One subscriber to my Inner Circle Newsletter, while he cared about his clients and helped grow their wealth, struggled with a mental block that robs more advisors every day than I can keep track of. 

The mental block? 

Needing permission to do, well, any action that could grow your business by a scary amount. 

These advisors are waiting for a golden ticket. They think the universe will see all their hard half-work they didn’t finish and reward them with entry into the knighthood of the wealthiest advisors. 

And so, they sit around, and wait. And wait. And wait. 

Until one day, many years later, they wake up from this stupor and realize that a “hope and pray” marketing strategy is good for one thing: Bankrupting your business.  

If that sounds like you, don’t worry. Today’s show will help you remove this mental block before it suffocates your advisory business. 

Listen now.

Show highlights include:

• The insidious “prospecting reluctance” trap advisors fall in that destines them to a mediocre business (3:12) 
• The #1 biggest obstacle to your success (and it’s not your market, your competitors, or your current clients) (4:28)
• How to become wealthy beyond your wildest dreams when a guru hasn’t blessed your strategy, you don’t have a fancy title, and you lack real experience (4:51) 
• Why seeking credentials, while important for credibility, becomes a crutch to feed your procrastination (5:02) 
• The emotional mindset shift that’s the main difference between an advisor worth $10 million and one worth $50,000 (7:45)
• The “ACR” secret from psychology that shows you how to be wealthy, fulfilled, and happy—at the same time (12:57) 
• The 3 most common signs you’re subconsciously seeking permission (19:24) 

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. 

Making low six figures as an advisor, while it may impress your family, isn’t all that impressive. And it doesn’t make you real wealth like other advisors enjoy. 

Even making $300,000 per year isn’t enough to create a legacy for your family. But I have good news:

If you’re making between $150,000-$300,000, I know the exact steps you need to take to reach $500,000 per year. And I reveal each of the four steps in detail in this episode. 

Best part? 

Since this idea started as a LinkedIn post, I also share four bonus tips with you that explain how to take your business from $500,000 to 7 figures. 

Listen now.

Show highlights include:

• The biggest problem that affects financial advisors who make less than $150,000 per year (and what to do about it) (1:41) 
• The “add, not replace” method for boosting your conversion rates and doubling or tripling your business (4:13) 
• How marketing costs increase for financial advisors over time (and the best way to prevent this) (5:50) 
• Why advisors who haven’t figured out how to convert more clients per hour will never make $500,000 a year (7:07)
• The weird way to grow your business faster by firing some clients (11:50)  
• The 4-step process to go from making $150,000-$300,000 a year to $500,000 a year (13:29) 
• The “broken slot machine” secret only advisors who make 7 figures a year use or even know about (14:49) 
• Why doing a distraction audit can triple your productivity by this time next week (20:41) 

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. 

Earlier this week, I hit my garage when trying to avoid a pile of lumber in my driveway. 

And it got me thinking about how many financial advisors do the same thing: They avoid doing the hard stuff that sets them up for long-term success. But this effort to stay in your comfort zone increases your risk of humiliating failure down the road. 

But don’t worry. In today’s show, I reveal 3 hard things you should do today to set you up for long-term success. 

If you’ve been putting any one of these 3 things off for the future, let this be your wake-up call before it’s too late. 

Listen now.

Show highlights include:

• The insidious “second mistake” that happens when you avoid taking a risk that hurts your business more than the risky idea ever could (3:24)
• Why playing it safe in your financial advice business paves the way to a slow, but sure death (4:34) 
• How to handle objections, establish credibility, and build a relationship with your audience by creating this one marketing asset (8:19) 
• How to ethically “morph” your audience’s mind to be more receptive to hiring you with the “Familiarity Principle” (10:29) 
• The “just talk” LinkedIn strategy that can fill your calendar with high-quality prospects (15:46) 

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. 

Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT 

Going all in on your niche terrifies most financial advisors.

Why?

