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 financ ...
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Welcome to the Essential Financial Advisor Marketing Podcast. In this podcast, you’ll get discussions and interviews 100% dedicated to helping financial advisors with their marketing challenges, as well as sharing what’s working well in their practice.
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7 Marketing Mistakes New Financial Advisors Make
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When you’re a brand-new financial advisor trying to learn marketing to keep your business afloat when you don’t have any clients, there’s a lot of mistakes you can make that increase your likelihood of giving up. For example, listening to general marketing “experts” on YouTube who have never worked in the financial industry sets you up to work hard…
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5 Elements Of Winning Online Marketing Campaigns For Financial Advisors
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After helping thousands of financial advisors improve their marketing, I’ve realized that there are 5 key elements that successful financial advisors leverage in their marketing. Missing any one of these five elements could be a reason that your marketing campaign lights your budget on fire without you seeing any benefit to your bottom line. But mo…
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What I Learned From My Best Lead Generator Ever
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I made a new lead magnet, which, based on its early performance, is the best lead generator I’ve ever created. How did I do it? Well, I did the exact opposite of what most financial advisors do when building their own lead magnets. For example, I talk about Christianity in it (usually a big no-no in the financial advice industry). I purposely made …
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7 Pieces Of Productivity Advice That Changed My Life
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Most financial advisors—and truthfully, most business owners—let their entire day get controlled by someone else. False urgencies, random meetings, and pointless tasks can easily consume your day when you don’t control them. And most people don’t even try to control them because they mistake being busy with being productive. But nothing will sink y…
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The Big Fat Problem With Niche Marketing
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While niche marketing is one of the most powerful marketing strategies available for financial advisors looking to differentiate and scale… There’s a big, fat problem with niche marketing: It is not an overnight cure for your lack-of-clients or lack-of-cash-flow problems, despite what you hear marketing gurus peddling. In fact, it’s the exact oppos…
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Financial Advisors, Listen To This Episode If You Serve 65-Year-Olds
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There is a truly golden opportunity lurking beneath the surface in the financial advising industry right now: A record 4.1 million Americans will turn 65 this year. And this isn’t just a temporary blip, it’s a wave that's set to continue for years. So, how do you market to this wave of future retirees to win their trust and their business? In today…
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The Future of Financial Advice Will Be Ruled By These Three Things
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The financial advice industry is going through some major changes thanks to the advancement of technology happening at breakneck speeds. And there are three key things that will rule the future of financial advice. Proactively embracing these changes will keep your financial advising business not only surviving, but thriving. But ignoring them coul…
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The Simple Formula Financial Advisors Can Use To Get More Clients
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Some of the most talented financial advisors have a fatal flaw that allows mediocre advisors surpass their success, wealth, and client roster: They overcomplicate their marketing strategy! The truth is, sometimes the most impactful marketing secrets are so obvious they fly over financial advisors’ heads. But don’t let their simplicity fool you: The…
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5 Things High-Growth Financial Advisors Do Differently, Backed By Research
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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 s…
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10 Marketing Myths Financial Advisors Believe
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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 revealin…
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Marketing Wins And Losses From 30 Years Of Experience (With Elliot Kallen)
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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 …
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3 Realistic Strategies That Can Add $100,000 Of Revenue To Advisors’ Businesses
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Most financial advisors, especially American advisors, complicate their marketing strategies to the point that they never implement them. But marketing can be simple. And the simplicity of your marketing strategy actually increases the chances of its success. Don’t believe me? Well, in today’s show, I’m sharing 3 simple and realistic marketing stra…
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Proven Referral Scripts That Get More Clients (With Bill Cates)
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Most financial advisors rob themselves blind every time they meet with their best clients because they don’t simply ask for referrals. Why don’t they ask? Well, most advisors don’t know the correct words and phrases to say to make their clients want to send you referrals. But once you figure this part out, the rest comes easy. In fact, it could eve…
