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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How To Reduce Your Prospective Clients’ Skepticism
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Every industry is strife with skepticism. And this is particularly haunting for the financial advice business because hiring you goes against human nature. Couple this with many financial advisors using an anti-persuasive sales process, and it’s no wonder finding high-quality clients feels impossible. But there’s a secret to reduce your prospective…
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I’ve Booked Thousands Of Appointments With This Technique
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How would your business grow if you booked—and converted—as many appointments as you can possibly handle? Well, I have good news: In today’s show, I reveal the exact technique I’ve used to book thousands of appointments for myself and other financial advisors. Best part? It’s a deceptively simple, yet wildly effective 5-step method. And you’re just…
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Financial advisors aren’t typically the best marketers… But could you be a horrible marketer? Since I usually dish out marketing advice, I wanted to flip the script today and reveal the top 10 signs you’re a horrible marketer. Why? Because if you’re making any of these 10 mistakes, you still have time to fix them before your business goes kaput. Li…
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3 Unorthodox Success Tips You’ve Probably Never Heard
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There probably won’t be a bad book on your favorite guru’s “Top 10 Business Books” list, but I doubt there will be any business-changing insight you uncover either. How come? Well, all of these self-help, business books share the same exact “secrets,” said in a slightly different way so they’re markable. The more books from these top 10 lists you c…
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Financial Advisors: How Many Of These “Money Leaks” Does Your Business Have?
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There are 5 major mistakes financial advisors make in their business that create “money leaks.” Growing your business filled with these “money leaks” is like playing an already hard game on impossible mode. Worst part? Most financial advisors don’t even realize money is seeping out of their business every day! But don’t worry - I got you covered. I…
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Want More Inbound Leads? Stop Doing These 5 Things…
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If you actually want to grow and scale your financial advising business, you must stop relying on outbound leads. Why? Well, outbound leads simply aren’t scalable. Once you take your foot off the gas, your flow of leads dry up like the Sahara Desert. On the other hand, an inbound marketing strategy works whether you have your foot on the gas or not…
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10 Specific Ways Financial Advisors Sabotage Their Marketing
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Marketing is hard enough on its own. Yet, financial advisors seemingly try to sabotage their marketing efforts every step of the way. Of course, this isn’t intentional. But advisors make the same marketing mistakes over and over again that I’m questioning that statement. Are you making any of these 10 specific marketing mistakes I reveal in this ep…
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My Favorite Ways For Advisors Attract High-Net-Worth Clients
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How much easier would your life be if your clients, on average, had an extra zero next to the number in your bank account? Do you think you’d stress less, have fewer cash flow problems, and deal with less client headaches if you were only surrounded by high-net-worth clients? And if your business was healthier, do you think you could be a better pa…
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5 Of My Least Favorite Marketing Strategies For Financial Advisors
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Most financial advisors aren’t marketing wizzes. But they also make it a heck of a lot harder, more expensive, and more frustrating when they use one of the 5 marketing strategies discussed in today’s show. Worst part? There’s a good chance your favorite marketing gurus recommend you follow these broken strategies—and then blame you when you don’t …
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One Of The Most Powerful Marketing Tactics Financial Advisors Can Use To Get More Clients
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I’m giving you a gift today: I’m sharing the single most powerful marketing secret with you today. Only the most elite marketers even know about this… But it’s something commonly used by magicians, ventriloquists, comedians, and even Big Pharma. Not only will this single trick help you get more clients, but it also helps you attract higher quality …
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Do You Have Imposter Syndrome Or Do You Just Suck?
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I’ve noticed a trend of financial advisors thinking they have imposter syndrome. And so I decided to investigate… When I did, I found out the hard truth: Most financial advisors whining about their imposter syndrome are misdiagnosing it. They don’t actually have imposter syndrome, they just suck at their jobs. This might not be your favorite thing …
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People Don’t Trust Financial Advisors: Here’s Why…
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If you’re struggling to build trust with prospects and clients, then I have some harsh news for you: Whether you’d like to admit it or not, the reason you can’t build trust is because you don’t trust others. The universe has a tendency to attract similar people as you. And if you’re constantly looking for discounts, shortchanging other businesses, …
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Why You’re Not Accomplishing Your Goals (Rant)
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I’ve talked to and coached thousands of financial advisors. And more often than not, they are the only thing standing between themselves and their goals. Why? Well, it’s because they suffer from an addiction that they aren't even aware of! This addiction holds them back, keeps them on the journey of their goals but never accomplishing them, and if …
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5 Marketing Mistakes Experienced Financial Advisors Make
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Even as an experienced advisor with a successful business, I’m willing to bet you’re making at least one of these five marketing mistakes. Because here’s the thing… While none of these mistakes are powerful enough to bankrupt your business today, the longer you keep making these mistakes, the more likely bankrupting your business becomes. No matter…
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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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