Financial Advisor Marketing Podcast

By: James Pollard
  • Summary

  • Financial advisors, does this sound familiar? You’re barraged with people and companies who promise to help you get six thousand new clients in thirty seconds or less as long as you follow their magic tip, trick, or tactic. If so, take a deep breath and relax because that is NOT what this show is about. Lol. Hi, I’m James Pollard. I’m the founder of TheAdvisorCoach.com and host of the “Financial Advisor Marketing” podcast. This podcast is rooted in timeless principles designed to help financial advisors attract their ideal audiences, forge authentic relationships, and build deep roots with prospective clients. If you listen to this podcast, I think you’ll find three things to be true: First, the information shared in this podcast is deceptively simple. This means you don’t have to be a genius or marketing expert to get results. I take immense pride in keeping things simple. Let everyone else chase complexity. Second, the episodes are chock-full of data, research, and studies. This means advisors can do their due diligence on marketing strategies and make informed decisions about how they’d like to build their businesses. And third, I don’t take myself too seriously. I joke around, laugh, and have fun. If any of this appeals to you, I encourage you to listen. ~James Pollard
    Copyright 2018-2024
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Episodes
  • How Popular Marketing Books Can Wreck Advisors’ Businesses (With Examples)
    Oct 28 2024

    While I love when financial advisors read marketing books to level up their skills…

    Most of the advice isn’t just downright wrong for the financial industry, but it can have the opposite intended effect!

    That means reading books like “The E-Myth,” “Who Not How,” “$100M Offers,” and “Building A Story Brand” can actually hurt your marketing, strangle your business, and breed resentment in your clients?

    How?

    I explain how this happens in today’s episode.

    Listen now.

    Show highlights include:

    • Why reading books like “The E-Myth” & “Who Not How” can set your wealth back by years in your financial advice business (2:32)
    • How Gary Vee, Russell Brunson, and Grant Cordone will sabotage your financial advice business if you let them (4:38)
    • This is the single most lethal “marketing” strategy parroted by gurus that will instantly tank your bottom line (6:38)
    • The psychological “Effort Heuristic” secret that explains why taking longer to reach your client’s goals makes them value you more (11:09)

    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

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    18 mins
  • 5 Things I’ve Done Well With Money (And 5 Things I’ve Done Poorly)
    Oct 21 2024

    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

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    24 mins
  • These 3 Beliefs Can Destroy Your Marketing (And Make Your Clients Hate You)
    Oct 14 2024

    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

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    25 mins

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