I’m not the richest person in the world, but I have done well with my money.  Since you’re probably talking to your clients about their finances all day, I wanted to give you some “ammo” when talking to them.  In today’s show, I reveal the 5 things I’ve done well with money (including some things the typical financial advisor never considers). And I also share the 5 things I’ve done poorly with money (which, again, includes some things the typical financial advisor never considers).  Want to discover some “unusual” ways to create (and destroy) wealth?  Listen now. Show highlights include: How the “jimmy” the cost of your services to attract higher quality clients (3:07)  Asking yourself this question before hiring a mentor or coach prevents you from creating a life you secretly despise (5:17) Why investing in yourself almost always generates more revenue than even the best stocks (7:45)  How to make more money in your financial advising business by simply upgrading your mattress (11:23)  Why having a high variable cost leads to a more fulfilling and less stressful life than a high fixed cost (16:04)  The biggest money-eating mistake parents make (19:26)  This is the single best investment you can make—according to Warren Buffet (20:54)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.  Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT 

According to one of the greatest psychologists of all time, there are 3 major dysfunctional beliefs that directly ramp up distress and destructive behavior.  His name was Dr. Albert Ellis and he was the creator of cognitive behavioral therapy—or how your thoughts, feelings, and beliefs influence your behavior.  And you know what?  A lot of financial advisors believe in at least one of these 3 major dysfunctional beliefs (and many believe in them all).  Worst part?  Even believing in a sub-belief of one of these 3 major dysfunctional beliefs is enough to make your clients hate your gut.  In this episode, you’ll discover what these 3 major dysfunctional beliefs are and how to suplex them from your subconscious if you believe in any of them.  Listen now. Show highlights include: Do you have one of these 3 dangerous beliefs that not only prevents new clients from hiring you but also makes your current clients jump ship? Find out here… (4:01)  Why amateur marketing videos recorded with an iPhone, by and large, outperform fancy videos with all the bells and whistles (6:29)  One bonafide way to forever get over your insidious people-pleasing habit before it undermines your entire business (9:25)  How you’re accidentally making your clients feel judged when you offer financial advice instead of supported (14:04)  Why only doing “revenue-generating activities” is not only weird but foolish if you want to grow your business (14:38) The “Coddling Cocktail” of factors that will shatter your dreams and business right in front of your face (18:35)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.  Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT 

You could be several times as successful, wealthy, and free as you are right now if you just tweaked a few things in your business.  But most advisors waste too much time thinking about what could be tweaked to increase their leverage instead of just doing it.  This is something nearly every billionaire has had to figure out.  The good news is that in today’s 300th episode special, I reveal how to be successful—straight from a billionaire’s perspective.  Want to actually enter the top 1% instead of it being a far-fetched dream? Listen now. Show highlights include: How reading this article—and doing nothing else—will make you a more successful financial advisor than 99% of advisors (6:20)  The “Compounding Yourself” secret for becoming wealthier than investments could ever even dream of making you (7:41)  Why the most successful financial advisors fail the most often (13:59)  How to actually penetrate the top 1% of wealth in your home state (and the cold, hard truth about why you haven’t gotten there yet) (19:02)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.  Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

If you’re a new financial advisor, there are a lot of obstacles that can prevent you from becoming as wealthy as you possibly can.  But there has also never been more opportunity throughout all human history.  And since I want you to become the single most successful financial advisor you can be, I’m sharing some of the secrets which are directly responsible for the success of my business and every financial advisor’s business I’ve helped along the way.  Best part? You won’t hear any of this in your favorite guru, from finance school, or in any webinar you attend.  Listen now. Show highlights include: This quick litmus test reveals with near crystal clear certainty whether your business will succeed or fail (5:07)  The “D&D” game to business that will make you one of the wealthiest financial advisors as long as you stick with it (7:43)  The “Funeral List” mindset trick to finally stop caring what others think (and how this makes your business’s bottom line skyrocket) (9:54)  How this 2 pains lesson from Jim Rohn helps you figure out whether you’re cut off for being a business owner or not (11:21)  Why you don’t need to be “valuable” in order to become stinkin’, filthy rich as a financial advisor (13:59)  How tactical thinking will slowly bankrupt your business (and the only proven way to guarantee long-term success) (18:59)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.  Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT 

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 clients’ skepticism, earn their trust, and help them defy their own human nature.  And in this episode, I reveal this secret so you can profit wildly from it.  Listen now. Show highlights include: The simple, yet bulletproof method for reducing your prospects’ skepticism (and why this is even more important in the financial world than other industries) (4:29)  Gary Halbert’s “lazy” marketing secret for getting your clients to pay you to tell you their most pressing fears (6:38)  How to create an environment that reduces skepticism and speeds up the sales process (12:19)  This psychological “glitch” of the human psyche explains why prospective clients are so skeptical to hire you (here’s how to “disarm” this glitch) (13:58)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.  Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

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 one click away from using this technique in your own financial advising business.  Listen now. Show highlights include: Asking your clients this question can fill your calendar with as many appointments as you can handle (3:10)  The deceptively simple technique I’ve used to book thousands of appointments for myself and other financial advisors (5:13)  5 key things your marketing must do before someone books an appointment to all but guarantee they become clients (with real-life examples) (6:23)  How to double your conversions by simply adjusting your headline (13:20)  The quickest win for financial advisors who use LinkedIn as their main social media marketing channel (it takes less than 10 seconds) (15:11)  How to boost your conversion rate from under 20% to over 50% in the next 90 days (or less) (20:15)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.  Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

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.   Listen now. Show highlights include: The weird lesson my actual Veto Pro toolbox reveals about marketing your financial services (2:24)  How redesigning the cover of your lead magnet can cause an avalanche of new subscribers joining your email list (6:42)  The #1 deadliest marketing mistake financial advisors make that can cause your business to go belly up (7:34)  How to have your most profitable year (even if every marketing metric you track is crashing to the ground) (8:54)  How to boost your landing page conversion rate to 20% while dwindling the cost per click to a mere 50 cents (15:40)  The “Scientist Mindset” secret for transforming cost-sucking ads into your new client generation machine (18:40)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.  Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT 

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 consume, the more you distract yourself and push yourself further away from your business goals. But I have the antidote for you in this show.  In today’s episode, I’m revealing my top 3 unorthodox success tips you’ve probably never heard—and you won’t hear any in popular business books!  Listen now. Show highlights include: Why studying your grandparents will grow your business more than reading another book on your favorite guru’s “Top 10 Business Books” list (4:44)  How to inherit business skills from your parents (even if they’re no longer here) (9:14)  The “Different Beliefs” secret to becoming more open-minded and successful (12:49)  The biggest mistake financial advisors make when starting their business that dooms them to mediocrity (17:01)  Why budgeting your time like you do your money is the single best way to grow your business and your wealth (19:14)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

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.  In today’s show, I share the 5 biggest “money leaks” financial advice businesses have—and reveal how to “plug” them and laugh your way to the bank. Listen now. Show highlights include: 5 major leaks in your financial advice business that costs you clients without you even realizing it (and how to “plug” them) (4:28)  The “FU” secret that can turn a few clients into a roster full of high-paying clients like magic (5:54)  2 of the most popular ways for clients to find financial advisors (are you optimizing both?) (9:18)  The single biggest LinkedIn mistake too many financial advisors commit (10:55)  How to get more referrals from your current clients without begging them (11:21)  The trick to stop competing with other advisors on price (so you can raise your fees and reduce your client headaches) (14:17)  The “STUB” method for crafting an irresistible value proposition that makes your ideal clients salivate (16:40)  How to increase your profits by 25-95% within the next few months (without adding more work to your day) (20:45) Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

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.  But financial advisors consistently commit 5 inbound marketing mistakes that sabotage their efforts so they erroneously believe that an outbound marketing strategy is the only effective strategy.  In today’s episode, you’ll discover the 5 inbound marketing mistakes financial advisors commit—and how to avoid making these mistakes in your marketing.  Listen now. Show highlights include: How to attract higher quality leads—at a fat 61% discount (2:00)  Why implementing a lead scoring system fills your calendar with high-quality leads (without draining your time on low-quality ones) (5:50)  The biggest mistake you’re making on your Thank You Pages that sabotage your sales (9:22)  3 things your Thank You Pages must do to turn cold leads into red, hot leads who are eager to hire you (10:02)  The “Commitment & Consistency” law of psychology that turns new leads’ unconscious mind into your sales intern (12:26) Here is a real life example of how to inject your personality into your marketing (and magnetize your ideal clients to you) (16:59)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

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 episode?  There’s only one way to find out: Listen now. Show highlights include: How to become the go-to expert in your market (even if most advisors never reach this status) (2:34)  3 “real world” examples of how having a niche makes your marketing instantly more effective (3:06)  How to start selling someone on hiring you as their financial advisor without uttering a single word to them (5:58)    The “Elevator Music” mistake that devours your time and repels your ideal clients (7:22)  Tired of relying on social media to fill your calendar with high quality appointments? This often ignored method is 40x more effective (11:26)  Why using jargon in your website copy scares your best clients to your competitor (14:12)  How to simplify your messaging (without dumbing it down) (14:36)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

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 parent and spouse?  If so, I have good news:  In today’s show, I’m revealing my top 3 favorite ways to attract wealthier clients. Just don’t ignore it if it seems too simple.  Listen now. Show highlights include: Want a chance to “hang out” with me and other advisors and ask any questions on your mind? Listen here… (1:44)  The “RTT” secret for attracting clients with a net worth so massive it almost intimidates you (3:50)  How designing this simple infographic can send a surge of wealthy prospects to your calendar (7:29)  Why buying your local CPAs, estate planning attorneys, and other professionals a beer might give you the single highest return on investment for your time (9:44)  The counterintuitive reason lengthening your sales cycle makes you a more attractive financial advisor to wealthy investors (12:31)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.  Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT 

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 get the results they promised.  And you know what?  There are easier, more effective, and more profitable marketing strategies for financial advisors.  In today's show, I’m sharing my 5 least favorite marketing strategies for financial advisors, and revealing what to do instead that’s easier, more effective, and more profitable.  Listen now. Show highlights include: Using any of these 5 marketing strategies is like cutting your lawn with scissors (1:27)  The “Opportunity Cost” trap financial advisors fall into far too often which forces them to pay extra for low-quality leads (7:40)  How to make direct mail work for your business (even if you’re not a world-class copywriter and don’t have your offer completely dialed in) (12:17)  The “Big Three Colds” that wreck your conversion rates without even realizing it (14:02)  Why something as simple as leaving a voicemail with these “magic words” can transform any mediocre cold calling campaign into a treasure trove of opportunity (15:31)  How posting about your kids on social media attracts more prospects to your schedule than a corporate content library (21:24) Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.  Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT 

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 clients who are more willing to listen to you instead of causing headaches. Best part? Since only a small pool of marketers know this, you’ll instantly become leagues ahead of every financial advisor you consider a competitor.  Listen now. Show highlights include: The “Psychological Ventriloquism” secret only the world's most elite marketers know about to boost their conversions, get more clients and make more money (2:09) How to “hire” your prospect’s brain and make their brains convince them that they need you as their financial advisor (3:59)   The truth about Big Pharma advertisements that can fill up your financial advising calendar (5:22)  How changing the way you ask questions can be the difference between landing three clients this month or none (8:42)  2 ways to use social media to “pre-sell” prospects on you being the perfect advisor for them (10:56)  How sending an email every day attracts higher qualified clients (and how to do it without writing an email each day) (16:01)  2 big mistakes when using “Psychological Ventriloquism” that can make your ideal clients flee to your competitors (18:23)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.  Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT 

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 to hear. But it’s true. But don’t worry. In today’s show, I’ll tell you how to prove whether you actually have imposter syndrome or not. And how to stop using it as an excuse if you don’t. Listen now. Show highlights include: How labeling yourself can conspire forces against you (instead of helping you) (1:33)  Why do so many financial advisors think they have imposter syndrome? Here’s the hard truth… (3:28)   2 extreme, borderline impossible examples that will help you realize if you have imposter syndrome or if you’re faking (3:48)  Why blaming your imposter syndrome for your lack of success is the worst kind of excuse (7:40)  Mark Twain’s secret for eliminating your worries (12:48)  An instant solution if you always think you’re going to be exposed as a fraud (and a longer-term solution to forever rid of you this thought trap) (13:01)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.  Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT 

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, and using a credit card you know will decline, then, well, that’s the exact type of people your business will attract.  Yes, it’s true that people don’t trust financial advisors. But this starts and stops with you.  In this episode, I won’t give you some sexy tip, trick, or tactic for building trust. But I will reveal how shifting your mindset will build genuine trust. It won’t be as easy as a tip, trick, or tactic—but it will be more effective.  Listen now. Show highlights include: How to be more trusted by clients (even if most financial advisors are as trustworthy as a shady mechanic) (0:38)  The truth about why marketing and sales books don’t work for financial advisors (1:16)  How to “force” the universe to send you higher qualified and wealthier clients with the weird 14-minute rule (2:26)  Why using coupon codes and asking for discounts is a surefire way to get headache clients (5:51)  The almost too obvious way to build genuine trust with your target audience (12:04) This book is the single best wealth creation machine for financial advisors that I’ve ever come across (15:10)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection-busting” and copyright-free emails, personally written by me, that you can use right away to begin getting more clients.  Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

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 you don’t do something about it soon, it will devour your freedom—both financial and personal.  But you know what?  Like with any addiction, awareness is the first step. And after listening to today’s show, you won’t be able to use that excuse anymore.  Ready to learn the cold, hard truth about why you’re not accomplishing your goals?  Listen now.  Show highlights include: This audiobook reveals exactly why you make bad decisions (and prevents you from making bad decisions in the future) (0:40)  The nastiest addiction financial advisors have that threatens their business, influence, and bank account (4:23)  Why constantly achieving your goals can actually prevent you from the destination you’re striving for (5:12)  How enjoying “the grind” makes it all but impossible to stop grinding (unless you want your business to suffocate) (6:43)  Are you making this mistake when running online ads? Most financial advisors do… Here’s how to tell if you are (14:49)  4 reasons why financial advisors fear success (16:50)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.  Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT 

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 how long you’ve been in the business or how many clients you currently have.  Best part?  While these mistakes can bubble underneath the surface, they’re also easy to fix.  In today’s show, I reveal the 5 most common mistakes experienced financial advisors make, so you can avoid them.  Not only does this alleviate your worries, but it can also grow your business.  Listen now.  Show highlights include: How seeking comfort in your financial advice business will slowly, but surely, bankrupt your business (2:06) Why seasoned financial advisors feel the “sting” of this marketing mistake more than brand new ones (3:13)  The “new client” trap successful financial advisors fall into which jacks up their churn rate to record highs (7:01)  How to increase your bottom line without adding any new clients (or even offering new services to existing ones) (8:08)  Why outsourcing your website or email copy can make your dream clients run away from you (12:29)  How to “borrow” credibility, trust, and even clients from other professionals (13:49)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT

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 and generate no returns.  In fact, after having thousands of discussions with new financial advisors, I’ve found that there are 7 specific mistakes new advisors make that sabotage their marketing results.  In this episode, I reveal each of these 7 mistakes—and give you a solution for each and every one of them.  If you’re a new advisor, you can’t afford to skip this episode. But even if you’re a seasoned advisor, there’s still a chance you’re making one of these 7 mistakes.  Listen now.  Show highlights include: Why relying on Gary Vaynerchuk, Russell Brunson, and Grant Cardone for your marketing education is a recipe for failure (0:53) How seeking out a mentor for your financial advising business can actually be dangerous to your business, bottom line, and mental health (2:53)  Why aligning your marketing strategy to your unique personality is the single most effective way to ratchet up the return of every marketing asset you use (6:46)  How your friends and family limit your growth potential (even if they don’t intend to) (10:22)  Failing to understand THIS makes it nearly impossible for you to succeed (11:15)  Nobody cares about your investment strategies or financial planning methods… But doing this instead fills your calendar with hungry prospects (12:27)  The “Stretch You” secret to goal setting that all but guarantees you become a top 5% advisor at worst (and a top 1% advisor at best) (14:31)  The insidious “Do More” trap new financial advisors fall into that keeps them broke and unstuck (17:10)  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 see the exact lead magnet (and landing page) that I consider to be my best one ever? It’s called “Financial Advisor Marketing Wisdom from the Bible.” You can check it out yourself here: https://theadvisorcoach.com/bible.

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 most financial advisors aren’t even aware of these five elements.  In today’s show, you’ll discover the 5 elements of winning online marketing campaigns for financial advisors, so you become one of the few financial advisors who can use your marketing to land clients whenever you want.  Listen now.  Show highlights include: Why studying landing pages and websites from the best marketers can actually make yours worse (1:44)  How to make every piece of marketing collateral in your financial advice business better by simply watching The Godfather (2:25)  The “Try Enough” marketing strategy that every winning online marketing campaign leverages (and it also explains why your marketing campaigns fail) (4:08)  The insidious “Three Feet From Gold” trap financial advisors’ marketing campaigns fall into that devours your ROI (4:47)  Why targeting a broad pool in your online ads is like throwing money away (even if an advertising guru told you that going broad works better) (8:05)  3 simple steps from management legend Peter Drucker to turn a sea of data into actionable insights that ratchet up the effectiveness of your marketing (10:51)  The exact amount of time you should let your winning ads run for (12:30)  How to slice and dice one winning ad into ten (or more) winning ads (without fully redoing your ad each time) (13:00)  Why diversifying your marketing assets helps you generate returns in the short-term while also preventing your entire business from sinking over the long-term (17:24)  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 see the exact lead magnet (and landing page) that I consider to be my best one ever? It’s called “Financial Advisor Marketing Wisdom from the Bible.” You can check it out yourself here: https://theadvisorcoach.com/bible.

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 it exclusive instead of inclusive. And I even charge for it instead of giving it away for free.  In today’s show, I reveal why I made these “against the grain” decisions, how it resulted in the best lead generator I’ve ever created, and how you can duplicate this strategy in your business.  Listen now.  Show highlights include: How paying more for your leads (instead of less) generates more revenue for your business (0:49)  Think you should be trying to find the most profitable clients for your business? Here’s one reason why this can backfire (1:48)  The insidious “Generalist Tax” that devours your free time without seeing returns to your bottom line (3:14)  How making yourself less available makes you more attractive to your best prospective clients (4:30)  Why “borrowing” this belief from two different religions can ease your frustrations and headaches in your business (6:20)  The $1 secret for turning your current lead magnets into actual client-getting machines (8:51)  How applying the Golden Rule to other businesses who want you as their client actually helps you find better clients (10:15)  Asking yourself these 3 questions can help you build the best lead magnet for your business (17:20)  The “Exclusive Lead Magnet” trick for repelling headache-inducing leads and only attracting high-quality leads (18:31)  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 see the exact lead magnet (and landing page) that I consider to be my best one ever? It’s called “Financial Advisor Marketing Wisdom from the Bible.” You can check it out yourself here: https://theadvisorcoach.com/bible.

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 your business faster than being busy all day.  Busy is not productive. And productivity is not busy. They are completely opposed to each other in every single way. That's why I’m peeling back the curtain for you today and revealing the 7 pieces of productivity advice that changed my life.  You might not like hearing everything in this episode, but if you implement the advice I share, your business will thank you. Your bank account will thank you. And you know what? Even your spouse will thank you.  Listen now.  Show highlights include: Why winging it day to day keeps you busy everyday without having any wealth or clients to show for it (1:05)  How to instantly gain clarity and control over your hectic schedule—in only 30 minutes (1:58)  The “Time Boxing” method for accomplishing double the work in half of the time you’d normally take (5:59)  Why failing to schedule breaks into your schedule drains your productivity (even if you think the opposite would happen) (8:22)  2 types of breaks that skyrocket your productivity levels throughout the day (10:06)  The weird “Sparkling Trash Can” secret that can improve your marketing, reduce randomness on your schedule, and even grow your business (19:15)  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. Now, you might have a few questions like how do I identify the right niche for me that is viable long term, I actually have an entire video training about this called deep dive into niche marketing, which you can find over theadvisorcoach.com/niche that digs in a lot deeper than I can in a single podcast episode. There is no perfect science for selecting a viable niche.

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 opposite: Choosing a niche, then earning the trust of that niche, can take years of grueling effort with little return. Especially because the financial advice industry is one of the least trusted professional industries.  That’s why, in this episode, I’m revealing a secret, more methodical way to become a trusted source in your niche (without starving for clients and cash flow for years).  Listen now.  Show highlights include: How to actually build trust with potential clients (even if the financial advice industry is one of the least trusted professional industries) (0:31)  Why typical sales and marketing books don’t work for financial advisors (even though they work in other industries) (1:42)  Where the “riches are in the niches” advice marketing zealots pump into you falls flat and can even hurt your business (3:03)   How to become the trusted figure in your niche—and why it will takes years, not months or weeks (3:21)  Why appearing as a generalist instead of being a specialist is a better strategy for growing your business (even though it’s harder) (5:38)   How to build an entire financial advice business around the “Generalist-Specialist” method that gets you clients today and years down the road (6:34)  The slower, more methodical, and more effective “Behind-the-scenes” secret for building a wildly profitable niche (9:15)  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. Now, you might have a few questions like how do I identify the right niche for me that is viable long term, I actually have an entire video training about this called deep dive into niche marketing, which you can find over theadvisorcoach.com/niche that digs in a lot deeper than I can in a single podcast episode. There is no perfect science for selecting a viable niche.

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’s show, I reveal several simple marketing strategies you can use to magnetize this demographic to you, and make them drool at the thought of you being their financial advisor. Listen now.  Show highlights include: Why it is the greatest time in American history to help people transition into retirement (0:52)  5 simple ways to differentiate your marketing from other financial advisors targeting retirees (2:08)  Can you market to retirees on LinkedIn? Here’s my contrarian strategy to try… (4:46)  How to “layer” retirees into sub niches that makes them think of you as their dream advisor (6:38)  Why online ads are the single best way to reach retirees (even if they don’t use social media as much as younger folks) (7:46)  The best (and worst) words to use for people over the age of 65 (9:06)  The “Selling Against Type” sales secret for cutting through the noise and usual hype that your ideal prospects are bombarded with every day (10:07) 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.

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 could cause you to close your doors for good in just a few years.  So, what are the three things that will rule the future of financial advice? In today’s show, I reveal the three things that will rule the future of financial advice, and share specific actions you can take today to ensure your business survives the inevitable changes.  Listen now.  Show highlights include: The almost-too-simple “human centered advice” secret for thriving as a financial advisor in the next couple of years (1:25)  Why an uptight and super professional “About Me” page on your website scares wealthy clients away (3:05)  How to gain an unfair technological edge against other financial advisors by simply writing emails and posting on LinkedIn (8:30)  Why chasing every marketing fad leads to burnout and poor returns (and how focusing on the fundamentals instead keeps your business afloat and growing) (12:07)  How to explore new marketing opportunities without getting sucked into every trend destined to fizzle out (14:48)  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.

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: There are a ton of easy ways to double your appointments, clients, and wealth. Especially when you follow the simple two-step formula revealed in this episode.  Want to grow your business the lazy way?  Listen now.  Show highlights include: How to jimmy the “Endowment Effect” to charge more for your services and have your clients thank you for doing so (1:00)  The simplest, yet most effective formula financial advisors can use to land more clients (4:03)  The only 2 numbers that matter for the success of your financial advising business (4:28)  Doing this simple marketing exercise frequently puts on my campaigns on steroids. Here’s how to do it for your business (5:48)  The cold, hard truth about why less talented financial advisors are more successful and wealthier than you (7:02)  3 biggest client-eating mistakes your website makes (and how to turn it into a client magnet by the end of today) (11:16)  How to double your conversion rate without headaches, frustration, or lucrative investments (11:43)  The lazy way to grow your business faster than 90% of financial advisors (12:37)  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. If you’d like to learn the secret sauce that turns financial advisors’ websites into client-getting machines, head over to https://theadvisorcoach.com/website. For serious advisors only: Order your copy of The Big Book of Business Building Secrets over at https://theadvisorcoach.com/big

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.

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.

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/ 

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 strategies you can start using today to add $100,000 of revenue to your business within the next 365 days.  Want to see how simple marketing can be when you peel back all the unnecessary complexity?  Listen now.  Show highlights include: The bizarre reason American advisors have a harder time achieving success than other countries (2:45)  Why adding an extra $100k to your bottom line is actually simpler than you think (4:46)  The exact number of appointments you need each month to add an extra $100k to your business (it’s smaller than you think) (6:55)  How to add an extra 200 people to your LinkedIn connections every month (without spending all day on LinkedIn) (11:07)  Is your website generating 119,000 visitors in three months? If not, drop everything you’re doing and listen to this… (12:15)  A few real life examples that show you how powerful—and profitable—building multiple marketing strategies can be (14:58)  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.

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 even help you land your largest client this year.  That’s why I invited Bill Cates, The Original Referral Coach for financial advisors, onto today’s show to reveal some of his best-kept referral secrets.  Want to grow your client base in the easiest and most reliable way possible?  Listen now.  Show highlights include: How to double your referrals this year (even though it’s never been harder to reach interested prospects) (3:38)  Two words to say to satisfied clients that makes them want to send you highly qualified prospects (3:58)  Why asking for referrals is the quickest way to make your referral pipeline dry out (4:54)  The 2 most common objections your clients have when you ask for referrals (and how to overcome each one) (7:51)  How strictly should financial advisors stick to their referral script? A referral expert answers… (12:42)  Use this 7-word phrase whenever you’re in a tricky sales situation to position yourself as the expert authority (14:49)  How asking this simple question can land you your largest client by the end of the year (20:55)  The advanced “Double Readership Path” copywriting trick for transforming your website into an appointment-setting machine (27:35)  Need more help turning your business into a referral machine? Order Bill’s newest book, The Language of Referrals: The Words & Scripts Highly-Successful Financial Professionals Use to Gain More Ideal Clients, here: http://languageofreferrals.com/.   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.

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 they try to buy my Inner Circle Newsletter.  But here’s the silver lining if you’re a financial advisor up to your ears in debt: It’s never been easier to get more clients from social media. Especially when you implement what I reveal in today’s episode.    Want to turn your social media posts into client-getting machines?  Listen now.  Show highlights include: How simply knowing your audience can triple your webinar attendees almost overnight (6:23)  This weird “Open Rate” trick for email marketing can help you land more clients by trying to get lower open rates (9:11)  The single biggest social media mistake financial advisors make which makes your ideal clients physically nauseous (9:49)  Why disobeying this “law of marketing” on social media magnetizes your ideal clients to your calendar (11:24)  Most financial advisors completely neglect this obvious approach to marketing… Here’s how to avoid making this costly mistake (12:10)  The “Two-Way Street” secret for posting engaging social media posts that actually fill up your calendar (14:32)  How to make LinkedIn help you grow your influence every time you’re at the doctor’s office or waiting in line (16:41)  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.

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 brim or help you unlock financial freedom, you’re probably making one of the several mistakes I reveal in this episode. Want to grow your business so rapidly it doesn't seem real?  Listen now.  Show highlights include: The insidious “Marketing Sugar Crashes” trap financial advisors fall into which makes it almost impossible to achieve true financial freedom (0:54) How being busy prevents you from being productive and building real wealth through your business (2:07)  Why blindly believing marketing gurus enslaves you to your business (and how to make your business work for your lifestyle instead) (5:42)  The single most important piece of marketing advice I can give to financial advisors (6:27)  How adding several marketing strategies to your marketing plan actually saves you time (even if you’re dreading more marketing mediums) (6:58)  The easiest way to give yourself a pay raise by the end of this week (8:25) Why “Probabilistic Thinking” can double, triple, or quadruple your conversion rates overnight (without changing anything else in your marketing strategy) (14:53)    How to set a cascade of abundance that you never thought possible into motion from your marketing within the next 7 days (17:47)  Need help crafting an email marketing strategy for your business that keeps your calendar full and your wallet fuller? I'm offering one-on-one intensives for financial advisors where I’ll help you build your email marketing from scratch. But it’s not cheap. If you're interested, you can book your spot here: https://theadvisorcoach.com/intensive. 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 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 financial advisors suffer from what Charlie Munger called “mental bias.” This disease is so strong in the financial advisor industry that a financial advisor still in college but who isn’t afraid of AI can run laps around you as soon as they graduate.  After using AI for more than 12 months, I’ve also discovered what it’s best—and worst—at.  In this episode, you’ll discover how to use AI to transform your financial advising business. And you’ll get a much-needed reminder that it’s time to start using AI.  Listen now.  Show highlights include: A cool way to use AI that has absolutely nothing to do with financial advising or marketing but will improve the quality of your life (1:43)  Why trying to do too many marketing tactics scares away your best clients (5:50)  The insidious “mental bias” most financial advisors have that keeps you stuck in mediocrity (6:46)  How to quickly save at least $20,000 per year by simply using AI (8:39)  Why simply paying more attention to your money can drown you in spoils (9:24)  How using ChatGPT to edit your copy makes it less persuasive than the original (even if you’re not a copywriter) (11:51)  A simple little ChatGPT trick to improve your writing without sacrificing your time or persuasion (12:40) The wrong way to prompt ChatGPT to do your bidding… and the best way to prompt ChatGPT to do your bidding (16:15)  I even wrote a little PDF called how financial advisors can get clients with artificial intelligence. If you want to download that you can grab it at the advisor coach.com/ai.  83% of financial advisors make plans for their clients, but don’t make a plan for their own business. Isn’t that wild? If you’re one of the 83% without a marketing plan, I created one for you. Get it here: https://TheAdvisorCoach.com/marketing-plan   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’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 financial advisors who shy away from their true personality because they don’t realize it gives them a bona fide competitive edge.  Plus, you’ll see how you can base your marketing strategy and business plan around your personality, so you reap the competitive-nuking rewards of it.  Listen now.  Show highlights include: The most important attribute on the HEXACO personality test (4:08)  How taking a HEXACO personality test will make you a wealthier financial advisor by the end of this episode (5:32)  Want to improve your marketing but manipulating people makes you recoil? Listen to this… (7:46)  The weird reason financial advisors who can’t tolerate physical pain aren’t as successful on average (11:57)  The equally weird reason anxious financial advisors are more success on average (13:05)  Why public speaking is a “force multiplier” for the growth of any financial advisor (16:23)  The single easiest way to solve any marketing problem (and why many financial advisors struggle with this) (22:53)   83% of financial advisors make plans for their clients, but don’t make a plan for their own business. Isn’t that wild? If you’re one of the 83% without a marketing plan, I created one for you. Get it here: https://TheAdvisorCoach.com/marketing-plan   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.

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, instead of embracing it.  Why? Well, financial advisors shy away from their personality because they don’t think it’ll unlock more business success. But this isn’t true. In fact, by embracing your personality, not only will you improve your business, but you’ll increase your daily happiness too. That’s why I’m explaining the different personality traits in this episode, and showing you how to base your business around your personality instead of the other way around.   Listen now.  Show highlights include: Why personality-based marketing not only increases your results, but also skyrockets your happiness (1:43)  How Jeff Bezos’s physics failure can jack up the success of every marketing campaign you try (2:57)  Why ignoring or abandoning your weaknesses unlocks an unfair advantage against your competitors (6:49)  The single best personality test for building your financial advising business and improving your marketing (7:49)  How tweaking your business to better fit your strongest personality traits makes it impossible for your clients to leave you (and how to do this for all 6 personality traits) (12:23)   The fatal flaw of relying on a single marketing channel that puts your entire business at risk (16:03)  The “Pollard Principle” which explains why promoting internally usually backfires on you (23:56)  83% of financial advisors make plans for their clients, but don’t make a plan for their own business. Isn’t that wild? If you’re one of the 83% without a marketing plan, I created one for you. Get it here: https://TheAdvisorCoach.com/marketing-plan   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.

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 struggle to get clients forever. Sounds harsh, but it’s true.  The good news is, if you listen to—and implement—everything in today’s episode, you’ll never starve for clients again.  Listen now.  Show highlights include: The “inversion” secret that twists your failures into raging success stories (1:01)  Survey finds 83% of financial advisors are hypocrites… Find out if you’re one here: (1:43)  Why only relying on outbound marketing makes your business slowly wither into oblivion (7:27)  The “MMS” philosophy for marketing that keeps the appointments rolling in (7:57)  How building a “Marketing Asset” brings in consistent cash flow like a high-paying dividend  (9:48)  The single biggest mistake financial advisors make when picking a niche that forever stunts their growth (11:34)  How traditional lead gen companies subtly cripple your business from the inside out (12:40)  The “Charlie Sheen” secret for making your competitors utterly irrelevant  (13:45)  4 ingredients for creating an infectious value proposition that your ideal clients can’t resist (only 26% of Baron’s Top 100 even do this!) (17:10)  How changing a few words in your vocabulary can be the difference between landing a new client or watching them slip through your fingers (18:4I love 5)  83% of financial advisors make plans for their clients, but don’t make a plan for their own business. Isn’t that wild? If you’re one of the 83% without a marketing plan, I created one for you. Get it here: https://TheAdvisorCoach.com/marketing-plan   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.

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 save you from boneheaded marketing decisions when you’re on a shoestring budget.  In today’s episode, I reveal the exact things I would do to market myself as a financial advisor if I only had $1,000 to my name.  Listen now.  Show highlights include: The raw, unfiltered truth about why you can’t make 6 or 7 figures as a financial advisor (2:57)  How your deathbed can turn you into a world-class marketer—almost overnight (5:01)  Why hiring a freelance web designer pilfers your freedom (even if you get a great website in return) (8:50)  The anti-outsourcing advice you desperately need to hear if you want to grow your wealth (9:21)  Can’t seem to book appointments or land clients no matter what you do? Try this simple, yet effective DM question… (11:43)  How acting like a real human being can unlock more opportunities than all the best formulas and step-by-step guides in the world (13:11)  Want to write emails that set appointments? I reveal the three biggest mistakes financial advisors make with email marketing, and how fixing them can lead to massive changes here: https://TheAdvisorCoach.com/Mistakes.  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.

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.  That’s why, in this episode, I’m revealing 5 of my favorite, little-known psychological principles that have built my business, and can supercharge your marketing.  Listen now.  Show highlights include: How to use evolutionary history to land higher quality appointments and clients (1:14)  Why using your emails to build unity instead of giving stock market forecast predictions helps you set appointments on autopilot (2:07)  The “Social Identity Theory” secret that gives you an unfair advantage that other advisors simply cannot copy (2:49)  How to embed a deep sense of liking in your prospective clients psyches that subconsciously makes them want to hire you (5:22)  3 factors which give you instant credibility in prospective clients’ eyes (even if you’re not as credible as your competitors) (5:56)  Why covering your office walls with corny motivational posters can make your clients invest more with you (13:42)  Want to write emails that set appointments? I reveal the three biggest mistakes financial advisors make with email marketing, and how fixing them can lead to massive changes here: https://TheAdvisorCoach.com/Mistakes.  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.

