, you need to get them to commit to an appointment, set a time, etc. What if you could minimize your work and set appointments on autopilot? In this episode, you'll find out how to set appointments with potential clients on autopilot. Instead of spending hours chasing prospects, you'll see new opportunities pop up in your calendar with minimal work. Listen now to get your appointments on autopilot instead of wasting hours every day you could've spent with your family, friends or hobbies. Show highlights include: The single most important step for getting appointments on autopilot (do this once and it will generate clients for years to come). (6:15) This marketing method is pronounced "dead" regularly—but savvy financial advisors still rake it in using this channel, outperforming those who neglect it for "cooler" solutions. (7:45) You'll never get a single appointment without working for it if you don' copy-and-paste this into your marketing. (12:15) The 3 steps to getting appointments without spending tons of time setting them. (15:30) Go to the TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/financial-advisor-business-plan-tips.html https://www.theadvisorcoach.com/content-marketing-tips-financial-advisors.html https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html

Whether you're crushing your market or currently trying to attract clients right now, you run a business. In any industry, there are losers and winners. The difference? Winners do different things than losers. That's why they get different outcomes. In this episode, you'll hear what activities successful financial advisors (and businesspeople of all kinds) do every day. Execute what you hear today and you can become one of the advisors everyone predicts will be a winner in the end—NOT the failed advisor who eventually ends up back in a day job. Show highlights include: Know a lot about finances, markets and investments? It doesn't matter how good of a financial advisor you are until you nail this one thing. (5:05) Why financial advisors who focus on becoming the best advisor possible get average results. (7:00) Marketing is NOT everything! Here's the second skill you need for explosive success as a financial advisor. (9:30) How to market your business if you don't like "the marketing stuff". (12:40) Go to the TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/7-tips-for-avoiding-burnout-as-a-financial-advisor.html https://www.theadvisorcoach.com/seo-for-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Your website is the home of your business online. Even prospects you've met in-person will often find your website to seek out additional info about you. But not every website is successful. In fact, most websites don't attract clients at all. Many even repel prospects and "unsell" you. Luckily, there are 5 things you can do to make your website work for you. In this episode, you'll find out what they are, how to put them into practice and why they work. Listen now and turn your website into a client magnet. Show highlights include: Why your website does NOT have to look good–and how ugly websites can outperform pretty ones from the world's best designers. (3:15) How much of your contact information to put on your website to generate the maximum amount of clients. (5:45) The most important words to put on your website (nobody can copy this since they're specific to you). (11:40) Why most "about me" pages say nothing about their owner–especially when it lists your education, certifications, etc. (17:15) Go to TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/7-client-referral-ideas-to-help-you-get-more-referrals.html https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html https://www.theadvisorcoach.com/5-online-reputation-management-tips-for-financial-advisors.html

If you've been a financial advisor for some time, you know becoming a successful advisor is about much more than investments, sales, marketing and other business skills. And that's where most financial advisors fail: The mental side of being in business. While many financial advisors set themselves up for failure, you can train your mind to seek out success instead. You'll find out how to "program" yourself for success in this episode. You'll also get specific exercises you can do today to get on track to become the successful advisor you know you can be. Show highlights include: The most important self-help author to read to attract success into your life. (4:00) How "Mean World Syndrome" can either turbocharge your success or keep you from ever reaching it. (13:30) Beware of "Lifestyle Creep". If this affects you, you won't live a better life, no matter how many clients you land. (17:30) "Hidden" influences that sabotage your success and can decide whether your business flourishes or perishes. (23:15) Go to TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/content-marketing-tips-financial-advisors.html https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html

As a financial advisor looking for clients, the first thing you need is an appointment. But if you've tried to get more appointments before, you've probably noticed: It's not as easy as it looks. Whether you're currently successful at getting meetings or not, there are three crucial mistakes financial advisors make when they try to set appointments. You'll hear all about them in this episode. You'll hear what the mistakes are, why they're bad and what to do instead so you can have a constant pipeline of leads for your new business. That way, you'll be the advisor who doesn't worry about their lead flow while your competition wonders whether they'll make it into their second year of business. Show highlights include: Why you can't sell your services without an appointment—don't even try via email or social media. (2:45) Why you can't create demand for your business—and how that insight lets you get people more interested with less effort. (10:45) When not to talk about finances with your potential clients. (11:55) If you think this string of words—let the prospect or client go immediately (it might kill your business in the long-term).(15:50) Go to the TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/15-financial-advisor-prospecting-ideas--techniques-that-work.html https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/8-things-nobody-tells-you-about-being-a-financial-advisor.html

