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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
  • How To Repel The Wrong Prospects
    Sep 22 2025

    Here’s a harsh truth that most financial advisors don’t realize until it’s far too late:

    It’s an investment in your business to repel the wrong prospects away. It makes you more productive. Improves your emotional resilience. And, most importantly, it frees up room for better clients who will listen and act on your advice without causing headaches.

    But most advisors never think about “repellant marketing” until they’ve built a big business that tears them away from their family, spikes their cortisol levels to dangerous heights, and steals all of their precious time away from them.

    Today’s show will help you realize this trap before it’s too late.

    You’ll discover why the “meat cleaver” strategy is necessary if you want wealth and freedom. And I’ll share some of the most effective “meat cleavers” financial advisors can use to free up their time and grow their wealth.

    Listen now.

    Show highlights include:

    • The “meat cleaver” strategy that boosts your productivity, grows your bottom line, and eliminates endless business frustration… all at the same time (2:23)
    • How eliminating large swaths of potential customers is the fastest way to grow your business (5:47)
    • Most financial advisors don’t have the cajones (or frankly, the cash flow) to try this specific "meat cleaver accelerator”… But nothing is better at upgrading your list of clients’ net worth (10:45)
    • Why you must take back your power in your business today or you’ll forever live under someone else’s boot (15:45)

    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.

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    20 min
  • Proven Three-Step Formula For Lead-Generating Content
    Sep 15 2025

    What if you have a simple, proven, and reliable formula for creating content that generates high-quality leads?

    Do you think you’d be able to make more money, create more freedom (to spend however you see fit), and grow less overwhelmed by the difficulty of growing your business?

    Well, there’s only one way to find out:

    I get tactical in today’s show, and reveal a proven three-step formula for lead-generating content. If you can’t create better content that’s more effective at driving leads to set appointments with you after listening to today’s show, there’s a deeper threat to your business.

    Listen now.

    Show highlights include:

    • How financial advisors subconsciously sabotage their business’s success without realizing it (and the only way I’ve discovered to prevent this from happening to your business) (5:35)
    • The “3S” content creation formula that’s as simple as it is effective at filling your calendar with high-quality appointments (5:49)
    • How creating content around fictional characters can actually fill your calendar with more real leads than real characters and clients can (and it doesn’t violate any compliance laws) (6:47)
    • The persuasion trick to make your prospective clients see themselves in any story you tell - even completely made-up stories (8:19)
    • How to segue into a pitch for your financial services without coming across salesy or like an amateur marketer (11:39)
    • 3 examples of how financial advisors can follow this proven three-step content creation formula and get high-quality leads by next week (12:21)

    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
  • What 99% Of People Will Never Understand About Making Money
    Sep 8 2025

    Most people treat making money as if it's magical fairy dust that falls from the sky. It sounds silly, but it’s painfully true.

    They think degrees, certifications, and other external factors are responsible for their wealth… and this leaves them terribly disconnected from this fact:

    Making money is a skill, which, like other skills, can be honed and improved over time. It’s really no different from setting new PRs in the gym, learning a new tune on the guitar, or leveling up in a video game.

    The difference?

    In the latter, people give themselves time, focus, and freedom from their fear to grow their skillsets. But 99% of people throw these necessary ingredients out of the window when it comes to the skill of making money.

    After listening to today’s show, you’ll know what 99% of people don’t understand about making money, and how you can be in the 1% of people who do.

    Listen now.

    Show highlights include:

    • Why being a former athlete gives you an unfair advantage at wealth accumulation (even if you were only an athlete in high school) (1:12)
    • How to understand more about making money than 99% of people just by tuning in at (5:28)
    • The weird way advisors routinely cut their income in half without realizing it (6:06)
    • How striving to be the Michael Jordan of financial advice puts a hard ceiling on your wealth (even if this seems counterintuitive) (14:11)

    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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    17 min
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