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 duped by content marketing agencies into creating short-form content that lands them unserious clients. They listen to flat-out wrong advice on the most effective forms of content marketing. And the result is, financial advisors get burned out from trying ineffective content marketing strategies.  Well, that ends when you listen to this episode. Not only do I peel back the curtains on my own personal content marketing strategy, but I also reveal the 7 biggest lies financial advisors believe about content marketing.  Ready to use content marketing to actually grow your business?  Listen now.  Show highlights include: The #1 reason why financial advisors fail to get results with content marketing (5:13)  Why begging prospective clients to hire another financial advisor can land you more appointments this month than you’ve gotten all last year (5:32)  The most dangerous content marketing advice that financial advisors fall victim to all the time (7:26)  Why picking one content marketing channel and going all in is a surefire way to land no clients (and why a multi-channel approach leads to more clients) (9:00)  Thinking about relying on AI to pump out all your content? Here’s why this will backfire on you and your business (10:08)  The counterintuitive reason why focusing on short-form content fills your client roster with the absolute worst type of clients (and how long-form content repels these “goldfish clients” away from your business) (11:10)  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.

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 wealth for. They’ll implement your advice quicker. And they’ll be better clients for you.  So, why would you risk your relationships with the right kind of clients to focus on the worst type of clients?  You wouldn’t, and yet, that’s what you do when you try to please everyone.  In today’s show, I’m giving you permission to stop pleasing everyone, so you can enjoy more wealth, more freedom, and better clients.  Listen now.  Show highlights include: Why adding testimonials and positive reviews to your online ads can actually tank your conversions (even if you’d think they’d help reduce skepticism) (4:01)  The single worst type of time-devouring client you can work with (5:17)  How taking a personality test magnetizes your ideal clients to you (10:08)  Did you know 1.2% of American men are literal psychopaths? Here’s how to prevent them from infiltrating your client list (13:22)  5 reasons why “Repulsion Marketing” not only repels your worst clients, but also attracts your best ones (14:15)   Want to write emails that set appointments? I reveal the three biggest mistakes financial advisors make with email marketing, and how fixing them can lead to massive changes here: https://TheAdvisorCoach.com/Mistakes.  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.

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 to build credibility. Not only are there plenty of other ways to build credibility, but they’re all more effective too.  In today’s show, I reveal why educating wrecks your marketing efforts, how to build credibility without teaching, and how to boost your conversions across all your marketing campaigns.  Listen now.  Show highlights include: The single most important rule of financial advisor copywriting that you must obey if you want results (1:27)  How to demonstrate your value in your marketing (without teaching and scaring away your best prospects) (4:31)  Want to build your credibility without teaching? Here are 7 more effective ways to build credibility (8:24)  How MLK’s “I Have A Dream” speech can boost your marketing conversions almost overnight (10:17)  The “Centers of Influence” secret for using other people’s credibility to fuel your own (14:35)  Why sharing your hobbies, personal interests, and favorite movies leads to more conversions than teaching (15:50)  Want to write emails that set appointments? I reveal the three biggest mistakes financial advisors make with email marketing, and how fixing them can lead to massive changes here: https://TheAdvisorCoach.com/Mistakes.  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.

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 someone with one of their most prized possessions: Their finances.  Next, you have to tune into this conversation with Nancy Bleeke Noel, author of “Conversations That Sell: Collaborate with Buyers and Make Every Conversation Count.”  In this episode, Nancy reveals how financial advisors can get better at sales, the common mistakes financial advisors make, the most common reason people don’t hire financial advisors, and so much more.  Nancy’s worked with 10s of thousands of financial advisors over the years and turned them from sales zeros into sales heroes. And now she wants to help you.  Listen now.  Show highlights include: The weird way “reluctant sellers” often make the best salespeople (2:14)  The “problem solver” mindset shift required to become a great salesperson and get over your fear of selling (5:34)  How this “win cubed” secret annihilates your sales dread almost instantly (6:09)  Why overselling and over explaining can kill a deal that you already had 90% in the bag (9:12)  Do you rely on scripts to sell? Here’s why Nancy thinks this is the biggest mistake financial advisors can make… (13:18)  How facts and data bore your prospects to death and send them to another advisor to manage their finances (15:01)  The single biggest reason why most people don’t hire a financial advisor (and how to leverage this to cause a surge of new clients) (16:34)  The insidious “Beginner’s Mind” trap which prevents financial advisors from closing deals with interested prospects (19:02)  How to convince even the most skeptical prospect to hire you with the “QAV” method (26:11)  Want to connect with Nancy to see how she can help you improve your sales? Visit her website at https://www.salesproinsider.com and connect with her on LinkedIn here: https://www.linkedin.com/in/nancybleeke  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.

80% of people fail on their New Year’s Resolutions by the second week of February. At the end of the year, only 8% of people achieve their New Year’s Resolutions.  That means that 92% of people fail to achieve their goals!  How can you prevent this, become one of the 8% of people who achieve their goals, and, who knows, add an extra zero to your bank account by this time next year?  Well, your first step is tuning into this episode. Not only do I reveal why so many people fail to achieve their goals, but I also provide you with proven goal-setting strategies to make achieving your goals easier than failing.  Think you could achieve your goals when success is easier than failing?  Listen now.  Show highlights include: Want to make an extra $50-$100k in 2024? Here’s how 143 financial advisors achieved that last year (2:36)  3 of the best “website traffic getting seeds” to help you harvest more website views and turn them into paying clients (5:33)  The weird, but powerful “I am a failure” mindset tweak that allows you to transform your shortcomings into success (9:14)  92% of people fail to achieve their goals… Here’s how the “input secret” ensures you’re in the 8% of people who achieve them (10:36)  How to level up your marketing knowledge so that you’re a better marketer than 99% of financial advisors by January 1st, 2025 (15:17) Why setting tiny goals you can stick with grow your business’s revenue more than massive goals (16:08)  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.

There are only two types of financial advisors: Mentally strong ones, and mentally weak ones.  What’s the difference between the two?  Well, let me share a story about a crack addict named Willie. Every day, Willie woke up broke, and had to hustle his way to making $500 a day to support his expensive drug addiction. Despite his foul stench, yellow teeth, homelessness, and crack addiction, Willie was mentally strong.  Yet, most financial advisors with access to more tools and wealth than Willie ever had don’t even make half of what Willie did hustling on the streets.  Are you really going to let a crack addict out hustle you?  In this episode, I share Willie’s story, and how you can hone one “skill” in particular from Willie to make 2024 your wealthiest year yet.  Listen now.  Show highlights include: Why being brazenly offensive in your email marketing strategy actually works more effectively than “providing value” (1:33)  How to get rich doing nothing other than watching a drug addict live their life (5:02)  The weird way smelly, homeless crack addicts often bring in more money than doctors and lawyers (and how to apply this “skill” to your financial advising business) (5:21)  One “crack addict” question to ask yourself when you’re not motivated to send your motivation levels through the roof (8:52)  The “gun to your head” business plan for financial advisors for finally cracking into the top 10% of income earners in the world by this time next year (9:13)  How to achieve all your financial goals in 2024 by writing this on top of a notecard you see every day (12:44)  Financial advisors make 3 lethal mistakes when writing emails that sabotage their efforts and results. Want to see if you’re making one of these three mistakes? Then head to https://theadvisorcoach.com/mistakes. 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 started a new YouTube channel where nobody knew me. And without even making content on financial advising marketing, I generated 19,030 views in my first 28 days on YouTube.  So, how did I do this? And more importantly, how can you “mimic” my YouTube strategy to fill your calendar with appointments with hungry and qualified prospects who crave your services?  I reveal this—and a bunch of other helpful tips, tricks, and mistakes—in today’s episode.  Want to leverage YouTube to fill up your pipeline?  Listen now.  Show highlights include: Why you don’t need a ton of YouTube views to leverage YouTube to fill your calendar (and how to get more views anyway) (1:54)  The cold, hard truth about why most financial advisors struggle with YouTube (3:58)  How creating your title and thumbnail before you create your video surges you with relevant views (4:20)  The counterintuitive reason blindly writing your YouTube titles for search suffocates your views (and what to do instead to boost your views) (4:49)   How to leverage YouTube’s algorithm to force them to show your videos to your target audience (6:45)  Can you actually use YouTube to generate inbound leads to your website and email list? Yes, and here’s how… (7:22)  A few examples of terrible YouTube titles that financial advisors probably think are great (14:33)  Trying to build a YouTube channel as a financial advisor? Here is the single best opportunity to get lots of views (16:33)  Financial advisors make 3 lethal mistakes when writing emails that sabotage their efforts and results. Want to see if you’re making one of these three mistakes? Then head to https://theadvisorcoach.com/mistakes. 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.

In my life, I’ve stumbled upon 10 concepts that have changed my life for the better. While they’re not directly tied to financial advisor marketing, these 10 concepts have created more success, wealth, and happiness in my life. And they will do the same for you.  In today’s show, I reveal the remaining 5 life-changing concepts that every financial advisor who wants more success, wealth, and happiness should know.  And you know what?  Who couldn’t use more success, wealth, and happiness?  Listen now.  Show highlights include: The weird way studying the best scams of the past 100 years might be the best financial decision you make (2:47)  Warren Buffet’s #1 rule for getting stinkin’, filthy rich (4:26)  The “Expected Value” marketing and sales trick that turns even the most skeptical prospect into cold, hard cash (4:46)  How having a well-defined niche lets you break all the marketing “rules” while you laugh your way to the bank (10:28)  Why knowing the 2 distinct types of happiness lets you systematically, intentionally, and purposefully increase your joy (16:26)  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.

While there is no single “secret for success,” there are several concepts that can change the course of any financial advisor’s life, business, and happiness for the better.  What concepts am I talking about?  Well, in today’s show, I reveal 5 of the 10 most effective concepts I’ve harnessed in my own life as well as taught to other financial advisors that have dramatically enhanced their life and business.  Some of these concepts are related to marketing, and some aren’t. But every single one will show you the way to a better life and business.  Listen now.  Show highlights include: How to calculate your odds of success for any new marketing campaign before you start (1:55)  Why “Even Or” thinking in marketing sabotages your campaigns before they ever see the light of day (3:14)  The counterintuitive reason that the more complex your marketing plan becomes, the more likely it is to fail (and why marketing plans that seem too simple work like gangbusters) (5:34)  The single most effective marketing “tool” financial advisors can buy (spoiler: it has nothing to do with financial advice or marketing) (9:14) How taking a simple, online personality test can boost the effectiveness of every marketing campaign you launch until you retire (12:28)  Why copying and pasting successful financial advisors’ marketing strategies can leave you penniless and depressed (14:17) 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. Do you struggle with getting enough deep and REM sleep? In this article, you can learn about the 12 changes I made to radically improve my sleep: https://TheAdvisorCoach.com/sleep 

As a financial advisor, you have an unfair advantage when it comes to raising your fees compared to other professions. By simply doubling your fees, you can almost double your income—while working less than you ever had before.  Why then don’t more financial advisors raise their fees? Well, here’s the cold, hard truth:  They’re worried that raising their fees will cause all of their clients to cancel. But this isn’t true, let alone likely. In fact, various psychological studies have proven that your clients will enjoy paying you more than paying you less.  It sounds counterintuitive, but it’s true.  In today’s episode, you’ll discover the psychological reasons why your clients want to pay you more, how to use analogies to eliminate “fee objections,” and how to make more while working less.  Listen now.  Show highlights include: This simple equation proves how valuable—and profitable—raising your fees can be (even if you’re hesitant) (0:58)  Why financial advisors are particularly capable of doubling their income while working a fraction of the time. Here’s how to do it… (1:50)  The counterintuitive reason raising your fees is the simplest way to minimize (or even eliminate entirely) “fee resistance” from prospects (2:13)  Why lowering your prices actually makes your ideal prospects think up more objections (and the physiological reason for why raising your prices attracts fewer objections) (4:55)  How to jimmy the “Price Placebo Effect” to make more money by working less and dealing with fewer client headaches (6:29)  Why making your clients pay more will actually make them happier to work with you (weird, but true) (6:40)  The “SAM” marketing secret for eliminating price and fee objections before they even come up (and how to handle various objections even if they come up) (10:20)  5 “done-for-you” analogies about financial advising that can transform even the most skeptical prospects into paying clients (10:37)  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 figure out the secrets for building a bigger and better email marketing list? My latest product explains all my best-kept list-building secrets. Get it here: https://theadvisorcoach.com/lists

One question that’s always on the minds of financial advisors is this:  How long does it take to get results from marketing?  Some marketing coaches, consultants, and lead gen agencies will claim it can take years to see tangible results from marketing. While others claim that they can get you results in as little as a few days.  What’s the truth? Well, the truth is that different marketing channels have different speeds. Some forms of marketing can unlock new clients almost instantly, while others can take years to generate results.  In today’s show, I reveal the different speeds of various marketing channels, share why you should pick a faster (or slower) one, and how to align your overall marketing strategy with your unique goals as a financial advisor.  Listen now.  Show highlights include: The backwards way lowering your cost-per-click can actually make your cost-per-client increase (1:42)   The cynical way lead gen companies lie to you about how long it takes to get results from marketing to squeeze more moolah out of you (3:08)  How to land a few new clients this week by using this underrated and almost competition-free marketing medium (3:59)  Can you make money from email marketing with only having a few hundred subscribers on your list? Yes, and here’s how to do it… (7:32)  The “Follow-Up Five” secret for turning any qualified lead into a paying client in a business week (or less) (9:16)  How to land 200 new email subscribers from a LinkedIn post that only receives a handful of likes and comments (13:05)  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 discover the top 6 ways financial advisors in any niche can land more clients? Then head to https://TheAdvisorCoach.com/theclientmethod for my free training. 

There’s a massive difference between the bank accounts of different financial advisors.  Some experience groundbreaking success, making 8, 9, or even 10 figures a year. While others live paycheck to paycheck, can barely afford their bills, and are constantly spinning their wheels about how to grow their business.  After reflecting on the two groups, I’ve finally realized the difference:  The wealthiest financial advisors are mentally strong. And the poorest financial advisors are mentally weak.  So, what’s the difference between a mentally strong financial advisor or a mentally weak one?  In today’s show, I share 5 things mentally strong financial advisors don’t do. If you catch yourself committing any of these mistakes, the good news is that you can grow mentally stronger. Awareness is simply the first step.  Ready to find out if you’re mentally strong… or what you can do to build your mental toughness if you’re not?  Listen now.  Show highlights include: Aren’t mentally strong? This book from a social worker can make your mental toughness your biggest strength in just a few days (2:10)  The 3 destructive core beliefs that rob you of your mental toughness and drown you in limitations (2:54)  How to make your limiting beliefs wither away until they disappear by asking yourself this question (5:03)  Why fearing change reveals a deeper problem about you that will always make finding new clients an uphill battle (7:26)  How leading with your values, even if they’re not popular, magnetizes your perfect clients to your calendar (9:50)  The sneaky “Just 1%” marketing secret that eliminates any objections your ideal clients have (11:33)  Teddy Roosevelt’s weird exercise that builds an unshakeable sense of confidence (15:33)  3 pieces of advice to grow mentally stronger faster than 90% of other financial advisors (22:03)  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.

What if you had a blueprint for marketing your financial advising business directly from a top 0.1% financial advisor?  Think you could land more appointments, skyrocket your conversion rate, and even enjoy more free time with your family?  Well, good news:  In today’s show, Andy Andrews—a top 0.1% financial advisor—joins me to share his marketing, sales, and operations secrets with you.  After listening to this episode, not only will every piece of marketing you put out become more effective, but you’ll also be able to enjoy more freedom (without feeling as stressed or overwhelmed).  Ready to become a top 0.1% financial advisor yourself?  Listen now.  Show highlights include: The insidious “hamster wheel of busyness” that suddenly puts you on the verge of bankruptcy (3:40) How to overcome your fear of rejection by hanging out with a realtor for a day (5:32) The sneaky “Follow Up Over Time” marketing secret for magnetizing your ideal audience without directly talking to them (6:37)  Studies show that 80-90% of financial advisors won’t make it to a third year. Here’s how to be in the top 10% who build a thriving business (9:28)  How to transform new clients into diehard fans eager to send you referrals by simply scribbling a few words on a card (14:51)  Hate sales? This 2-step sales system not only makes sales calls fun, but skyrockets your conversion rates (18:55)  The weird way being too knowledgeable intimidates your prospects and repels them away (21:28)  The “SEV” social media content creation method that actually generates more appointments on your calendar (27:32)  Albert Einstein’s unheard marketing advice for financial advisors that’s more relevant today than ever before (32:53)  Want to connect with Andy (and watch how he works in action)? You can find him on LinkedIn here: https://www.linkedin.com/in/andrewswealthstrategies/  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.

Business owners are the “holy grail” of financial advisor clients. Not only can they be some of the wealthiest clients you land, but despite what they think, they actually need your services more than the average person.  But financial advisors make a big, fat mistake when trying to target business owners:  They go too broad, don’t niche down enough, and this erodes the effectiveness of marketing to a specific group.  And you know what?  There are so many different kinds of business owners, so niching down in this industry is one of the easiest ones to do it in. But how do you attract wealthy business owners who desperately need your financial services?  In today’s show, I reveal my 4 favorite ways to attract (and convert) business owners as clients.  Listen now.  Show highlights include: 3 websites to scour for compiling a list of hungry business owners who are in dire need of your services (0:59)  Don’t have as much success as you’d like? Here’s the niche my most successful Inner Circle members specialize in (1:39)  Why business owners need financial advice more than the average person (and how to use this to catapult your business) (3:57)  The sneaky “Power Couple” marketing strategy that unlocks an endless stream of opportunities (4:38)  How to hypnotize high-level business owners to your calendar by spending a few hours per week on this (8:17)  The “Show, Don’t Sell” mechanism baked into content marketing that makes your ideal audience trust you (even if you’ve never spoken a word to them) (9:29)  How to send out a direct mail campaign to hungry business owners by the end of the day (and the trick for getting near 100% open rates) (11:18)  4 story ideas to come up with a limitless amount of email angles and ideas that will convert your ideal audience into loyal customers (15:12)  Want to watch some of my appearances on other people's YouTube channels and listen to me as a guest on other people's podcasts? Head over to https://www.theadvisorcoach.com/media  Want access to my 57 favorite financial advisor marketing ideas? Download the free PDF at https://theadvisorcoach.com/57mt  Want to become an expert at niche marketing and put growing your business on “easy mode?” Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html  Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

For my 250th straight episode of the Financial Advisor Marketing Podcast, I’m going to let you in on a little secret.  The secret?  While I love marketing and helping financial advisors become better marketers, I’d rather make you wealthy.  And in this episode, I reveal the single best wealth-creation mindset tweak for you. This secret is so powerful that it can help you become totally financially independent in under 6 years. It’s the reason why Coca-Cola pays Warren Buffet $700 million a year… While their CEO only makes $23 million a year. And it’s worked for every financial advisor I’ve shared it with.  Want to be able to retire in under 6 years from now with more than enough wealth to last your entire life?  Listen now.  Show highlights include: The weird, but effective “stream of consciousness” emails that can finally make your most reluctant lead book an appointment with you (0:54)  How to have a lower churn rate for your financial services than Netflix, Hulu, and Spotify (even if you charge 10x more) (5:59)  The “Create a Character” secret for pumping out infectious content that keeps your sales pipeline filled for years or even decades (8:57)  How to become a better marketer by simply watching wrestling re-runs from the late 90s (9:36)  Why giving value is the dumbest marketing strategy ever invented (and what to do instead to actually land appointments and clients) (12:26)  The counterintuitive reason pursuing clients makes them flee from you as fast as they can (13:37)  How I’ve been able to get crazy results for other financial advisors by forcing them to think like an investor (this is why Coca-Cola pays Warren Buffet $700 million while their CEO only earns $23 million) (15:07)  Want to be financially free for the rest of your life? Here’s how you can do it in as little as 5.5 years (19:11)  Want to watch some of my appearances on other people's YouTube channels and listen to me as a guest on other people's podcasts? Head over to https://www.theadvisorcoach.com/media  Want access to my 57 favorite financial advisor marketing ideas? Download the free PDF at https://theadvisorcoach.com/57mt  Want to become an expert at niche marketing and put growing your business on “easy mode?” Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html  Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Success is not an accident. It’s the result of countless conscious decisions, daily disciplines, and a relentless pursuit of excellence.  The cold, hard truth is that step-by-step guides, shortcuts to success, or anything else peddled by lazy marketers won’t magically make you successful. But many financial advisors fall victim to these claims, shooting themselves in the foot instead of achieving real success in this industry.  But that ends today.  In today’s show, I’m sharing some of my best advice to help you succeed as a financial advisor based on having more than 10,000 conversations with ultra-successful advisors, moderately successful advisors, and unsuccessful advisors.  You might not like hearing each piece of wisdom I drop today, but it will help you achieve unusual success in your financial advising business.  Listen now.  Show highlights include: The powerful “Amplifier” marketing strategy for filling your calendar with red, hot leads who are ready to buy (1:57)  How to adapt to the ever-changing digital marketing landscape without jeopardizing your entire financial advising business (2:31)  Would you rather work 80 hour weeks and neglect your family than ask for help? You need to listen to this… (5:48)  How needing control and predictability in your financial advising business puts it in an early grave (9:20)  The “Traits over Tactics” secret for succeeding in the financial advice industry despite how many changes come over the next few decades (11:36)  6 of the top traits the most successful financial advisors have (and how to build them if you’re missing any) (11:51)  The invisible “Time Debt” trap unsuccessful financial advisors fall into which slowly erodes your wellbeing, productivity, and livelihood (18:24)  Want to watch some of my appearances on other people's YouTube channels and listen to me as a guest on other people's podcasts? Head over to https://www.theadvisorcoach.com/media  Want access to my 57 favorite financial advisor marketing ideas? Download the free PDF at https://theadvisorcoach.com/57mt  Want to become an expert at niche marketing and put growing your business on “easy mode?” Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html  Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Because one of the perks of joining my Inner Circle Newsletter is access to ask me private questions, I’ve had more than 10,000 private conversations with financial advisors since 2015.  Through these conversations—because advisors feel safe to share the whole picture (which isn’t the case at seminars or webinars)—I’ve cracked the code to what makes a wildly successful financial advisor, and what makes a moderately mediocre one.  And you know what?  In today’s episode, I’m revealing these secrets with you, so you have no more excuses as to why you’re not as successful as you could be.  Nobody’s gonna save you or grow your business for you. But this episode is the next closest thing you can get to that.  Listen now.  Show highlights include: 3 “hidden” perks financial advisors get from having a podcast (even if it doesn’t result in as many sales as running ads) (2:32)  How to turn $100k into $150k in only 5 years—from just one investment (and without investing another dime) (5:39)  The “public places” trap most financial advisors fall into which dooms them to mediocrity (7:18)  I’ve had over 10,000 private conversations with financial advisors: Here’s what separates the wealthy from the average… (8:01)  How to make your clients (and yourself) become stinkin’ filthy rich by leveraging the “Modest ROI” secret (8:13)  The almost too-simple way to get a 152% ROI when you invest in THIS (11:02)  The “Holy Grail” of financial advisor marketing which trumps every other type of marketing you do (18:17)  How to follow up with potential clients without cold calling them, cold emailing them, or even interacting with them in any way (19:11)  The “Big 3” marketing strategy that will fill your calendar with high-quality leads by the end of the month (20:04)  Want to watch some of my appearances on other people's YouTube channels and listen to me as a guest on other people's podcasts? Head over to https://www.theadvisorcoach.com/media  Want access to my 57 favorite financial advisor marketing ideas? Download the free PDF at https://theadvisorcoach.com/57mt  Want to become an expert at niche marketing and put growing your business on “easy mode?” Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html  Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

99% of people will never get into the top 1% of anything. That’s just simple math…  But that doesn’t mean you’ll never get to the top 1%.  In fact, while becoming a top 1% financial advisor isn’t easy, it’s a lot simpler than you think.  Why?  Because you just have to do the simple things that 99% of people aren’t willing to do. Sure, they take time, energy, and effort. But so does pursuing anything worthwhile.  In today’s show, I’m revealing how—with brutal honesty—to get ahead of 99% of people. Now, you may not like the wisdom I share in this episode, but if you commit to it, you will be in the top 1%.  Listen now.  Show highlights include: How to attract wealth your way by treating your business success like a marriage (6:18)  One question you must ask yourself if you ever want to enjoy being in the top 1% financially (6:53)  The “ancient text” secret for becoming a top 1% financial advisor who gets to pick and choose your clients instead of chasing after them (7:25) Why only reading Amazon best sellers limits your wealth potential (and why ancient books like The Bible will help you make more than $600,000 per year) (8:54)  The 4-word affirmation to repeat to yourself that delivers a treasure trove of opportunities and wealth to your doorstep (9:37)  How to become more successful than 99% of people by simply looking at this app on your phone (12:37)  Why setting massive goals where you experience humiliating defeat leads to more successful than going with the flow (18:00)  3 dirt-simple ways to stand out to your ideal clients like a diamond in a truck full of coal (21:19)  Want to watch some of my appearances on other people's YouTube channels and listen to me as a guest on other people's podcasts? Head over to https://www.theadvisorcoach.com/media  Want access to my 57 favorite financial advisor marketing ideas? Download the free PDF at https://theadvisorcoach.com/57mt  Want to become an expert at niche marketing and put growing your business on “easy mode?” Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html  Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

It’s your moral duty to your fellow human beings to share your gifts with them. As a financial advisor, this means providing them with your gift of financial advice. And that means you have to sell your services often.  But most advisors don’t think like this. And it causes them to fear rejection, get anxious before sales calls, and come across like a sleazy salesperson. That’s the bad news.  The good news?  You only have to make a couple simple tweaks to your mindset to suck the sleaze out of your sales call, eliminate sales call anxiety, and most importantly, make more sales.  In this episode, you’ll discover why selling is the most moral thing you can do and how to sell without being sleazy, so you can offer your gift to more people. Listen now.  Show highlights include: Do you get nervous before sales calls? This short Bible verse will wipe away your nerves (and help you close the sale) (1:51)  How asking questions disarms potential clients’ aversion to sales and makes them share their deepest, darkest secrets with you (4:39)  The simple “use your gifts” mindset tweak which eliminates your sales anxiety in an instant (6:13) The “One Vessel” secret for your finances that prepares you and your clients for both success and failure (8:21)  The single best way to suck the sleaze out of sales calls and skyrocket your chances of closing new clients (11:13)  Why being afraid of rejection on sales calls shows you’re deeply selfish (and how being selfless obliterates your fears) (14:22)  Want to watch some of my appearances on other people's YouTube channels and listen to me as a guest on other people's podcasts? Head over to https://www.theadvisorcoach.com/media  Want access to my 57 favorite financial advisor marketing ideas? Download the free PDF at https://theadvisorcoach.com/57mt  Want to become an expert at niche marketing and put growing your business on “easy mode?” Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html  Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

When you study copywriting, most books will teach you how to write formulaic copy. Now, formulaic copy isn’t bad… but is it the best?  No, it’s not the best because in order to write the best copy, you need to deeply understand your market. That’s why, for example, headlines that break all the copywriting rules tend to do the best.  This lesson doesn’t just apply to copywriting either. It applies to every piece of content and marketing you put out. And you know what?  Financial advisors, perhaps more than any other industry, are uniquely skilled to tap into this next level of copywriting.  Listen now to discover how to tap into this next level of copywriting, and eliminate your competitors.  Show highlights include: How to write stronger, more captivating, and more revenue-boosting headlines by simply asking questions (3:51)  The “just ship it” secret for pumping out the most revenue out of your hectic day (4:39)  Why making people feel noticed unlocks the true power of copywriting magic (and why financial advisors are especially equipped for this, even if you’re not a good copywriter) (6:08)  The “FDD” method for making your financial advising clients feel like you’re the only advisor who actually “gets” them (9:57)  One of the most powerful forms of proof you can put in your marketing (and why it’ll never get you hassled by compliance) (14:19)  Want to watch some of my appearances on other people's YouTube channels and listen to me as a guest on other people's podcasts? Head over to https://www.theadvisorcoach.com/media  Want access to my 57 favorite financial advisor marketing ideas? Download the free PDF at https://theadvisorcoach.com/57mt  Want to become an expert at niche marketing and put growing your business on “easy mode?” Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html  Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

I was crunching numbers for my Inner Circle Newsletter for financial advisors and realized something powerful:  Only 0.4% of financial advisors cancel their subscription every month. Despite charging $99 per month, that’s lower than the churn rate of most software companies and streaming services.  And you know what?  There are 5 specific secrets that help me keep clients longer—and they can help you keep clients longer too (even if you charge more than $99).  In this episode, I reveal the 5 most impactful secrets for keeping clients longer, reducing your churn rate, and skyrocketing your bottom line.  Listen now. Show highlights include: How to get a churn rate of only 0.4% for your financial services (2:55) Why giving away free bonuses for your services actually makes people more likely to stick with you for years (6:27) The “ROI Spell Out” secret for making your clients know instantly that hiring you will grow their wealth (even if they’ve worked with subpar financial advisors in the past) (9:46)  How to increase your bottom line by 3x in the next year by simply writing out this on a piece of paper (12:38)  Why the best way to increase your bottom line, reduce your churn rate, and grow your clients’ wealth is by telling them no more often (16:29)  The weird way making your clients laugh prevents them from working with another financial advisor (even if they can get better results) (20:47)  Want access to my 57 favorite financial advisor marketing ideas? Download the free PDF at https://theadvisorcoach.com/57mt  Want to become an expert at niche marketing and put growing your business on “easy mode?” Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html  Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

The idea of buying a list seduces many financial advisors. In the past week alone, 9 financial advisors told me they were buying leads.  And I get it: Outsourcing your lead generation to a third-party company is appealing.  But there’s a big, fat problem with buying leads: It’s like putting all your money into a savings account that only grows your wealth by 1% per year. Worst part? It makes your job of persuasion even harder, and means you have to work harder for fewer shekels.  That’s the bad news.  The good news? In today’s show, I reveal why buying leads is one of the worst things you can do, more effective ways to spend your money than buying leads, and how creating your own assets beheads your competition before they even have a chance with your ideal clients.  Listen now. Show highlights include: Why buying leads is like stuffing your savings account for a 1% return (1:28)  How to get highly qualified leads for as little $7.50 per lead (3:06)  The weird way buying leads gives your competitors an unfair advantage (and better ways to spend your money to generate an absurd ROI) (7:29)  Why gurus almost never market to you in the same way they teach you to market (and why this is tanking your results) (10:08)  How to land 10-40 new appointments by only investing $1,000 in this “forgotten” marketing channel (15:57)  Want access to my 57 favorite financial advisor marketing ideas? Download the free PDF at https://theadvisorcoach.com/57mt  Want to become an expert at niche marketing and put growing your business on “easy mode?” Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html  Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Hiring a freelancer can give you a higher return on investment than even the best stocks. But it can also be an endless money pit, that gives you nothing in return.  The difference between the two?  Well, it all comes down to the freelancer you pick to hire. Despite having great success hiring freelancers, I’ve never peeled back the curtain and reveal how I pick the best freelancers each time.  That ends today. In this episode, you'll discover my exact step-by-step process for hiring rockstar freelancers each and every time I need one.  Listen now. Show highlights include: How hiring a freelancer “flips” the usual hiring process and helps you land a talented team member quicker (2:10)  The absolute worst site, in my experience, to look for and hire freelancers (and which one to pick instead) (4:37) How to hire a rockstar freelancer each and every time you need one (7:05)  Why hiring a more expensive freelancer will actually save you more money than hiring the cheapest freelancer (7:40)  How turning the freelancer process completely upside down magnetizes the best freelancers to you (and how to do this) (9:28)  Worried about handing over your passwords to freelancers? Here’s how to completely minimize your risk when you do… (12:17)  The overlooked way to get a 50% return on your investment (16:52)  The single biggest mistake financial advisors make when hiring freelancers—and the dirt, simple way to avoid this mistake (20:40)  Want to make your emails more persuasive, profitable, and fun to write? Join my 7-Day Email Marketing Challenge here: https://www.theadvisorcoach.com/challenge  Want to become an expert at niche marketing and put growing your business on “easy mode?” Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html  Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Mark Hansen, today’s podcast guest, is a brand-new financial advisor. Just 6 months ago, he was in a completely different industry and field.  But he’s been able to accomplish more for his financial advising business in 6 months than most advisors do in 6 years.  Why? Well, that’s what Mark and I chat about today. You’ll discover how Mark leverages the fundamentals to grow his business, and how you can do the same for your business—no matter how long you’ve been a financial advisor.  Listen now. Show highlights include: How to know if you’re in the right career or not (and what to do if you realize you’re in the wrong career) (3:23)  The sneaky sales strategy that helps even brand-new financial advisors close new clients with ease (9:52)  3 dirt-simple steps to make your clients enthusiastically tell all their friends about your services (without even needing to ask them) (11:15)  The single biggest mistake financial advisors make when selecting their niche (and how to avoid making this mistake) (12:26) How hard teaching in emails actually repels your target market away (even if you think it’d help you land new clients) (18:55)  The weird website page to look at before meeting with a prospect that doubles your chances of turning them into clients (20:25)  The one thing that will increase your conversions more than anything else (and why most financial advisors shy away from it) (22:30)  One book that has nothing to do with financial advising that will make a direct impact to your business’s bottom line (31:31)  Want to make your emails more persuasive, profitable, and fun to write? Join my 7-Day Email Marketing Challenge here: https://www.theadvisorcoach.com/challenge  Want to become an expert at niche marketing and put growing your business on “easy mode?” Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html  Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Back in 1925, Bruce Barton wrote a sales letter that got a 100% success rate. Yes, you read that right:  Every single person he sent this letter to took action. Better yet, each person who received this letter paid $1,000—which translates to $17,000 adjusted for inflation.  How did he do the impossible? And more importantly, how can you apply the 10 lessons from this sales letter to your business?  Well, in today’s show, I read the entire sales letter to you (don’t worry, it's short), then reveal the 10 most important lessons that resulted in a 100% response rate.  Listen now. Show highlights include: How this sales letter from 1925 got a 100% success rate and each customer paid $17,000 adjusted for today’s inflation (1:12)  Bruce Barton’s “emotions and aspirations” secret which empowered him to write a sales letter that had a 100% conversion rate (1:58)  Why ethically amplifying people’s insecurities can cause a surge of new clients from every marketing channel you try (11:25)  The weird way using your clients’ death as a motivator is the single most persuasive way to convince them of anything (and how to make sure you avoid doing this in a sleazy way) (11:31)  Why the wealthiest people are often the most insecure (and how to use this fact to persuade them to do your bidding) (12:18)  The “DEE” method for writing captivating stories that makes your ideal prospects ready to fork over their hard-earned money to you (15:11)  Struggling to get social proof for your financial advising business? Here’s how to turn yourself into the ultimate form of social proof (18:11)  Need help launching and growing your podcast and getting interviewed on other people’s podcasts? Head to https://LGassociates.mn.co  Want to join Mark’s membership community and discover his not-so-average financial advising techniques? Join here: https://NotYourAverage.mn.co Like what Mark was putting down in today’s show. Check out his show at https://notyouraveragefinancialpodcast.com  Need a dose of inspiration, or have a mission and a message that the world needs to hear? Then head to https://ThePodcastFactory.com.  Want to make your emails more persuasive, profitable, and fun to write? Join my 7-Day Email Marketing Challenge here: https://www.theadvisorcoach.com/challenge  Want to become an expert at niche marketing and put growing your business on “easy mode?” Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html  Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