If you're like most financial advisors, you didn't start your business for the money—you started it to live and work on your own terms. Although freedom is the most common goal of financial advisors, it's the least common reality. Many work into the AM, never feel done and don't even see appropriate results for all their hard work. If that's you, today's episode is for you. Because you'll find out how you can take time off (without checking your phone every 3.5 minutes) and claim the freedom you started your business for. That way, you'll become a successful advisor who gets respect from clients and peers for playing by his own rules. Show highlights include: The biggest reason financial advisors don't have freedom (this has almost nothing to do with marketing—and everything to do with priorities). (7:30) How to identify "business" activities robbing you of your time and freedom without making you any richer. (8:40) The free software you can use to evaluate whether you're spending your time the right way. (11:30) Why "hustling" and "grinding" is useless–and how to do the opposite instead. (14:30) Go to the TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html https://www.theadvisorcoach.com/7-awesome-tech-tools-for-financial-advisors.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html https://www.theadvisorcoach.com/day-in-the-life-of-a-financial-advisor.html

It's easy to start a career or business all excited. It's hard to surmount challenges, persist in the face of adversity and win in the long-term. But years later, we say "Had I known that from the beginning, I would've skipped years of struggle." In this episode, you get 3 things which will give you that exact feeling. You'll be able to leap ahead of the struggles other advisors still face and get results much faster than your competition. Show highlights include: Why your inexperience can make you more successful than an entrenched financial advisor with 20 years of experience. (9:50) The book to read if you don't feel like you deserve success yet. (12:20) Why not to get a "mentor" in the beginning of your career as a financial advisor. (13:55) Why millionaire CEOs profit off of being inexperienced. (12:40) Go to the TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/7-awesome-tech-tools-for-financial-advisors.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html https://www.theadvisorcoach.com/elevator-speech-financial-advisors.html https://www.theadvisorcoach.com/financial-advisor-coaching.html

Like most financial advisors, you probably started out excited, but quickly realized getting clients is hard. In that situation, most financial advisors go out and try to land every client they can find. If that's you, you're making an error that can kill your business—even if you succeed. Because the truth about clients is: Not all of them are great, and some sap your energy and ruin your life and business. There are 5 types of them. In this episode, you'll hear exactly what they are, why they're dangerous and how to spot them. That way, you can keep those horror clients from ever entering your business and can build the business that works for you. Show highlights include: Why not to pick up the phone when your clients call (it sounds odd, but if you do this, they'll know you're doing good work for them). (7:40) If your clients complain about losing money, you need to fire them. Here's why. (11:50) How high can your client's expectations get before it endangers your business? Here's where you need to draw the line. (13:15) The important marketing lesson you can learn from old-school ways single guys tried to get a date. (18:15) Go to the TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/content-marketing-tips-financial-advisors.html https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html https://www.theadvisorcoach.com/sleep.html

You've heard internet "experts" talk about giving value before doing business with someone. Following their advice might kill your business. You can absolutely give value before you work with someone, but if you do it the wrong way (and at the wrong time), it sends your prospects to your competition and bankrupt you in the long-term. In this episode, you'll hear exactly how and when to give value (and when not to) so you can attract the clients you want and build a business you love. Show highlights include: How to make yourself implement all the business-boosting information you consume. (3:20) What separates smart financial advisors (who get rich) from those who stay poor. (4:25) Why you don't need a webinar or other fancy marketing systems to run a successful business. (5:45) The biggest mindset mistake financial advisors make in their marketing (you can stop all your marketing if you don't correct this). (8:30) Go to the TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html https://www.theadvisorcoach.com/7-client-referral-ideas-to-help-you-get-more-referrals.html https://www.theadvisorcoach.com/elevator-speech-financial-advisors.html

