by James Pollard
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
Language
🇺🇲
Publishing Since
12/28/2018
Email Addresses
1 available
Phone Numbers
0 available
April 21, 2025
<p dir="ltr">The quality of your clients can be the difference of not only having an extra zero to the number in your bank account right now, but also of your enjoyment of your business. </p> <p dir="ltr">All clients aren’t created equally. </p> <p dir="ltr">But how do you identify your best clients, figure out the commonalities between them, and use this knowledge to create nets in your marketing that only brings the crème de la crème to your calendar?</p> <p dir="ltr">That’s exactly what you’ll figure out after listening to this episode. </p> <p dir="ltr">Listen now.</p> <p dir="ltr"><strong>Show highlights include:</strong></p> <ul> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">The most deadly (and completely avoidable) mistake business owners make when creating new products and services (1:15) </p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">How to name your products in a way that sells them for you (2:20) </p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">Why attracting leads, instead of buyers, is a surefire strategy for bankrupting your financial advice business (3:29) </p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">How high production value in your products, marketing, and website backfires and creates headache customers out of thin air (7:25) </p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">2 characteristics that every wealthy person has (use this to qualify your prospects—it makes selling easier) (11:15) </p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">These are the 2 most valuable things wealthy people love to buy more than sports cars, watches, and mansions (12:50) </p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">4 reasons to filter your potential clients with the “T Method" (17:42) </p> </li> </ul> <p dir="ltr">Since you listen to this podcast, I want to give you a gift: </p> <p dir="ltr">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: <a href= "https://www.theadvisorcoach.com/coaching.html" target="_blank" rel="noopener">https://TheAdvisorCoach.com/Coaching</a>. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. </p>
April 14, 2025
<p>There are some prospective clients who, no matter how much they trust or value you, will never work with you. </p> <p>And it’s not because of you, it’s because of them. They have certain limiting beliefs that will stop them from working with a financial advisor—no matter how much they can gain from working with you. </p> <p>But there is a solution to this problem: </p> <p>Limiting beliefs often disguise themselves as objections. By knowing about these objections and actively dispelling them through your marketing, not only will your calendar fill up with high-quality prospects, but you’ll transform most of them into clients too. </p> <p>In today’s show, you’ll discover the 7 most common limiting beliefs prospective clients have about working with a financial advisor—and I’ll show you how to conquer each one in your marketing. </p> <p>Listen now.</p> <p><strong>Show highlights include:</strong></p> <ul> <li>The deadliest marketing mistake you can make that frightens away prospective clients who trust you the most (0:40) </li> <li>How to overcome the biggest stumbling block prospective clients will encounter before it snatches a new client out of your hands (1:16) </li> <li>The “Planet Fitness” secret for conquering prospective clients burdened by financial shame (9:29)</li> <li>Adding these few lines to your next email might just flood you with new appointments (10:13) </li> </ul> <p>Since you listen to this podcast, I want to give you a gift: </p> <p>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: <a href= "https://TheAdvisorCoach.com/Coaching" target="_blank" rel= "noopener">https://TheAdvisorCoach.com/Coaching</a>. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. </p> <p> </p>
April 7, 2025
<p>In June of 2023, I tried an “oddball” email idea and I didn’t know whether it’d work or not. Well, that email became one of the most engaging and profitable emails I’ve ever sent. </p> <p>Since then, I’ve rehashed this idea 11 more times. And each and every time, it works like gangbusters. </p> <p>But… it’s not a beginner-friendly strategy. And I don’t have a template you can follow to duplicate my success for your financial advice business because that defeats the purpose. </p> <p>But I have studied these emails in depth and can get you started on sending this advanced email—if, and only if, your marketing and copywriting chops are up to snuff. </p> <p>Think you’re advanced enough as a marketer to give them a shot?</p> <p>Listen now.</p> <p><strong>Show highlights include:</strong></p> <ul> <li>Why financial advisors who try to mimic my “stream of consciousness” emails fall flat on their face (5:29) </li> <li>The “Fall Back Task” secret for turning a day that completely flew off the rails into a success (6:25) </li> <li>How to break all the rules about marketing and do nothing other than rambling to fill up your calendar with high-quality appointments (7:19) </li> <li>Asking yourself this question before hiring any marketer or marketing agency prevents you from lighting your money on fire (9:52) </li> <li>5 reasons my 12 “stream of consciousness” emails have been some of my most profitable emails of all time (14:11) </li> <li>How to instantly make yourself more attractive to the most skeptical people on your email list (and why so many financial advisors struggle with this) (16:35) </li> </ul> <p>Since you listen to this podcast, I want to give you a gift: </p> <p>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: <a href= "https://TheAdvisorCoach.com/Coaching" target="_blank" rel= "noopener">https://TheAdvisorCoach.com/Coaching</a>. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. </p>
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