We’re officially in the future. Certain marketing mediums let you bypass space and time itself, grant you celebrity status to your ideal audience, and add an extra zero to your bank account faster than ever before.  But how do you best leverage your time, so you can reap the benefits of futuristic marketing and get the maximum results in the least amount of time? Today’s guest, Mark Willis, knows how to do this. Besides building a thriving 700+ member community, he also serves over 1,000 clients in his financial advising business.  In today’s show, Mark shares his best-kept secrets with you, so you can double your wealth, impact, and legacy by this time next year.  Listen now. Show highlights include: The “SCORE” secret for growing your financial business faster by borrowing wisdom from retired executives (5:33)  How to leverage what Mark refers to as “the best form of marketing he can possibly imagine” (7:24)  How you can bypass both space and time with this coveted marketing medium and only meet with prospects who are already pre-sold on working with you (9:18)  The “SAM” method for creating addictive content that primes your audience to only want to work with you (11:42)  Why this “MSS” framework helps you create content for prospects at every stage of the buyer’s journey (without boring any one person) (14:31)  The ultimate cheat code for generating content, being a thought leader, building a following, strengthening your client relationships, and building the best SEO in the universe (15:53)  How to give someone the chance to hang out with you for 50 hours before they ever meet you (and how this fast tracks your business’s growth) (20:36)  The “Halo Effect” that gives you celebrity-like influence in your niche (23:23)  How to become a better and wealthier financial advisor by hanging out in your garage (40:16)  Need help launching and growing your podcast and getting interviewed on other people’s podcasts? Head to https://LGassociates.mn.co  Want to join Mark’s membership community and discover his not-so-average financial advising techniques? Join here: https://NotYourAverage.mn.co Like what Mark was putting down in today’s show. Check out his show at https://notyouraveragefinancialpodcast.com  Need a dose of inspiration, or have a mission and a message that the world needs to hear? Then head to https://ThePodcastFactory.com.  Want to make your emails more persuasive, profitable, and fun to write? Join my 7-Day Email Marketing Challenge here: https://www.theadvisorcoach.com/challenge  Want to become an expert at niche marketing and put growing your business on “easy mode?” Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html  Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

If you’re creating content, but aren’t treating your content like any other asset… I guarantee you’re working too hard for not enough money.  Why? Because every piece of content you create—whether emails, webinars, podcasts, interviews, LinkedIn posts, anything—is an asset that can turn strangers into clients. Even years after you originally created it.  That’s why I invited Jonathan Rivera, founder of The Podcast Factory, onto today’s show. Besides being a man of God, Jonathan understands how to create incredible content marketing assets that can generate cold, hard cash for your business for years to come.  In today’s show, you’ll discover how to create infectious content that creates clients for years to come, how to turn your content into bonafide assets, why podcasting beats every other type of content marketing, and more.  Listen now. Show highlights include: The “Servant First” mindset shift from the Bible for building a massive personal brand and bank account in the modern day (4:04)  How a podcast can turn you into the “Joe Rogan” of your industry and unlock an avalanche of impact with your target market (4:50)  The best type of content marketing to pre-sell your target audience so they’re ready to hire you before they schedule a call (7:23)  How to turn your driest, most boring content into cold, hard cash (11:04)  The “K-Cup” secret for podcasting that boosts your search results and turns listeners into clients (14:12)  The 3-minute tweak to make to your lead magnet to skyrocket conversions (16:09)  The single biggest mistake financial advisors make which keeps them trapped in mediocrity (21:52)  Why taking big, scary risks in your content—even if they’re gut-wrenching failures—will grow your financial advising business faster than playing it safe (32:13)  Need a dose of inspiration, or have a mission and a message that the world needs to hear? Then head to https://ThePodcastFactory.com.  Want to make your emails more persuasive, profitable, and fun to write? Join my 7-Day Email Marketing Challenge here: https://www.theadvisorcoach.com/challenge  Want to become an expert at niche marketing and put growing your business on “easy mode?” Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html  Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

There’s no shortage of marketing “experts” who are confident they know what they’re talking about. But the trouble is, many only really know enough to be dangerous. They might know what worked for them, or worked for a few, but not know why it worked. Or if it could work in your case. Not to mention some people succeed despite (not because of) their marketing. Look to them as a model of success, and you can sail into troubled waters without realizing it. Today I’m tackling the worst of the worst of this conventional marketing wisdom. Listen to find out if you’ve swallowed any of these poison principles, and how to change course before they cost you time, money, and prospects. Listen now! Show highlights include: The Omnipresence Fallacy: Why being on every platform is a waste of time. How to know exactly which ones to be on so you gain your best prospects without squandering your day on social networks. (5:54) How the “more traffic equals more clients” marketing philosophy actually loses you money, (even if your cost-per-click is low). (16:31) The Cold Calling Debate: Cold calling is often dismissed as a “scale fail,” but you don’t have to abandon it completely. Here’s how to leverage its benefits, and when to stay away. (8:23) The Steve Urkel discovery that lets mediocre closers outperform the world-class salesmen who treat every interaction as a sales decision. (18:41) Why you can’t “build it and they will come.” And what even the best website needs to draw prospects who actually want to work with you. (11:30) How survivorship bias skews how you perceive your marketing role models and blinds you to their flaws. You could be walking blind into a marketing disaster! (11:06) Want to make your emails more persuasive, profitable, and fun to write? Join my 7-Day Email Marketing Challenge here: https://www.theadvisorcoach.com/challenge  Want to become an expert at niche marketing and put growing your business on “easy mode?” Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html  Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

My Inner Circle members often ask me whether or not financial advisors can have multiple niches.  The answer? Not only can you have multiple niches, but it’s easier (and more profitable) than you probably think.  And you know what? Since someone booked a $2,500, 30-minute consultation with me this week  about this topic, I’ll take you through the complete process, from step A to Z, on how to set up a second or third niche—and laugh your way to the bank. In this episode, you’ll discover how you can set up a brand-new niche and roll in the extra profits in the next 30 days (or less).  Listen now. Show highlights include: How to make your emails so persuasive you need a waiting list to handle all your new clients—in only 7 days (0:37)  The only 4 things your landing page needs to command a high conversion rate that leads to high-quality clients (5:16)  Why ugly as sin landing pages actually convert higher than pretty ones (5:51)  The “Pepperoni Pizza” rule for designing a landing page that attracts the highest amount of conversions for the lowest level of effort (6:37)  The single most effective, yet most ignored direct response advertising secret (do this, and you may have to turn new clients away!) (9:11)  Why refusing to pick a niche makes it almost impossible to form a bond with your email list or drive sales (13:08)  How to personalize your emails in a way that makes your competitors completely irrelevant (13:47)  The “multi-niche” formula for doubling or even tripling your revenue in your business (without adding extra work) (15:39)  Why tailoring your advertising campaigns to a niche can unlock an extra $10,000—at least—to your business within a matter of days (19:50)  Want to make your emails more persuasive, profitable, and fun to write? Join my 7-Day Email Marketing Challenge here: https://www.theadvisorcoach.com/challenge  Want to become an expert at niche marketing and put growing your business on “easy mode?” Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html  Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Imagine if you cloned yourself, and this cloned version of yourself never got hungry, tired, or stopped working.  Well, not only is this possible, but it’s the only proven route to growing both your business and your freedom.  Of course, you can’t literally clone yourself. But by creating marketing assets, you get as close as you can to cloning yourself without actually doing it.  Why? Because marketing assets work for you around the clock. They never complain, ask for a raise, or look for other jobs. They build wealth, create freedom, and put your job on “easy mode.”  In this episode, you’ll discover the 5 best marketing assets to build, how to create them in a way that leads to higher quality clients, and why it’s easier than you probably think.  Listen now. Show highlights include: How to ethically build a team of “marketing interns” you never have to pay, micromanage, or even replace (1:06)  The 5 “Treasure Trove” marketing assets that grow your business even while you sleep or sip piña coladas on the beach (1:36)  How to build relationships at scale with a personal touch and add an extra zero to your business’s bottom line (2:05)  The 2-second SEO trick for writing blogs that also makes your ideal client salivate at the thought of hiring you (4:15)  The “Marketing Rental Property” secret that spits cash into your pockets without you even lifting a finger (6:54)  How to finally stop cold calling, cold emailing, and cold DMing (without sacrificing your lead flow) (11:10)  The “GAR” content creation method which lets you hire your pets to close deals for you (and unlock an avalanche of new clients) (17:19)   Want to become an expert at niche marketing and put growing your business on “easy mode?” Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html  Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Every financial advisor wants to get more done in less time. But this is an impossible task if you don’t spend your time productively.  There are too many workload changes, fires that pop up, and new priorities that happen to leave your schedule to chance.  That’s why I’m answering all your productivity questions in this episode. Not only will you understand how to maximize your time, but you’ll also discover how to minimize the impact distractions have on your productivity.  Want to grow your business by becoming more productive?  Listen now. Show highlights include: The “Capture Everything” secret for staying productive even when life happens and your workload constantly changes (3:31)  How to prioritize your laundry list of possible tasks so you maximize the impact of your limited time (5:02)  The “CPE” method for organizing your tasks in a way that will generate the biggest ROI for your business (5:41)  Why moving busy work that requires almost no brainpower to the end of your day instantly boosts your productivity (6:55)  How to tackle the biggest tasks on your to-do list in half the time by reading this book (7:55)  How blocking off your most productive period on your calendar rewires your brain and makes you a little more productive each day (11:30)  Why building momentum by breaking big tasks into bite-sized chunks actually helps you finish the task quicker than doing it all at once (13:55)  How to make your financial advising business indistinguishable in a year by simply following this 20-minute per day LinkedIn strategy (16:24)  Want to become an expert at niche marketing and put growing your business on “easy mode?” Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html  Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.htm

Most people, including most financial advisors, are weak.  They claim they’re wealthy but have maxed out credit cards. They’re afraid to ask for help when they need it. And this results in them never being able to become a top financial advisor in the country.  That’s the bad news.  The good news?  Building your discipline, asking for help despite your pride and ego, and even waking up 1 hour earlier can make you strong.  The best news? As you become stronger, you also make yourself immune to most of your competitors who are weak, comfortable and unwilling to ask for help.  In this episode, you’ll discover the difficult, but effective way to transform yourself from a weak, middle-of-the-road financial advisor into one of the best ones in America.  Listen now. Show highlights include: How adding more clients to your business can actually result in making less money (3:46)  The “Vital Few” mathematical law which is the only way to become a top advisor (and how to enter this elite group) (5:25)  Why admitting you need help when you need it makes you immune to your competitors (and helps you become one of the best financial advisors in America) (10:24)  Are you making $100k per year but living paycheck to paycheck? Here are 3 things you must do today to break free (12:54)  How hard times can either mold you into a stronger, wealthier person or a weak coward (15:32)  Want to become an expert at niche marketing and put growing your business on “easy mode?” Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html  Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Most financial advisors, while good at their craft, are terrible with the ins and outs of running a business.  Today’s guest, Brandon Neely, owner of Wealth Wisdom Financial, is the complete opposite. What he lacks in financial certifications, he makes up in business prowess and marketing know-how. For example, he was one of the few business owners who’s able to sell his business for a profit rather than closing it down for nothing.  Besides selling his coffee shop and opening up a financial advising agency with his wife, he’s also guided a successful rebrand for his advising business (without sacrificing his business).  In this episode, Brandon and I discuss the business ownership insights that can double your business, how YouTube and podcasting attract your ideal clients, and how to rebrand your business without accidentally sabotaging it.   Listen now. Show highlights include: The trick for being able to sell your business for profit instead of closing it for nothing (2:35)    How the “Infinite Banking” concept gives you more access to cash (even if most financial advisors write it off) (3:50)  Why building a business with your spouse can be the best thing ever (and why it can end in divorce) (9:34)  The “Rhythms” secret for growing your business (without sacrificing time with your family) (11:28)  The one overlooked “skill” many financial advisors lack that means more to your clients than a wall full of certifications (12:44)  The simple “STILL Method” for mastering marketing, finances, and even physical fitness (17:01)  How to land more clients by making YouTube videos with 30 views than someone else who gets hundreds of thousands of views (31:29)  3 key steps to consider when rebranding your business so you don’t make time-devouring mistakes (41:30)  Want to become an expert at niche marketing and put growing your business on “easy mode?” Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html  Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.    Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

70% of financial advisors who clear over 7-figures per year have something in common:  They have a niche, which gives them “expert” status in their market’s minds and makes scaling to 7-figures (and beyond) a cakewalk.  So, why don’t more financial advisors niche down?  Well, many do, but they commit massive mistakes which wipes out the benefits. Or they overcomplicate picking their niche, and wind up with a “niche” that only includes 10 people.  But don’t worry. Niching is easier than you think, especially after you listen to this episode.  In this episode, I reveal 3 common (but terrible) niches for financial advisors, how to simplify your niche, and why this can turn you into a millionaire financial advisor by the end of this year.  Listen now. Show highlights include: How to “flip” a prospective client’s objection that money isn’t important to earn a client for life (2:55)  Why following digital marketing advice from other financial advisors will dry up your sales pipeline like the Sahara (4:13)  How to send out a direct mail campaign today and land a new client by next week (even if everyone else says direct mail doesn’t work) (5:14)  Want to triple or quadruple your annual income this year? Here’s the simple, yet effective way to do this (5:39)  The insidious way big demographic groups masquerade as niches and almost guarantee you land no clients (6:27)  Why picking business owners as your niche is a surefire way to waste your time without growing your business (7:43)  The “Layering” technique for picking a niche where almost no competition exists (and where you can play the marketing game on “easy mode”) (10:52)  The “Obvious” approach to picking a niche that’s profitable, fun, and unlocks a surge of eager clients (15:02)  Want to become an expert at niche marketing and put growing your business on “easy mode?” Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html  Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Many financial advisors think they must sacrifice everything they love in order to build a successful business. For example, they’ll take another prospect call instead of spending the afternoon with their son.  But this is the wrong way to build a business. Your business shouldn't require you to sacrifice anything. Because your business exists to serve you, not the other way around. Why do financial advisors sacrifice everything they love in life for their business? Well, it’s probably because they aren’t making enough money–or because they haven’t created a marketing plan that aligns with their unique personality, business and lifestyle goals.  In this episode, you’ll discover how to create a marketing plan that not only generates more cash flow, but creates more freedom and happiness too.  Listen now. Show highlights include: The insidious “Altar of Convenience” trap financial advisors fall into which makes their family split at the seams (0:43)  How to build a business that doesn’t rely on sacrificing time with your children (without worrying about going bankrupt) (1:18)  The “Nike Approach” to building a business that generates more wealth and freedom to enjoy your newfound wealth (2:38)  The single biggest mistake introverted financial advisors make that drives them from their business to a job that pays them a fraction of what their business did (7:39)  Why videos don't work as well as text on LinkedIn (and the case for posting videos on LinkedIn despite this) (8:11)  How to spellbind your ideal clients and “ethically force” them to become your client by simply thinking strategically (14:47)  Why Lorena Bobbitt and Jack the Ripper prove that the service you provide is not your product (and how this unlocks more appointments and clients) (15:28)  The 3 questions you must answer so your business doesn’t morph into a time-devouring, family-ruining monster (17:26)  If you’d like to connect with Anna, you can find her LinkedIn page here: https://www.linkedin.com/in/anna-kareis/ or visit her website here: https://www.ameripriseadvisors.com/anna.kareis  Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html  

Most email marketing advice you find on Google is dead wrong. Articles preach things like give value to your list, avoid talking about touchy subjects, and don’t send more than a couple emails per week.  But this is the worst way to set up your email strategy.  Why? Well, it causes you to attract freeloaders while repelling the people who want to pay you for your financial services.  But by breaking these rules, and by implementing some of the unconventional email marketing advice I reveal in this episode, you’ll land more high-quality appointments and clients.  In this episode, you’ll discover a few of the most effective (and unconventional) ways to make more money from every email you send.  Listen now. Show highlights include: Why financial advisors who use AI will be more productive than those who don’t (even if AI can’t replace your job) (2:32)  The “Philosophical Divide” email secret that boosts both unsubscribes and paid clients (3:20)  How expressing your personal religious beliefs can magnetize the right clients while repelling the wrong ones (7:49)  The “Celebrate Unsubscribes” mindset tweak that makes every email you send more profitable (11:00)  How to land more high-quality appointments on your calendar by creating a “Nightmare Client Avatar” (14:08)  Why making your clients pay more for your services actually “forces’: them to get better results (15:49)  If you’d like to connect with Anna, you can find her LinkedIn page here: https://www.linkedin.com/in/anna-kareis/ or visit her website here: https://www.ameripriseadvisors.com/anna.kareis  Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html  

Starting your career as a financial advisor isn’t easy. Well, it’s even harder when you’re a woman, like today’s guest Anna Kareis.  But it also unlocks a massive opportunity to serve an underrepresented market: Women. Not only does Anna have a sixth sense for attracting female clients, but she’s also a skilled marketer with valuable (and actionable) lessons.  In this episode, Anna Kareis from Ameriprise Financial Services, shares her secrets for landing more female clients, how to create the perfect avatar, and the trick to making all your marketing more effective.  Listen now. Show highlights include: 3 crucial skills all top financial advisors have that the mediocre ones don’t (5:53)  How to get prospective clients to share their deepest, darkest secrets within the first 15 minutes of meeting them (7:55)  The “end of relationship” trick for landing more female clients (9:55)  How to reverse engineer your client avatar and magnetize clients to you instead of chasing them down (12:52)  Why hope is the most powerful tool you wield as a financial advisor (22:31)  Why relying on lead generation services is a surefire way to go belly up (24:05)  How to unlock a surge of new clients doing nothing other than posting silly stories on LinkedIn (30:17)  If you’d like to connect with Anna, you can find her LinkedIn page here: https://www.linkedin.com/in/anna-kareis/ or visit her website here: https://www.ameripriseadvisors.com/anna.kareis  Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Most financial advisors think content marketing is only about posting boring blog posts that nobody cares about. But the content you create as a financial advisor will be the difference between having a pipeline full of hungry prospects or your business fizzling out.  Why? Because content marketing goes way past writing blog posts. Everything you create is content, and the more high-quality content you create, the more your business will grow.  But here’s the problem…  Creating contagious content that drives appointments and sales is hard. That’s why I invited Ermos Erotocritou, one of the world’s best financial advisors at creating content for today’s episode.  In this episode, Ermos reveals how to create better content, the biggest mistakes financial advisors make with their content, and why content creation is the single most effective way to grow your business.  Listen now. Show highlights include: The weird way the market tanking can actually help you land 20% more clients than you normally do (1:45)  Why creating even the best content falls on deaf ears when you don’t ask yourself these 2 questions before creating it (6:28)  The “facts tell, stories sell” trick that turns your content into an unpaid sales intern for your financial advising business (7:20)  The “trust before transaction” secret for booking more calls and landing more clients (without talking about finances at all) (13:30)  Why it’s almost statistically impossible to make cold calling work (and what to do instead of you want to land more clients) (16:09)  The “House Edge Voicemail Method” inspired by casinos that boosts your results from cold calling (18:32)  Why studying the stock markets, growing your knowledge, and figuring out one secret financial concept will never grow your business as much as this… (21:37)  How switching from an “ROI mindset” to a “COI mindset” unlocks a surge of new, hungry, and qualified clients (24:52)  If you want a free copy of Ermos’s book, Unleash Your Potential: How To Get Comfortable Being Uncomfortable, you can find it at https://yourunleashedpotential.com/review. Or if you want a free prospecting audit, connect with Ermos on LinkedIn here: https://www.linkedin.com/in/ermoserotocritou/  Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Some financial advisors crush it on LinkedIn. They see rabid engagement. They get swarmed with sales calls. And their client roster is filled with high-quality clients.  Then there are other financial advisors who haven’t generated even one call from LinkedIn even though they post all the time.  The difference?  The first group understands the patterns of successful LinkedIn marketing, and leverages these patterns to grow their business. The second group, simply put, doesn’t.  Here's the good news: Understanding, and then applying, the patterns isn’t as hard as it may seem. Especially after listening to this episode with LinkedIn ghostwriter for financial advisors, Anthony Carlton. There’s perhaps nobody on the planet more well-versed in the patterns of successful LinkedIn marketing than Anthony.  And in this episode, he’s sharing all his juiciest secrets, so you can dominate LinkedIn too.  Listen now. Show highlights include: The Life Events “feature” of LinkedIn that makes it the best social media channel for financial advisors (9:21)  How to become “famous” to your niche on LinkedIn (without writing a single word of copy) (10:00) The dirty C-word financial advisors hate to hear, but is the single most effective way to grow on LinkedIn (12:03)  Why treating your LinkedIn page like a resume almost guarantees you’ll land no clients from it (13:24)  The “Direct Response LinkedIn” secret for writing infectious copy that surges you with high-quality sales calls (16:06)  The “DQRT” formula that makes whipping up engaging LinkedIn easier than walking around the block (18:24)  Why copying and pasting content will bankrupt your business (even if it’s worked for you in the past) (25:23)  How talking about the nitty gritty of personal finance on LinkedIn doesn’t result in new clients (and what to post instead) (27:17)  The dirt-simple 2-line DM script you can do from your phone while watching TV that floods you with new opportunities (36:14)  The “Golden Rule” trick for using LinkedIn to instantly create trust with people who you’ve never even talked to (45:09)  If you want to get in touch with LinkedIn, connect with him on LinkedIn here: https://www.linkedin.com/in/anthonyrcarlton  Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Most people—including but not limited to financial advisors—use Instagram dead wrong. Many advisors scoff it off because it’s a highly visual social media platform, and they don’t think they can get clients with it.  But as Clare Baukham, founder of Clear Wealth Group, proves in this episode: Instagram can unlock a treasure trove of high-quality clients for your financial advising business. In this episode, Clare shares how financial advisors can effectively use Instagram to land new clients, common mistakes advisors make on Instagram, and secrets to growing your business through Instagram. Listen now. Show highlights include: Why most advisors are mentally lazy (and why it’s kept this incredibly effective marketing strategy for advisors a secret) (3:38)  How to “jimmy” your target audience’s inherent laziness and unhappiness to make both of you wealthy (5:33)  Why someone who used to make 3,500 cold calls a week think it’s dead (and 2 marketing strategies to use instead) (7:54)  How to get 52 warm prospects to willingly give up their time for you in the next week (8:58)  The weird way selling someone else instead of yourself “neutralizes” their natural abrasion to being sold to (and how to make this profitable for your business) (9:41)  Why a personal Instagram account is more effective for landing new clients than a business one (12:44) The “Personal Posts” method for getting rabid engagement and landing new clients from Instagram (15:07)  Why flying first class puts landing clients from Instagram on “easy mode” (20:29)  The sneaky “Story Secret” for unlocking a treasure trove of new followers and potential clients on Instagram (35:33)  If you want to connect with Clare, check out her Instagram account here: https://www.instagram.com/clarebaukham/ or her website here: https://www.clearwealthgroup.com/.  Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.    Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html  

Twitter is one of the easiest social media platforms to grow your following and business on. Unlike LinkedIn, Twitter is more authentic—which means, it could unlock a treasure trove of new clients to your business.  That said, I’m the furthest thing from an expert on Twitter. That’s why I invited an actual expert onto today’s episode: Thomas Kopelman.  In this episode, Thomas reveals how advisors can leverage Twitter, and make more than $16k per month from Twitter alone.  If you’re not using Twitter, or not landing clients from Twitter, this episode might just be the most profitable thing you listen to all year. Listen now. Show highlights include: How to curate your social media feed so it helps you grow your business (without driving you mad) (3:13)  The dirt-simple 3-step plan to 8x your Twitter followers by this time next year (6:04)  How to unlock a brand-new revenue stream—to the tune of $16,000 per month—by simply sending out a few tweets per day (even if you don’t have a lot of followers) (7:34)  The weird way spending 90 minutes a month creating tweets can result in a surge of new clients (14:53)  How tweeting even “basic” knowledge can cause of meteoric rise in booked meetings with qualified prospects (24:48)  The “Employee Jedi Mind Trick” for making it almost impossible for your clients to part ways with you (33:17)  If you want to connect with Thomas, you can follow him on Twitter here: @TKopelman or on LinkedIn here: https://www.linkedin.com/in/thomaskopelman/  Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Most financial advisors tend to treat all of their clients like they’re the exact same person. This is a massive mistake, even if you’re niched down and deal with the same type of people every day. Why? Because you win or lose a client’s lifetime business not by the results you give them, but how you make them feel within the first few times you meet. That’s why I invited Brandon Chapman, client onboarding expert and founder of AdvisorFlow, onto today’s show. In this episode, Brandon reveals how to improve your processes, leverage technology, and retain clients for decades by making a few simple tweaks to your onboarding systems. Listen now. Show highlights include: How treating every client the same plants to the seeds of bankruptcy in your financial advising business (even if you deliver life-changing results for your clients) (2:53) Why “Disney-fying” your financial advising business makes your clients happier that you’re charging higher prices for your services (3:45) 3 simple ways to treat each client in a unique way (even when every client works in the same industry) (4:58) The “Super Mario” secret for creating processes for repeatable business and scaling on “easy mode” (6:32) How to leverage the first few touchpoints with new clients to cement your relationship for decades (even if your clients get subpar results) (9:08) The weird way automating most of your business actually makes you more human and relatable to clients (11:13) How using AI to “outsource” your creativity can make Google punish your site (and how to outsource your creativity without upsetting Google) (17:46) Why looking at other industries for ideas for your financial advising business unlocks an absolute surge of new clients and referrals (24:19) If you want to connect with Brandon and see how improving your onboarding systems supercharges your business, you can find his website here: https://advisorflow.ca/. Or you can connect with him on LinkedIn here: https://www.linkedin.com/in/brandonchapmancfp/. Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. 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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Imagine what your life would be like if you only advised clients who were in the top 0.5% of net worth households. That means, you’re only dealing with clients who clear at least 7 figures each year, and have a net worth of over 8 figures. Think you could make more money, enjoy more time off, and deal with fewer frustrating headaches? Me too. And that’s why this episode could, quite literally, change your life. In this episode, Noah Rosenfarb, financial advisor to the top 0.5% and author of Exit: Healthy, Wealthy and Wise, joins me to reveal his secrets for marketing to the top 0.5%, so your client roster can be full of clients with real wealth. Listen now. Show highlights include: Want to sell your business one day for an obese lump sum? Here’s the only book you’ll ever need… (2:56) The strange way scaling your business to $100M than selling it can cause a divorce (and how to use this fact to land wealthier clients) (4:22) The “Hyper Liquidity” secret for helping your clients have the biggest liquidity event of their life while you’re their advisor (5:36) How blindly investing in your business month after month can nuke your bank account (7:45) The little-known “Return on Time” metric that lets you know the exact moment to sell your business for the best value (8:16) The insidious way you could be sabotaging your business and ransacking your freedom when your business makes more moolah (9:33) How niching down based on psychographics instead of demographics helps you magnetize the top 0.5% as clients (10:32) 2 key ingredients which separate decamillionaires from the average Joe making $80 grand per year (and how to use this “intel” to land decamillionaire clients) (23:16) If you want to connect with Noah, you can find him on LinkedIn here: https://www.linkedin.com/in/noahrosenfarb. And you can also visit https://richbeyondmoney.com to get Noah’s free ebook, “Rich Beyond Money.” Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. 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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Going all in on your niche terrifies most financial advisors. Why? Because you have to turn down many potential clients who don’t fit into your niche, especially in the beginning when you could use the money these clients would bring in. But if you stick with it, you can enjoy all the perks of having a niche offers like lower ad costs, more credibility, reporters seaking you out, and more. Well, today’s guest, Dr. Jay Zigmont from Childfree Wealth, joins us to discuss how going all in on his niche of childfree adults has allowed him to grow way faster than any other financial advisor in his first year of business. Want to speed up your growth by going all in on your niche? Listen now. Show highlights include: How picking a broad niche that includes as high as 20% of the population can actually competitor-proof your business (2:39) The 3 “must-have” rules for picking a wildly profitable niche (7:03) How the decision to either have kids eventually or not changes the entire course of your financial plan (11:40) The 4-step “Niche Growth” secret for dominating your niche and growing a lucrative financial advising business within your first year (14:39) Why writing a book creates expert positioning in your niche and can lead to 15 appointments in a day (even if you self-publish and don't sell many copies) (15:32) The “Moat Marketing Strategy” that makes you immune to competitors and helps you borrow credibility from financial giants like CNBC (24:43) How to pick a niche that lands you 7 new clients in a month (when most advisors struggle to land that many new clients in a full year) (37:57) If you want to connect with Dr. Jay and learn more about childfree wealth, visit his website here: https://childfreewealth.com/ Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. 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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Most financial advisors hear the advice to niche down, and pick doctors or dentists or business owners. While these niches are great, many financial advisors avoid Christians as a niche. Why? Well, many believe that Christians aren’t as interested in building their wealth as other potential niches. But this is dead wrong. In fact, Christians can be a broad and profitable niche, especially if you’re a fellow Christian. That’s why I invited Leo Marte from Abundant Advisors onto this podcast episode. Leo helps fellow Christians build financial freedom and wealth. Not only will you discover some tricks about marketing to Christians, but Leo shares tips and tricks that will help create better results in any niche. Listen now. Show highlights include: Why including your personal values into your financial advising business attracts better clients and grows your piggy bank (3:20) How to easily convince Christians to work with you (even if they believe wealth in and of itself is wrong) (9:03) The counterintuitive way “Faith-dumping” on prospective Chrsitian clients can repel them away (11:15) How giving your prospects their own DIY financial plan actually makes them more eager to work with you as their advisor (23:25) The ad copy trick for calling out your intended audience without offending them or breaking Facebook’s rules (27:31) The sneaky “Image Secret” for ads so you only attract your ideal clients (29:35) How productizing your financial advising services can double the amount of clients you can serve (34:17) If you want to connect with Leo and learn more about creating a Christian-based financial advising company, visit his website here: https://www.abundantadvisors.com/ Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. 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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Most financial advisors ignore Gen Z thinking they don’t have capital. But this is a big, fat $100 million mistake. Why? Well, Gen Z has more than $100 million in buying power. They make up 20% of the population. And if you don’t start getting ahead of this trend now, you might find yourself without a business in 10-15 years. That’s the bad news. The good news? In this episode, Ben Phillips from North Coast Asset Management and host of the Gen Z and Friends podcast, joins me to reveal how to market to Gen Z (without coming across as a cringy Gen Xer). Listen now. Show highlights include: How to tap into a segment of the population that has over $100 million in buying power (that most financial advisors ignore) (4:20) The one social media platform that 95% of Gen Z and millennials use almost daily (4:42) The “Four C’s” approach for marketing to Gen Z that makes them salivate about the idea of working with you (8:51) Why pandering to Gen Z by making cringy TikTok dances repels them away instead of attracting them (and how to stop pandering) (16:23) The counterintuitive way offline events work better for landing Gen Z clients than online ones (18:51) Why bashing crypto as dumb today is a surefire way to evaporate your sales pipeline and business 10 years from now (23:40) If you’d like to connect with Ben on social media, you can find him on Instagram here: https://www.instagram.com/bensbullsandbears/ and LinkedIn here: https://www.linkedin.com/in/benphillips5/ Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. 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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

If I had to start my entire business over from scratch—and I only had 30 days to do it—how would I do it?  Many financial advisors ask me a question along these lines. They overcomplicate their marketing system, until it overwhelms them and they give up on it completely.  That ends today.  In this episode, I’m revealing the exact steps I would follow to build a complete marketing system—that results in new clients paying real money—in 30 days.  Best part? You’ll be able to do the same once you realize how simple it is.  Listen now.  Show highlights include: The crucial (and overlooked) first step for creating a marketing strategy that actually results in new business (1:05)  Legendary marketer Gary Halbert’s “starving crowd” secret for becoming the #1 financial advisor in your market (1:30)  Why “swiping” from other financial advisors will leave you broke (and who to mimic instead to surge you with new clients) (3:19)  The “Today and Tomorrow” technique that leaves your pipeline full of hungry and eager prospects (without sacrificing new client opportunities) (4:50)  The dirt-simple 2-step direct mail process that can land you a new client by next week (12:08)  Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

YouTube is one of the most lucrative and effective marketing strategies for financial advisors. Why? Your videos attract your ideal clients, repel nightmare clients, and YouTube will even pay you to show your videos to your dream clients. No other social media is half as powerful as YouTube. And no financial advisor knows the ins and outs of YouTube like Dave Zoller from Streamline My Practice. In this episode, Dave shares how to grow your account from 0 to thousands of subscribers, how to get people to sign up for your services after watching your videos, and why YouTube is the single best marketing channel for financial advisors. Listen now. Show highlights include: The only 5 ways financial advisors can grow their business (and how to pick the one that skyrockets your growth the fastest) (3:31) How being a financial expert actually hinders your marketing engine and stifles your growth (6:49) Why you won’t land many appointments from your YouTube videos (and the “micro-ask” trick to reverse this) (9:39) How to start making high-quality and valuable YouTube videos that grow your business using nothing more than your iPhone (17:52) How to get YouTube to pay you to bring your ideal clients to you (21:15) The weird way writing a few sentences on LinkedIn can morph into 261,000 YouTube views (31:22) If you’d like to learn more about Dave Zoller and how he uses YouTube to grow his financial advising business, sign up for his email list at https://streamlinemypractice.com. Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. 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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Without improving your goal-setting skills, you’ll forever be destined to live life as a mediocre financial advisor at best. Sure, maybe your mediocrity ensures you never have to worry about your bills, but it’s also the kryptonite to living a luxurious lifestyle, where you can enjoy the true beauty life has to offer. Well, I have good news on that front: In today’s episode, Mando Sallavanti, a young advisor who’s already enjoyed more success and wealth than most financial advisors ever enjoy, joins me. He reveals how he set goals that took him from making $360 in three months to building a six-figure advising business. And you know what? It’s probably much simpler than you’re currently making it. Listen now. Show highlights include: How changing your environment can magically unlock pent up demand for your services and surge you with new clients (3:21) The 3 “bedside questions” every human asks themselves (and how understanding this gives you a license to print money as a financial advisor) (5:07) The bizarre way having an athletic background is a cheat code for becoming a successful financial advisor (6:57) The “making a friend’ approach to sales that nukes the pressure you feel and makes your prospective client drool (8:41) Why planning your wild financial goals around giving all but guarantees you’ll meet—and exceed—them in half the time you otherwise would have (10:22) How simply thinking about your craziest goals and ambitions enchants your subconscious to achieve them for you (15:07) The wicked way the people closest to you start despising you as you become successful (and how to handle this without sabotaging your success) (17:32) One question to ask yourself as your alarm shoves you out of sleep that forces you to surpass even your wildest dreams (21:41) How looking like a dummy in front of your clients actually makes them more willing to pick you instead of another financial advisor (25:12) Disclaimer: Armando Sallavanti is a registered representative with and offers securities and investment advisory services through MML Investors Services, LLC. 2 Bala Plaza, Ste 901, Bala Cynwyd, PA 19004. Tel: 610.766.3000. Sallavanti Financial Services Co. is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. Want to connect with Mando? You can find him on LinkedIn here: https://www.linkedin.com/in/sallavanti/ or on Facebook here: https://www.facebook.com/armandosallavantiMMGP/. Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. 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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Most financial advisors receive advice for marketing their business that’s mediocre at best and can cripple your most cherished relationships at worst.  But in the digital age, where LinkedIn can land you 50,000 impressions a week for your exact audience, this is foolish advice. Not only will you sabotage your success, but you’ll start to hate your job too.  Well, this episode is the antidote to that foolish advice. Steve MacLellan, a financial advisor who has finally achieved happiness in his marketing approach and success, joins me to reveal which marketing strategies are working for him.  And you know what? They’ll work for you too.  Listen now.  Show highlights include: How following the generic advice financial advisors hear when they begin can wreck your most adored relationships (6:04)  Why engineers make the worst clients for financial advisors (even though they’re intelligent and wealthy) (7:02)  The overlooked industry which typically includes some of the highest income earners compared to other industries (10:52)  How talking about yourself on LinkedIn instead of your client avatar magnetizes your dream clients to your DMs (13:23)  Why swiping Steve Job commercials can result in so many new interested leads that you have to hire a secretary just to handle calls (17:02)  How hour-long discovery meetings repel your ideal clients away before even talking to them (and the exact length for your first meeting with prospective clients to turn them into clients) (20:47)  How to get LinkedIn to spoon feed you the exact type of content that will resonate with your dream clients and encourage them to book a call with you (26:21)  Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