Las Vegas is one of the cities most known for attracting people who have money to spend. The place these rich people usually spend their money: In the casinos. Long story short: Casinos are amazing at making money. Which means they can teach you something if you want to earn more. In this episode, you'll hear what you can learn about marketing from casinos and how to turn what they know into more clients for your business. Show highlights include: The 5 groups you should divide your clients into so your clients stay with you, pay you and refer their friends to you. (10:40) The secret reason casinos treat buy dinner for their customers… and how you can profit by doing the same thing. (13:55) How "saving" money can ruin your business (even if you're just new and don't have much capital). (15:45) The two steps of growing any hugely profitable business from scratch. (16:30) Go to the TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/15-financial-advisor-prospecting-ideas--techniques-that-work.html

If you're currently struggling to add more clients to your business, it might sound impossible to land clients by next week. But if you had to for your survival, you could. You'd surprise yourself with creativity and energy to land clients. And land them now. In this episode, James shares exactly how he would get clients now as a financial advisor. Listen and implement these strategies so you can add a client as soon as tomorrow. Don't continue to struggle while others close the clients you want to work with. Listen now and join the financial advisors who have all the clients they want and enjoy the lifestyle they deserve. Show highlights include: How to get clients as a financial advisor—even when you don't know a single soul in your city. (8:10) The first thing you have to do to get clients as a financial advisor (this is NOT optional, any other steps after this are useless if you don't do this first.) (9:00) What to say to whom to land other people's wealthy clients (even if you don't know them). (11:00) Why marketing can be a waste of time if you need clients (and why it's crucial anyway). (14:40) Go to the TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html https://www.theadvisorcoach.com/content-marketing-tips-financial-advisors.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

Who should you learn from when it comes to growing your business? You could learn from all sorts of seminars, books and courses. And many of them are great. But there's a hidden treasure of knowledge you access when you're able to learn business lessons from everyone and everything. You're not just learning more, you also make learning fun. Like when you can learn how to grow your business from Tony Soprano. And that's just what you're getting in this episode. Listen now to find out what one of the most notorious gangsters in entertainment history can teach you about business and dominate your market, just like Tony Soprano. Show highlights include: The goal you always need to keep top of mind. (4:35) How the "scarcity mentality" robs you of clients and turns opportunities into threats. (8:05) Why you should reject (some) clients who want to give you their money. (8:25) How to learn by not trying to learn anything. (16:25) Go to the TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/financial-advisor-business-plan-tips.html

When you start out as a financial advisor, you're hungry for success. You start landing your first few clients, then a couple more—and suddenly you're a successful financial advisor running a thriving business. But then what? Success corrupts many financial advisors. Their mindset changes and they lose what they painstakingly built. But there are ways to stop this from happening and grow even beyond your own wildest expectations. In this episode, you'll hear about the "Dark Side Of Success" and how master copywriter Gary Halbert avoided being harmed by his own success. Show highlights include: - Why certainty is one of the most sneaky success killers (it usually disguises as growth and stabs you in the back later on). (7:40) - The uncomfortable reason you haven't heard from some family and friends in forever… and why their silence is a good thing. (8:20) - Why you need to sacrifice parts of your current life if you want to become a successful financial advisor. (14:50) - Why you shouldn't necessarily chase clients and money to be successful—and what to focus on instead if you want to become happy (and rich) in the long-term. (16:35) Go to the 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. Recommended 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

Do you sometimes feel you can't get it all done? Between serving clients, growing your business and your private life, it's easy to have more tasks in your head than you feel you could ever handle. But some people DO get it all done. In fact, some extraordinary entrepreneurs get more done in 10 years than billions of people in their lifetimes. One of them is Bill Gates. In this episode, you'll get productivity tips the Microsoft founder himself uses to get everything done without being stressed or sacrificing family time. Show highlights include: - Why not cleaning your own house isn't selfish or arrogant, but helps you impact those around you in a great way. (8:30) - Why Bill Gates schedules his day down to 5-minute increments—and how doing the same can help you get more done every day. (12:20) - The research-backed way to get the most out of your work time while taking plenty of breaks. (12:45) - How to turn "dead time" (like waiting in a doctor's office or commuting) into time which grows you and your business. (17:05) Go to the 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. Recommended Resources: https://www.theadvisorcoach.com/content-marketing-tips-financial-advisors.html https://www.theadvisorcoach.com/financial-advisor-business-plan-tips.html https://www.theadvisorcoach.com/7-awesome-tech-tools-for-financial-advisors.html

