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Financial Advisor Marketing Podcast

Auteur(s): James Pollard
  • Résumé

  • 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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Épisodes
  • Financial Advisors, Listen To This Episode If You Serve 65-Year-Olds
    May 13 2024

    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.

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    20 min
  • The Future of Financial Advice Will Be Ruled By These Three Things
    May 6 2024

    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.

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    17 min
  • The Simple Formula Financial Advisors Can Use To Get More Clients
    Apr 29 2024

    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

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    18 min

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