There’s nothing worse than a financial advisor with a victim mentality. In fact, I go out of my way to make sure they don’t buy my products or coaching.  Why? Because they infect others with their negative energy. They stunt their own growth and wealth. And they complain at every chance they get, but avoid solutions like the plague.  Now, financial advisors with a victim mentality won’t even hit play on this episode. But I recorded this episode for you—if you sometimes slip into a victim mentality, and want to eradicate it before it sabotages your joy, business, and life.  In this episode, you’ll discover why a victim mentality is lethal, how to obliterate it, and why you should fire any client that’s infected by it. Listen now.  Show highlights include: The insidious and widespread mindset that plagues financial advisors and strangles their wealth, health, and happiness (1:35)  How having even one client infected by a victim mentality can make your business go belly up (3:28)  The tragic, yet motivating news story that instantly nukes your victim mentality for good (7:49)  Making less than $150k per year as a financial advisor? You can’t afford to miss this… (9:29)   5 signs you may have a victim mentality (and how to reverse them before misery and poverty consume your world) (14:16)  Want to find out how healthy you really are? Head to Stevyn’s site and take her free health assessment test for financial advisors here: https://www.growwellthy.com/quiz  Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

As a financial advisor, there may be one aspect to your “financial health” that you’re completely neglecting. In fact, most financial advisors don’t even consider it a part of their finances, but it trumps all other forms of finances.  What is it, you ask?  Your health!  Not only will improving your health lead to better financial health (for you and your clients), but it’s also one of the best ways to ramp up your referrals and grow your business.  In this episode, Stevyn Guinnip, CEO of Get Wellthy, joins me to discuss why your health is more important than you think and easy ways financial advisors can improve their health. Listen now.  Show highlights include: The missing ingredient responsible for financial advisors becoming miserable and broke (even if they have a big bank account) (2:18)  How becoming healthier can actually magnetize your dream clients to you (5:38)  The sneakiest (and most effective) business growth hack for financial advisors (7:31)  4 smoking gun signs that you’re on the road towards heart disease, diabetes, and cancer (8:31)  The “take out the trash” trick for keeping your stress levels low (even when you’re overwhelmed) (12:41)  How to get better deep and REM sleep in 6 hours than most people get in 9 hours (15:14)  Why spending a measly $20 on this fancy scale can help you finally lose weight (without sacrificing your muscle mass) (28:19)  How your BMI measurement lies to you and dupes you into making unhealthy choices (and the weight metric you should pay attention to instead) (30:25)  Why downloading this free app can help you add years to your life and enjoy a higher quality of life (33:37)  The “Great 8” secret for simplifying and improving almost every aspect of your health (38:49)  Want to find out how healthy you really are? Head to Stevyn’s site and take her free health assessment test for financial advisors here: https://www.growwellthy.com/quiz  Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Most financial advisors can turn their clients hundreds of thousands of dollars into multiple millions of dollars, yet they can’t do the same for themselves.  Why? Well, first and foremost, it comes down to an inability to listen and take action. That’s why you’re stuck—you overthink and under-act.  In this episode, you’ll discover the 7 most deadly (and common) patterns financial advisors fall into which keeps them stuck, broke, and underachieving.  Listen now.  Show highlights include: The single most prominent characteristic of financial advisors who underachieve (4:25)  Why buying more marketing courses and trainings will bankrupt your business (even if they offer money-making advice) (7:23)  The insidious mindset plague most financial advisors have which dooms their business to bankruptcy (11:11)  How to get as much as a 194% return on investment (or more) every time you invest in this “hidden” investment (12:33)  Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

You’ve heard me say before that email marketing is the #1 most effective appointment-setting strategy I’ve ever seen for financial advisors.  But how do you build your email list in the first place? Without email subscribers, your email marketing campaigns will never succeed.  Well, here’s the good news: In this episode, I reveal the simplest and most effective way you can grow your email list as a financial advisor. And you’ll also discover why you don’t need thousands of email subscribers to make money from email marketing.  Listen now.  Show highlights include: How an email list both magnetizes your ideal clients while also repelling your worst clients away (1:33)  Why buying a list of emails interested in your financial services is the fastest way to sabotage your results from email marketing (3:29)  How to use email to land 2 new clients a month (without writing a new email every day) (3:56)  The almost-too-simple way to “ethically force” your ideal clients to join your email list and read your emails (5:36)  How not investing in yourself and your business causes deep psychological damage to you that can put you out of business (7:14)  How to generate 190 new email subscribers in a day (without breaking the bank) (9:30)  The dirty “N-word” which helps you generate more revenue by having less subscribers on your email list (15:33)  Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

As a financial advisor, you often have your clients’ livelihood in your hands. But as a client to a financial advisor, it almost never feels like this.  Why? Simply put, most financial advisors don’t understand enough about human psychology to turn logical conversations about money into emotional connections that resonate on a primal level. Without understanding psychology, you’ll never be able to impact your clients’ and prospective clients’ wealth generation as you otherwise would.  That’s the bad news.  The good news? In this episode, financial advisor and behavioral economist, Dave Yeske, joins me to reveal how you can use psychology to better serve your clients.  Listen now.  Show highlights include: The “2 people” secret from psychologist Stuart Heller that helps you unlock better results for your clients (3:08)  Why reading this book written by two economists will boost your success in your financial advising business more than perhaps anything else (5:07)  How small incremental changes in your clients’ financial habits create ripple waves of wealth compared to massive changes (7:55)  The simple “Financial Satisfaction Survey” technique to turn cold prospects into red hot clients by checking a few boxes (11:14)  Why asking open-ended questions is the single greatest “sales skill” you can learn (12:39)  4 words to say to prospective clients that makes them salivate about the idea of working with you (15:10)  The powerful “Connect the Dots” method for making it almost impossible for your clients to ignore your financial advice (18:42)  How to become the most trusted and referred financial advisor in your market by acting like a peacock (24:47)  Why “ignoring” someone after they tell you bad news comforts them more than trying to rationalize it (and how this helps you turn clients into lifetime loyalists) (29:32)  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

LinkedIn is a phenomenal way to get clients. But if you reach out in the wrong way, you’ll burn potential prospects forever, wasting countless hours of your time, money, and sanity. That’s the bad news. The good news? If you know how, It’s easy to generate clients on demand via LinkedIn. If you know how. Question is, how do you do it, especially after changes to LinkedIn’s algorithm? In this episode, I reveal exactly how to get your content in front of more people on LinkedIn. If you ever wanted to take notes from a podcast, then this is the one to do it. Listen now.  Show highlights include: Bag a couple more clients by stealing these 20 free social media post ideas specifically tailored for financial advisors (1:11) The simple way to earn more and work less by 10xing your lead generation efforts (2:00) Worried about changes to LinkedIn’s algorithm? Here’s how to “position” yourself to stay front and center of your dream client (3:05) Why thinking “Just post, post, post, get your content out there!” is an excellent way to never be seen (and get a client) from LinkedIn (4:55) How to “pre-qualify” prospects on auto-pilot (and eliminate 95% of the manual grunt work you normally do on sales calls) (6:08) The “amplification” strategy to consistently boost your posts in front of your target market on LinkedIn (9:30) How to sneakily build trust, credibility, and rapport immediately after you’ve just done a LinkedIn Connection Campaign (10:29) The scientifically proven way to boost the chances of your prospect seeing your next post by a whopping 85% (11:46) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

New year new me, right? Everyone says that, but let’s be honest, who actually does anything about it? Well, on today’s podcast, I’m going to give you 3 must-do-action items to shorten your sales cycle, create new leads out of nowhere, and nurture these leads on autopilot. You’re probably sick of me saying this, but… Number 1 — Get an email autoresponder!  Now, I’m not going to reveal the other 2 strategies. But I will say this, these strategies will instantly (and effortlessly) boost your pool of clients. After implementing these 2 strategies, you’ll be able to find clients easier, and have more of them.  In this episode, I reveal exactly how to work less, and earn more in 2023. Listen now.  Show highlights include: 50% of investors are vetting their financial advisors on (this platform) according to a new survey from Hartford Funds (2:10) The “Law of Large Numbers” secret to close 100 clients (and never send out thousands of unread, unwanted, and embarrassing cold emails again) (3:15) How having less than 1,000 followers helps you bookbooks you more sales calls than having 10,000 followers because of “MTMM” (5:12) The best free market research tool ever made (it unlocks the key to understanding everything about your best clients) (7:57) HateDon’t like “chasing” prospects? Here’s a strategy to get them to raise their hands, say they’re interested, and chase you insteaddown automatically (9:20) The “stranger on an airplane” secret to attract potential clients to you like a magnet (16:13) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Since I run in financial advisor circles, I hear from successful—and not so successful—financial advisors all the time. Besides the financial advisor circles I’m in, I’m also in several mastermind groups for business owners.  My main takeaway from spending so much time with successful, and unsuccessful, advisors and business owners? There are 5 key things that prevent financial advisors from being successful. Making any of these mistakes cripples your success.  That’s the bad news.  The good news?  Once you know what these mistakes are, it’s easy to reverse them and unlock more wealth than you thought possible.  The best news?  In this episode, I reveal each of these 5 mistakes—and give you a simple way to fix them. Listen now.  Show highlights include: Why a scarcity mindset “costs” you more wealth than going out and buying outlandish material goods (3:22)  How Eve fell into the sneaky “Serpent Trap” in the Garden of Eden (and how you may be falling for this trap today in your business) (4:22)  The instant “10x Happiness” mindset shift that increases your joy by tenfold—at the bare minimum! (6:56)  The single biggest goal-setting mistake financial advisors make which forever keeps their goals out of reach (8:13)  How not believing in yourself can actually magnetizes success towards you (11:52)  Why your fear is the biggest threat to your financial security and success (and how to obliterate it) (16:08)  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

There’s a massive gap between what financial advisors think they’re doing and what clients perceive they’re getting. That’s why many financial advisors lose clients even when they help them make money.  Here’s the thing…  There’s no right or wrong when it comes to perception. And your clients’ perception of you and your services mean more than the amount of wealth you build for them.  That’s the bad news.  The good news?  Well, it’s pretty simple to create a better perception of your services in your clients’ minds. Especially after tuning into this episode.  In this episode, you’ll discover the top 10 things clients want from you (and the shocking statistics about why most financial advisors fall short of this).  Listen now.  Show highlights include: The insidious “Call Reluctance” trap many financial advisors into which sabotages their impact (and the single best way to conquer it) (1:24)  Why your clients might secretly hate you (and how to “ethically force” them to love you) (5:04)  How to make your clients happier and more prosperous by using the “Seatbelt Secret” (7:33)  The “Tie It” Technique for instantly helping your clients see the value you’re providing them (10:54)  How repeating the same benefits to your clients like a broken record actually helps them achieve better results (11:24)  The deadly “Curse of Knowledge” mistake that can make even your most successful clients want to cancel (13:12)  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Most financial advisors don’t charge enough for one of two reasons:  Either their marketing machine isn’t up to snuff. Or they don’t feel comfortable with charging higher prices.  But here’s the thing:  Charging more not only helps you attract better clients, but it also helps you serve your current clients better.  In other words, charging more is the single best way to improve every aspect of your marketing and business.  In this episode, you’ll discover why charging higher prices is the best marketing “hack” you can do. And I reveal simple mindset tweaks which help you feel okay with charging more.  Listen now before inflation eats more of your life savings.  Show highlights include: How inflation can steal your entire life savings (and the single best way to stop it in its tracks) (4:23)  Why high prices are often the best qualification tool in your marketing toolbox (5:01)  The weird way charging your clients too little can cause violent outbursts (7:39)  The “Overbooked Airplane” method for making your clients thank you for charging them more (10:20)  The “UVP” marketing trick for charging more for your services (without sacrificing the number of leads you generate) (14:22)  How spending more money on silly material items automatically attracts higher quality clients (16:36)  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Many financial advisors have a natural abrasion to raising their prices. And it makes sense: Once you consider raising your prices, your brain tries to convince you that you’ll lose all of your clients overnight.  Of course, this never actually happens. But it still feels real inside our brains. Well, that’s why I recorded this episode.  Not only will listening to this episode help you feel more comfortable with raising your prices, but I also reveal how raising your prices can actually make your services more attractive to potential clients.  Listen now.  Show highlights include: The single biggest mistake the entire financial advisory industry makes which nukes their income (3:16)  Why adding more “value” to your offers doesn’t mean you can charge more (5:16)  The “Contrast Trick” which lets you charge double (or even triple) what you’re charging today (6:38)  How to charge 76.6% more for your offers by simply going to your office (9:15)  The weird way charging less for your services makes you seem inferior to your competitors (and how to prevent this natural phenomenon) (15:43)  The subtle “discount” mindset shift which helps you feel comfortable with charging higher prices (18:37)  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

There are 16 main personality types. And while each personality type offers different advantages and disadvantages, there’s a trend for which personality types make the most money and enjoy the most success.  For example, having an “S” marker in the Myer Briggs personality test is the most common. But it’s also the most lethal for your success as a business owner and financial advisor.  In this episode, I reveal the best (and worst) personality types for financial advisors, how to use your personality type as an advantage, and how to mold a new personality.  Listen now.  Show highlights include: The absolute worst personality type to succeed as a financial advisor (and how to change it if it’s your personality) (2:48)  The controversial way to build wealth by doing the exact opposite of what other financial advisors do (3:39)  How to radically transform your financial advising business by using the “MMS” secret (7:32)  The personality type shared by Bill Gates, Warren Buffet, and Steve Jobs (10:31)  How to turn your personality type into an unfair advantage (even if your personality type isn’t as likely to become a millionaire) (16:27)    If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Here’s a cold, hard fact of life:  Most people retire almost as broke as they were when they entered the world.  Why? Well, there are several reasons. But none is more lethal than “Projection Bias.” It doesn’t just affect your clients either, it can also cause smart financial advisors like yourself into squandering your wealth.  But fear not. In this episode, I reveal how this psychological fact seeps into your brain and sabotages you. And how you can stop it from happening before it devours your, or your clients’, wealth.  Listen now.  Show highlights include: Why decamillionaires don’t make most of their money in the stock market (and how to use this fact to land wealthier clients) (1:34)  The “40% Secret” only the wealthiest people in the world know about and leverage (2:58)  How being the dumbest person in the room is a cheat code for wealth creation (4:47)  The insidious “Projection Bias” trap which results in most people retiring broke (even smart and successful financial advisors) (5:40)  Why your emotions can sabotage your marketing, income, and even bankrupt your business (10:41)  How financial success dupes you into making bone-headed decisions that vaporize your wealth (14:14)  How to improve every aspect of your marketing by acting like a child (15:32)  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

If you’re not making as much in your business as you’d like, I have some humbling news for you: You’re letting your ego sabotage you!  Your ego is a conniving poison that devours your wealth every opportunity it gets. In both subtle and obvious ways.  But you know what? You don’t have to give into your ego.  In this episode, I reveal how your ego gorges your wealth. And how to ditch it, so you can make more money than most people even dream about.  Listen now.  Show highlights include: Puff Daddy’s “Ego Secret” responsible for his 10-figure net worth (and how to use it to add an extra 0 to your bank account) (0:53)  Why admitting your broke instead of lying about it unlocks new paths for wealth instead of squandering them (3:37)  How your ego tricks you into mutilating your wealth (without even realizing it) (5:59)  The sneaky way your ego sabotages your financial advising business every time you talk to a client (11:18)  Why hiring a marketing agency slowly cripples your growth (even if they’re making you more money) (12:57)  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform yoru website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Most financial advisors are great at their job, but they suck at marketing. I don’t say that to be cruel. But sometimes the truth hurts.  That’s the bad news.  The good news? After listening to this episode, you will never be able to say you suck at marketing again.  Why? Because I’m revealing the 50 things I wish financial advisors knew about marketing. A free podcast episode has never—and I mean never—been jam-packed with so much business-altering advice as the one you’re about to listen to.  In this episode, I share my top 50 marketing secrets for financial advisors across niche marketing, email marketing, prospecting, website marketing, content marketing, and business principles.  The 50 secrets revealed in this episode will make you a millionaire if you implement them. In fact, it’s a crime I’m giving it away for free.  Listen now.  Show highlights include: The “N-word” which simplifies your marketing and skyrockets your return on investment across every marketing channel (1:43)  Why alienating and repelling people from working with you magnetizes your best clients to you (3:46)  How to verify your niche’s profitability in 30 seconds (or less) (8:40)  The “Grey’s Anatomy” secret for sending emails that make your target audience drool over the idea of working with you (15:17)  The counterintuitive reason referrals are the worst way to attract the wealthiest investors (and what to do to land them as clients instead) (26:53)  Why ugly-as-sin websites get more conversions than beautifully designed ones (29:26)  The “Show, Not Tell” technique which practically forces your prospects to trust you (32:02)  How to land more clients from LinkedIn by getting fewer impressions (41:55)  The writing trick for increasing your chances of becoming a millionaire financial advisor by 80% (55:23)  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform yoru website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Most financial advisors make a fatal mistake when trying to get more clients from their website: Instead of focusing on converting existing traffic, they waste money trying to attract new visitors. Here’s the problem: If your current visitors aren’t converting now, adding more gasoline won’t fix your conversion problems.  But don’t worry. In this episode, you’ll discover 7 proven ways to get more clients from your existing web traffic. Best part? Most of these tweaks are simple (and most financial advisors don’t know about them).   Listen now.  Show highlights include: Why trying to direct more traffic to your site is like trying to build your income without good saving and investing habits (1:27)  The “Website Journey” secret for using your website as an unpaid salesman for your services (2:04)  Why overhauling your entire website can repulse your best clients away (and how testing one variable at a time magnetizes your ideal clients) (4:32)  How to land an extra 3, 5, or even 10 appointments per month by adding this inexpensive software to your site (8:37)  Why actively trying to push people off your website spellbinds your best clients and “ethically forces” them to pick you as their financial advisor (15:22)  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform yoru website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Retirees & pre-retirees are among the biggest and the most challenging markets to sell to. Why? Because they’re more skeptical when it comes to investing their money. They fear being cheated or scammed out of their hard-earned life savings. Life without money is unthinkable to them. That is why you must understand how crucial trust is to them. You need to work hard to build credibility throughout your marketing. Once the retirees see that you understand their pains and have their best interest at heart. It’s hard to lose. You’ll be positioning yourself as their trusted advisor for years to come… And clients will come to you in an overflow through referrals… In this episode, you’ll find time-tested ways to sell to this tricky yet gigantic market of retirees & pre-retirees… Plus, I’ll also share a breakdown of how you can use email marketing to attract more of your dream clients on autopilot… Ready to close clients with deep pockets? Listen now! Show highlights include: How to use email marketing to grow your business by another $100,000: A Step-by-Step Guide  (0:56) Figuring out what your #1 marketing objective is (hint: it’s not getting people to pull out their credit card…) (2:18) How to calculate exactly how many email subscribers you need to land a client (3:50) 10 tried-and-tested ways to get a steady flow of email subscribers (4:31) The only 2 things you need to add an extra $100k to your bottom line (4:57) How to know if your Offer or Audience sucks (5:39) Why being honest and transparent pays off with retirees more than any other market… (You’ll lose them if you treat them like your other prospects…) (6:08) Reason why you need to act like a “Rude African Safari Guide” if you want your market to trust you with their hard-earned money. (7:18) The last and the most essential “credibility” check your prospects do before they buy… (If you lose 90% of the “almost confirmed” sales, this could be why…) (10:23) Use this overlooked “In-depth content” system if you want to convert a bigger chunk of the retiree market  (12:01) Steal this “Obscure targeting” method to sell to the wealthiest investors who are willing to pay top dollar for your services… (16:12) Why sharing your knowledge with retirees is the best way to build bonds and sell more with ease (This positions you as their trusted advisor for years to come…) (18:13) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform yoru website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

I’ve been running Facebook Ads for my business for over a decade. I’ve learned a lot over the years. And I’ve spent hundreds of thousands, perhaps even millions, of my own dollars running Facebook Ads.  Through my research, I’ve uncovered 5 massive mistakes financial advisors make with Facebook Ads. These 5 mistakes are the difference between a campaign that runs your advertising budget dry or a campaign that fills your pipeline with qualified leads for months.  In this episode, you’ll discover the 5 biggest mistakes financial advisors make with their Facebook Ads — and how to fix each mistake.  Best part?  Not only will your Facebook Ads be more effective after listening to this episode, but they’ll be much easier too.  Listen now.  Show highlights include: How to get your hands on a step-by-step breakdown of one of my most successful Facebook Ads (1:27)  Why following the hottest Facebook Ads tactics can cripple your advertising budget (2:10)  How Facebook preys on suckers who don’t know what they’re doing and steals their money in broad daylight (2:25)  The “Pepperoni Pizza” rule which maximizes your chances of generating a positive ROI from every Facebook Ad you run (4:12)  The sneaky way to boost your return on ad spend by using the same exact headline on your and landing page (7:36)  The simple “One Button” objective trick for turning dud ads into a fountain of steaming hot leads (8:22)  How to make your ads wildly profitable by letting Facebook create them for you (11:31)  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform yoru website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Social media is like a cheat code for financial advisors — if you know how to use it. The problem is most financial advisors spend all their free time on social media without any new clients to show for it.  Why? Because they’re making one of the 5 deadly social media mistakes.  Fixing these mistakes can transform your social media from a massive waste of time into a way to get new clients month in and month out.  In this episode, you’ll discover what the 5 deadly social media mistakes financial advisors make are — and how to fix them.  Want to turn your social media into a client-generating machine? Listen now.  Show highlights include: How relying too heavily on social media sabotages your return-on-investment (and how the “Multiple Marketing Strategies” trick maximizes your ROI) (4:15)  Why combining social media with old-school marketing strategies like direct mail beheads your competitors (4:46)  2 powerful and forgotten marketing strategies for finding and closing high-quality clients (even if you get banned from social media) (6:30)  The “Slide in the DMs” secret for transforming your social media from a time suck into a client-generating machine (7:08)  Why posting personal updates on social media drives more prospective clients to work with you than sharing inspirational quotes and stock market commentary (9:59)  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform yoru website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Blog posts are an effective way to introduce yourself to new audiences, demonstrate your expertise, and grow your client base.  But they can also devour your time with nothing to show for it if you don’t know what you’re doing.  So how do you create blogs that help grow your business rather than blogs that eat up your free time?  There are a few simple rules you can follow to make your blogs your unpaid sales interns.  In this episode, you’ll discover 8 tips for creating amazing blog posts that make people drool over the idea of hiring you.  Listen now.  Show highlights include: How to attract more of your ideal clients by posting fewer blog posts (1:59)  The weird way picturing a real prospect when writing articles puts your persuasiveness on steroids (5:48)  Why writing blog posts for more website traffic almost guarantees it won’t result in new leads or clients (7:13)  How to pick the most captivating images for your blogs and skyrocket your time on page and conversion rates (14:18)  The little-known, but wildly effective “Seed Your Authority” secret for turning cold website traffic into paying clients (15:48)  Why introducing yourself at the beginning of your articles “primes” visitors to fork over their hard-earned cash to you (16:34)  The biggest and easiest to avoid mistake financial advisors make when writing blogs which devours your time without generating new clients (19:58)  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform yoru website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Making $500k per year as a financial advisor is a massive milestone. Not only does it give you peace of mind, but it allows you to “hire” your money to grow your wealth.  But the cold, hard truth is that most financial advisors have no clue about how to get there. Many believe it’s not even possible to make $500k per year.  If that sounds like you, I have good news:  In this episode, you’ll discover how you can clear $500k in revenue as fast as humanly possible. I even reveal the exact steps you can follow to reach that milestone.  Listen now.  Show highlights include: The “10% Body Fat” secret for becoming a millionaire in the next 10 years (or sooner) (3:43)  The only 2 things you need to clear $500k in revenue per year (4:57)  How a guy in Japan gets paid to do absolutely nothing (and how to use this “skill” in your financial planning business) (5:42)  Why reading Basic Economics by Thomas Sowell drowns you in opportunities (8:25)  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform yoru website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

An article from Russ Alan Prince found that only 30.4% of clients who paid for a financial plan implemented more than 20% of their plan within six months. Worse yet, 51.4% of clients implemented less than 20% within six months. And the remaining 18.2% did nothing at all.  Here’s why that’s good news:  After listening to this episode, you’ll know exactly why financial plans fail — and how to create financial plans which demand your clients implement them.  Not only will this give you an unfair advantage over your competitors, but your clients will enjoy more wealth too. Listen now.  Show highlights include: How to get your clients to implement more of your financial plan by acting like a beautician (4:02)  Why giving your clients more financial options terrifies them and sends them to your competitors (5:35)  The simple “Next Step” secret for ethically forcing your clients to implement your financial plan (10:17)  3 bulletproof ways to design your financial plan for maximum implementation (12:38)  How to send emails in a way which remotivates your email subscribers to fork over their hard-earned cashola to you (14:57)  The counterintuitive way your financial expertise actually scares your ideal clients away (and what to do instead) (17:25)  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform yoru website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Imagine how many more clients you would have—and how much more moolah you would make—if you were able to convince a fraction of your website visitors to book an appointment.  Think you could add an extra $20k, $50k, or even $100k to your income? Me too.  Well, I have good news:  I spent four days reviewing 60 different financial advisor websites. And in this episode, I reveal the most common mistakes I saw, so you can avoid them.  Want to reach your income goals with ease? Listen now.  Show highlights include: 2 dirt-simple questions your website must answer if you want to book more appointments with high-quality leads (3:57)  Why using vague phrases like “achieve financial freedom” on your website sends your ideal clients to your competitors (4:22)  How to book more appointments and land more clients from your website by acting like a plumber (5:56) The “Pepperoni Pizza” rule for magnetizing high-quality leads to your appointment page (7:46)  How to improve your visitor-to-appointment ratio by gutting half of your website’s content (10:41)  The 3 most popular website pages which determine if someone hires you or your competitor (14:44)  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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 transform yoru website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Many financial advisors salivate over the idea of hiring a virtual assistant. Virtual assistants add hours, or even days, to your workweek. They boost your productivity, unlocking more income. And they cut your daily frustrations and stresses in half. But hiring the wrong virtual assistant, or hiring before you’re ready, can increase your workload, expenses, and stress.  In this episode, you’ll discover the 5 things you must do before hiring a virtual assistant, so they help grow your business instead of sabotaging it.  Ready to unlock more hours, more cash, and easier growth with a virtual assistant? Listen now.  Show highlights include: The “ADE Method” for organizing your to-do list, boosting your productivity, and reaching your maximum income potential (3:44)  How outsourcing your weaknesses can financially cripple your company (even if your virtual assistant does a good job) (4:35)  Why hiring the most expensive virtual assistant costs less than hiring the cheapest applicant (5:25)  How to land top-tier virtual assistants (even if you can’t pay them as much as they want) (8:59)  The weird way a virtual assistant makes a better accountability partner than a 5-figure coach (10:43)  Why hiring an “A-Z” financial advisor marketing agency is a recipe for disappointment, failure, and outlandish costs (11:57)  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Your productivity as a financial advisor directly impacts how much money lines your pockets each month.  While that sounds like good news, here’s why it’s not:  Many financial advisors I’ve coached were allergic to organization. It’s nothing but a boring waste of time to them. But that’s only because they don’t understand this obvious truth:  The more organized you are, the more productive you become, and the more money you can make as a financial advisor!  Sure, organizing your desk isn’t as sexy as publishing a new marketing campaign. But it will increase your income, productivity, and peace of mind.  In this episode, you’ll discover 8 easy ways to become more organized (even if you’re a naturally unorganized person).  Ready to “nuke” your competitors by becoming more organized? Listen now.  Show highlights include: How to increase your income simply by organizing your pantry (0:52) The weird way reorganizing your sock drawer helps you land higher-quality clients (2:27) Why throwing out old clothes you never wear instantly makes your marketing more effective (4:35) The obvious, yet overlooked trick for landing more clients from your online ads (8:51) The “8 Forms of Waste” system used to streamline factories that helps you shower in cash as a financial advisor (10:37) How to deliver better results for your clients by giving them less value (14:58) The sneaky way to boost your teammates’ productivity by simply being their friend (17:53) Why adding every nitty-gritty detail of your day to your calendar doubles your productivity overnight (19:15)  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Every financial advisor I’ve met shares a similar personality trait. This personality trait is the lifeblood of your business. But it’s also the downfall of your marketing efforts.  What’s this personality trait?  Analytical thinking! You need to think analytically to best serve your clients. But it also causes your marketing to fall on deaf ears. In this episode, you’ll discover how your analytical mind sabotages your marketing. And how a simple mindset shift can make every marketing campaign more profitable (and fun).  Listen now.  Show highlights include: The cold, hard truth about why 90% of financial advisors suck at marketing (and how to fix it) (2:20)  Why starting a podcast will devour your time and money without resulting in new clients (and a simple tweak for using your podcast to magnetize your ideal clients) (2:59)  How to improve every marketing campaign you run by studying water (3:19)  The counterintuitive reason your analytical mind makes marketing almost impossible (even if it helps you serve your clients) (4:07)  Why a mediocre LinkedIn page converts at a higher rate than an amazing profile (4:45)  How worrying about your marketing metrics sabotages your results (10:49)  Why the economics of being a financial advisor gives you an unfair marketing advantage (13:04)  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

If your marketing materials aren’t as effective as you’d like, I have good news:  A bunch of nerdy neuroscientists figured out how to make your marketing shoot straight into your prospects’ brains. Not only will this make you unforgettable, but it also makes your prospects ancy to sign up for your services.  In this episode, you’ll discover 7 neuromarketing tips that make your marketing wickedly effective and how to apply them.  Want more people begging to become your client? Listen now.  Show highlights include: The “Serial Position Effect” discovered by neuroscientists for making every marketing campaign more profitable (1:33)  How to use your prospects’ natural cognitive biases to “ethically force” them to sign up for your financial services (1:52)  The special “Layers” trick for instantly making your financial services more demanded and valuable (3:47)  Why acting like a doctor boosts your clients’ success (and lines your pockets) (5:39)  The missing “P ingredient” in your marketing that makes all your benefits and features fall on deaf ears (6:30)  How to activate your prospects’ “Greed Glands” so they beg you to become your client (8:39)  Why adding a picture of yourself at Disney World to your website effortlessly magnetizes your ideal clients (15:13)  The “Textural Adjective” tactic for transforming your worst-performing marketing materials into your new control (17:55)  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

If your clients trust you and thank you for your great work, it’s easy to be surprised when a prospect is outright hostile. But let’s face it: Many wealthy people think financial advisors would do anything to pocket higher management fees. Why? After getting ripped off once, some millionaires would rather stuff their money in a mattress than let someone else manage it.  That’s why financial advisors need to work extra hard to build credibility. Once prospects see you as credible, they’re much more likely to buy from you—even if they vowed to never work with a financial advisor.  In this episode, you’ll find out how to build more credibility as a financial advisor and get the clients you deserve.  Ready to get more credibility and close more clients? Listen now! Show highlights include: Why prospective clients judge you for your age—and how to close millionaires even if you look like a teenager. (5:19) How to make any of your marketing claims more believable by adding a simple “reason why”. (6:45) How to supercharge your credibility with a “boring” about us page. (10:10) Why people assume you’re boring—and how to make clients trust you by being exciting to work with. (13:55) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

There are 5 driving forces behind all human behavior. And if your marketing doesn’t hit on one of these deep psychological triggers, then, well, you’ll always struggle with attracting new clients.  That’s why even the best financial advisors fight tooth and nail to find new clients.  Here’s the good news: In this episode, I reveal what these 5 deep psychological triggers are, so you can apply them to your marketing, and never worry about landing more clients again.  Listen now.  Show highlights include:  How studying fashion trends help you close more clients with ease (2:42) McDonald’s psychological secret for building a multi-billion dollar brand (and how to apply this secret to your marketing) (6:20) How to smash any objection prospective clients throw at you and earn their lifetime business (8:07) The weird way being brutally honest about the downsides of your offer makes your dream clients more likely to work with you (12:28)  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/top-10-best-books-for-financial-advisors.html  

If you’ve been in the business for a while, you know building your dream business is hard. And if you’re like most financial advisors, you don’t struggle with serving your clients, but with getting them in the first place.  Lots of “experts” want to sell you courses, seminars and books with complex client-getting strategies—but most of them don’t work. That’s because the high-level process of getting clients as a financial advisor is simple.  In this episode, you’ll get the big picture of getting your dream clients—and how to put it into practice so you can build a business that fuels a lifestyle you love.  Ready to get more clients without complex marketing strategies? Listen now! Show highlights include:  The weird way bodybuilding slang can help you attract dream clients in your niche (5:52) How a billion-dollar corporation teaches you how to attract more clients (9:18) Why the most successful marketers combine inbound marketing and outbound marketing to supercharge their marketing results (11:05) The stupid-simple “go where your market is” advice that gets your more clients (even if your marketing gets worse) (13:12) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/top-10-best-books-for-financial-advisors.html