Building a business can be hard, especially in the beginning. There are bills to be paid, clients to be served and if you're new at this, you also have to grow into the mindset of a successful entrepreneur. Many of the challenges financial advisors face are caused by 4 phrases they tell themselves and others. If you replace these phrases, your business will not only grow, you'll also get back control of your life instead of being crushed by stress. Get a leg up on your competition and become the go-to while others get ruined by the effects of the 4 phrases. Show highlights include: - The dangerous phrase experienced advisors often use shortly before their business stagnates or crumbles. (3:50) - The single biggest priority you should have in your business (it's NOT serving your clients). (6:40) - Why your experience doesn't matter and what actually attracts clients. (7:05) - How the financial advice business works… in one simple sentence (remember this and you'll always be clear on what to do next). (14:10) Go to the 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. Recommended 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

As a financial advisor who does great work for his clients, you probably want to help more and more people get a great return on their money—and make more money yourself. Referrals from current clients are one of the most popular ways of attracting new leads. But the most popular strategies for getting referrals are business killers. They make your clients leave you and make you look unprofessional. In this episode, you'll hear about the most common ways financial advisors destroy their reputations when they ask for referrals. You'll also find out exactly when to ask for referrals in order to gain trust. Listen now to generate enough referrals to become the most sought-after financial advisor in your market. Show highlights include: - Why referrals should be a side effect of doing good business, not the core of your business. (8:30) - Why you should never "brainstorm" referrals with your current clients. (8:40) - Which words you must hear from your client before asking for a referral—and how asking too soon causes your clients to run and choose your competitors. (10:40) - Why NOT to ask your clients for referrals during your regular financial planning meetings. (13:30) Go to the 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. Recommended 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

As a listener of this podcast, you know marketing is essential to your success as a financial advisor. And you probably have ideas on how to improve your marketing. But if you think of marketing and think of commercials, slogans and branding, even your most creative ideas will fail. In this episode, you'll hear how to do the exact opposite of what you think of as marketing and actually get more clients. Show highlights include: - Why you'll make more money if you don't build a brand and stop generating goodwill. (6:25) - Ditch "awareness" or "brand equity". Here's the only marketing objective you need as a financial advisor. (8:45) - Why "branding" is a money-pit but "personal branding" can make you rich. (11:15) - Why building your brand can be good… as long as it's free. (13:05) Go to the 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. Recommended 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

You've probably seen plenty of experts dispense advice on how to become a highly-paid financial advisor. Most of them trumpet how much money they make and how easy their life is. But you learn the most from other people's mistakes, not from how successful they are now. That's why this episode reveals 5 marketing mistakes that have cost James thousands of dollars so you can sidestep these mistakes and start earning more quicker. Show highlights include: - How trying to maximize your ROI tanks your marketing results. (6:05) - Stop worrying about your close rate, first year returns or other metrics. Here's the metric that decides whether you prosper or perish. (6:30) - If you're a one-man show, here's why hiring more people can grow your business (even if you don't "need" anyone right now). (9:30) - Why you should get your groceries delivered if you're serious about growing your business. (11:25) - The website you'll regret not prospecting on if you aren't doing it now. (13:30) Go to the 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. Recommended Resources: https://www.theadvisorcoach.com/7-awesome-tech-tools-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

As a financial advisor trying to grow, you probably have tons of things to do. From educating yourself to serving and attracting clients, your to-do list is endless and you couldn't get it all done if you had 50 hours in a day. It might sound harsh, but if you're that "busy", you'll fail. If you want sustainable success and a crowd of high-paying clients, you need to adopt a WWII general's mindset and become lazy. How? You'll hear it all in this episode. Show highlights include: - Do you have a Netflix account but don't know why Lynda is? Here's how you need to change your mindset. (4:40) - If these words describe you, you need to radically change or quit your business now (one of them is "hard-working"). (6:10) - Why lazy people make the most effective financial advisors. (7:40) - Why Bill Gates would put lazy people in charge and pay them better than the hard workers. (10:35) - Whenever you're busy, ask yourself the "WWALPD" question and make work easy. (11:00) Go to the 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. Recommended 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

