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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 2018-2026 Finances personnelles Marketing Marketing et ventes Réussite personnelle Économie
Épisodes
  • This Isn't Fun But It Can Fix All Of Your Marketing Problems
    Feb 23 2026

    There is something infecting your mind and your marketing right now.

    It's not a lack of tactics or using the wrong ones.

    It's not a lack of strategy or using the wrong one.

    And it's not even a lack of expertise (in financial advice, business growth, or marketing) even though most advisors use it as an excuse.

    The truth?

    Somewhere along the way, you've created an identity for yourself that sabotages your marketing efforts before you even sit down to create one.

    It explains why you procrastinate on every marketing campaign you create. It's why you're scared to send risky marketing messages. And it's the one thing that will halt your business's growth more than any other factor (yes, including a 2008-sized economic collapse).

    That's the bad news.

    The worst news?

    Upgrading your identity is one of the hardest internal battles you'll face. You'll have to confront some things lodged into your nervous system that your mind wants you to avoid at all costs.

    But here's the good news:

    It's possible to upgrade your identity. This episode will show you how.

    And the best part?

    It will fix all of your marketing efforts almost overnight.

    Listen now.

    Show highlights include:

    • The 2 main reasons that financial advisors struggle with marketing (and how to correct both causes) (0:32)
    • Why does marketing feel impossible for some advisors and effortless for others even when they have the same exact knowledge? I answer this question at (1:39)
    • How trying to change your marketing strategy without changing this often overlooked character trait is a recipe for failure, burnout, and negative ROI (3:13)
    • Why your nervous system suplexes your marketing efforts before you even sit down to create them (it sounds bizarre, but it affects the vast majority of advisors) (5:07)
    • How staying busy, optimizing productivity productive, and planning ahead are the things keeping you stuck and miserable and allergic to growth (6:57)
    • The underlying, psychological reason behind why you're afraid to publish content (and one difficult shift that alleviates this fear forever) (10:10)
    • The insidious way low marketing intelligence seeps into your marketing strategy and sabotages your campaigns. (I've seen financial advisors kill successful ads for no other reason than having a low "MQ".) (12:07)

    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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    18 min
  • 7 Things My Most Successful Emails Do To Get More Clients
    Feb 16 2026

    I recently analyzed a few hundred of my best performing emails that I sent to financial advisors last year for my Inner Circle members.

    I went through them with a fine-tooth comb to analyze the patterns, similarities, and anything I could find to explain their success.

    And, at the end of the day, I came up with 7 things that my most successful emails do.

    If you want to get more clients from your emails, it's as simple as listening to this episode, and making sure your emails have all 7 ingredients.

    Listen now.

    Show highlights include:

    • The "Remove Dirt" marketing secret that unlocks twice the amount of clients for half of the work (1:38)
    • 7 ingredients I'd include if I were designing an email marketing campaign for financial advisors with my life on the line (5:02)
    • Why emails that attempt to educate or provide value always get pummeled by this type of email almost nobody tells you to send (5:16)
    • One word that you should almost NEVER use in your emails because it can only scare away your best prospective clients (and a simple way to reframe the theme so your audience is receptive to it) (6:43)
    • The weird way listing your credentials and experience backfires and makes a prospective client go scroll through Facebook instead of finish reading your email (12:25)
    • A specific way to phrase your call-to-action in an email that makes it irresistible for qualified prospects to disobey (15:54)

    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.

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    18 min
  • Why Your Website Should Repel 95% Of Prospects
    Feb 9 2026

    Most financial advisors approach their website in the completely wrong way. They build it to look professional and appeal to everyone. And this can only result in filling your calendar with a bunch of tire kickers and headache clients that will pay shekels and demand everything from you.

    There is a far smarter approach that doesn't keep you busy for busy's sake. It actually makes you more productive, profitable, and happy.

    All it requires is a simple mindset tweak and being okay with getting fewer total loads (in exchange for more total clients… and more higher-paying clients too).

    The secret?

    Designing your website to REPEL 95% of your prospects.

    It probably sounds weird and counterintuitive now. But it will make perfect sense after you click play.

    Listen now.

    Show highlights include:

    • The easiest way known to financial advisor-kind to consistently get a 100% return on investment (3:59)
    • Why wanting your website to showcase your professionalism is the silliest mistake advisors make (and why top advisors do the exact opposite) (6:07)
    • How to make your website so repellent that it ONLY attracts the best, most qualified, and wealthiest prospective clients to your calendar (6:58)
    • 3 business bankrupting website mistakes that almost every single advisor makes. (These mistakes signal low trust, kill your conversion rate, and your profit-per-client metric.) (7:04)
    • Why listening to other marketers is the fastest way to overwhelm yourself with low-quality clients who frustrate you so much you might wind up dead sooner from all the stress! (11:34)
    • How low-quality prospects rob innocent and unsuspecting financial advisors for thousands of dollars every month (without you even realizing it!) (13:57)
    • What to do to turn your website into your unpaid sales qualification intern so you ONLY take appointments from prospective clients who are likely to thank you for your high fees (15:33)

    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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    23 min
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