Most financial advisors want to create extraordinary results for themselves and their families, but they don’t know how to spend their time to create that reality. That’s why they never see the results they want and fall short of all their goals.  If you want to realize your dreams, build wealth and accomplish your goals, you need to spend your time like the world’s most effective people: Billionaires.  If you borrow their secrets, you can maximize the value of each hour you work to get the clients and the freedom you want. In this episode, you’ll discover 5 productivity tips from billionaires to supercharge your business and get the results you deserve.  Ready to stop wasting time and start getting wealthy? Listen now!  Show highlights include:  The “Timeblocking” technique Bill Gates and Elon Musk use to maximize their productivity (2:10) How to do more money-generating activities and minimize your work hours with nothing but a stopwatch (5:08) The genetic “sleep chronotype” that determines when you’re most productive—and when you should take time off (11:31) Why Jeff Bezos takes mornings off to drink coffee and still makes billions per year (and how to “mimic” his secret in your business) (13:05)

Most advisors suck at marketing. They waste money on strategies that never get them a return because they feel like it’s what they should do or what they enjoy doing. But marketing isn’t about your feelings. It’s cold, hard math. A marketing strategy either makes money—or it doesn’t.  In this episode, you’ll discover the marketing strategies most advisors waste their money on—and what marketing actually works.  If you apply the strategies in this episode, you’ll run laps around your competitors and multiple your marketing results.  Want to stop wasting money and start getting clients? Listen now!  Show highlights include:  How to make your customers remember 95% of the information in your content (and why you probably shouldn’t do it). (4:17) Why posting content on LinkedIn won’t get you a stream of clients (even if you become an influencer) (8:29) Why “casting a wide net” stifles your growth and keeps you from getting the clients you deserve (even if “gurus” tell you to) (12:46) Why spending less than $5k on marketing destroys your results (and sets up other advisors to take all your leads) (15:27) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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. Discover how to get even better at marketing yourself with these 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/video-marketing-for-financial-advisors.html

How much should you budget for your marketing? If you go on the internet, you’ll find tons of answers to this question. Reports, studies and statistics that tell you how much financial advisors spend.  But the truth is: Financial advisors don’t need a marketing budget to get more clients. That might sound radical, but you can create a marketing strategy that attracts clients on autopilot without ever making a budget.  In this episode, you’ll find out exactly how to turn your marketing into a client magnet—even if you never budget.  Want to stop worrying about your money and start getting clients? Listen now!  Show highlights include:  Why most financial advisors throw away their planning skills when it comes to marketing—and how to infuse your financial skills into the marketing process. (1:58) The “maybe you’re just better” reason you shouldn’t take marketing budget advice from the internet. (6:55) How mastering cold calls can hurt your business (even if it attracts clients) (12:21) The “Reinforcing feedback loop” that unleashes exponential growth in your business. (15:07) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html https://www.theadvisorcoach.com/cold-calling-financial-advisors.html https://www.theadvisorcoach.com/entry-level-financial-advisors.html

Most financial advisors are generalists. Because they don't realize that honing in on specific clients garners you more money. They believe that if they are more general, they'll reach more clients. But the opposite is true. When you focus on a singular niche, you find more clients to help. Niche Financial Advisor Tyler Hackenberg runs a successful firm advising Catholic clients. He targets his clients with specific marketing. And he shares how you can target your niche with niche tips. In this episode, discover the niche marketing tips you'll need to target your clients today! Listen now! Show highlights include:  How finding your "Calcutta" drives you to help your clients (3:31) Why attracting red-hot leads by changing your company name (5:55) How having a community of niche financial advisors and planners garners you referrals (8:19) Why being a niche financial advisor gives you a deeper bond with your clients (10:27) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/top-10-best-books-for-financial-advisors.html https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

Most financial advisors set ambitious goals that would change their lives, only to abandon them and live in mediocrity forever. If that’s you, it’s not your fault. It’s because your brain isn’t much more sophisticated than a rat’s brain.  That matters because behavioral neuroscientists discovered rats sacrifice their biological instincts for cheap dopamine hits.  And you know what?  Whenever you pick up your phone, watch television, or order a drink, you do the same thing. This is why you aren’t accomplishing your goals (even though you have everything you need to make them happen).  The good news is the solution is easier than you think—but most financial advisors aren’t willing to do it. But if you follow the simple advice in this episode, it will change your life and business and bank account.  Ready to finally accomplish your wildest goals and add a 0 to your bank account? Listen now.  Show highlights include:  Why watching TV or scrolling social media instead of marketing your financial services makes you no smarter than a rat that starves itself to death (3:02)  The cold, hard truth about why you’ll never become wealthy if you pick up your phone throughout the day (even if you use it to close clients) (6:35)  The “Detox Your Brain” secret for accomplishing more this year than you have in the last 3 years—combined (7:59)  How to use the next two minutes to never let social media distract you or sabotage your goals again (8:21)  Why making yourself miserable today will force your brain to become addicted to chasing your wildest dreams (11:33)  The morbid, yet powerful “Deathbed” trick which frees you from your smartphone’s sadistic grasp that makes you procrastinate on your goals (12:14)  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/top-10-best-books-for-financial-advisors.html https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

Many financial advisors pour dozens of hours every week into creating content. They publish blog articles, film videos, write newsletters…  …but they often get zero clients for all their hard work. It’s not because they lack effort, but because they create for the wrong niche.  Here’s the truth: You won’t attract retired millionaires by dancing on TikTok. And you won’t land millennial clients with sober stock market analysis.  But when you create the right content for your niche, you’ll land more of them as clients—even if you’re spending just a few hours per week.  In this episode, you’ll discover the best type of content for each age group you want to reach.  Want to get more clients by creating less content? Listen now!  Show highlights include:  What a financial advisor with 100k YouTube subscribers can teach you about content marketing (even if you’ll never create videos) (3:18) How to magnetize Gen Z clients by talking about boring tax topics (8:12) The weird case for creating low-brow entertainment content (even if you want to attract intellectual clients) (12:43) Why talking about debt gets you more clients than raving about profits. (17:43) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/top-10-best-books-for-financial-advisors.html https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

You probably have great ambitions for your business: A roster of wealthy clients, millions of assets under management, taking home six figures…  But without a plan, you won’t have those clients or live that lifestyle. But with a business plan, you can turn your dreams into reality like clockwork. In this episode, you’ll discover how to create a business plan on a single page. That way, you’ll always know the next step for your business and realize your wildest dreams step by step. Want to remove overwhelm and get instant clarity on your business’ future? Listen now! Show highlights include:  Why a business plan lets you outcompete 83% of financial advisors (even if you only write one page) (2:14) The dead-simple secrets for creating a unique value proposition that adds get you dream clients on autopilot. (7:12)  How cold-calling keeps financial advisors stuck on the hamster wheel (even if it lands them millionaire clients) (13:45) Why being a better human attracts more clients for your business than any marketing agency you could hire. (17:45) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

It’s exhausting to chase down prospects in LinkedIn messages, hound them with calls and barrage them with cold emails.  You’re constantly getting rejected and have to spend irreplaceable time for every client.  What if clients reached out to you instead? That’s exactly what content marketing does. While most financial advisors bore their audience with stock market analysis, some magnetize their dream clients on autopilot. In this episode, you’ll find out 5 things you need to know to get the clients you want without spending all day on outreach.  Ready to transform your business with content marketing? Listen now!  Show highlights include:  How Steve Jobs can help you attract red-hot prospects (even if they don’t want a financial advisor) (3:46) Why removing most of the information from your content attracts more clients than in-depth analysis. (8:23) The odd way doing snail mail marketing helps you get more clients online (even if your direct mail never gets results) (12:27) Why removing most of the content on your website gets you more clients than publishing every day. (17:24) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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. Discover how to get even better at marketing yourself with these 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/15-financial-advisor-prospecting-ideas--techniques-that-work.html https://www.theadvisorcoach.com/seo-for-financial-advisors.html https://www.theadvisorcoach.com/cold-calling-financial-advisors.html

There are tons of courses, books and seminars that promise you more clients by helping you sell.  But most of them repel more clients than they attract. That’s because they teach worn-out tactics your prospects have heard a hundred times.  In this episode, you’ll discover 5 cheesy sales tactics that sabotage your sales—and how to build trust and get more clients without BS sales tricks.  Want to stop being cheesy and start getting clients? Listen now! Show highlights include: Why “building rapport” repels prospects and makes them reject you. (4:38) How saving money in your personal life makes prospects hire your competitors. (9:12) The odd way “wasting” $15k hands you appointments with qualified prospects on autopilot (at $75 a piece). (15:30) Why studying high school level math makes you more confident and persuasive (even if you only got Fs in school). (17:37) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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. Discover how to get even better at marketing yourself with these 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/video-marketing-for-financial-advisors.html

Whether it’s fitness, business or relationships: Some people accomplish in weeks what others do in years.  When you’re growing slowly, it’s easy to get angry at all the people surpassing you. It’s easy to make excuses and say they had some hidden advantage.  But it’s much more productive to become one of those people. In this episode, you’ll find out how to grow faster than you are now and leapfrog your competitors.  Want to get ahead instead of watching others pass you by? Listen now!  Show highlights include:  What a pregnant woman can teach you about getting more clients as a financial advisor. (5:39) Why you’re destined for success if you ask tons of questions (and why having all the answers can ruin you). (7:44) The “liferaft” you can use to find out exactly what to prioritize next to accelerate your business growth. (13:45) Why gurus, executives and coaches max out their credit cards (and how to stop listening to them) (17:34) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/cold-calling-financial-advisors.html https://www.theadvisorcoach.com/entry-level-financial-advisors.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

Even the most ambitious financial advisors fall short of their goals. They want to multiply their client roster, skyrocket their revenue and stop working all day. But most never make those goals reality.  Instead, they make excuses: They don’t have time because of their family, their day job takes up too much time… instead of taking action on their goals, they waste the potential they know they have. In this episode, you’ll discover how to stop making excuses and reach your goals, no matter what circumstances you’re in. Want to torch your excuses and finally take action on your ambitious goals? Listen now! Show highlights include:  The oddball book that turns ADHD from an excuse into a superpower that lets you fast-track your goals. (3:03) Why some advisors build million-dollar businesses from terrible circumstances—while others never even make it out of the 9-5. (6:28) Why listening to podcasts will never make you successful (even if they motivate you) (12:12) Why you’re poisoning your mindset and keeping yourself from succeeding whenever you complain. (16:25) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/elevator-speech-financial-advisors.html https://www.theadvisorcoach.com/content-marketing-tips-financial-advisors.https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

LinkedIn can be a reliable source of high-value clients. But most financial advisors don’t make any money from their LinkedIn profile.  It’s not because they’re bad, but because they only post about certifications and their takes on the stock market. It’s what most financial advisors do, but it doesn’t work.  If you know how LinkedIn really works, you can magnetize more prospects than you can handle.  In this episode, you’ll discover 10 things you need to know about LinkedIn marketing that can transform your business and change your life.  Want to get more clients on LinkedIn? Listen now! Show highlights include: Why LinkedIn restricts your connection requests and limits your lead flow—and why that can get you more clients. (4:31) How to get more reach with short text posts than others get with long videos. (10:23) The simple way to get more clients than LinkedIn celebrities (even if your content only gets 3 likes). (13:09) How flexing a fancy barbecue on LinkedIn attracts more clients than detailed stock market analysis. (17:40) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html https://www.theadvisorcoach.com/entry-level-financial-advisors.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

Many financial advisors grow their businesses every year. A select few are able to multiply their income year over year.  But some financial advisors stay stuck. They work all day and barely see their families—just to make the same amount of money they made last year.  Why? That’s what this episode is all about. You’ll discover why some financial advisors stay stuck—and how to escape that cycle if you are stuck yourself.  Ready to stop sabotaging yourself and unleash success? Listen now! Show highlights include: The stupid-simple question that can transform your mindset, your business and your (4:09) Why learning a simple skill in 2 hours could grow your wealth for the rest of your life. (7:07) Why “saving money” on courses, subscriptions and books costs you more than a luxurious lifestyle ever will. (11:08) How buying products with a money-back-guarantee could sabotage your wealth building and keep you stuck with a mediocre income (14:33) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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. Discover how to get even better at marketing yourself with these resources: [Include 3 of the following links in the show notes - it doesn’t matter which] 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

Many financial advisors spend weeks on marketing strategies that never get them a single client.  Meanwhile, a few advisors magnetize dream clients without spending all day creating content.  That’s because they accept a few harsh truths about marketing. It sucks to accept failure, but once you’ve accepted the truth, you can unleash growth and attract more clients than you can handle.  In this episode, you’ll discover 5 hard marketing truths you need to accept to create breakthrough marketing results.  Ready to get more clients and simplify your marketing? Listen now!  Show highlights include:  Why ignoring your emotions can turn your marketing into a client attraction machine (3:45) How building personal connections with prospects can sabotage your marketing results and repel clients (5:55) How third grade math can transform your business and give you exponential marketing returns (13:31) Why building a team can kill your marketing results and ruin your business (no matter how much time it saves you) (17:29) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/7-client-referral-ideas-to-help-you-get-more-referrals.html https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html

A ton of experts, gurus and coaches love to talk about mindset. And if you think like a loser, you’ll become a loser.  But if you only think about success, you’ll never be wealthy, never live in the house you want or drive the car you want.  You’ll only reach your goals if you take action. In this episode, you’ll discover how to live the life you deserve by accepting the “mindset paradox”.  Want to discover how to leverage the “mindset paradox” to unleash success, wealth and freedom in your life? Listen now! Show highlights include:  The F. Scott Fitzgerald quote that fast-tracks your goals (even if you stop working for months) (0:53) How an ancient “scam” lets you attract more clients and build a thriving business (3:57) The largely-forgotten 1950s recording that makes you accomplish your goals on autopilot (7:42) Why changing your mindset can transform your sales results (even if you keep using the same sales script) (11:24) 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. Discover how to get even better at marketing yourself with these 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

Most financial advisors love making portfolios grow, but hate to do marketing.  That’s not because they’re bad at it, it’s because they think they have to write, design and understand technology. But you don’t have to do things you hate. You can talk into a camera and get clients with simple videos.  In this episode, you’ll find out the pros and cons of using video marketing—and how to leverage it to attract more clients.  Want to grow your business with easy-to-make videos? Listen now! Show highlights include:  What advice books for young mothers can teach you about getting more qualified clients. (5:58) How webinar software lets you supercharge your marketing results (but only if you target mobile phones) (8:04) The weird way LinkedIn videos get you clients for years (even after you quit making them) (11:36) How to get clients from all of your marketing channels with only one video (13:58) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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. Discover how to get even better at marketing yourself with these 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

Most financial advisors have big goals: They want wealth, freedom and happiness. But most of them fail—within a few years, they’re back in an office job.  It’s not because they lack ambition or drive. They want to be millionaire entrepreneurs, but they think like 9-5 employees.  But you can break out of this cage. If you can change your perspective and see your business like an outsider, you can create breakthroughs that unleash incredible wealth into your life.  In this episode, you’ll find out how to change your perspective to skyrocket your business and get rid of what’s holding you back.  Want to transform your perspective and create breakthroughs? Listen now! Show highlights include:  How to discover the secrets of peak performance by reading Wikipedia articles (4:05) The “Law of Inertia” principle that keeps you stuck at your current income (and how to create breakthrough marketing strategies) (6:37) Why most financial advisors work all day and make zero progress on their goals—and how to skyrocket your results while working less (10:52) The weird way “cookie cutter motivation” sabotages your goals (even if it inspires you to work all day) (15:09) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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. Discover how to get even better at marketing yourself with these 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/15-financial-advisor-prospecting-ideas--techniques-that-work.html

You’ve probably heard of the power of your mind: If you’re pessimistic and lazy, you’ll sabotage your own success. At the same time, optimism and discipline let you fast-track your goals.  But if you think without taking action, you’ll never get the clients, business and lifestyle you want. The bridge between mindset and action? Mental models.  In this episode, you’ll discover the exact mental models that help you turn your thoughts into actions that attract clients. Ready to use mental models to supercharge your business and your life? Listen now!  Show highlights include:  The “Falsification Principle” that lets you beat your best marketing strategies by getting rid of your ego. (3:06) The weird way of asking “how?” all day helps you create marketing breakthroughs that magnetize clients. (6:23) How an Austrian Mathematician’s quote turns your marketing into a client attraction machine. (13:40) Why your best marketing ideas often get the worst results (unless you know “Alder’s Razor”) (17:22) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

If you read business books, listen to podcasts and educate yourself, you know everything you need to skyrocket your business and achieve financial freedom. But knowledge alone keeps you stuck where you are. To experience life-changing success, you need action. And when your brain isn’t used to taking action, you never implement what you learned.  In this episode, you’ll find out how to train your brain to turn learning into action to transform your life and business.  Want to finally take action on what you learn? Listen now!  Show highlights include:  How taking a standardized test can remove brain fog and make your thinking crystal clear. (3:21) The “N-BACK Test” that could help you think faster (even if you think it’s bogus) (6:01) The “satisficing” mindset that eradicates perfectionism and maximizes your productivity. (14:14) How “Reversion to the Mean” lets you skyrocket your business (even if you hate stats and math) (16:02) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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. Discover how to get even better at marketing yourself with these 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/4-linkedin-tips-for-financial-advisors.html

Why do some financial advisors have tons of clients, abundant wealth and all the free time they want? And why do others stay poor even though they work 24/7?  Most people would think about their online presence, sales skills or certifications.  But none of those things are as powerful as your own thinking. If you want to enjoy freedom, wealth and independence, you need to level up your thinking.  When your thinking changes, your act differently. And when your behavior changes, your life does. In this episode, you’ll find out how to level up your thinking to get more clients and grow your business.  Want to find out how to turn your thoughts into a client magnet? Listen now!  Show highlights include:  How to get a week’s worth of work done in two days by sitting at your desk on Sunday evening. (5:20) Why most people are horrible at thinking without noticing it (and how to reverse that effect in yourself to attract abundant wealth) (6:16) The “hidden” ways you sabotage your own thinking (and how to do the opposite to attract wealth, happiness and freedom)   (13:15) How making the perfect decision prevents you from making progress and reaching your goals (15:57) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html https://www.theadvisorcoach.com/cold-calling-financial-advisors.html https://www.theadvisorcoach.com/entry-level-financial-advisors.html

Blogging, social media and networking are great ways to get clients. But they take time to get results: You’re always creating, but you might wait for months before anyone calls you up (if it ever happens). But there’s a strategy that gets results now: Paid ads.  If you run ads the right way, you can get appointments with red-hot prospects fast.  In this episode, you’ll find out how to run paid ads that magnetize clients and skyrocket your business.  Want to use paid ads to fast-track your marketing results? Listen now! Show highlights include:  Why creativity can kill your marketing results and scare clients away (even if it makes your prospects laugh) (5:35) Why not having a niche makes turns your online ads into a money burning machine (7:41) The odd reason hiring a marketing agency can destroy your marketing results (even if you’re getting appointments) (11:33) The “5 Second Rule” for YouTube ads that can turns money-burning ads into client magnets (13:55) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-business-plan-tips.html https://www.theadvisorcoach.com/7-awesome-tech-tools-for-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

All the gurus, coaches and other so-called experts on the internet tell you what to do to become successful. Some of them have good advice. But all of it’s useless if you’re sabotaging your own success. A large part of becoming successful is about what you stop doing, not what you start doing.  When you quit the things that hold you back, you can unleash incredible success into your life—even if you don’t do anything the “gurus” say you need to do.  In this episode, you’ll find out 5 things you need to quit to get more clients without adding a ton of activities to your calendar.  Ready to cut out what’s holding you back? Listen now! Show highlights include: The odd reason quitting coffee can get you more clients (2:09) How being bad at three marketing channels gets you more clients than being great at one (8:23) The exact moment you should stop following up with a prospect (even when you’re convinced they’re not interested) (11:31) Why being the smartest of your friends can sabotage your wealth building and repel clients. (16:31) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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. Discover how to get even better at marketing yourself with these 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/video-marketing-for-financial-advisors.html

Making a million dollars per year sounds awesome: You’d have the money to drive your dream car, live wherever you want and spend time with your family.  But the “millionaire lifestyle” sounds unattainable for most financial advisors. The truth is: Almost anyone can get to this level of income.  You just have to know how to get there. In this episode, you’ll find out exactly how to raise your personal income from an advisor who hit $1M per year.  Want the lessons from an advisor who’s “living the dream”? Listen now!  Show highlights include:  Why being creative in your marketing could keep you stuck in the paycheck-to-paycheck cycle (4:13) How to turn your boring brochure-like website brochure into a 24/7-365 client attraction machine (5:08) The marketing asset that sets appointments on autopilot (even if you never look at it) (8:44) The century-old marketing technique that still magnetizes clients (your competitors probably think this is outdated) (11:44) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-business-plan-tips.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

Many prospects don’t want to pay for a financial advisor even if their portfolio would grow faster with your help. You’ll never convince these folks with pressure sales and endless phone calls. You have to opt for something more subtle. The easiest way: Analogies.  When you use analogies, you teach your leads, prospects and clients something without telling them directly.  That way, you’ll sell them on hiring you without ever feel like you’re selling something.  In this episode, you’ll find out about 7 analogies you can use with your clients so they understand, hire and pay you!  Want to close more and better clients with analogies? Listen now!  Show highlights include:  Overused analogies you might be using that scare clients away (avoid them and you’ll do better) (1:23) The “guide” analogy that ethically forces clients to stick around for the long term (even if their portfolio tanks)  (6:08) Why your clients invest like they’re in a traffic jam (and how to use that metaphor to close more clients) (8:50) Warren Buffett’s hamburger analogy that lets your clients profit from market dips (14:14) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-business-plan-tips.html https://www.theadvisorcoach.com/7-awesome-tech-tools-for-financial-advisors.html https://www.theadvisorcoach.com/cold-calling-financial-advisors.html

If you’re prospecting regularly, you probably constantly hear “I’m not interested” from lukewarm prospects. It’s frustrating when prospects reject you—and even worse if you don’t know why your prospect isn’t interested.  But if you can deal with “I’m not interested”, you can discover what’s holding your prospect back and might even land more clients. Want to discover how to deal with objections and close more clients? Listen now! Show highlights include:  Why convincing uninterested prospects makes them run from you and ensures they’ll never become clients. (7:15) How a 1960s copywriter can teach you to convert leads into clients (even if they’re “not interested”) (8:29) The “Numbers on the Board” mindset that makes prospecting easy (while you’re getting rejected left and right) Why declining meetings and rejecting red-hot prospects is the best way to get more high-value clients. (16:12) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html https://www.theadvisorcoach.com/entry-level-financial-advisors.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

Some financial advisors seem to magnetize millionaire clients and have to hire assistants to deal with all their inbound leads. Other advisors chase down lukewarm leads because they’re desperate for clients. It’s easy to envy the wealthy advisors, but it’s better to become one of them.  If you cleanse your mindset from the toxic limiting beliefs that block your path to wealth, you can get all the clients you want while others wonder how you do it. In this episode, you’ll find out about 7 limiting beliefs that hold people back from maximizing their income—and how to banish them to unleash abundance into your life.  Want to stop chasing prospects and magnetize clients? Listen now!  Show highlights include:  Why you should have a burning desire to get rich (even if all you want is time with your family) (6:56) The odd reason buying a big house is an excuse to stay poor (even if you can “afford it”) (11:10) The tough question that reveals whether you’ll be wealthy or stuck in mediocrity. (15:05) Why chasing money and being selfish lets you make the greatest impact on the people around you. (21:30) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/cold-calling-financial-advisors.html https://www.theadvisorcoach.com/entry-level-financial-advisors.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

If you’re like most advisors, you have days where you feel like you could sign billionaires as clients—and others where you feel like nobody will ever work with you again.  The difference: What the voice in your head is telling you. Your inner voice can decide whether you end up poor and client-less or propel yourself to wealth, success and happiness. If your inner voice is a critic, you’ll struggle. If your inner voice is your biggest fan, you’ll win. In this episode, you’ll find out how to make peace with your inner critic and become your own biggest fan.  Want to improve your self-talk, improve your mindset and put winning on autopilot? Listen now!  Show highlights include:  What paddling on the Ohio River can teach you about getting more done and achieving your goals. (2:55) Don’t believe you can give advice to deca-millionaires? Here’s why that might be a lie. (5:48) Why you can’t kick your inner critic out of your head (and how to believe in yourself anyway) (8:00) The odd reason crying yourself to sleep over making $87k per year can make you more fulfilled. (13:22) The odd reason paying $1000 for a sweater can get you more clients (16:44) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/cold-calling-financial-advisors.html https://www.theadvisorcoach.com/entry-level-financial-advisors.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

Some financial advisors win because they’re great at selling. When someone answers the phone or sits down in their office, it’s hard for the prospect not to hire the advisor.  But if you’re in meetings and phone calls all day, you’re a salesperson, not a financial advisor.  That’s why copywriting is awesome: If you can write persuasive copy, you’re selling 24/7, attracting clients and getting appointments with them.  In this episode, you’ll find out how to write copy that sells—and 3 scientifically proven ways to supercharge your copy and attract a horde of clients.  Want to sell by writing instead of being stuck in calls? Listen now! Show highlights include:  How writing copy lets you scale your client attraction without scaling your effort (3:31) The “Curiosity Gap” strategy that makes readers click, read and convert (6:42) Why changing a single number in your headlines gets you more readers. (9:39) The weird reason length is more important for cold email success than the words you say(15:39) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html https://www.theadvisorcoach.com/entry-level-financial-advisors.html

If you’re a good financial advisor, you want to do the best possible work for yourself and your clients.  In theory, that’s great—you get your clients higher returns and yourself a bigger book of business. But in practice, this ambition often becomes perfectionism.  This kills your marketing results—because 5 bad published articles get more results than a folder of 18 great drafts. But you don’t have to let perfectionism hold you back. In fact, you can conquer it and dominate your niche. In this episode, you’ll find out how to defeat your perfectionism, start marketing to your niche and supercharge your marketing results.  Want to stop editing and start publishing? Listen now!  Show highlights include:  How trying to be perfect makes you procrastinate on your goals (and how to ship things faster to run laps around your competitors) (4:20) The “80/20 squared” rule that shows you exactly which marketing message gets results and which gets ignored (6:08) The weird thoughts that show you that perfectionism is holding you back from achieving your goals (13:30) Why perfectionists get defensive when you point out their flaws (and how to correct this if it’s your problem) (18:14) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/cold-calling-financial-advisors.html https://www.theadvisorcoach.com/entry-level-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Your skills don’t matter if you don’t get anything done.  You could be the best salesperson, marketer and financial advisor in the world—if you spend all day on the couch, your business collapses.  But if you’re checking off your to-dos every single day, you become hyper-effective and skyrocket your income.  In this episode, you’ll discover a productivity experiment that could get you more high-paying clients and give you more free time to spend with your family.  Want to find out how to grow your income without growing your effort? Listen now! Show highlights include:  The weird way eating a banana could wreck your productivity and sabotage your business (3:08) Why gobbling down certain supplements does nothing to improve your health (unless you eat them with fat) (5:42) The 1-minute fix on your TV remote could improve your sleep and  supercharge your productivity the next day (8:32) How starting a podcast can be a waste of time (or attract a horde of clients) (13:55) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/7-client-referral-ideas-to-help-you-get-more-referrals.html https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html

Referral leads  are better than random people from networking meetings. They hire you without objecting to everything you say. They’re usually wealthy, You don’t have to work to acquire them and they already trust you. Unfortunately, most advisors struggle to get referrals—because they ask for them. Begging your existing clients for referrals sucks. It makes your clients uncomfortable and makes many advisors feel like sleazy salespeople.  But getting referrals can be easy. If you do it right, you’ll get new referral leads ringing you up out of nowhere.  In this episode, you’ll find out exactly how to engineer a stream of referral leads without ever asking clients for referrals.  Want to get referrals without working for them? Listen now!  Show highlights include:  How to “replicate” your best clients and skyrocket your revenue without cold-calling strangers. (8:57) Why now is the most important time in human history for wealthy clients to hire financial advisors (14:07) The odd reason taking all SEO measures off of your pages magnetizes affluent clients (even if you’re ranked on the first page of Google). (16:37) Why your best clients are hiding their real questions from you (and how to find out those questions to close them on additional services. (35:26)   Want to connect with Brian Ouellette on LinkedIn? Go here: https://www.linkedin.com/in/sbrianouellette Want to see what AskMyAdvisor can do for you? Visit the website here: https://askmyadvisor.co/

You’ve probably been rejected by prospects who hired another advisor, managed their money themselves or went with a robo-advisor. The truth is: Competitors are closing clients you could’ve signed left and right. And if you’re not setting yourself apart from your competitors, you’ll lose. But if you become a category of your own, you’ll have all the clients you need.  In this episode, you’ll find out how to do just that and magnetize more clients than you can handle.  Want to stop competing and start winning? Listen now! Show highlights include:  How robo-advisors might skyrocket your business and send you red-hot leads (even if you’re afraid they’ll eat your business) (1:58) The “indirect competitors” that steal your prospects while you’re not looking (7:35) What air conditioning in retail shops can teach you about becoming the best advisor in your niche (and attracting the most clients) (11:15) Disney’s “On Stage” strategy that makes their customers’ experience magical—and how to use it to create a client experience that keeps them around for years. (13:42) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/entry-level-financial-advisors.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

Some financial advisors magnetize clients. Every day, they get new LinkedIn messages, emails and phone calls from people who want to work with them.  But most advisors struggle to get more clients. They chase down lukewarm prospects and rarely get a yes. If that’s you, don’t worry—a single factor can take you from constant rejection to prospects hitting you up out of nowhere.  In this episode, you’ll discover what that factor is and how to leverage it to attract more clients than you can handle.  Want to attract the clients you deserve for all your hard work? Listen now! Show highlights include:  The 5 most common reasons prospects don’t buy (and how to refute them to close the deal) (1:16) The “No Frame of Reference” problem that keeps your le(even if they trust you and are desperately looking for an advisor) (2:16) Why better content, social media posts or headlines are useless without a planned-out marketing strategy (6:18) How writing the best educational content in your niche doesn’t get clients (and how to fix it by putting a simple link into your articles) (13:52) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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. Discover how to get even better at marketing yourself with these 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

As a financial advisor, you help clients achieve their financial goals. So you first need to find out what their goals are.  But the worst way to do that is to ask them. In fact, if you ask your clients about their goals, you might be sending them straight to another advisor.  That’s because all humans are irrational and biased. Once you accept that, you’ll be much better at helping clients get what they want—and keeping clients around for years.  In this episode, financial advisor, speaker and author Carl Richards stops by to show you how to serve your clients better by being realistic about human nature.  Want to serve your clients better and keep them for longer? Listen now! Show highlights include:  Why selling financial certainty hurts clients and makes them leave you (even if you don’t know you’re selling certainty) (16:30) The “Guide” mindset that helps you make the best possible plan for your clients (that even works when you’re wrong) (19:11) How to replace 200-page financial plans with a ball pen and a legal pad (and make your clients stick around longer) (24:27) Why your main job as a financial advisor is to help your clients say no (31:03) The “1-2-3” plan to find a niche that attracts high-paying clients in droves (34:20) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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. Discover how to get even better at marketing yourself with these 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/4-linkedin-tips-for-financial-advisors.html

If you’ve ever read an article or watched a video on millionaire financial advisors, it’s easy to get jealous: They live in mansions, spend weekends on their yachts and work from an office that overlooks the city.  You might feel like that lifestyle is out of reach. But the truth is: These people aren’t that much smarter than you. In fact, millionaires aren’t that different from you. They just do different things.  In this episode, you’ll find out what millionaire financial advisors do differently—and how to implement their lessons so that you can grow your wealth.  Want to discover the habits of millionaire financial advisors? Listen now!  Show highlights include:  The weird reason teachers are more likely to become millionaires than most other careers (and how to implement that knowledge to grow your own wealth). (5:15) What flipping antique coins on ebay can teach you about attracting more wealth than you know what to do with (10:12) How stupidly following a step-by-step book builds more wealth than spending years to create your own system for success. (12:31) Why creativity in business is the easiest way to stay poor and and mediocre until retirement (14:47) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/seo-for-financial-advisors.html https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/cold-calling-financial-advisors.html

You can have a slick website, complicated funnel and awesome content. But if the wrong people come to your site, you’ll never get a single client from all of it.  There are different types of website visitors. And they’re all looking for different things. If you can give every visitor exactly what they’re looking for, your website becomes a client magnet.  In this episode, you’ll find out about different types of web traffic (and how to convert each type of visitor into a prospect).  Want to get more clients with your website? Listen now!  Show highlights include:  Why a 1920s toothpaste marketer can help you generate more profits than any “marketing guru” today. (2:21) How your home page can send red-hot prospects straight to your competitors (or win them over as clients) (8:45) The insidious way “giving value” gets you fewer clients than a shameless sales pitch (15:16) Looking for an SEO agency? Here’s the biggest “red flag” that shows you which agencies never to hire (17:18) Why posting 3x as much on LinkedIn is the easiest way to get clients with social media. (19:56) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.htmlhttps://www.theadvisorcoach.com/entry-level-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Some financial advisors rake it in with email marketing. Every day, they open their calendar to see new appointments with interested prospects.  But many advisors send email after email and only get unsubscribes. That’s because they’re making crucial mistakes that alienate prospects.  In this episode, you’ll discover what these mistakes are and how to fix them so that your email marketing magnetizes new clients.  Want to supercharge your email marketing? Listen now! Show highlights include:  How to build a client attraction machine by only writing 5 emails. (3:02) The 80/20 of email marketing that gets you results without writing every day (5:25) The stupid easy way to get appointments with email marketing (6:08) Why getting compliments from readers is a death sentence for your conversions. (9:25) How telling people not to subscribe gets you more appointments and clients (10:42) Why a terrible landing page makes all your email marketing useless (14:10) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-business-plan-tips.html https://www.theadvisorcoach.com/7-easy--actionable-social-media-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/15-financial-advisor-prospecting-ideas--techniques-that-work.html

When you run ads to get more clients, you have to send them to a landing page. But if nobody converts on your landing page, you’re burning your money.  That’s why your conversion rate is so important if you want to get more clients online. In this episode, you’ll find out exactly how to raise your conversion rate and get more clients from your ads.  Want to finally get clients from your marketing campaigns? Listen now! Show highlights include:  Why your design, CTAs and SEO will never matter unless you get your headline right (6:06) How writing 25 headlines for a single landing page supercharges your marketing (9:18) The easiest way to make people act on your landing page. (11:30) Why ease of use can make your landing page more effective than beautiful design or persuasive copy (16:35) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html https://www.theadvisorcoach.com/cold-calling-financial-advisors.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

Most financial advisors know they shouldn’t do everything themselves.  You’ve probably heard it before - figure out the type of work that makes you the most money and outsource the rest. Easy, right?  But most financial advisors never outsource anything. It’s not because they like doing everything themselves. Most are afraid of someone screwing up and wrecking their business.  What if a VA treats a client badly? What if your social media manager posts something offensive that makes your clients leave?  It might seem scary, but you can outsource parts of your business to free up your time and make more money. In this episode, you’ll find out exactly how to get more freedom with outsourcing (without worrying about someone else ruining your business).  Want more free time and less stress? Listen now! Show highlights include:  How to make your business more efficient by reading every email yourself (even if it seems like a big, fat waste of time). (5:10) Why most financial advisors waste more time after outsourcing tasks (and get no extra clients) (12:44) The weird way outsourcing grocery shopping, cooking and cleaning can skyrocket your profit margins (19:56) Why dropping $10 on lunch per day is a better investment than putting it in an index fund (22:54) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