To most people, the life of a millionaire feels almost unrealistic: Spending your time however you want, driving a car people look after (was that a Ferrari?) and not answering to anybody just don't seem like something most people could also have. But if you're an ambitious financial advisor, you might have a hunch that becoming a millionaire is possible for you. And it's true: With the right mindset, habits and big enough goals, you could make a 7-figure income. In this episode, you'll hear exactly what the world's millionaires consider the key to success so you can catapult yourself into their world. Show highlights include: - The "Navy SEAL trait" 91% of millionaires consider an important success factor in their lives (this will transform your client interactions). (4:00) - How denying prospects your services can make you rich in the long term. (8:35) - Why a failing marriage can kill your business. (11:20) - The YouTube video that will help you become more productive in your sleep. (14:00) - Why you need to train your leadership qualities, even if you have no employees. (18:10) Go to the 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. Recommended 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

If you've ever been drunk, you'd probably agree that working while drunk but would be risky—at best. Still, many financial advisors have lifestyles that make them work as if they were drunk. In this episode, you'll hear all about how to maximize your productivity and work with a clear mind so you can claim your success fast. Show highlights include: - Here's why pressing the snooze-button can make you work as if you were drunk. (1:45) - How to supercharge your energy levels and get to work with focused productivity instead of yawning your way through the day. (7:25) - How to focus even if you're tired or fatigued. (12:50) - How salads can curse you with poor productivity. (14:05) - Financial advisors who do these three non-business things will transform their lives, help more people and make more money. (14:45) Go to the 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. Recommended 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

Do you get paid for every hour you spend working? Most financial advisors have trouble even thinking about that question because the inevitable answer is usually no. Many financial advisors spend hours on the phone talking to clients, they dispense advice to strangers who are not even prospects and some even offer complete financial strategies for free. These things might feel like you're making progress, but you're not. In fact, you move away from your dream lifestyle by spending time working for nothing. In this episode, you'll find out how you can reverse your mindset around doing things for free and bring in money with everything you do. Show highlights include: - The four letters everyone loves that ruin financial advisors (and any other business). (2:15) - If someone says this common thing to you, they'll never pay you enough to make up for the time you gifted them for free. (6:35) - When you stop being a "freebie seeker" and start doing this, your growth will skyrocket. (11:05) - How charging more can get you more client work, not less. (15:25) Go to the 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. Recommended Resources: https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html https://www.theadvisorcoach.com/top-10-best-books-for-financial-advisors.html

If you want more clients, you need to do one thing: Prospect. But cold-calling, cold-emailing and chatting up strangers at networking events… most financial advisors hate it. After all, they got into financial advising because they want to help people get wealthier, not to fill their day with talking to strangers who might not even want to talk to them. Your dream of financial freedom and quitting your job can become a nightmare. It doesn't have to be that way. This episode is for you if you want to have fun while prospecting and get more clients at the same time. Show highlights include: -How to spot a fake coach and save yourself from throwing thousands of dollars down the drain. (2:50) -How often to prospect so you have to prospect less in the long term. (4:45) -If you don't know who to talk to or what to say to them, do this and you'll know in an instant. (9:20) -Why prospecting isn't sexy, but still one of the most effective forms of marketing. (16:10) Go to the 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. Recommended Resources: https://www.theadvisorcoach.com/content-marketing-tips-financial-advisors.html https://www.theadvisorcoach.com/financial-advisor-business-plan-tips.html https://www.theadvisorcoach.com/7-awesome-tech-tools-for-financial-advisors.html

