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Financial Advisor Marketing Podcast

Financial Advisor Marketing Podcast

Auteur(s): James Pollard
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À propos de cet audio

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 PollardCopyright 2018-2025 Finances personnelles Marketing Marketing et ventes Réussite personnelle Économie
Épisodes
  • This One Word Causes Financial Advisors To Grow
    Nov 17 2025

    Success isn't complicated.

    But achieving success gets complicated if you lean too much on your own smarts and abilities, and not enough on what others can teach you.

    Thankfully, you can overcome the temptation to be self-absorbed by learning one word: The word I share and explain in this episode.

    This one thing, taught in the Bible and proven by experience, has enabled all my success. And if you're ready to truly listen, this could be the most valuable podcast you ever hear.

    Listen now!

    Show highlights include:

    • What recently received "nastygrams" reveal about toxic ego. (3:57)
    • How an age-defying dog can keep humble and eager to learn. (5:46)
    • Ethical way to learn from anybody, even if they're deeply flawed. (7:19)
    • What the Bible says about seeking advisors and counsel, and the blunt term it uses for people who won't. (7:52)
    • "Terrifying" secret advantage to stay on top of your game. (8:57)
    • How to defer to your superiors without abandoning reason and compromising your values. (11:48)
    • "Gravitational pull" that prevents competent financial advisors from getting more clients. (14:14)
    • What it really means to listen, and how to use your listening skills to leapfrog your peers. (15:34)
    • My proprietary strategy to reach the top 1% in the skill of your choice. (20:06)

    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.

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    22 min
  • Artificial Intelligence Will Take These Advisors' Jobs
    Nov 10 2025

    AI is coming for advisors' jobs. It just passed the CFA exam in mere minutes. It doesn't matter what you personally think about AI or whether or not you think it gives good financial advice:

    Your market believes it does!

    That's the bad news.

    The good news?

    You can change the perception of your market… but you must first realize this threat for what it is. Your potential clients believe AI can do a good enough job… and it can do it far faster and cheaper than you.

    In today's show, you'll discover how to prevent AI from stealing your clients and why this threat requires your immediate action.

    Listen now.

    Show highlights include:

    • Why AI will replace financial advisors (and why AI won't replace financial advisors) (0:55)
    • 4 reasons why the financial advice industry will be hit harder by AI than other industries (3:36)
    • How to prevent your financial advice business from going the same way as the camera business did after iPhones came out (5:06)
    • An alarming trend about your potential clients using ChatGPT instead of booking a call with you (8:57)
    • How to engineer a new perception around your offer and eliminate the threat of AI stealing your market share (10:48)
    • My 3 predictions for what will separate the advisors who adapt and crush AI and those who will be mollywhopped by AI (12:05)
    • How to make your services the obvious choice over AI by studying the old Mac vs PC ads (13:42)
    • Here is a cheat code for absolutely decimating AI in front of prospective clients (17:56)
    • 4 things you must do to eliminate the threat of AI (and even turn it into an ally for growing your financial advice business) (23:07)

    My Profitable Pricing Blueprint gives you an unfair advantage over AI. Get it before AI chops off your business's head at https://TheAdvisorCoach.com/Pricing

    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.

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    25 min
  • How To Force Yourself To Make More Money
    Nov 3 2025

    It shocks me how many financial advisors struggle with their own finances.

    If you struggle with your own money, how do you expect any clients to trust you with their money?

    But that's the unfortunate reality for far too many advisors. That's why I recorded this episode.

    I'm going to show you how to force yourself to make more money.

    Listen now.

    Show highlights include:

    • Why being psychologically congruent gives you an unfair leg up over almost every advisor you'll compete against (2:04)
    • The neglected "circulation" secret for almost magically filling your pipeline with highly qualified prospective clients (3:30)
    • How your friends and family might be keeping you broke (and what to do about it) (6:33)
    • A simple formula any financial advisor can follow to double or even triple their income (11:54)
    • How research and planning only delays your wealth (and may sacrifice it completely) (14:12)
    • How inexperienced advisors can become more experienced than advisors with decades in the game in only a few short years (19:12)

    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.

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    22 min
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