Most financial advisors make marketing harder than it needs to be. They see themselves as financial experts, not marketers. That’s why they think it’s hard to attract clients online, so they make it hard.  But if you simplify marketing, getting clients becomes easy. All you have to do is understand the principles of marketing and implement them.  In this episode, you’ll discover 20 principles of marketing and how to apply them directly to get more clients whenever you want.  Listen now! Show highlights include:  Why email is the best marketing channel to convert your leads into appointments (and the worst to generate leads) (5:06) The counter-intuitive reason posting content isn’t enough (94% of successful financial advisors send direct messages).  (11:49) Why calling yourself a fiduciary can scare prospects away and send them to your competitors (15:14) The weird reason why great investment returns are less persuasive than your clients’ gut feelings.  (16:43) How knowing math can skyrocket your marketing results and flood you with high-paying clients (24:35) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/7-client-referral-ideas-to-help-you-get-more-referrals.html

What’s holding you back from achieving your business goals? You might think it’s a lack of experience, tough competition or not enough time.  But for most financial advisors, their own biased thinking holds them back more than anything else. If biases dominate your thinking, your business goals will stay out of reach forever.  But if you can clear up your thinking and leverage it for your success, you’ll reach your goals without even trying.  In this episode, you’ll find out how to de-bias your thinking to make your wildest dreams come true.  Want to create success on autopilot by removing your biases? Listen now! Show highlights include:  The simple strategy that could add 3 clients every month (even if all of your marketing underperforms) (1:03) How “Overconfidence bias” makes you expect unrealistic results (and kills your happiness when you don’t achieve them) (4:03) Why doubling, tripling or quadrupling your income is possible by next year (unless “anchoring bias” is holding you back) (8:58) The insidious way the “Ostrich Effect” keeps you from seeing your business in a realistic way (13:51) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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. Discover how to get even better at marketing yourself with these 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

With all the marketing methods, strategies and channels out there, it’s easy to get overwhelmed.  If you had a podcast, LinkedIn, newsletter, Instagram, TikTok and everything else “experts” say you need, you’d be a marketing department - not a financial advisor.  But you can use effective marketing strategies to get clients without turning into a full-time marketer.  In this episode, you’ll find out how to reduce marketing overwhelm and find the simple strategies that work for you.  Want to spend less time marketing and get better results? Listen now! Show highlights include:  How choosing a tiny niche makes the right marketing strategy obvious (4:46) The weird way a Simpsons episode shows you exactly how to market to your niche (8:04) How your personality transforms mediocre marketing into a client magnet (9:52) Why personality tests can improve your results more than most courses, coachings or seminars (10:45) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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. Discover how to get even better at marketing yourself with these resources: 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 https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html

As a financial advisor, your expertise is centered around stocks, funds and other investments.  But what if a client needs help with Medicare? It has a significant impact on your client’s financial life - and supporting them with it lets you earn even more of their trust.  This week’s guest Brian McArthur helps financial advisors’ clients get the best possible outcome with Medicare and takes care of their headaches.  Want to add even more value by helping your clients with Medicare? Listen now!  Show highlights include:  How 3-6 phone calls a year make you more money and earn even more of your clients’ trust.  (8:52) The word-for-word script that gets clients to open up and let you solve their Medicare problems (9:16) Why Medicare is not a separate service, but an add-on for clients. (22:29) How working with an insurance agent makes your clients stay with you longer (24:39) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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. Discover how to get even better at marketing yourself with these resources: 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 https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Getting long-term advice and the principles behind it moves your business forward. But sometimes, you want a quick answer to a quick question.  In this episode, you’ll hear rapid fire answers to marketing questions asked by financial advisors after listening to the show.  Want quick, actionable advice you can use to get more clients today? Listen now! Show highlights include:  Why being overwhelmed by work is a horrible reason to hire an assistant (7:16) How scarcity can supercharge your marketing results (even if you change nothing about your services) (11:12) The simplest way to go turn a vague dream to a specific action plan that lets you reach your goals (16:15) Why talking about money and investments in your emails gets compliance on your back (22:45) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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. Discover how to get even better at marketing yourself with these resources: [Include 3 of the following links in the show notes - it doesn’t matter which] https://www.theadvisorcoach.com/7-awesome-tech-tools-for-financial-advisors.html https://www.theadvisorcoach.com/7-easy--actionable-social-media-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

Few things in business are worse than worrying about where your next client will come from. Sure, you might see success with LinkedIn outreach, asking for referrals and attending networking meetings.  But most financial advisors can’t press a button and start their client attraction machine. Even if that sounds like a pipe dream, that’s exactly what effective advertising can do for you. The reason most people don’t do it? It’s hard.  In this episode, you’ll find out the two ways to run successful ads and build a client attraction machine.  Want a predictable way to get your next client? Listen now!  Show highlights include:  Why excluding most potential clients from your ads magnetizes leads (while general ads get crickets) (4:45) Why leads who don’t care about finance can’t reject you (8:51) The counter-intuitive reason boring ads outperform fancy slogans (10:32) The “Starving Crowd” approach that lets you create effective ads without being a professional marketer (11:32) How to build extraordinary success with nothing but obvious marketing strategies (13:27) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Your website is how you present yourself to potential clients. Even if you’re crushing it on LinkedIn, you won’t get clients if your website sucks.  But unless you’re a professional marketer, it’s hard to know what makes a good website.  In this episode, you’ll discover 20 mistakes financial advisors make with their websites - and how to fix them to get more clients.  Want to turn your website into a client magnet? Listen now! Show highlights include:  3 pages on your website you need to optimize to get more clients (and why you can ignore the rest) (2:25) How image slideshows scare potential clients away from your website (6:06) The easy way to optimize your website for mobile devices (without having to code or learn any technical skills) (6:57) How putting your phone number on your website can get you more clients as soon as tomorrow (10:45) Why your “professional” pictures make prospects leave your website (12:46) How an ugly, self-made website outperforms a gorgeous one from an expensive agency  (15:50) Why you shouldn’t focus on SEO if you’re making less than $500,000 per year (19:00) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

We all get 24 hours each day. Some financial advisors work from sunrise to sunset and never see their kids. Others own beachfront mansions, drive luxury cars and jet off to exotic vacations with their family.  Why are some financial advisors living the dream while others are scraping by?  It’s all about your mindset: If you think small, you’ll be average. If you think big, you can build a business that makes you wealthy and sets you free. In this episode, you’ll find out how to think big to attract more clients while working less and build your dream business. Want to level up your thinking? Listen now! Show highlights include:  Why changing your “identity” puts success on autopilot (even if you never try to change your behavior).  (3:45) How hanging a clock on every wall in your house can make you more efficient, wealthy and productive. (6:29) Why most ambitious people stay average (and how average losers infect you with their mediocre thinking). (11:32) The counter-intuitive reason “easy buttons” sabotage your results (even if they work). (12:07) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/15-financial-advisor-prospecting-ideas--techniques-that-work.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Most financial advisors prefer spreadsheets and stock charts over cold-calling and prospecting. But if you can’t sell, you don’t get clients.  And without clients, you don’t have a business.  That’s why many financial advisors look for sales advice online… and embarrass themselves when they follow it.  Some of the most popular sales tips are either plain wrong or don’t work for financial advisors.  In this episode, you’ll discover 5 “tried and true” sales tips that can torch your reputation and drive prospects to your competitors (and the alternatives that actually get clients) Want to improve at sales without sounding like a used car salesman? Listen now!  Show highlights include:  Why learning how to close sales is a waste of time (and the simple sales skill that gets clients). (2:03) The counterintuitive reason firing clients grows your business. (4:21) Why shy introverts can be better salespeople than schmoozing extroverts. (7:23) How sales coaches can be a useless expense if you don’t serve a specific niche. (8:55) Two simple sentences that make your marketing materials more effective (even if you ignore all other marketing advice) (13:15) The “Anti-Sales” approach that ignores sleazy sales and attracts trustworthy clients (14:12) Why an out of print sales book from 1972 teaches you more than any course, seminar or coaching program out there. (15:45) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/15-financial-advisor-prospecting-ideas--techniques-that-work.html https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.htmlhttps://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

Today, marketing is almost impossible without modern technology:  LinkedIn, email, marketing automation and other technologies all help you attract qualified leads without leaving your house.  But relying on technology is dangerous. When a company decides to lock you out of your account, your business evaporates.  But you don’t have to be dependent on big tech companies. You can build a business that thrives under any conditions.  In this episode, you’ll discover how to build a successful financial advice practice without depending on tech companies.  Want to make your success more sustainable? Listen now! Show highlights include:  Why you need contingency plans for business emergencies (even if you never expect to use them) (15:42) How to use backups keep your profitable marketing assets safe (16:52) An unlikely characteristic of business software that shields your business from account shutdowns (17:28) One question that reveals if your business will crumble after a single account failure (18:30) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  Go to the 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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/top-10-best-books-for-financial-advisors.html

Marketing experts tell you where to market to attract more clients. If you followed everybody’s advice, you’d be running a media business and have no time to serve your clients.  So, do you really need a website, a YouTube channel, an email list, 5 social media accounts and a blog? The truth is: You can get clients with nothing but social media. But you shouldn’t.  In this episode, you’ll find out why relying on social media for client generation endangers your business - even when you’re getting new clients every month.  Want to build a marketing strategy that attracts clients without bogging you down in content creation? Listen now! Show highlights include:  The obvious place where most potential clients look for financial advisors (they won’t find you there if you’re only on social media) (1:24) Why certifications, awards and specialties let you “own” your niche (even if you’ve got strong competition) (4:16) How your personal Facebook page can repel clients who were ready to hire you (6:39) The dead-simple “Direct Messaging” strategy that gets you more appointments on LinkedIn (13:05) Why using multiple marketing strategies multiplies your results (even if you’ve already mastered one channel) (15:02) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  Go to the 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. Discover how to get even better at marketing yourself with these resources: [Include 3 of the following links in the show notes - it doesn’t matter which] https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

It’s fun to tell prospects about investments. Their eyes light up when you tell them how much their portfolio would grow if they bought the right assets. In contrast, tax planning is boring. But it’s an exciting marketing opportunity for financial advisors: If you’re touting your favorite stocks, bonds and funds, you’re like any other advisor. But if you can help your clients deal with the IRS, you’ll save them have happy clients that stay with you.  In this episode, Steven Jarvis of the Retirement Tax Services Podcast stops by. He’ll show you how to grow your business and attract more clients with tax planning that saves your clients money. Want to get more clients by offering better tax planning? Listen now! Show highlights include:  Why most financial advisors sell tax planning the wrong way (and how to communicate so that clients pay you for it)  (5:10)  How to sell tax planning to clients who already have a tax planner (6:30) The counter-intuitive way to get new tax planning clients without getting political (11:31) How an AirBnB Screenshot can give your clients tens of thousands in tax-free income. (16:11) The ‘teamwork’ approach that attracts tax planning clients who already have a CPA prepare their taxes. (21:37) Why paying $250 to talk to a CPA is a better investment than most courses, seminars and coachings. (24:11) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/elevator-speech-financial-advisors.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

Financial advisors, marketers and other businesses have used email marketing to attract clients for decades.  But when social media came around, self-proclaimed experts started announcing the death of email marketing. So should you start dancing on TikTok instead? Or is email marketing still an effective marketing strategy?  In this episode, you’ll discover why email marketing is still the most effective way to attract clients online in 2021.  Show highlights include:  Why open, click and conversion rates are rising for financial advisors (even if they’re plummeting working for corporations) (6:52) How to turn one winning subject line into a client-generation machine. (8:57) The simple automation that sends potential clients hyperpersonalized messages (without you lifting a finger) (14:20) Why working all day makes you less productive (and how to get results without putting your nose to the grindstone) (15:33) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  Go to the 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. Discover how to get even better at marketing yourself with these 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/cold-calling-financial-advisors.html

Most advisors think succeeding in financial services is all about getting the right certifications, meeting the right people and doing good work for your clients.  But in reality, some advisors struggle to build a sustainable business for decades while others break six figures in a few years.  The difference between success and failure isn’t in the marketing tactics, the networking or the company. It’s in their mental state.  When you build your business with a focused mind and a positive attitude, you’re unstoppable. But even a lifetime of experience won’t help if you secretly hate what you do.  In this episode, you’ll discover how to put your mindset on “success autopilot”.  Ready to get unstuck and remove the mental barriers to your success? Listen now! Show highlights include:  Why empathy is an underrated skill that makes your clients stick with you forever (even when the market plummets). (2:57) The “Triple Focus” method that connects your sense of purpose to your business and unleashes incredible growth. (4:21) How to turn your natural strengths into a client attraction machine that works for you day and night. (7:38) Why embracing productivity is the no. 1 thing to boost your business (better than any education, seminar or coaching) (12:51) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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. Discover how to get even better at marketing yourself with these 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

Some prospects show up to the first meeting ready to hire you as their new financial advisor. They already trust you, know you’re competent and want to get started right away.  But most prospective clients aren’t like that. They have questions, objections and resistance.  To win skeptical prospects as clients, you need to build more trust and improve your positioning. In other words: You need to do better marketing.  In this episode, you’ll find out how to adapt your marketing to answer your prospect’s objections and win their trust so you can win them as clients.  Want to close more of the clients you talk to? Listen now!  Show highlights include:  Why commenting on news stories is the easiest way to get your niche to pay attention to you. (2:02) The weird reason why it’s better to get 3 comments on your LinkedIn post than thousands of views. (3:16) How to create a sense of urgency and never hear “I’ll get back to you” from prospects again. (6:09) How the U.S. ammo shortage can skyrocket your sales success (7:33) Why putting your phone number on your website gets you more clients than posting on social media for months. (12:12) The “Moral Obligation Mindset” that makes you close more clients than the best sales script ever could. (14:42) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-business-plan-tips.html https://www.theadvisorcoach.com/7-awesome-tech-tools-for-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Most financial advisors fail with the same marketing strategies. They hound prospects on LinkedIn, collect business cards at networking events and analyze the stock market in their newsletter.  That’s why most financial advisors look like empty suits to prospective clients. They have no idea who to trust.  But there’s a strategy that keeps clients from comparing you to any other advisor.  In this episode, you’ll discover how to use that strategy to close more clients without drowning yourself in prospecting work. Want to stand out and get more clients? Listen now! Show highlights include: How to use a personal touch to automate client attraction without seeming robotic or lying to prospects. (7:38) Why admitting that your marketing is automated makes prospects love your emails and turns them into clients quickly. (11:12) How a “noreply” email address gets you into the spam filter and repels clients. (11:37) Why automating social media can ruin your relationships with prospects and make your niche ignore you. (14:42) The counterintuitive way a “hands-off CRM” makes prospects resent you. (17:22) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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. Discover how to get even better at marketing yourself with these 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

Most financial advisors spend tons of time getting clients: They cold-call hundreds of leads, go to networking meetings they hate and harass existing clients for referrals. But you don’t have to use those outdated methods that chase prospects away. In fact, if you stop making 3 crucial mistakes in your inbound marketing, you could attract qualified clients without ever attending a lunch and learn again.  In this episode, you’ll find out how to correct those mistakes and make your inbound marketing magnetize clients.  Ready to get more clients with less work? Listen now!  Show highlights include:   The 2 components of a marketing strategy that gets clients right away (without sacrificing your long-term success) (10:34) Why most advisors leave money on the table by having a great LinkedIn profile. (14:46) The most important KPI for your inbound marketing (and the free software tool that helps you maximize it) (18:43) How to identify prospects that are ready to set an appointment and close them (even if they’ve never talked to you before) (21:30) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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. Discover how to get even better at marketing yourself with these 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 https://www.theadvisorcoach.com/entry-level-financial-advisors.html

Keeping clients happy is hard. They want you to deliver great returns, be available at short notice and know about every change in the markets.  But if you do whatever your client tells you to do, you’ll get the blame when their own decisions tank their portfolio. Because what clients say they want and what they actually want are two different things.  In this episode, you’ll find out exactly what clients really want—and how to use that insight to get and keep more clients.  Tired of clients leaving? Listen now! Show highlights include:  Why clients hate advisors who coach or mentor them (and the “boring” positioning that gets clients to line up to work with you). (8:48) How to keep your clients forever by making them money (even if they’re still getting robbed in taxes). (12:41) The Vanguard study that you can quote to turn skeptical prospects into loyal clients (even if they don’t trust you yet). (16:00) The “storytelling secret” that makes clients trust you before you ever talk with them. (17:31) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-business-plan-tips.html 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

You can find “proven” marketing strategies anywhere on the internet. And many of those might have worked for someone at some point in time.  But that doesn’t mean they’ll get you any clients. In fact, if you blindly copy an outdated strategy, you’re almost guaranteed to fail.  Marketing evolves. That’s why you have to do what works today—not what made people rich in the ‘80s. In this episode, you’ll discover 9 inbound marketing strategies that magnetize clients right now.  Want the latest marketing strategies that work? Listen now! Show highlights include:  How to combine outbound and inbound marketing to multiply your marketing results (without sketchy cold-calling tactics). (4:42) Why “wasting money” on social media ads is more profitable than cold-calling prospects for free. (8:55) Why posting great content on social media leaves money on the table (even if it gets you clients)  (16:35) The “Idea Bank” strategy that gives you an endless stream of content to create. (20:48) The most effective appointment-getting strategy that automates your lead gen without you lifting a finger. (24:12) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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. Discover how to get even better at marketing yourself with these 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/4-linkedin-tips-for-financial-advisors.html

Most financial advisors want wealthy, older clients because more investable assets mean higher earnings per client. But serving the “old & rich” demographic is an uphill battle. millionaires are flooded with financial advisors who’ve got the perfect plan for their hard-earned wealth.  But you don’t have to compete for the same 1% of people as every other advisor. In fact, you can build a great business by marketing to young investors.  Thomas Kopelman discovered how to build a great business without harassing the same people everyone else cold-calls. While most advisors try to get the same clients, he helps millennials grow their wealth. In this episode, he’ll show you how to find an underserved market, get clients and dominate your niche.  Sick of talking to prospects who’ve heard it all before? Listen now! Show highlights include:  The hidden downsides of having a thousand clients (and why ‘only’ having 100 clients creates a business you’ll actually love) (3:42) How “perverse incentives” sabotage your ability to get well-paying clients (even if you’re already serving millionaires) (7:51) How to get clients with your writing (even if you know nothing about marketing and write like a sixth-grader) (14:31) The “repurposing” method that lets you magnetize clients with 10-second videos. (26:41) Why changing colors on your website can get you more clients than hundreds of cold calls. (34:23) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  Go to the 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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-business-plan-tips.html https://www.theadvisorcoach.com/entry-level-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

If you want to get fit, you’ve got to exercise every single day. If you want to get smarter, you’ve got to learn something every day. And if you want more clients, you’ve got to work on your marketing every day.  If you’re not working on closing new clients every day, someone else will. They’ll gobble up your leads and dominate your niche. But you don’t have to let that happen. In fact, you can be the advisor dominating your niche without spending all day prospecting.  In this episode, you’ll discover exactly what to do every day so you get more clients and get a leg up on your competition. Want to improve your business every single day? Listen now!  Show highlights include:  How to acquire new clients in one bathroom break a day (with nothing but your phone). (5:37) The number one reason clients leave their financial advisors (and how to keep your clients forever with a simple greeting card) (9:09) How seemingly random changes in your business can attract more clients (even if you only do it once a week). (11:52) The step-by-step marketing method that shows you exactly what content works gangbusters in your niche. (17:45) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  Go to the 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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/entry-level-financial-advisors.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Marketing is tricky. Some advisors spend thousands of dollars on a slick logo, professional pictures and a beautiful website without getting a single client.  Meanwhile, other advisors get red-hot leads on the phone with nothing but a LinkedIn profile.  The difference between wealthy advisors and client-less amateurs isn’t in the tools they use. It’s in their mindset - the way they think about marketing.  In this episode, you’ll discover 5 traits of advisors who know how to market effectively - and how to implement them in your practice to set you free Want to improve your marketing, get more clients and work less? Listen now! Show highlights include:  Why stealing marketing ideas from rock bands, charities and celebrities magnetizes more clients than copying financial advisors. (4:05)  How “probability hacking” lets you attract dozens of clients to your business (even if your marketing is horrible) (5:38) Why simple independent thinking gets you more clients than wasting $20,000 on a course, mastermind or seminar. (10:05) How to automate your marketing without sounding like a robot. (10:43) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  Go to the 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. Discover how to get even better at marketing yourself with these 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

Building a business that sets you free and makes you wealthy takes time. And if you’re focused on short-term tactics, you’ll always be chasing “shiny objects” that don’t attract well-paying clients.  But if you pretend that “good things come to those who wait”—you’ll never build the business of your dreams. Because you don’t get clients unless you actively prospect and go get them. In this episode, you’ll discover how to get 3 new clients within the next month. Need more clients quickly? Listen now! Show highlights include:  How much to spend (and on what) to get 20+ clients this year. (3:21) The 4 places wealthy financial advisors spend their money to acquire wealthy clients who love to pay them.(6:03) Why “ask early, ask often” is a horrible referral strategy (and the simple strategy that makes your existing clients refer you their wealthiest friends) (11:31) The simple 60-second strategy that skyrockets your response rate on LinkedIn.  (21:46) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  Go to the 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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/elevator-speech-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Even though financial advisors help others manage their money, many of them have “money blocks”. They’re afraid of spending money, afraid of investing money and, most importantly, afraid of asking for money.  That’s bad news if you want to get wealthy. When you’re afraid of anything related to money, you’ll always shy away from it. This fear holds you back more than any lack of certifications ever will. But you don’t have to be afraid of money. In this episode, you’ll discover how transforming your money mindset magnetizes clients who want to pay you more than you’re charging now.  Ready to get comfortable with money? Listen now! Show highlights include:  Why investing in the stock market wipes out your chance at getting wealthy (unless you’re already rich). (3:09) 2 things that let you charge rates way above the market  (and get happy customers lining up to pay). (5:31) How credit card fees can be a more profitable investment than the funds you recommend to your clients. (7:30) How to convert cheapskate prospects who want to use a robo-advisor into die-hard clients.  (12:43) The “leaky roof” analogy that turns skeptical leads into red-hot prospects. (13:35) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  Go to the 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. Discover how to get even better at marketing yourself with these 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-

Have you met someone who can’t enjoy today’s weather because there are storm clouds on the horizon? Or maybe you know someone who questions every purchase, trying to save money. This is their Mindset. And a negative mindset affects the way you think about decisions, keeping you from getting the success you deserve. High performers in every field take Mindset seriously. They make decisions differently than the average employee or business owner. Yet most people are satisfied with an average Mindset. So they get an average result. But you didn’t start your business to become average. In this episode, James discusses 5 Mindset Shifts that give rocket fuel to Financial Advisors looking to take their business to new heights. Listen now to change the way you think about money — and start making more today. Why having an “Investor Mindset” will reduce your worry around buying the products and services you need to scale your business (5:14)  How to afford a new car without taking a hit from monthly payments (6:14) Why most buyers “have it backwards” when they purchase a high-ticket item — and what you should consider instead (7:49) The “Unlimited MB” idea that most financial advisors don’t understand (once you understand how to scale this, your client flow will never end) (9:27) The simple update to your existing marketing that lowers your cost-per-lead (you can test this today) (10:44) How to quickly increase your value to clients by recognizing the “Scarce Resource” in your relationships (11:39) Why the Owner Mindset is important at every level — even if you’re an employee making the same as the guy pretending to work next to you (14:55) Having an “EM” limits your income and puts a ceiling on your success — here’s how to blow the roof off of your income potential (15:08) How the idea of “Saving Your Money” puts you at a disadvantage when trying to grow your bank account (18:25) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  Go to the 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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html https://www.theadvisorcoach.com/7-easy--actionable-social-media-marketing-tips-for-financial-advisors.html

Burnout affects 2 of 3 financial advisors -- and the current crisis has made everything worse. If you’re working long hours, can’t separate work from your home life, and feel like you’re stuck on a treadmill… burnout might be creeping in. In this episode, you’ll find out how to recognise the three types of burnout, discover how to reduce your workload, and create more space in your personal life. Don’t be happy as a “workaholic” -- why the real definition should scare you (1:41) Why 1:05 a.m. might be the best time to move your business forward (3:05) 3 signs you are losing your “home life” boundaries and how the convenience of “WFH” accelerates burnout (3:50) Why “loving what you do” can put you on the fast track to burnout (5:12) Do you suffer from “Stock Market Exhaustion?” How taking time off tricks your brain into increasing your long-term stress (5:32) Weekend “vacations” not an effective stress relief? Try this “TIE” shift in your daily schedule (6:25) How strictly limiting your workday can explode your profitability (9:25) The three types of burnout most financial advisors have and how to fix them (9:54) How to reach big goals that should motivate you but instead paralyze you (13:36) How to delegate differently and pour a bucket of water on your burnout (16:00) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  Go to the https://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. Discover how to get even better at marketing yourself with these resources: 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 https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Show Notes You’ve probably heard that good content gets your ideal prospects to call you up and become clients. This sounds simple, but most advisors get content marketing wrong:  They create fancy stock market reports nobody reads and post about certifications that don’t get clients.  The truth is: Effective content marketing doesn’t have to be complicated (or take a lot of time). In this episode, you’ll discover how to create better content in less time (and get more clients with it).  Are you looking to generate new business with content marketing? Listen now! Bullets How writing long content beyond anyone's attention span generates more leads than bite-sized posts (5:36) The "Mere Exposure Effect" that makes prospects want to pay you (without slimy sales tactics)( (6:33) Why saying no to red-hot leads generates more income than accepting every client that comes your way (10:25) How choosing a niche makes content creation a breeze (even if you hate writing and being on camera) (12:29) How "Just Published 4 Minutes Ago" attracts more clients than stale “evergreen” content. (16:12) How a content calendar prevents you from being overwhelmed by content creation (19:40) Discover how to become an even better marketer with these resources:  https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/elevator-speech-financial-advisors.html https://www.theadvisorcoach.com/content-marketing-tips-financial-advisors.html If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  Go to the https://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.

Most financial advisors dream of an amazing life when they start their business. They think they’ll make more money than ever, spend a ton of time with their family and go on exotic vacations.  But reality is usually different. You’re working 10 hours a day, constantly checking your phone to see if a prospect has replied. And if you went on a vacation, your business would collapse because your clients can’t reach you. And that time with your kids? You might even secretly feel guilty about not growing your business at that time. This happens everywhere. It’s called workaholism. And if it got results, it would simply be the price of success. But workaholism usually hurts your business instead of growing it.  This week’s guest Travis Parry is the author of “Finding Balance” - a book on ending workaholism so you can live your best life.  In this episode, you’ll discover how you can stop being a workaholic and get more results in less time. Want to get more clients without working harder? Listen now! Show highlights include:  Why taking a vacation grows your business faster than hustling 24/7 (11:31) How reading in your bed can kill your productivity (15:40) The “Productivity Myth” that lets you accomplish more in 50 hours per week than “hustlers” do in 80 (21:39) How workaholism can cause a “gray divorce” that erodes your relationship with your spouse (33:48) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  Go to the https://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. Discover how to get even better at marketing yourself with these 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

There’s only one thing worse than not having a website for financial advisors: Having a bad website. If prospects find a website that undermines their trust, they’ll never become a client.  Luckily, you don’t have to become a professional marketer to have a convincing website that attracts clients. In this episode, you’ll discover how the top 100 independent financial advisors get clients with their websites.  Want to apply their lessons to create a website that attracts red-hot leads and gets you more clients? Listen now! Show highlights include:  The 2-second gut check that gets potential clients to trust you before they read a word on your website. (4:19) Why putting a phone icon on your website can reduce your lead flow by 48% (and what “icon” to use instead). (5:35) How a quick 3-minute phone camera video can improve your website’s conversion rate by up to 80%. (7:05) The two most likely places prospects look for financial advisors (and how to make sure you show up in both). (10:14) Why more than half of investors have rejected financial advisors because of their Facebook profiles. (17:42) One strategy 70% of millionaire financial advisors all have in common (you can implement this by tomorrow) (18:50) The highly profitable marketing strategy only 20% of financial advisors are using. (20:53) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  Go to the https://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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/entry-level-financial-advisors.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html Links mentioned on the show:  https://www.theadvisorcoach.com/financial-advisor-websites.html

Starting out as a financial advisor is simple: If you join a big firm, you don’t have to build relationships with brokerages or create your own brochures and other marketing materials.  But that comfort comes at a cost: Big firms can restrict how and where you market. They can limit who you work with and what your clients can invest in.  But you don’t have to live with these limitations. Registered Investment Advisors (RIAs) have almost complete freedom in their business.  This week’s guest Brad Wales helps financial advisors transition to RIAs so they can have complete freedom in their own business without worrying about company guidelines.  Want to find out how to reclaim your freedom in your business? Listen now! Show highlights include:  How “going RIA” gives you more flexibility and more revenue. (5:38) Why the “knuckleheads” in your firm restrict your marketing and lower your revenue (even if they have no authority and zero clients). (6:17) How the RIA model lets you take home 60-70% of the revenue you generate (if you’re willing to take on extra responsibility). (12:02) 2 words of advice that let you never worry about company restrictions again.(14:00) Why you’re indirectly paying expensive compliance firms (even if they’ve never sent you a bill). (18:04) How you’re subsidizing the worst advisors at your firm (unless you’re already independent). (20:35) Why you shouldn’t become an RIA if you’ve got “golden handcuffs” (even if you hate restrictions). (23:15) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  Go to the https://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. Discover how to get even better at marketing yourself with these 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

Getting clients as a financial advisor can be excruciating. You cold-call, create content, send emails, attend networking events and maybe even pay for ads. The result? A few appointments with lukewarm prospects who just want your advice so they can manage their money themselves.  But if you market yourself well, you don’t have to hustle that hard. You can talk to pre-qualified prospects without fancy sales scripts, high-tech ad setups or harassing strangers. One financial advisor even set 14 appointments by writing a simple email.  In this episode, you’ll find out how he did it (and what you can learn from his strategies so you can do the same). Want to land more clients with simpler marketing? Listen now! Show highlights include:  Why email marketing is the most effective appointment-setting strategy (and how to use it to strengthen your other marketing strategies). (0:55) Why posting on Facebook and Twitter is a waste of time (even if it got you clients before). (2:47) The “autoresponder” method that sets client appointments while you’re asleep. (9:08) Why a massive email list, expensive software and beautiful design won’t get you appointments if you’re using the wrong words. (14:32) How a 3 page PDF can make the difference between an ice-cold lead and a red-hot prospect. (17:37) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  Go to the https://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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

If you get paid a percentage of your assets under management, it makes sense to work with “big fish”. Landing one wealthy client puts more money in your pocket than ten poor ones. But getting wealthy clients isn’t easy. First, every advisor tries to get affluent clients. Second, there’s no millionaire’s association you can call for a list of their members. Third, wealthy people are busy.  But that doesn’t mean you have to give up on getting the clients you want. You just have to understand how wealthy people look for financial advisors. In this episode, you’ll find out exactly how affluent investors look for financial advisors (and what they look for when hiring one).  Want to get the millionaire clients you deserve? Listen now! Show highlights include:  How introverted financial advisors can get more clients than smooth-talking “naturals” (without pretending to like cold-calling, networking meetings or. (10:12) An exact breakdown of the first step affluent investors take to find a financial advisor (and how to position yourself so you’re the first advisor they see). (11:29) How to find the “new rich” online when older investors won’t meet with you. (13:56) Why relying on referrals could kill your business just a few years from now (even if you’re thriving now).(16:45) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  Go to the https://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. Links mentioned on the show:  http://theadvisorcoach.com/ads Discover how to get even better at marketing yourself with these 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

Referrals are the best leads you can get. They already trust you, know what you do and are aware they need help with their finances.  But it’s not easy to get others to trust you enough to send their friends to you. Harassing people to get referrals might lose more clients than it wins. But hoping for referrals to show up in your email inbox doesn’t work. The good news is: You can get more referrals without begging people for them.. In this episode, you’ll find out the best way to get referrals and turn them into clients. Want to stop relying on luck and get referrals on demand? Listen now! Show highlights include:  The 3 types of trust you need to build with your prospects (ignore this and your prospects might ghost you). (2:06) Why scripts, tactics and templates don’t get more clients, even if they work for other people. (3:57) Scientific proof that begging for referrals doesn’t generate leads (and the counter-intuitive way to get referrals without harassing anyone). (5:25) How to get referrals by turning yourself into a status symbol your clients can’t live without. (8:55) Why having an email list makes it easier for clients to refer you to their friends (even if none of your clients find you through email). (13:52) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  Go to the https://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. Discover how to get even better at marketing yourself with these 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/4-linkedin-tips-for-financial-advisors.html

If you want to improve your marketing, attract more leads and close more clients, there’s tons of “experts” willing to teach you in their books, courses, webinars and coaching programs. Some are great, others are helpful, but many are just plain ripoffs.  If you’re not a marketing expert, it’s probably hard to decide who you can trust. They all have the same smiling testimonials, years of experience and happy customers. In this episode, you’ll find out how to spot the ripoffs and find true experts who’ll take your business to the next level. Want to learn from the best so you can get more leads, prospects and clients? Listen now! Show highlights include:  Why 58% of the most successful financial advisors use email marketing to attract leads. (6:27) The disappointing data that makes SEO for financial advisors nearly useless. (8:14) Why buying leads can kill your business (even if you’re closing clients through it). (9:38) How funnel building software cuts off your lead supply (unless you quit after it starts working). (14:50) The “5 Second Rule” that repels 48% of potential leads on your website. (17:08) Why certifications are a ripoff that only gets you kudos from other advisors (without actually getting you more clients). (19:56) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  Go to the https://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. Discover how to get even better at marketing yourself with these resources: 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 https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Being a financial advisor means you’re in the business of building relationships. It usually takes multiple meetings with a prospect before he becomes your client.  But right now, it’s almost impossible to meet your prospects and clients in person. It might sound like it makes getting new clients impossible, but you can sign a ton of clients without ever shaking their hands - and even travel the world while doing so! This week’s guest Derek Notman has run his business fully remote for years. In this episode, he’ll show you how you can get and serve clients online (even if you’ve gotten all your clients in person).  Want to be location-independent and land new clients without shaking their hands? Listen now! Show highlights include: How being more selfish helps you serve yourself and your clients better. (3:18) The 3 systems you need to build a fully virtual business as a financial advisor. (6:00) Why free marketing strategies get financial advisors better results than “investing” thousands in paid ads. (7:40) How the digital revolution will transform the financial advice business. (14:20) How the “everything will stay the same” makes financial advisors go extinct. (19:34) Why you need an “office” even if you could run your business from your couch. (25:20) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  Go to the https://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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/7-awesome-tech-tools-for-financial-advisors.html https://www.theadvisorcoach.com/7-easy--actionable-social-media-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

