PLAY PODCASTS
What I Would Do If I HAD To Get Clients

What I Would Do If I HAD To Get Clients

Financial Advisor Marketing Podcast · James Pollard

June 10, 201923m 21s

Audio is streamed directly from the publisher (traffic.libsyn.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.

Show Notes

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