If you've been a financial advisor for more than 10 minutes, you've probably heard of different certifications, helpful degrees to get and other pieces of paper you can frame in your office. Maybe you even have some of them. And it's something that makes you feel accomplished. You get to call yourself a new title with every new certification and you also gain some valuable skills. But the cold hard truth is: How long you've been advising, how many clients you have had and even which school you went to—it doesn't matter. In this episode, you'll hear why they don't matter and what does actually matter to attract more clients with less work. Show highlights include: -How long you've been in the business doesn't matter. Ask yourself this question to see how competent you really are. (3:55) -Why financial advisors with year-long experience, certifications and degrees still struggle to get clients. (5:25) -How modesty and humility are not virtues, but can kill your business. (8:20) -Don't just "do" or "market" your thing. Do this and your success will skyrocket. (12:55) Go to the 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. Recommended 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

Would you trust a dentist with crooked teeth? You wouldn't. Similarly, clients don't trust poor financial advisors. And while clients don't get insight into their advisor's personal finances, they can tell if an advisor is poor. Clients know because poor financial advisors give off tells. And these tells make clients run the other way. Unfortunately, even successful advisors (or those on the road to success) sometimes display these signs. Luckily, you can fix most of them in just a few minutes. You'll hear how to fix these issues in this episode. Show highlights include: -If you include this one thing in your email signature, you look poor to any client you interact with. (4:55) -Why NOT to publish your phone number, even if you want more calls. (8:40) -How to create more demand for your service without being glued to your phone. (9:50) -The one question to ask to immediately know if a financial advisor is poor. (12:55) -The one thing 80% of $1M+ have in common. (14:20) Go to the 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. Recommended 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/top-10-best-books-for-financial-advisors.html

Whether you're in debt or have enough money to never work again, you've got the same amount of time in a day as everyone else. Time is the great equalizer—and not even Bill Gates can buy himself a 25th hour in the day. But even though we all have the same amount of time, some people are wildly successful while others are miserable failures. In the business world, most successful people have mastered one thing to make millions in the same time it takes average people to make hundreds. What makes the difference between those financial advisors who get rich and those who are out of business in 5 months? You'll hear it in this episode. Show highlights include: -The school system has indoctrinated you to avoid failure. Here's why you should expect, accept and embrace failure instead. (4:45) -When 90% of financial advisors fail (if you make it past that point in time, your chance of surviving and thriving skyrockets). (5:55) -How to make your entire business easier, from lead gen to serving your clients. (9:30) -Are you planning when to improve your business? Then you will most likely fail. Here's why. (13:00) -Why most people who buy books, courses or seminars get zero results from them. (19:30) Go to the 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. Recommended Resources: https://www.theadvisorcoach.com/financial-advisor-business-plan-tips.html https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html https://www.theadvisorcoach.com/top-10-best-books-for-financial-advisors.html

Have you ever wondered why successful financial advisors rake in six or seven figures and STILL have time to spend time with their family, read books and pursue their hobbies—while you're working your butt off without seeing the same results? You're not uniquely flawed or victim to bad circumstances. Successful advisors just know how to scale. And if you also want to make more money by working less, this episode is a must-listen, because you'll learn all about how you can scale up your business instead of slaving away without results. Show highlights include: -The marketing technique a $50k per day squad of attorneys used to get their client out of trouble. (1:55) -Why "The Wolf Of Wall Street" raked in millions while partying with his friends. (4:30 -The single best way to scale your business right now. (5:00) -The fastest "quick win" strategy to multiply your income (7-figure businesses have been built this alone). (8:40) -How to make your prospects 58% more likely to agree to a meeting. (11:30) Go to the 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. Recommended Resources: https://www.theadvisorcoach.com/content-marketing-tips-financial-advisors.html https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html https://www.theadvisorcoach.com/15-financial-advisor-prospecting-ideas--techniques-that-work.html

Who doesn't hate hypocrites? People who trumpet one thing and then go out to put the exact opposite into action. Unfortunately, most financial advisors are hypocrites. This doesn't mean that you're a liar or that you need to change everything you say and do—but it gives you a chance to make your business even better and earn even more trust from your clients. In this episode, you'll learn why most financial advisors are hypocrites—and how to do the opposite so you earn trust and sign new clients instead of being thought of as a sleazy salesman. Show highlights include: -The principal reason why financial advisors are hypocrites. (4:45) -If you "can't afford" something, that's not the real reason you're not buying it (the same is true for selling your prospects). (5:50) -Need an effective marketing strategy? Here's the 3 channels to sustainably attracting crowds of clients. (10:15) -You tell your clients about investment strategies all the time—why not take your own medicine and invest in marketing? Here's how to do that. (12:10) -Why investing in yourself yields more than anything else. (16:00) Go to the 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. Recommended Resources: https://www.theadvisorcoach.com/elevator-speech-financial-advisors.html https://www.theadvisorcoach.com/7-awesome-tech-tools-for-financial-advisors.html https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html

