Financial Advisor Marketing Podcast  By  cover art

Financial Advisor Marketing Podcast

By: James Pollard
  • Summary

  • Financial advisors, does this sound familiar? You’re barraged with people and companies who promise to help you get six thousand new clients in thirty seconds or less as long as you follow their magic tip, trick, or tactic. If so, take a deep breath and relax because that is NOT what this show is about. Lol. Hi, I’m James Pollard. I’m the founder of TheAdvisorCoach.com and host of the “Financial Advisor Marketing” podcast. This podcast is rooted in timeless principles designed to help financial advisors attract their ideal audiences, forge authentic relationships, and build deep roots with prospective clients. If you listen to this podcast, I think you’ll find three things to be true: First, the information shared in this podcast is deceptively simple. This means you don’t have to be a genius or marketing expert to get results. I take immense pride in keeping things simple. Let everyone else chase complexity. Second, the episodes are chock-full of data, research, and studies. This means advisors can do their due diligence on marketing strategies and make informed decisions about how they’d like to build their businesses. And third, I don’t take myself too seriously. I joke around, laugh, and have fun. If any of this appeals to you, I encourage you to listen. ~James Pollard
    Copyright 2018-2024
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Episodes
  • 5 Things High-Growth Financial Advisors Do Differently, Backed By Research
    Apr 22 2024

    There is an endless amount of coaches, consultants, gurus, and lead gen agencies doling out their advice to innocent financial advisors.

    But there’s one tiny problem with this…

    None of their “advice” is backed by any sort of research, not even, in many cases, anecdotal evidence!

    That’s why you can follow every piece of advice they put out without seeing any tangible results trickled down into your bottom line.

    That’s the bad news.

    The good news?

    In today’s show, I reveal 5 things high-growth financial advisors do differently, backed by research, so you can become a high-growth advisor too.

    Listen now.

    Show highlights include:

    • You don’t need to hustle super hard or work yourself to death to grow your business when you understand this… (2:00)
    • The “Warrior” psychological glitch that fools you into creating obstacles and troubles for your business (2:38)
    • The #1 secret of “Hyper Growth Firms” in the financial industry responsible for their 22% growth in 2022 (5:10)
    • Are you making this mistake with your lead gen? Most financial advisors do without even knowing it (6:06)
    • How marketing with a “marketing budget mindset” axes your growth and beheads your wealth (even if you get a positive ROI) (15:21)
    • The top 4 marketing channels that high growth financial advisors use (19:14)

    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.

    I actually have an entire video training about this called how financial advisors can build bigger and better lists. I think it's one of the most underrated things that I have. And I don't talk about it as much as I should, I really should promote it a little bit more. You can check it out over at the advisor coach.com/lists It has more than two and a half hours of video content of me walking you through exactly which list you should have and how you should think about them.

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    22 mins
  • 10 Marketing Myths Financial Advisors Believe
    Apr 15 2024

    Most financial advisors believe that there’s a one-size-fits-all solution to marketing.

    Not only is this true, but it’s dangerous.

    Why?

    Well, it results in smart, hard-working, and honest financial advisors falling victim to marketing myths that, at best, cap their wealth, and at worst, sabotages their entire business.

    In today’s show, I’m revealing the 10 most popular marketing myths financial advisors believe, so you can avoid them and prevent the deadly consequences that follow when you believe these myths.

    Listen now.

    Show highlights include:

    • How being an introverted financial advisor is a cheat code for marketing (even if you think the best advisors are extroverts) (3:20)
    • The weird “psychic energy” secret to apply to your marketing to magnetize your ideal prospects to your calendar (5:19)
    • The most neglected, yet effective marketing channel most financial advisors ignore (11:15)
    • Why having this fear sabotages your impact, legacy, and bank account more than any other fear (13:24)
    • 3 “hidden” ways to follow up with prospects to actually turn them into paying clients (13:52)
    • The “Angel Investor” method for turning your online ads into a repeatable and scalable marketing strategy (14:43)
    • Why treating your LinkedIn profile like a resume almost guarantees your ideal clients will never find you (and the 3-step process to follow instead) (17:51)
    • How “Repulsion Marketing” where you dissuade people from working with you limits your headaches while growing your bottom line (19:38)

    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.

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    23 mins
  • Marketing Wins And Losses From 30 Years Of Experience (With Elliot Kallen)
    Apr 8 2024

    As a financial advisor, no matter how experienced you are, it’s always easier to learn from others’ mistakes than commit them yourself.

    The same is true for learning from other advisors’ successes too.

    That’s why I invited Elliot Kallen on to today’s show. Not only does Elliot have 30 years of experience of being a financial advisor, but he’s also built three successful businesses, including Prosperity Financial Group.

    Elliot has racked up a lot of marketing wins and losses over the past 30 years—and he’s sharing the most pivotal ones in today’s episode.

    Listen now.

    Show highlights include:

    • How simply being a good friend can fill your calendar with highly qualified appointments (4:38)
    • The “4M Motivations” each of your clients will have (and how to uncover their motivations before they even do) (10:48)
    • How to prepare your clients for downturns in the market so they can take advantage of them (12:27)
    • The “for” question that calms your clients’ anxious and worried minds in an instant (even when their investments keep losing value) (14:22)
    • This one controversial phrase ethically forces your clients to trust you even when you’re losing them money (17:13)
    • How the overlooked “their world” marketing strategy can improve the success of every marketing campaign you run (21:12)
    • The single most important “skill” for determining your long-term success and wealth (32:17)
    • Here’s the advice a 30-year financial advising veteran would give to himself if he were a first-year advisor (38:03)

    Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle.

    Want to learn more about Elliot and Prosperity Financial Group? Head to their website here: https://prosperityfinancialgroup.com/

    Do you have a teenager or know one? Head to Elliot’s non-profit, A Brighter Day, to help raise awareness about teenage suicide here: https://abrighterday.info/

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    47 mins

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