If you prospect on LinkedIn, you probably know about the Social Selling Index (SSI). It’s a metric LinkedIn uses to evaluate how well you perform on their platform. The higher, the better.  But a high SSI isn’t all there is to getting clients on LinkedIn. Because LinkedIn doesn’t know how many leads you generate and how many clients you sign. Still, a high SSI means you’re doing something right.  In this episode, you’ll find out how to increase your SSI on LinkedIn to get more leads and clients online.  Want more clients from social media? Listen now! Show highlights include:  Why social selling could replace cold-calling (and how to scale social selling to get more leads without extra work). (3:43) How your LinkedIn profile is scaring qualified leads away or attracting them (even if you haven’t logged into your profile for years) (5:35) The “4 pillars of social selling” that turn you from a random financial advisor to a strong personal brand. (7:32) 3 simple ways to find more leads and increase your SSI. (11:35) Why simple follow-up raises your SSI (and gets you more clients at the same time). (15:21) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  Go to the https://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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Here’s an unfortunate truth about being a financial advisor: Unless you build a marketing machine that attracts leads on autopilot, you’ll always have to cold-call strangers, attend networking events or write postcards to strangers.  For many advisors, good SEO is the key to escaping this trap. When you rank high on Google, people see you before any of your competitors.  This week’s guest Taylor Schulte has built a successful business in record time, managing almost $100MM. In this episode, he shares how effective SEO strategies catapulted him to where he is today - and how you can use the same strategies to become well-known, popular and wealthy.  Want to get clients without chasing them? Listen now! Show highlights include:  Why SEO can get you a ton of leads without putting in a lot of work. (10:55) Why putting too many buttons on your website makes people click off your website (even if you’ve got the world’s best SEO). (11:35) How to make sure only qualified prospects in your target market contact you through your website. (18:21) How to tell Google what keywords to rank your website for. (21:34) The step-by-step method to dominate a niche online (even if no one in your market knows you). (30:09) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  Go to the https://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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/content-marketing-tips-financial-advisors.html 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 Links mentioned on the show: https://www.theadvisorcoach.com/seo-for-financial-advisors.html

When you hear of LinkedIn marketing, email marketing, blogging and so many other marketing strategies, they all have one thing in common: You have to write.  If you’re not a good writer (or just hate doing it), you might give up on those strategies. But you don’t have to abandon online marketing. In fact, you can get attention, attract leads and book appointments with simple videos that make the phone ring. In this episode, video marketing expert Jill Addison stops by to show you how to do video marketing that gets you clients (even if you hate being on camera).  Want to make online marketing work without becoming a writer? Listen now! Show highlights include:  How making videos keeps prospects from forgetting you (while making your competitors invisible ). (3:41) Why good clients prefer quick one-take videos over highly produced, hour-long trainings.  (4:57) How to magnetize clients using video marketing without ever putting your face in front of the camera. (6:55) How to create video content everyone in your niche will see (and how to keep other advisors from copying it). (9:11) How to supercharge your click & open rates on your email marketing with the “one minute subject line”. (17:37) The easiest way to multiply your video views without changing anything about the video. (18:57) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  Go to the https://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. Links mentioned on the show:  http://bit.do/videojeff  https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html Discover how to get even better at marketing yourself with these 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

There’s a lot of sales, marketing and prospecting tactics out there. Many of them work. But here’s the cold, hard truth: Most of them only work in the short term. And once a tactic stops working, many financial advisors scramble to find the next cool thing.  Most of those financial advisors eventually fail. Their leads dry up when they’ve used up everything in their bag of tricks.  The financial advisors who build a successful business (and stay successful for decades) have all mastered principles which apply anywhere, in any context.  In this episode, you’ll find out about the time principles that have led financial advisors, Roman emperors and business leaders worldwide to lasting success. Want to build a successful business for the long-term? Listen now! Show highlights include:  Why “time travelers” never see lasting marketing success (and how to master the art of timing in marketing & sales). (5:18) The evil truth about “free” offers, consultations and seminars (and how to buy the motivation to implement what you learn from experts). (7:23) Why most wealthy financial advisors don’t buy anything on sale. (9:15) How being consistent can ruin your success and turn you into a has-been financial advisor. (13:07) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  Go to the https://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. Discover how to get even better at marketing yourself with these resources: 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 https://www.theadvisorcoach.com/seo-for-financial-advisors.html

Most financial advisors are great at setting goals like “Build a six figure business”, “only work with awesome clients” or “get 15 new clients this year”. But most advisors fall way short of their goals. Why?  They’re not powerful enough. Powerful people achieve the goals they set out to achieve. Luckily, you don’t have to be elected into public office to gain power. You can choose to become more powerful today. You’ll find out exactly how in this episode. Want to stop watching others achieve your dreams and live them yourself? Listen now! Show highlights include:  Why trying out email marketing won’t generate any leads or sales (unless you follow Master Yoda’s advice). (2:35) Why the bold will always win over the timid (and how to make boldness as effortless as brushing your teeth). (2:59) How a burner cell phone will make your best prospects pick up the phone every time (6:36) How to weaponize cheesy “Live in the Moment” advice to build the exact business you want to run right now. (8:52) Why you need to cut mediocre people out of your life (and how it helps you build a business you’ll love). (13:27) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  Go to the https://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. Discover how to get even better at marketing yourself with these 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

Wanting power strikes many people as nefarious, dark and unethical. But if you let people walk all over you, your business will struggle under all the pressure you let others put on you.  While you should absolutely put your clients first, nobody wins if you hate your own business because you’re a people pleaser.  If you learn about the mechanics of power, you get to choose if and how to wield it in your own business. More importantly, you’ll spot backstabbers, penny-pinchers and cunning competitors a mile away.  Want to take back control of your business? Listen now! Show highlights include: Why none of your degrees and qualifications matter if you fall into the “marketing narcissism trap”. (5:15) How to close more prospects by pretending they’re greedy, self-absorbed and selfish. (7:12) Why “associates” who agree to send you referrals waste your time and ruin your reputation. (8:18) How to multiply your marketing results without doing things you hate. (12:38) Why you should quit your business if your company keeps you from creating a website and doing your own marketing. (13:48) The corny self-help advice that lets you enjoy your work and stand out in your marketplace. (14:42) Go to https://TheAdvisorCoach.com/webinar to register today.  Go to the https://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. Discover how to get even better at marketing yourself with these 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

Every once in a while, a “gold rush” the financial advisor world erupts into a “gold rush”: One advisor gets a bunch of clients on one marketing platform. He tells everyone about it, people get excited and overrun the platform until nobody on there wants to hear from financial advisors anymore. A few years ago it was Facebook, now it’s LinkedIn. And while the Facebook well has dried up for most financial advisors, you can still get clients on LinkedIn—if you’re willing to change your strategy. You can’t throw posts out into the ether or harass strangers with cold outreach anymore.  In this episode, you’ll find out how to get clients on LinkedIn in 2021 (and beyond) while your competitors abandon the platform and resort to cold-calling.  Want to get clients on LinkedIn instead of leaving the platform? Listen now! Show highlights include:  Why the popular “Spray and Pray” marketing gurus advise makes 10 people hate you for every lukewarm response. (2:57) How perfecting LinkedIn marketing can destroy your business in the long run. (7:29) Why financial advisors with great content and a giant audience might go broke in a few years time. (8:33) Why shameless promotion and content lose on LinkedIn now (and how to land clients without pitching them). (11:01) How likes and comments can ruin your business—and why posts almost no one sees can be your most profitable content. (11:48) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  Go to the https://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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/seo-for-financial-advisors.html https://www.theadvisorcoach.com/top-10-best-books-for-financial-advisors.html

When you watch pretentious “gurus” on social media, you’ll often hear them talk about how being nice and making everyone happy leads to abundance and wealth.  While that’s a fun idea, it’s simply not true. As a financial advisor, you’ll face ruthless competitors trying to poach your clients, prospects who con you into doing free work and “gurus” peddling useless hacks. If you want to shield yourself from those people and build a business no one can take from you, this episode is for you.  This week, you’ll find out about a book that’s banned in many U.S. prisons (and how it can help you become “untouchable”. Want to stop being pushed Show highlights include:  How your best financial advice makes clients resent you and hire your competitors. (5:52) Why financial advisors will never be obsolete (and how to beat robo-advisors and software tools at their own game). (11:08) How to choose your own reputation and be seen as a valuable authority (while everyone sees your competitors as a nuisance). (12:47) The “Mile in My Shoes” method to identifying where clients and prospects end the relationship with you. (14:07) Why the most qualified financial advisors get ignored by the market (and how complete beginners can build a brand stronger than 10-year industry veterans). (14:53) Pablo Picasso’s client attraction secret that keeps you from becoming the same as everyone else (and is much more fun than doing the same thing all the time). (16:42) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  Go to the https://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. Discover how to get even better at marketing yourself with these resources: 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 https://www.theadvisorcoach.com/seo-for-financial-advisors.html

When it comes to entertainment, the A-listers don’t need an introduction. You know Leo, Angelina, Brad and Scarlett (even without their last names). These are the people movie producers pay top dollar for. It’s the same for financial advisors: If prospects already know what you do, who you help and what results you get, you won’t face much resistance. In this episode, you’ll find out how to stop introducing yourself and become the trusted advisor wealthy clients want.  Show highlights include:  How “Marketing Incest” makes every advisor sound the same (and how to stand out in a sea of copycats). (3:06) How to spot a “fake guru” from their website address. (5:42) The hidden signal your introduction sends that scares prospects away from you. (9:04) Why cheesy 1950s sales tactics don’t work today (and a simple strategy that works today). (10:17) How sounding insecure and flawed gets you more appointments than “professional” sales scripts. (13:23) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  Go to the https://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. Discover how to get even better at marketing yourself with these 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

Rejection hurts. It’s one of the most painful things when a lead tells us they never want to hear from us again. Or when an enthusiastic prospect works with a competitor instead.  But rejection doesn’t have to ruin your day. In fact, you can eliminate so many rejections you’ll rarely (if ever) watch a prospect manage his own money or go to a different advisor.  In this episode, you’ll find out how to set up a system that lets you eliminate rejection and makes selling fun again. Ready to stop feeling bogged down and get excited to talk to prospects? Listen now! Show highlights include:  Why feel-good advice about rejection doesn’t work (and the “set-it-and-forget-it” way to only talk to prospects who already trust you). (4:50) How to make rejection less painful by firing your “inner salesperson”. (8:51) The lazy advisor’s way to set appointments with pre-qualified prospects (without getting angry phone calls or hate mail). (11:06) Why email unsubscribes help you get better clients on autopilot. (13:14) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  Go to the https://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. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html https://www.theadvisorcoach.com/cold-calling-financial-advisors.html

When you don’t have happy clients, your business doesn’t make money. You have to treat your clients well and get them results.  But many advisors take this too far: They email, text and call their clients so much that they don’t have the time to focus on their business anymore.  In this episode, you’ll find out how to make your clients happier by talking to them less often (and how to get more clients by freeing up the time to work on your business). Want to grow your business and make your clients happy? Listen now! Show highlights include: Why a pretty website makes prospects see you as average (and chases them away). (2:31) How to make more money by rejecting 90% of people who want to talk to you. (8:30) The “focus” criterium that lets you instantly decide which calls to answer (and which to ignore) (11:41) How to set “office hours” which answer all your clients’ questions without taking up your whole day. (15:08) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  Go to the https://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. Find out even more about financial advisor marketing here:  https://www.theadvisorcoach.com/cold-calling-financial-advisors.html https://www.theadvisorcoach.com/entry-level-financial-advisors.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

LinkedIn is the simplest way to find ideal prospects online without paying a lead gen company. But LinkedIn recently cut organic reach, started serving more ads and made it harder to connect with a lot of people. In short: LinkedIn wants your money.  It might sound like the golden age of LinkedIn is over. But you don’t have to go back to cold-calling and harassing strangers at networking meetings.  You can still find, meet and close your ideal clients on LinkedIn. In this episode, you’ll find out exactly how.  Want to get clients on LinkedIn while your competitors flee? Listen now! Show highlights include: Why financial advisors who hustle day and night get fewer clients than lazy advisors working 2 hours a day. (1:55) Why a bigger network doesn’t get you bigger checks. (6:33) Hidden dangers of LinkedIn automation (it might save time, but it can cost you your business) (10:06) How going all-in on LinkedIn can kill your marketing results. (12:49) Why a funny profile is better than a professional one. (13:31) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  Go to the https://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.  Discover even more financial advisor marketing resources here: 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

If you’re a regular listener of this show, you know it’s usually about high-level strategies. The “do this, then that” tactics are usually reserved for paying customers.  But to celebrate episode 100 of the Financial Advisor Marketing podcast, James answered questions from financial advisors live on stream.  Want to find out what’s working now and see if your question got answered? Listen now! Show highlights include:  The step-by-step social media marketing system that gets clients to reach out to you. (3:58) Hidden dangers of templated content that make you look like any other advisor. (23:23) How to find content for your specific niche that already works for others. (26:08) What to say when a prospect wants to wait until the market gets better. (33:53) The Australian sales whiz who can help you put sales on “easy mode”. (40:40) How to engineer referrals from people who’ve never met you or talked to you. (41:45) The “Feature Act” method to grow your audience and reach more ideal clients online. (45:00) How to create content that shatters prospects’ objections before they ever talk to you. (46:37) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  Go to the https://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. Want to become even better at marketing? Check out these resources too:  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

If you want to be better, wealthier and more successful than any of your competitors, you can’t market yourself like your competitors. Most financial advisors do the same thing: They trumpet stock market commentary all over social media and chat up strangers about their finances at networking meetings.  Those tactics can build a mediocre business. But they won’t attract the wealthy clients you want. In this episode, Bill Cates stops by to share with you how to do remarkable marketing that makes your dream clients come to you.  Ready to stop the lame tactics everyone else is using and stand out in your marketplace? Listen now! Show highlights include: The “Layer Cake Method” that makes your ideal clients chase you. (6:55)  Why choosing affluent investors as your niche is just as bad as choosing low-income workers. (9:48) How dumbing down your marketing attracts smarter, wealthier clients. (12:11) Why writing like a middle-schooler brings more clients than stock analysis only MBAs understand. (17:37) How your website supercharges your marketing (even if no one ever visits it). (23:18) 3 “Mad Libs”-like exercises that show you exactly what to say to clients. (28:15) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  Go to the https://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. Want to become an even better marketer? Check out these resources too:  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  

When you think of businesses that stand in your way, you probably think about competitors. And it’s easy to box out a financial advisor, especially when they can’t market themselves. But right now, a big tech behemoth is threatening to kill your marketing strategy: Google. If you’re marketing online, there’s a good chance a corporation can wipe out your lead flow whenever they push the button. Fortunately, that doesn’t mean you have to start going to networking meetings, knock on people’s doors or cold-call strangers. But you have to adapt.  In this episode, you’ll find out how to win clients online without depending on a corporation (and without rich competitors copying your strategy). Want to claim back your freedom in your online marketing? Listen now! Show highlights include: Why lead-selling agencies will probably go out of business (and how to get leads in the future with a 50-year old technology). (5:15) Little-used lead-generation channels that will survive after Google’s new policies take effect. (6:58) One question which weeds out all freelancers and agencies which won’t get you results. (9:10) Why you shouldn’t limit your marketing budget, even if you don’t have any cash to spend. (10:24) What SEO “professionals” won’t tell you about rankings (and the cheap, high-ROI channel that gets you clients without paying an agency). (11:27) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  Go to the https://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.

Most financial advisors dream of an independent life, passive income and freedom. But screwed-up priorities set by other people keep them from getting there. The wrong priorities can ruin every business. They make financial advisors say they work hard and want nothing more than success. But in reality, they value comfort and pleasure over their business.  You shouldn’t join the clientless masses who go back to their 9-5 after a few years. You deserve to make your dream life as an advisor a reality. In this episode, you’ll find out how to set priorities so you can execute what’ll really get you to your goals.  Ready to set goals and actually reach them? Listen now! Show highlights include: What dead-broke gambling addicts can teach you about the psychology of making money. (7:23) How to eliminate all your excuses by adopting the “crack addict mindset”. (8:17) Why a broke lady financing a Cadillac sets better priorities than most financial advisors. (9:41) The counter-intuitive reason working too much lets you prioritize your family. (14:17) How putting yourself over your clients makes clients value you more. (15:40) The hidden downside of being the best financial advisor in your area. (16:35) How Vanguard Research proved that clients don’t care about your qualifications (and the dead-simple quality which actually builds trust).  (17:43) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  Go to the https://TheAdvisorCoach.com/Newsletterand pick up your free 90 minute download called „5 Keys to Success for Financial Advisors“ when you join The James Pollard Inner Circle. Find out even more about financial advisor marketing with these 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 to reach your ideal clients online, you probably won’t find them dancing the Macarena on TikTok. Professionals are on LinkedIn, making connections that could benefit them.  But, like any social network, LinkedIn wants to make money—which means it’s cutting down your reach and making it more expensive to reach your ideal prospects. In this episode, you’ll find out if LinkedIn is still valuable for financial advisors (and how to approach your dream clients anywhere).  Want to find out where you’ll find clients now AND in the future? Listen now! Show highlights include:  How to profit off of the flood of amateur advisors harassing your dream clients on LinkedIn. (6:27) Why “free” marketing channels can kill your business. (6:43) How treating LinkedIn as a number’s game only gets you penny-pinching prospects. (7:14) Why you shouldn’t automate your LinkedIn outreach (even if it saves you hours every day). (8:42) How LinkedIn will tap your bank account to fill their pockets. (10:37) Why video content could be a horrible strategy for LinkedIn (unless you’re reposting to other media sites) (15:28) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.   Go to   https://TheAdvisorCoach.com/webinar   to register today.  Go to the  https://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. Check out these resources to get even better at marketing: 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 https://www.theadvisorcoach.com/seo-for-financial-advisors.html

Wealthy people are the best clients for financial advisors: You make higher commissions and you can leverage their assets to get bigger returns on their investment.  But if you spew your take on a Delaware paper mill stock on social media, you won’t have the Forbes 500 list knocking on your door. To win wealthy investors as clients, you need to win their trust and enter their world. In this episode, you’ll find out exactly how to close wealthy clients as a financial advisor (and never bother with low-end clients again).  Want to work with the clients your competition doesn’t even know exist? Listen now! Show highlights include: Why closing on your first meeting with a wealthy prospect is a death sentence for your cooperation. (8:22) How the internet lets you close rich clients across the country from your couch wearing pajamas. (8:35) The “Window Shopper’s Secret” to beat your competition without throwing dirt at them. (11:56) How to get millionaire clients by telling them to leave you alone. (12:46) Why wealthy investors would hire a well-known, average advisor over a basement dweller who gets sky-high returns. (13:58) The “Referral Ravage” that’ll eliminate financial advisors who can’t market themselves. (15:48) Why rich people want to invest in boring assets (and how to win them as clients without hawking index funds, mutual funds or stock picks). (18:27) How choosing a tiny niche market eliminates your wealthy prospects’ objections (even if they’re outside your niche). (19:21) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to   https://TheAdvisorCoach.com/webinar to register today.  Go to the https://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. Want to get even better as a financial advisor? Check out these 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

It’s nice to make a client, lead or prospect feel good. When they thank you for your advice and tell you how helpful you are, it brings a smile to your face.  But if you chase acceptance, you’ll never have a roster of clients who appreciate you. You can’t please everyone at the same time. At best, you’ll have a bunch of lukewarm client relationships. At worst, you’ll only be managing your own capital. In this episode, you’ll find out why not pleasing people is better for you, for them and for your bank account. Want to stop being a pushover and build the client relationships you want? Listen now! Show highlights include: Why wanting to be accepted makes you boring, bland and poor. (3:38) How the “rockstar of copywriting” helped a marketing campaign bring in an extra 96k per month (and how you can use his method to multiply your results). (4:33) The hidden benefits of getting fewer leads than your competitors. (7:31) Why Steve Jobs loved being hated—and the counter-intuitive way haters will make you more money. (14:23) How rejecting more prospects will improve your lead flow. (15:42) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to  https://TheAdvisorCoach.com/webinar to register today.  Go to the  https://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. Want to find out even more about building your business as a financial advisor? Check out these 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

Marketing strategies are a dime a dozen. There are thousands of them in online marketing alone. But on the internet, strategies lose effectiveness quickly. If you listen to the wrong people and follow outdated advice, you won’t attract the clients you want.  But you don’t have to resign and rely on harassing strangers who don’t want to hear from you. In this episode, you’ll find out about 3 marketing strategies that work for financial advisors right now. Want to get the cutting-edge marketing strategies that work today? Listen now! Show highlights include: Why other advisors’ “best practices” can kill your marketing results. (2:26) A marketing channel the leading consulting firm McKinsey & company called “40 times more effective than Twitter and Facebook combined”. (4:18) How to make more money on social media without closing a single client. (8:30) The “one-to-many” marketing strategy which multiplies your lead flow and gets you clients on autopilot. (9:41) Why response rates on LinkedIn are falling (and how to turn this into an opportunity). (10:58) Why most LinkedIn content is hot garbage—and how to be a hero to your target market instead. (11:49) How to get your best clients to refer their wealthy friends to you without being annoying.(13:32) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. Go to  https://TheAdvisorCoach.com/webinar to register today.  Go to the  https://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. Want to find out even more about building your business as a financial advisor? Check out these 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/15-financial-advisor-prospecting-ideas--techniques-that-work.html

As a financial advisor, your personal performance decides if you thrive or struggle. When you’re on top of your game, your service is top-notch, your business grows and you feel fantastic.  But if you’re not getting things done? Clients leave, you forget to follow up with prospects and you feel like your business is falling apart.  In this episode, you’ll find out about the worst productivity habits that kill financial advisors’ businesses. If you want to get more done, grow your business and feel more confident, listen now! Show highlights include: Why you should never do anything for free (not even in your free time). (9:39) How the “passive income lie” keeps you broke (and how to make massive income instead). (10:31) Why Elon makes a million in an hour working the Tesla assembly line (and how you can value your time the same way). (11:50) The weird reason skipping breakfast can make you more productive. (15:14) What heart attack survivors can teach you about getting more done without working longer. (17:03) Why a near-death experience can skyrocket your business. (17:51) The toxic habit that causes procrastination and fills your day with worthless admin work. (18:41) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to  https://TheAdvisorCoach.com/webinar  to register today.  Go to the https://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.

Many financial advisors are analytical types, not slick salesmen. They’re uncomfortable with smooth-talking sales tactics and aggressive “closing”. But if you can’t sell, you’ll never make a penny as a financial advisor. Fortunately, selling doesn’t have to mean extorting prospects until they submit and hire you. There’s a way to sell without feeling manipulative. It’s called storytelling.  If you tell the right story, you win your prospect’s attention, trust and their business without feeling like you sold them on anything. In this episode, you’ll find out how to tell better stories to win more clients. Want to stop being ghosted by prospects and win more clients than your smooth-talking competitors? Listen now! Show highlights include: How a financial advisor got to $1B under management without a website, social media or thousands of clients. (6:21) Why cavemen were better marketers than most financial advisors. (9:17) Why no one cares about your stock market analysis unless you make it emotional. (11:21) The “Screenwriter’s Secret” to being remembered, standing out and attracting clients. (11:49) How simple stories and an eBay account lead to a 6200% ROI for two amateurs—and how you can use their secrets to win more clients. (14:47) 3 obvious elements every good story needs (miss one of them and prospects will ignore you). (17:36) The “Luke Skywalker Mistake” which makes people hate your stories and lose trust in you. (19:03) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to  https://TheAdvisorCoach.com/webinar  to register today.  Go to the https://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/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

Let’s be real: You’re more ambitious, more skilled and more hard-working than most people.  That’s not an attack on corporate workers, but anyone starting their own business is much more likely to get rich than people in a 9-5. But if you’re not careful, your ambition can harm your business and keep you from achieving financial freedom.  In this episode, you’ll find out what makes financial advisors wealthy in the long-term and how to avoid the mistakes of all those who gave up and stayed poor.  Want to leave the “crash and burn” tactics for your competitors? Listen now! Show highlights include: An overlooked target market that has multiple six figures to invest. (4:31) What marketing is really about (it has nothing to do with “giving value”) (5:44) One question that gives you instant clarity on how to handle your own finances. (6:31) How a tiny investment separates dream clients from tire kickers. (12:48) Two things to work on before you buy a fancy watch, car or boat. (14:52) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to  https://TheAdvisorCoach.com/webinar  to register today.  Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/cold-calling-financial-advisors.html https://www.theadvisorcoach.com/entry-level-financial-advisors.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

You probably started your business to control your time and income. But if you’re like most advisors, you’re working nights, always think about work and feel guilty about taking days off.  You deserve better. But it won’t happen unless you automate your business. If you don’t create systems that work on autopilot, you’ll never get your free time back.  In this episode, you’ll discover the 3 most important systems for a financial services business. Want to stop neglecting your family, friends and hobbies and reclaim your free time? Listen now! Show highlights include: Why you need an “attraction system” to free yourself from the constant hustle. (7:39) How to get free leads from LinkedIn without cold-messaging anyone. (10:33) The one marketing channel that solves all your follow-up problems on autopilot. (13:44) Why most of your website visitors will never become clients (and how to fix it). (13:58) How to make sure your clients stick with you and love your work. (15:26) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to  https://TheAdvisorCoach.com/webinar  to register today.  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/video-marketing-for-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Wealthy people have so much money because they do different things than average people. What they do often seems weird to those who aren’t successful.  The same is true for financial advisors. Your business might be completely different than that of a millionaire advisor. You might not like how they do things, but you should follow their lead. In this episode, you’ll discover 3 things successful financial advisors do—and how you can copy them to build a successful business yourself.  Want to stop copying poor people and use the strategies of wealthy advisors? Listen now! Show highlights include: The cognitive bias that makes financial advisors copy strategies from losers with no clients. (4:30) Why persistency won’t make you successful, no matter what motivation gurus tell you. (7:18) What 70% of 7-figure financial advisors have in common. (10:17) 6 ways you can reach your ideal clients with your marketing. (14:29) Why clients will hate you if you don’t have your own finances in order. (15:50) Why reading newsletters can make you wealthy even when courses, books and webinars have failed you. (17:14) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.   Go to  https://TheAdvisorCoach.com/webinar  to register today.   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/7-awesome-tech-tools-for-financial-advisors.html https://www.theadvisorcoach.com/7-easy--actionable-social-media-marketing-tips-for-financial-advisors.html

When it comes to getting clients, there’s two words you’ve heard a million times: Prospecting and marketing.  And with so many people posting client-getting advice on social media, it’s easy to confuse the two. But if you don’t know the difference, none of your work will get results because you’re sending the wrong messages to the wrong people.  In this episode, you’ll discover the difference between marketing and prospecting—and how to excel at both so you always have a full pipeline of red-hot leads.  Do you want as many clients as you can handle? Listen now! Show highlights include: What you can learn about getting clients from 4th grade geometry classes. (6:28) Why you’re in the marketing business even if you’ve never written a blog article or posted on social media. (10:51) How your marketing budget kills your marketing results. (15:17) How office decoration can make prospects run away—or close them before you say a word. (11:59) The one insight that attracts more clients than the world’s best marketing strategy.  (17:21) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://theadvisorcoach.com/webinar to register today.  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/7-easy--actionable-social-media-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html

While people watch cat videos on Facebook, professionals do business on LinkedIn. If you want to work with wealthy people, you should be on LinkedIn.  If you’re not, this episode is for you. You’ll find out why LinkedIn is the absolute best social network available to financial advisors and how to use it to get the wealthy clients you’ve always wanted. Ready to do business with wealthy clients who appreciate you? Listen now! Show highlights include: How young newbies old financial advisors make more money after a year than seasoned veterans after a decade. (4:30) The habits 95% of millionaires use to get and stay rich. (8:11) A giant email marketing lie that keeps you slaving away all day for the same money. (10:43) The “Message and Mail” strategy that gets leads in your target market in 2 easy steps. (14:44) Why the most common LinkedIn strategy is also the least effective. (15:10) How to get leads on autopilot without being pushy.(17:18) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html https://www.theadvisorcoach.com/financial-advisor-business-plan-tips.html

Having your own business is about making more money in less time. But many financial advisors get stuck. They work more than most employees and barely make enough money to survive. One of the reasons: Most people waste time. They’re not productive and barely get anything done. If you want to build a successful practice as a financial advisor, you need to be as productive as possible.  In this episode, you’ll discover the 3 best productivity tools for financial advisors. Ready to have more free time and make more money? Listen now! Show highlights include: How spending more time with your family can ruin your kids. (5:51) A free software tool that shows you where you waste valuable time. (9:12) How to get more done in 4 hours of work than others do in a whole day. (12:33) How laying in your bed can make you happier, wealthier and happier. (16:09) How turning your house into a “red light district” can make you more productive. (18:16) The marketing strategy that frees up your time instead of clogging up your schedule. (19:33) 2 email marketing tools that get financial advisors red-hot leads and free up their time. (21:01) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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/seo-for-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

If you can spend a dollar on ads and get more money back, you can generate as much cash as you want. But if you run ads and don’t get results, you might as well throw your money in a barrel and burn it Financial advisors who run profitable ads have an unfair advantage. In this episode, you’ll discover how you can run ads that bring you clients without extra work. Let your competitors waste time at  networking meetings and cold-call strangers. Ready to get an advantage over your competition? Listen now! Show highlights include:  How to run profitable campaigns even when your company won’t let you run ads. (2:57) A sneaky method “gurus” use to fake their marketing results. (5:27) How your targeting can kill your entire campaign before you write a word. (8:06) How to make money off of an offer you haven’t created yet. (9:43) Why most financial advisors burn money with online ads. (14:45) Why traffic, followers and comments don’t matter and the only metric that does. (19:45) Unsexy, but highly effective marketing strategies few advisors use. (21:37) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

People love trash-talking the top 1%. But secretly, most haters envy the 1%—but they don’t know how to get there. But most people never get there because they focus on shiny objects and short-term tactics.  Those will never get you to real wealth. But if you focus on the strategies outlined in this episode, you can achieve lasting success and wealth. Want to claim the freedom you deserve? Listen now! Show highlights include:  Why most people never get rich even if they work hard for 40 years. (6:11) Why you should never learn marketing from other financial advisors (9:06)  Why 1% improvements never create breakthroughs. (11:42) 3 marketing strategies that are killing your business—even if they get you leads. (12:54) How the top 1% of advisors think about their marketing—and 4 ways you can copy their mindset in your own life. (15:25) Frank Sinatra’s secret to making passive income without being alive. (16:04) The simple-but-hard method to becoming wealthy and free. (20:15) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/elevator-speech-financial-advisors.html https://www.theadvisorcoach.com/15-financial-advisor-prospecting-ideas--techniques-that-work.html https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html

Designing A Lifestyle Advisor Practice You probably didn’t start your business to work late, get up early and chase clients who hate you. Most advisors start their business to work when they want, how they want and with whom they want.  And that can be your reality. Your business doesn’t have to be a low-paying job with a terrible boss. In this episode, you’ll find out how to build an advisor practice that gives you the exact lifestyle you want.  Ready to break free? Listen now! Show highlights include:  If you want to reduce your work hours, this 8 word sentence will set you free. (5:19) How to screen for clients who’ll boost your business instead of clogging up your schedule. (7:07) Dangerous lies most financial advisors tell themselves about their business. (14:20) Feel stuck in business? Get clarity on these 3 things by picking a niche. (16:22) How many clients do you really need? Here’s the definitive answer.. (18:17) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: 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 https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html

Referrals sound great: Existing clients send you new prospects who already trust you without wasting a dime on marketing. But referrals aren’t as great as they sound.  If you’re not careful, referrals will kill your business and have you searching for a new job. But you don’t have to give up referral marketing. You can build a sustainable financial advisor business with referral marketing strategies—as long as you don’t depend on them.  If you’re in this for the long haul, listen now! Show highlights include:  Why referrals should never be your only marketing strategy—unless you want your business to crash and burn. (4:48) The biggest disadvantage of referrals—and how to avoid it. (5:01) Why the most successful advisors turn down referrals. (6:02) How to get better referrals without begging and pleading. (7:56) If someone tells you about their referral-only business, throw all of their advice in the trash. (11:04) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/cold-calling-financial-advisors.html https://www.theadvisorcoach.com/financial-advisor-coaching.html

You’ve heard all the business mantras, listened to every sales guru and read books rich people recommend.  But even though you know the exact steps to build the life you want, you’re not living it yet. That’s probably because of limiting beliefs. These toxic thoughts erode even the best success mindset and keep you stuck until you defeat them.  Today, you’ll find out how to kill a limiting belief and replace it with a mindset that guides you towards success again and again.  Want to end the constant struggle and create the outcomes you really want? Listen now! Show highlights include:  How Jeff Bezos’ thinking makes him rich while most people stay average. (2:58) The way too simple method to “solve” neediness forever. (5:39) Why hard work and honesty won’t make you tons of money, no matter what Instagram gurus tell you. (8:13) Dumb beliefs that keep advisors poor. (10:31) How to quadruple your rates without losing clients. (14:15) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/elevator-speech-financial-advisors.html https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html

If you want more clients, you need more prospects. But if you’re talking to 20 prospects a day, you never get to create content, serve your clients and enjoy your freedom.  The truth is: You need fewer prospects than you might think to live your dream life. In this episode, you’ll find out exactly how many prospects you need to build the business even your clients could only dream of.  Ready to stop blindly chasing leads and build a business you actually like? Listen now! Show highlights include:  Why spending $10k is better for your business than spending $100. (5:03) The crucial difference between a qualified prospect and a poor tire kicker hellbent on wasting your time. (10:31) The unshakeable confidence you get from 100 of these names will do 1000x times more for your practice than a bunch of “leads” (13:30) Why “quality over quantity” makes you less successful. (17:08) Why wild west gold diggers were better at marketing than your favorite guru. (17:43) The slightly “woo-woo” mindset that magnetizes leads, prospects and clients. (19:45) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.   Go to https://TheAdvisorCoach.com/webinar to register today.   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/27-financial-advisor-marketing-ideas--strategies-that-work.html https://www.theadvisorcoach.com/entry-level-financial-advisors.html

If you’re a regular listener of this show, you’ve probably had a question pop into your head while listening.  In this episode, James answers questions from listeners, a privilege usually reserved for Inner Circle subscribers.  Want to learn more about James, get business-boosting advice and get your question answered? Listen now! Show highlights include: Is Dave Ramsey’s new program dangerous? (2:55) How to make your follow-up succeed without being annoying. (4:42) The blood-sucking type of SEO agency you should run away from. (10:24) The only metric you should use to decide if you should invest in an online course. (15:13) Don’t follow any marketing “guru” until you’ve listened to these 4 reclusive copywriters. (16:11) LinkedIn request acceptance is going down. Here’s how much you should be getting. (18:09) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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-easy--actionable-social-media-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/cold-calling-financial-advisors.html