Referrals. They're almost magical, turning one client into three without doing anything yourself. Whether you've gotten referrals before or are anxious about asking for them, there's a lot of mistakes financial advisors make when it comes to referrals. And when you ask for referrals the wrong way, you'll end up not only getting less referrals but also tanking your own goodwill with your current clients. In this episode, you'll hear the most common mistake financial advisors make when asking for referrals—and what to do instead to create a steady stream of clients for your business. Show highlights include: -The single most profitable thing you can do to skyrocket your closing and referral rate. (3:10) -Why never to "ask" for referrals. (5:25) -Why referrals DON'T come from satisfied clients—and how you can get them anyway. (6:00) -Understand that your clients don't care that much about you… and get a windfall of referrals. (11:30) -Are you happy with your amount of referrals? Don't be. Here's why. (16:20) Go to the 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. Recommended Resources: https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/elevator-speech-financial- https://www.theadvisorcoach.com/content-marketing-tips-financial-advisors.html

You go after specific people when you look for clients. You're looking for people who have more money than time. You need people who need financial advice. But they can be hard to find—after all, most rich people spend their time doing productive things instead of clicking on social media ads or reading junk mail. But there's one platform on which you'll uncover a treasure trove of potential clients. The platform will even list people in your specific niche—and it's free, too. In this episode, you'll hear what this platform is, how to best leverage it and avoid the biggest mistakes financial advisors make on there. Show highlights include: -How to crack $1M as an average financial advisor (imagine what's possible if you're above average!). (3:15) -People hate to get interrupted at work—here's how to get your prospects to think about you in their free time. (5:30) -If you don't want a job, but clients—never do this. (9:35) -The single worst sales strategy online. Do this and a sleazy reputation will precede you. (10:45) Go to the 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. Recommended 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

To get more clients as a financial advisor, you need to improve your marketing. And you can find tons of marketing strategies everywhere from the internet to your local library. Many advisors implement these strategies and get no or minimal results. They blame themselves and think they're not good enough. In reality, the opposite is true. Most financial advisors are truly good people—but many "experts" base their advice on what they want to be true, not on practice. In this episode, you'll hear the most prevalent lies "gurus" tell financial advisors about marketing. Show highlights include: - If you're a beginner, hearing this lie exposed might shatter your worldview… but the truth will give you the power to leapfrog ahead of entrenched competition. (3:10) - How to choose a profitable niche. (4:35) - Hungry for more clients? Why to talk to LESS leads, not more. (8:50) - Content ideas you can put out on social media now to attract more leads in your target market. (11:15) - When to get rid of your clients (Yes, even those who pay you). (12:50) Go to the 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. Recommended 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

If you tried to follow every guru, read every book and go to every seminar on becoming a successful financial advisor, you'd never get done consuming advice. And frankly, much of the "advice" out there are shoehorned tips trumpeted by people who haven't been in the trenches as an advisor. If you prefer to sign clients and actually grow your bottom line instead of mindlessly consuming, you'll love this episode. Today, you'll hear the most important rules for signing and serving clients—all of which are actionable so you can start executing right after listening. Show highlights include: - Make this your new normal and end the "feast of famine" cycle (done right, this can take as little as 5 minutes a day). (3:10) - How to balance prospecting and marketing to never run out of clients and make life easier in the long term. (4:40) - Why being a "referral-only business" is nothing to be proud of. (6:15) - No matter how reliable your marketing results are—they might set you up for long-term failure. Here's why. (11:25) -Heed this dead-simple age-old advice to win and serve more clients (Plus: A free software which keeps you doing this). (14:05) Go to the http://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. Recommended 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

You're listening to Financial Advisor Marketing, the best show on the planet for financial advisors who want get more clients without all the stress. You're about to get the real scoop on everything from lead generation to closing the deal.