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5 Tips For Creating Social Media Posts That Get Clients
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There are downright shocking statistics about how much debt the average person has… and you’d be mistaken if you think this also doesn’t apply to financial advisors. It's the height of hypocrisy when you’re teaching others how to manage their money, but can’t manage your own. And yet, I see advisors’ credit cards declining almost every day when the…
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The Most Common Marketing Advice I Give Financial Advisors
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Many financial advisors are, to put it bluntly, terrible at marketing, which means I give the same marketing advice to advisors again and again and again. That’s why I gathered the most common—and most effective—marketing advice I give to advisors and put it into a single episode. If your marketing doesn’t keep your sales pipeline filled to the bri…
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Will Artificial Intelligence Replace Financial Advisors? My Thoughts A Year Later…
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I have been using ChatGPT since the very first day it was released to the public: November 30, 2022. At the time, I said that financial advisors who use artificial intelligence will run laps around financial advisors who don’t. And yet… more than a year later, most financial advisors didn’t listen and still aren’t using ChatGPT. Why? Well, most fin…
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Personality Types of the Most Successful Financial Advisors Part 2
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I’m acting like a mad scientist in this episode: I’m attempting to form the perfect financial advisor based on the HEXACO personality typing test. Why? Because some financial advisors should, frankly, try something else. There are several crucial personality traits that all the top financial advisors have. But more importantly, there are many finan…
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Personality Types of the Most Successful Financial Advisors Part 1
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Some people are fish. And other people are birds. But financial advisors sabotage their marketing efforts and even put their business at stake if they’re fish trying to fly or birds trying to swim. The point? Everyone has a unique personality. But most financial advisors shy away from their natural personality and try to sweep it under the rug, ins…
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7 Reasons Why Financial Advisors Will Struggle To Get Clients Forever
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A lot of financial advisors struggle getting clients. They can (usually) keep them once they find them, but finding them is a constant uphill battle. Why? Well, after helping thousands of financial advisors, I’ve realized there are 7 fundamental reasons why financial advisors struggle to get clients. If you don’t fix these 7 mistakes, you will stru…
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How I Would Market A Financial Advisor With Only $1,000
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Some of the financial advisors I rub shoulders with are wealthy beyond belief. While others are struggling and don’t even have $1,000 in their bank account. If you’re in the latter group, then, well, some of the marketing advice you hear online is dead wrong. In fact, it can actually set you back years if you follow it. But don’t worry. I’m here to…
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5 Little-Known Psychological Principles That Can Supercharge Your Marketing
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Studying psychology is one of the most effective ways to supercharge your marketing. Psychology teaches you how to crawl into your prospective clients’ psyche, and live there rent free until they’re ready to hire you. But most financial advisors don’t leverage psychological principles in their marketing because they don’t know how powerful they are…
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How Financial Advisors Can Get Clients With Content Marketing
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Content marketing is one of the most effective ways financial advisors can get high-quality clients. It repels away time wasters, creates emotional bonds with your best prospective clients, and can work for you on autopilot once created. But there’s a problem… Most financial advisors don’t know the first thing about content marketing! They get dupe…
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Stop Trying To Please Everyone (Life-Changing Info)
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We all have a deep desire to be liked by everyone we encounter. It’s human nature. But this quirk can also spell trouble for you as a financial advisor. Why? Because trying to please everyone comes with a steep cost: Your time, your sanity, and yes, your business’s revenue ceiling. There are certain types of people you will naturally create more we…
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The Surefire Way For Financial Advisors To Wreck Their Marketing Efforts
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There’s one “tactic” in particular that financial advisors use in their marketing that wrecks their conversions and undermines their influence. This tactic? Teaching. Before you gasp, realize this: If teaching was as profitable as you think, teachers would make more money. But for some reason, financial advisors think that teaching is the only way …
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How Financial Advisors Can Improve Their Sales Skills (With Nancy Bleeke Noel)
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Let me be blunt: Most financial advisors aren’t world-class salespeople. Many of them actively fear selling. And this leaves their prospects confused, disgruntled, and unlikely to choose you over another advisor. The solution? Well, first you have to reframe how you approach sales. Selling isn’t a negative, dirty word. It’s an opportunity to help s…
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