You spend a lot of time communicating with prospects, clients and business partners. And if you’re like most advisors, you get ignored at least half of the time.  It’s not because people hate you. They just hate all the sales & marketing techniques “experts” sell you.  Clients want you to do something else. In this episode, you’ll find out how to supercharge your communication. That way, you won’t get ignored nearly as often, get more prospects and lose less clients.  Ready to talk to people the way they want to? Listen now! Show highlights include:  Why you shouldn’t use technologies invented after 1995 to talk to clients. (10:31) The surprising medium 71% of older clients prefer. (11:35) Never market on this social network unless you also cut your lawn with scissors. (14:13) Ask about this first or lose the prospect. (17:21) Why financial results matter less than this simple thing you do every day. (17:42) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/content-marketing-tips-financial-advisors.html

You’ll make more money serving wealthy people than any other clients. But if you’ve never met a millionaire, you probably don’t even know where to start meeting them.  But you can reach high net worth individuals the same way you reach anyone else: With a systemized approach, a clear goal and effective marketing.  In this episode, you’ll find out how to put this into practice and close the rich people you want as clients. Ready to stop settling for ordinary clients and work with rich people? Listen now! Show highlights include:  Why your richest clients won’t drive Lamborghinis, wear gold chains or invite you to their yacht (and how to spot real millionaires). (6:27) What millionaires really pay for (a custom-made suit won’t convince them). (9:23) Use this common sales technique on rich people and you’ll be escorted out by security. (11:16) Everybody bores affluent investors with stock market graphs. Use this long-term strategy instead and beat your lazy competitors. (13:01) How “SSCCR” ruins your prospecting efforts before you ever touch the phone. (14:16) Why copy & paste marketing templates repel high net worth leads. (21:24) These overlooked statistics show: Most millionaires want your services! (24:34) 7068 millionaires might be looking for a financial advisor right now. Will you do the honors? (26:49) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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/content-marketing-tips-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Do you need more traffic NOW? Do you want free leads? A line around the block while the stock market tanks? And all of it by tomorrow? You can’t. Sure, “gurus” out there sell you these pipe dreams, but nobody sees results from their courses, books and masterminds. The truth is: There’s no effortless way to succeed as a financial advisor. But you can use leverage, scale and systems to generate leads, close clients and minimize your work hours.  In this episode, you’ll find out exactly how to build the business you want instead of slaving away at work that gets you nowhere. Listen now! Show highlights include:  If you’re cold-calling, emailing or going to networking events, your marketing isn’t good enough. Here’s why. (11:14) How to eliminate prospecting and reach thousands of people with a few hours of work. (12:10) If you’re smart enough to not believe in overnight success, build these 4 marketing assets now. (13:43) How a video with 6 views can make you rich. (14:11) Why a single blog article, YouTube video or podcast episode is worthless. (15:51) If you want to make it in the long-term, you have to build these two things right now. (17:40) How to make “passive income” as a financial advisor. (22:31) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html

In normal times, it’s easy to go to the office, do your work and go home. But we’re not living in normal times. Clients want to liquidate assets. People are scared to invest.  The truth is: Anxiety, fear and crises contain the biggest business opportunities-if you can dig them up. How? With a success mindset, you’ll see opportunity where others hunker down.  Today, coach Joe Lukacs stops by to show you how to build that success mindset. This is a must listen if you want to grow through the crisis and seize the giant opportunity in front of you. Let your competitors crumble while you build your dream business. Show highlights include:  Advisors who throw in the towel skip these 4 “mental preparation” habits. Ignore them and you might be on a job board soon. (4:03) Why the best financial advisors are NOT in the investing or financial planning business. (6:55) Why watching financial news is for losers-and the 3 things successful advisors focus on. (10:41) A counter-intuitive truth: How paying a personal trainer helps your bottom line while education burns your money. (11:31) 3 crippling thoughts you can banish instantly by writing them down. (21:20) If you can’t answer “yes” to this question, you might be missing your clients’ biggest cash reserves. (34:08) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.   Go to https://TheAdvisorCoach.com/webinar to register today.   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/seo-for-financial-advisors.html https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html

Chasing clients sucks. If your skeptical prospects object at every word you say, you’ll not only stay broke, you’ll also hate your work. The alternative? Attract leads who specifically want you, not just any advisor. If you do this right, they’ll even come to you on autopilot (never make a cold call again). This might sound impossible, but it’s what all the rich advisors do. In this episode, you’ll find out how they make pre-sold leads come to them. Today, Samantha Russell stops by to show you how to get leads automatically and make sales calls easy and fun. Ready to leave behind awful sales calls that lead nowhere? Get the leads you really want? Listen now! Show highlights include: How to get faster results with inbound marketing. (4:35) The most important to link on your website—this tiny change can multiply your results. (11:30) How to write content that gets you ranked on Google and convinces prospects. (13:12) The exact amount of keywords to focus on for more Google traffic. (21:30) How one advisor “infiltrated” corporate executive suites with his content. (29:49) An overlooked traffic strategy that also starts profitable relationships for you. (33:24) Why NOT to do cold outreach, no matter what gurus tell you. (36:56) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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/how-to-make-six-figures-financial-advisor.html https://www.theadvisorcoach.com/cold-calling-financial-advisors.html

Let’s face it you’re not as successful as you want to be yet. And you’re probably worried you won’t get the success you know you deserve.  Time to make sure you’re the advisor who’ll become wealthy, happy and fulfilled. How? There’s 5 core signs all great up advisors share. In this episode, you’ll find out exactly what these 5 signs are and how you can implement them for yourself.  Want to have absolute certainty you’ll be successful? Listen now! Show highlights include: The marketing system you‘ll profit from for the next 10 years. (5:00) What the world’s best salesman says about other people’s opinions. (8:30) The only opinions you should listen to besides your own. (9:51) One forgotten book many successful people read and love. (14:21) Why “be yourself” can torch your reputation and scare off clients. (17:35) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html

If you’re wildly ambitious, an above-average income won’t cut it. While normal people would hate you for it, there’s no shame in wanting to get rich. Giving your kids a life you never had, taking your spouse on exotic vacations and driving the car you’ve always wanted?  It won’t happen unless you join the elite advisors who clear multiple six figures each year. Fortunately, there’s a plan for you to get there. It’s all laid out in this episode.  Ready to multiply your income and leave the losers behind? Listen now! Show highlights include: How to multiply your revenue with a single decision. (1:53) Why putting more on your to-do list kills your productivity and happiness. (7:55) Why your competitors close the clients you do free work for. (14:00) The “always on” marketing asset 99% of advisors make no money from. (16:50) How to reach leads who pretend to be “out of office”. (20:58) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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/financial-advisor-business-plan-tips.html https://www.theadvisorcoach.com/7-awesome-tech-tools-for-financial-advisors.html

You’ve probably made some bad emotional decisions in your life. Whether you bought something you couldn’t afford, moved cross-country for a bad relationship or keep eating tasty, unhealthy food.  But did you know emotions can ruin your business too? Your emotions can sabotage everything from your income to how much time you spend working. If you’re ready for a better business and life, listen to this episode now. Show highlights include: 2 emotions that can wreck any business completely. (6:30) The unconscious emotions that make you work for free. (14:27) How you can avoid being a broke advisor. (16:24) Why making tons of money to prove someone wrong will leave you heart broken. (21:30) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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/video-marketing-for-financial-advisors.html https://www.theadvisorcoach.com/financial-advisor-coaching.html

Many successful businesspeople will tell you to get a mentor. And maybe you’ve been looking for someone to take you under their wing, to help you become who you need to be.  But what if that’s a waste of time? What if listening to a mentor doesn’t get you where you want to be?  In this episode, you’ll find out who to listen to and whose advice to ignore. That way, you’ll only get the best advice from the right experts. Stop letting bad advice ruin your business. Listen now! Show highlights include: One common piece of advice successful people don’t even follow themselves. (5:48) The one thing no mentor can ever teach you (but you absolutely need). (7:07) “Unsexy” ways wealthy people build successful businesses. (12:20) Why you should never ask successful people to pick their brains. (14:39) The most valuable thing a mentor can give you– in 30 seconds. (16:17) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.   Go to https://TheAdvisorCoach.com/webinar to register today.  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/seo-for-financial-advisors.html https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html

The most common questions financial advisors ask themselves are “How can I get more clients?”, “How can I get more money?” and “How can I have more free time?”. You’ve probably noticed those don’t help you reach your goals. That’s because sales and marketing doesn’t work that way. With that mindset, your content will be ignored, your clients jump ship and prospects never reply.  Bob Burg knows the real questions you should be asking and how you can turn them into massive sales success and more leads from referrals than you can handle.  Ready to find out the right questions to ask and transform your business? Listen now! Show highlights include:  The “law of value” that determines your true worth to clients—this is the root cause of all marketing problems. (4:25) 3 things to increase in your business—profit isn’t one of them. (8:40) How to give more than you take without being a doormat. (18:30) What most prospects don’t understand—and how to attract the “dream clients” you really want. (21:35) Step nr. 1 to become the most valuable financial advisor. (23:43) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.   Go to https://TheAdvisorCoach.com/webinar to register today.  Find out more about Bob’s Endless Referrals here: https://EndlessReferrals.com  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-easy--actionable-social-media-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/content-marketing-tips-financial-advisors.html

You’re probably worried. Clients could abandon you. “closed” leads might not come through anymore. You may even need a desk job soon. All of that’s scary, but you have a choice. Right now, you can choose to hunker down in self-pity—or seize the giant opportunity in this crisis. In a few years time, you’ll look back at this. Will you remember giving up on your goals? Or will you remember massive growth and transformation?  If you want to thrive while your competition crumbles, listen to this episode now.  Show highlights include: How to keep clients from running away in a bear market (you won’t like this answer, but you need it). (3:53) The 4 simple activities you’re probably not doing that could save your business. (6:12) 2 ways to “prep” your business to thrive in any crisis (you can build them in a few days). (6:54) How to “fireproof” your business so you never panic in a bear market again. (8:40) Why you already know how to profit from this crisis, but aren’t using those skills.  (8:12) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  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/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html https://www.theadvisorcoach.com/15-financial-advisor-prospecting-ideas--techniques-that-work.html

As a financial advisor heading out on your own, you’ve got a lot of obstacles in your way:  Skeptical prospects, competition, overwhelm, the list goes on.  But none of these things can slaughter your business as fast as the enemy we’ll talk about today.  This enemy has the power to keep you from ever living your dream—but if you turn him into your ally, you’ll become effective beyond your own belief and blow right past the biggest goals you’ve set. In this episode, you’ll find out who hat enemy is, how to shield yourself from it and make it work for you. Ready to defeat your biggest enemy and free yourself from any limitations you might feel right now? Listen now! Show highlights include:  Why you should change the lightbulbs in your bedroom if you want to perform better. (7:48) How slowing down and taking less action makes you more successful in the long-term. (11:21) The 4 (painful) phases of gaining success in any field—and why not to look for step-by-step advice. (16:25) The only 2 things that make you money (hard work is not one of them). (19:23) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.   Go to TheAdvisorCoach.com/webinar to register today.  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/top-10-best-books-for-financial-advisors.html https://www.theadvisorcoach.com/15-financial-advisor-prospecting-ideas--techniques-that-work.html

You’re probably a knowledgeable, effective and trustworthy financial advisor. You know you’ll take good care of your clients’ capital.  But even with all your skills, you can’t afford to be boring. If talking to you feels like a chore, no client will want to stay with you and prospects will start checking their email on calls with you.  If you want clients to come to you, stay with you and refer you, you’ve got to become at least somewhat fun, friendly and entertaining.  The good news: You don’t have to become a stand-up comedian or start wearing funny outfits. In this episode, you’ll find out how to stop being boring and become the financial advisor clients love interacting with.  Listen now and have more fun in business! Show highlights include:  How to do better marketing by giving way less “value” than anyone else. (8:07) Why you should educate your prospects, but keep most of the information from them. (11:55) Is “giving value” undermining your business? How well-meaning help cannibalizes your own business without making a penny. (13:58) Be less boring: The easy way to become entertaining without creating more content. (16:30) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to TheAdvisorCoach.com/webinar to register today.  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/financial-advisor-coaching.html https://www.theadvisorcoach.com/financial-advisor-sales-training.html

Most financial advisors are good at their craft, but aren’t great at generating leads and turning them into clients. There’s one sweet-sounding alternative to generating leads: Buying them. But buying leads won’t jumpstart your business. In reality, it can torch your reputation, flood your schedule with follow-up and lower your income–even if you make a buck or two in the short-term.  In this episode, you’ll find out the 4 reasons why buying leads is bad for your business–and how to actually get the leads you need to build the business you want.  Ready to stop being a nobody and become a trusted advisor serving grateful clients? Listen now! Show highlights include:  Why buying leads puts you in the passenger seat of your own business. (7:20) What bank robbers can teach you about lead generation. (9:25) 2 ways lead generation companies will screw you–even if they’re “nice” people. (12:40) Why you won’t find millionaires on lead lists—and where to find them. (18:13) How “fake millionnaires” can clog up your schedule, burn your money and ruin your business. (19:07) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.   Go to TheAdvisorCoach.com/webinar to register today.  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/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

Organization is no sexy topic. But it’s essential for financial advisors. Many financial advisors forget meetings, abandon prospects and infuriate clients by not replying.  If you’re not organized, you’ll lose prospects, repel your clients and never feel the freedom you became an advisor for.  The good news is you don’t have to become obsessive and micromanage everything. But baseline organization is essential for your success. In this episode, you’ll find out about the biggest mistakes to avoid and how to fix them so you can become more productive and enjoy more free time–without sacrificing business success. Ready to beat your competition without spending more on advertising? Listen now! Show highlights include:  What to put onto your desk for maximum productivity–and why you’ll never get anything done otherwise. (5:05) The one software that helps you make more money and frees up hours every week (15:17) Why email is robbing you of your productivity—and how to eliminate most of it with a few clicks. (19:52) How to invest a few hours to turn yourself into a sales machine—with nothing but a software you already have. (21:22) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to TheAdvisorCoach.com/webinar to register today.  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-easy--actionable-social-media-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/financial-advisor-coaching.html

If you want to improve, you need to know what you’re bad at and how to do it better. But in business, your strengths and weaknesses aren’t always clear—you don’t know why a client left, a prospect ghosted you or a referral source dried up.  In reality, you can fix this easily with feedback from the people you serve. They’ll tell you exactly what you could do better—and sometimes even how you could do it better.  In this episode, Julie Littlechild stops by to help you gather more feedback and turn it into actions that grow your business.  Ready to leave behind confusion and know exactly how you can take your business to the next level?  Listen now! Show highlights include:  The biggest trend for financial advisors that helps you multiply the value you provide… without multiplying your work! (4:16) How to find out exactly which feedback questions to ask for maximum clarity and results (don’t ask any question before you figure this out). (8:26) How timing can give you a tiny trickle of referrals—or a massive flood! (18:19) When to avoid and ignore feedback. (21:15) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to TheAdvisorCoach.com/webinar to register today.  Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/seo-for-financial-advisors.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/entry-level-financial-advisors.html

As an ambitious person, you already know about setting goals and probably have paper, note files and documents filled with lists of goals and plans. But how often do you actually reach your goals?  If you tend to fall short of your goals, don’t worry. The truth is: Most financial advisors don’t reach their goals.  There’s a simple reason for this—and if you don’t usually reach your goals, you’ll find out the only way you can ever change that today.  In this episode, you’ll discover the truth about reaching your goals and the only way you’ll ever make them a reality.  Ready to respect yourself again and become who you know you can be? Listen now! Show highlights include:  Why not finding clients is not a big deal–and what to think about instead. (7:57) The two things you need to ask yourself to completely transform your life. (8:50) One characteristic all losers share—if you share this one behavior, you’ll never ever be successful. (12:51) Exactly what to do when you’re at rock bottom with your business and life in shambles. (15:05) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to TheAdvisorCoach.com/webinar to register today.  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-easy--actionable-social-media-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/15-financial-advisor-prospecting-ideas--techniques-that-work.html https://www.theadvisorcoach.com/seo-for-financial-advisors.html

You’ve probably heard about content marketing before while researching marketing strategies to bring in more clients. But one big problem is: Many entrepreneurs create content just to create content—NOT because it’s actually useful.  The real way to do content marketing that works is by creating useful content that helps your target market and actually gets you more appointments.  How? In this episode, you’ll find out 3 tips that’ll make you the advisor who magnetizes clients and have leads pour in rather than chasing people.  Listen now!  Show highlights include:  Why NEVER to talk about stock market events in your email content. (2:37) How “turning into Yoda” helps you attract more clients and makes them feel like heroes for working with you. (7:55) Why creating free content should cost you a lot of money. (15:52) Worried about prospects not reading your content? Here’s why most readers dropping out is a good thing. (19:20) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.   Go to TheAdvisorCoach.com/webinar to register today.  Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/elevator-speech-financial-advisors.html https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html https://www.theadvisorcoach.com/cold-calling-financial-advisors.html

If you could sum up every financial advisor’s dream state of their business, it would probably sound something like this:  “Make more money in less time”.  The easiest way to do that is to get someone else to do some of your work for you. Today, Danielle Cuomo stops by to teach you all about how to leverage virtual assistants and free up time for what’s really important.  No to-do list, productivity book or time management system will ever free up more time than having someone else help you out. Ready to focus on what you like to do? Listen now! Show highlights include:  How to get all the benefits of having an employee—without worrying about the paperwork and workload or having someone come into your office. (4:42) Why hiring entry-level or “learning on the job” assistants can create more work for you, not less. 3 things you can outsource right now to free up your time ASAP. (14:38) The first step you need to take when hiring a VA—before even thinking about tasks to outsource. (19:50) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to TheAdvisorCoach.com/webinar to register today.  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/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html

As a financial advisor, one of your most important jobs is filling your business with paying clients. But that doesn’t work if your clients and prospects abandon you because you made mistakes you don’t even know about. If you really want a horde of clients that pay you what you deserve, you need to avoid 3 grave mistakes that make (potential) clients make a 180-degree turn and pay your competitors instead.  In this episode, you’ll find out which 3 mistakes they are and how you avoid them so you attract clients and keep them for the long-term.  Ready to become a financial advisor clients love? Listen now! Show highlights include:  The one question you should answer to get better results for less work. (4:56) Why new advisors with a small book of business have the advantage in the client-game. (7:19) How to educate your clients so they work with you perfectly. (11:13) Why 34% of clients fire their financial advisors. (15:47) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to TheAdvisorCoach.com/webinar to register today.  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/financial-advisor-sales-training.html https://www.theadvisorcoach.com/seo-for-financial-advisors.html

If you’re a long-time listener of this show, you probably already know you need a niche of people who know, like and trust you.  But if you’ve tried to find a niche, you’ve probably realized: It’s not as easy to find people who have enough money to invest and aren’t already bombarded with emails, phone calls, letters and postcards by your competitors. In this episode, you’ll hear about one niche that’s mostly overlooked, but has tremendous potential for you to help your clients and grow your own business at the same time. Ready to remove yourself from most of the competition and earn more money faster?  Listen now and become THE financial advisor for this uncontested, lucrative market! Show highlights include:  How to snowball content as simple as a social media or blog post into a well-paying client. (10:22) The one market you should never target—unless you want people and government agencies to hate you. (12:50) Why getting new clients isn’t your best course of action if you’re not doing this one important thing. (17:05) How losing one client takes away more than whatever they would’ve paid you. (18:04) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to TheAdvisorCoach.com/webinar to register today.  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/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html  

Why did you become a financial advisor? Probably not so you could feel stressed from all your to-dos and never-ending workdays.  You want to do what you enjoy, spend time with friends and family and feel free. And this can be your reality—if you know how to defeat stress.  In today’s episode, Dr. Jack Singer shows you how. You’ll find out how to reduce stress from your life and enjoy the freedom you deserve for your hard work—and what to do when you’re stressed to relax quickly and enjoy your life again. Ready to break free from stress? Listen now! Show highlights include: Why financial advisors are just like professional athletes—and how you can use a sports psychologist’s blueprint to “unlock” peak performance and eliminate doubt and stress. (2:49) The little-known secret of how your thoughts can make your clients desert you or run towards you. (8:35) How “eustress” is different from harmful stress–and how to seek out one and avoid the other. (15:11) How to take better care of yourself to reduce disease and stress. (19:03) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.   Go to TheAdvisorCoach.com/webinar to register today.  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/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html

Whether 2019 was your first year as a financial advisor or your tenth year, you’re probably ambitious and already expecting 2020 to be a breakthrough year that transforms your business and life. But for that to become reality, you need the right attitude, goals and knowledge. In this episode, you’ll find out exactly how you’ll make 2020 the best year of your life.  Listen now to make sure you don’t look back at 2020 with regrets, but conclude that you’ve done everything you could.  Show highlights include: Why traffic is the easiest part of marketing. (7:08) The goal-setting exercise that helps you reach goals 10x bigger than whatever you’re struggling for right now. (8:20) How a stopwatch can make you a more productive financial advisor. (15:52) If you can’t explain your goals to a 6-year old, they’re useless. Here’s why. (17:11) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.   Go to TheAdvisorCoach.com/webinar to register today.  Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/seo-for-financial-advisors.html 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

If you’ve been a financial advisor for a while, you probably have a few clients. But if you want to work less and actually be fulfilled in your work, clients won’t cut it.  Because the best, richest and happiest financial advisors have raving fans. And in this episode, you’ll find out exactly how to create those fans.  Ready to leave behind average clients and have raving fans that refer you to their friends?  Listen now! Show highlights include:  How to create “immeasurable value” so you can get measurable results in your bank account. (6:40) The two companies to study if you want to serve your clients better. (7:33) If you can accomplish these two steps, you’ll always be outperforming your competition. (11:08) Two signs you should fire a client or hang up the phone on a prospect. (19:33) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to TheAdvisorCoach.com/webinar to register today.  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/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html https://www.theadvisorcoach.com/financial-advisor-coaching.html

If you’ve ever researched how you can market your business, you’ve probably stumbled across Facebook for marketing. Some advisors love it, others hate it. But there’s one big problem with Facebook for financial advisors. And if you ignore this problem, you won’t attract clients. You might have a lot of “likes”, but you won’t end up with a flush bank account. Listen to this episode if you’re ready to hear the truth about Facebook marketing for financial advisors—and how to really attract clients. Show highlights include: How a financial advisor ruined his business with highly effective Facebook marketing. (7:15) The one thing to make sure whenever you think about a marketing channel. (8:48) How you could buy a $10,000 client for $150. (14:06) Why even the best Facebook strategies might be useless soon. (17:12) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to TheAdvisorCoach.com/webinar to register today.  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/video-marketing-for-financial-advisors.html

If you’ve got an interested prospect, you’re probably excited about a new potential client. You write to them, call them–but more often than not, they don’t decide.  Eventually, the prospect stops replying and actually goes nowhere. In this episode, you’ll find out how to fix that problem by getting prospects to decide.  Listen now to find out how to generate more business and spend no more time chasing prospects that aren’t interested anyway. Show highlights include: Why you shouldn’t try to insert urgency into your sales meetings–and how to use it anyway. (5:47) How compound interest applies to your business efforts. (11:00) The “secret” to making your website work for you—without changing any of the copy or images. (18:00) Why knowing less about your prospects, your market and finances keeps you from meeting qualified prospects. (20:03) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.   Go to TheAdvisorCoach.com/webinar to register today.  Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/seo-for-financial-advisors.html https://www.theadvisorcoach.com/elevator-speech-financial-advisors.html https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html

Being a financial advisor isn’t easy. You face a lot of stress, rejection, struggle and disappointment. You know it’ll all be worth it in the end, but you’ll have to conquer your fears and struggles.  And if you’re mentally weak, you’ll succumb to the pressures of these negative things. If you want to be successful, you need to be mentally strong. In this episode, you’ll find out how to strengthen your mind and overcome any challenge you’re facing.  Show highlights include: The easiest step to becoming mentally tough (if you don’t do this, nothing else will work). (8:31) How stress makes you tougher and can grow your business. (12:51) How thinking negatively makes you mentally tougher and makes your outcomes more positive in the end. (15:38) How “momentum” lets you achieve more while feeling better. (19:40) 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/27-financial-advisor-marketing-ideas--strategies-that-work.html https://www.theadvisorcoach.com/7-easy--actionable-social-media-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

If you’re a parent, you probably want nothing more than for your kids to live a great life. Perhaps you even became a financial advisor to spend more time with your kids and provide more for them than you had growing up.  But if you’re like most parents, you know educating your kids isn’t as easy as putting them into school.  In this episode, you’ll find out which 3 things your kids should learn so you’ll smile when you think about their accomplishments once they’re grown up. Show highlights include: The controversial advice to kids that many financial advisors disagree with. (10:47) Why NOT to teach your kids to save as much money as possible. (12:20) The superpower you have as a financial advisor that no average person will ever have. (14:32) How “The Marshmallow Test” can determine whether your kid will be a success or a failure. (17:22) 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/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html https://www.theadvisorcoach.com/elevator-speech-financial-advisors.html https://www.theadvisorcoach.com/entry-level-financial-advisors.html

Before you started out as a financial advisor, you probably thought you’d be successful quickly, reducing your work hours and having tons of free time. But when you really start running your business, you realize it’s much more complicated than that.  Everybody struggles, but you shouldn’t struggle without solving your problems. In this episode, you’ll find out how to grow your business and finally solve the problems causing you struggle right now. Show highlights include:  Why you don’t have to be great at cold-calling to thrive as a financial advisor. (4:18) How getting a mentor can ruin your business and make you hate the work you thought would make you incredibly happy. (6:32) The two online quizzes that’ll show you exactly what you should be doing in your business. (13:00) The free mindset shift that lets you ignore your competition and turn yourself into the businessperson you know you can be. (15:07) 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/seo-for-financial-advisors.html https://www.theadvisorcoach.com/seo-for-financial-advisors.html https://www.theadvisorcoach.com/top-10-best-books-for-financial-advisors.html

If you’re struggling to land more clients even though you’re doing all the right things from books and training programs, you might be making a different mistake.  Because while you can learn a lot from what successful people do, you can learn much more from what they quit on. In this episode, you’ll hear about 5 habits every financial advisor needs to break before becoming successful. Listen now if you’re ready to let go of bad habits dragging you down and get full leverage out of the productive things you do. Show highlights include: How trying to get more clients can get you no clients at all and ruin your business before it really got started. (5:03) Why you shouldn’t always try to get new clients—according to Harvard Business Review. (8:42) If you react to clients instantly, you’re sacrificing your long-term success for short-term satisfaction. Here’s why. (12:04) How comparing yourself to others makes you less happy—and gets you worse results when you copy “successful” people. (14:32) 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/financial-advisor-sales-training.html

If you look up to millionaire financial advisors, here’s some relief: Rich financial advisors aren’t rich because they’re naturally better than you.  The truth is much simpler. They do things on autopilot most financial advisors don’t even do with tons of effort. These things make them rich—and you can do the same to get better results for yourself. Ready to become a rich financial advisor? In this episode, you’ll get the 3 best habits rich financial advisors share so you can do more of what creates success and less of what makes financial advisors fail. Show highlights include: How you can dominate a market where everyone has better skills than you (this is how “stupid” people end up rich and on TV while intellectuals hate on them from their couch). (3:35) Even though this might not feel effective, it’s one of the most worthwhile things you can do. (6:52) The most important things you need to know about your business. (9:05) A life-changing book that’ll help you implement rich advisor habit #3 in every area of your life. (12:59) 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-easy--actionable-social-media-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/financial-advisor-sales-training.html

There’s nothing more important for entrepreneurs of any kind than lifelong learning.  But sometimes, what feels like learning actually harms you.  That’s the case in most schools: You learn things that seem useful, but will hinder your progress as a financial advisor. In this episode, you’ll find out about 4 of those things—and how to switch your thinking around them so your mindset benefits you instead of harming you.  Show highlights include:  What negotiation is REALLY about (this is how you AND your clients end up happy. (8:50) The simplest way to get more appointments. (10:28) The most important thing you need to learn how to manage that has nothing to do with clients or money. (16:00) 4 things that can automatically generate appointments for you. (19:50) 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/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/entry-level-financial-advisors.html

If you’ve been a financial advisor for a while, you know not every prospect turns into a client. Sometimes things don’t work out or they’re not a fit for your business.  But what about those meetings where everything seems fine—until your prospect completely abandons you and–if you’re lucky—sends you a one-sentence rejection?  Then you’ve probably committed one of 3 “sins” that turn off potential clients and make them abandon you.  In this episode, you’ll find out what these errors are and how you can remove them so you can turn more prospects into clients that put cash into your account. Show highlights include:  The biggest problem with financial advisors’ websites–which has nothing to do with design. (7:28) Why not turning your phone off during meetings can turn your prospects off. (11:43) The only person that matters in a meeting with your clients or prospects (hint: It’s NOT you). (13:50) What you can learn from broadway plays about landing more clients. (17:15) 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/27-financial-advisor-marketing-ideas--strategies-that-work.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html

You’ve probably already heard that LinkedIn is one of the best marketing channels for financial advisors.  But creating an account and uploading a picture in a suit isn’t enough. You need to market yourself effectively if you want to close clients via LinkedIn. Listen to this episode if you’re ready to find out how to do that!  Today, you’ll hear about 3 rules that let you set appointments and generate clients using LinkedIn. Ready to become the financial advisor that has dream prospects on the phone every day?  Listen now! Show highlights include: How to get LinkedIn to put you in front of your target market without lifting a finger. (8:05) The biggest mistake financial advisors make in their first message to a prospect—doing this makes people ignore you immediately. (12:28) Why most people distrust you right from the start—and how to earn people’s trust and make them your clients. (14:45) How to make money with LinkedIn from your couch—without missing your favorite show. (19:08) 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/financial-advisor-coaching.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

You can have the prettiest business cards and the fanciest websites, but a financial advisor’s business runs on clients. And whether you’re brand-new or just going through a slump, this episode will help you get more clients.  In this episode, you’ll hear the no. 1 strategy to get more clients now. You’ll hear how you can flush money into your business right now and stop using strategies that don’t work.  Become a real financial advisor–not a client-less amateur. Show highlights include: Why most advisors resist the #1 secret for more clients. (4:45) The century-old marketing channel most of the richest marketers in the world still use (most financial advisors see this one as “outdated”). (9:08) How to become unforgettable for your niche. (14:00) The “hidden” niche that has very little competition, but gigantic potential for financial advisors. (14:14) 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/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/entry-level-financial-advisors.html

In whatever field you want to be successful in, there are certain things you have to get good at to consistently reach your goals. For financial advisors, the biggest issue isn’t their work ethic or ambition, it’s that they’re never told what to actually get good at.  But, it turns out, there are 3 skills the most successful financial advisors master which the failures and the quitters don’t practice enough—or not at all.  If you want to have the freedom and the income you know you deserve for your hard work, listen to this episode now. You’ll discover what those 3 skills are and how you can put them into practice for yourself so you can join the ranks of the best financial advisors.  Show highlights include: The 3 simple steps to landing clients as a financial advisor. (5:18) The most important (and toughest) decisions you’ll ever make in your career as a financial advisor. (6:39) Why NOT to follow “gurus” and do everything they say to the letter. (8:22) How flexibility can either turn you into a hyper-effective entrepreneur—or kill your business before you land your first client. (9:54) 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-easy--actionable-social-media-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html https://www.theadvisorcoach.com/financial-advisor-coaching.html

There are many milestones in your career as a financial advisor: Your first lead, your first client, the moment you go full-time, the year you break $100k, etc. But one moment eludes even many of the most successful advisors out there: Making one million dollars in a year. If you’re starting out, this might seem completely unrealistic. But it’s possible. A small elite of financial advisors are pocketing millions every year while others struggle to make even $10k.  In this episode, you’ll find out how you could scale your business to one million dollars in revenue and generate wealth that will free you and your family from having to work. Show highlights include: How “wasting” money creates more wealth than penny-pinching ever will. (6:08) The 4 things you need to measure to hit any income goal you want to reach. (7:43) The positive side effects of charging more than your competition (these go WAY beyond how much money you pocket at the end of the month). (11:45) Exactly how many prospects an average advisor might need to make a million dollars (that number might be lower for you if you’re above-average). (16:34) 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/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html https://www.theadvisorcoach.com/cold-calling-financial-advisors.html

If you’re listening to this podcast, you want to succeed as a financial advisor. And there are thousands of tactics, strategies, hacks and tricks that promise to make you more successful. Some of them work, most don’t. But what’s even more important than doing the things that work is avoiding what doesn’t.  If you spend your time checking useless tasks off your to-do list, your competition will outperform you—even if they’re newbies while you’ve got a decade of experience. In this episode, you’ll hear about 5 things you need to avoid if you want to generate more leads, land more clients and change more lives. Listen now, start focusing on what makes you successful and leave the useless tactics to your competitors.  Show highlights include: If you hate cold-calling, working on your marketing and learning about sales, here’s how you can start enjoying all those things and create the business you want to run. (7:00) The 2 most profitable activities for financial advisors (these are the “money-making activities” that put dollars in your bank account). (10:29) How to land more clients than your competition, even if you generate fewer leads. (14:21) The number one reason clients leave their financial advisors—get this right and you can almost eradicate attrition in your business. (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/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’re a financial advisor, you know that most advisors fail. Meanwhile, a small elite gobbles up almost all the clients, revenue and authority. As a listener of this podcast, you want to join that small elite.  But you won’t get there if you don’t do what the elite has done to get there. In this episode, you’ll learn which 7 things will let you join that elite and become one of the advisors others look up to and want to be like.  Show highlights include:  What not to copy from Warren Buffett (following his lead here could not only kill your business, but yourself in the long-term). (1:35) Why successful financial advisors aren’t in the financial advising business. (4:45) How to get more consistent results with everything you do. (10:50) Why you should be able to hug your clients whenever you want to. (13:25) 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/7-awesome-tech-tools-for-financial-advisors.html https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

If you knew exactly what you had to do to make all your business dreams a reality—and the ability to just execute all of it, you could create any reality you want to.  But way too often, we’re not productive enough to execute. We waste time on social media and spend hours on activities that don’t move the needle.  To escape that cycle and get done what you need to get done to become successful, you need “commitment devices”.  In this episode, you’ll find out how to use commitment devices to make decisions that can make you more productive for years to come.  Listen now if you’re ready to create the perfect business reality you want to see in your life.  Show highlights include:  How to “automate” your productivity and give yourself no choice but to get things done. (6:40) The “cold turkey” method of getting rid of all social media distractions with a single click. (8:40) How to outwork your competition without doing late night shifts or getting up any earlier in the morning (this free browser extension can add a whole work week to your productivity). (10:30) Why you should stop trying to spend less time on social media, YouTube, etc. (12:30) 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/27-financial-advisor-marketing-ideas--strategies-that-work.html https://www.theadvisorcoach.com/7-awesome-tech-tools-for-financial-advisors.html https://www.theadvisorcoach.com/financial-advisor-coaching.html

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  

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