Because you have to turn down many potential clients who don’t fit into your niche, especially in the beginning when you could use the money these clients would bring in. But if you stick with it, you can enjoy all the perks of having a niche offers like lower ad costs, more credibility, reporters seaking you out, and more.

Well, today’s guest, Dr. Jay Zigmont from Childfree Wealth, joins us to discuss how going all in on his niche of childfree adults has allowed him to grow way faster than any other financial advisor in his first year of business.

Want to speed up your growth by going all in on your niche?

Listen now.

Show highlights include:

• How picking a broad niche that includes as high as 20% of the population can actually competitor-proof your business (2:39)
• The 3 “must-have” rules for picking a wildly profitable niche (7:03)
• How the decision to either have kids eventually or not changes the entire course of your financial plan (11:40)
• The 4-step “Niche Growth” secret for dominating your niche and growing a lucrative financial advising business within your first year (14:39)
• Why writing a book creates expert positioning in your niche and can lead to 15 appointments in a day (even if you self-publish and don't sell many copies) (15:32)
• The “Moat Marketing Strategy” that makes you immune to competitors and helps you borrow credibility from financial giants like CNBC (24:43)
• How to pick a niche that lands you 7 new clients in a month (when most advisors struggle to land that many new clients in a full year) (37:57)

If you want to connect with Dr. Jay and learn more about childfree wealth, visit his website here: https://childfreewealth.com/

Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html

If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.

Go to https://TheAdvisorCoach.com/webinar to register today.

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.

Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.

Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.

Discover how to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/financial-advisor-sales-training.html
https://www.theadvisorcoach.com/financial-advisor-coaching.html
https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Most financial advisors hear the advice to niche down, and pick doctors or dentists or business owners. While these niches are great, many financial advisors avoid Christians as a niche.

Why?

Well, many believe that Christians aren’t as interested in building their wealth as other potential niches. But this is dead wrong. In fact, Christians can be a broad and profitable niche, especially if you’re a fellow Christian.

That’s why I invited Leo Marte from Abundant Advisors onto this podcast episode. Leo helps fellow Christians build financial freedom and wealth. Not only will you discover some tricks about marketing to Christians, but Leo shares tips and tricks that will help create better results in any niche.

Listen now.

Show highlights include:

• Why including your personal values into your financial advising business attracts better clients and grows your piggy bank (3:20)
• How to easily convince Christians to work with you (even if they believe wealth in and of itself is wrong) (9:03)
• The counterintuitive way “Faith-dumping” on prospective Chrsitian clients can repel them away (11:15)
• How giving your prospects their own DIY financial plan actually makes them more eager to work with you as their advisor (23:25)
• The ad copy trick for calling out your intended audience without offending them or breaking Facebook’s rules (27:31)
• The sneaky “Image Secret” for ads so you only attract your ideal clients (29:35)
• How productizing your financial advising services can double the amount of clients you can serve (34:17)

If you want to connect with Leo and learn more about creating a Christian-based financial advising company, visit his website here: https://www.abundantadvisors.com/

Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html

If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.

Go to https://TheAdvisorCoach.com/webinar to register today.

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.

Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.

Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.

Discover how to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/financial-advisor-sales-training.html
https://www.theadvisorcoach.com/financial-advisor-coaching.html
https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Most financial advisors ignore Gen Z thinking they don’t have capital. But this is a big, fat $100 million mistake.

Why?

Well, Gen Z has more than $100 million in buying power. They make up 20% of the population. And if you don’t start getting ahead of this trend now, you might find yourself without a business in 10-15 years.

That’s the bad news.

The good news?

In this episode, Ben Phillips from North Coast Asset Management and host of the Gen Z and Friends podcast, joins me to reveal how to market to Gen Z (without coming across as a cringy Gen Xer).

Listen now.

Show highlights include:

• How to tap into a segment of the population that has over $100 million in buying power (that most financial advisors ignore) (4:20)
• The one social media platform that 95% of Gen Z and millennials use almost daily (4:42)
• The “Four C’s” approach for marketing to Gen Z that makes them salivate about the idea of working with you (8:51)
• Why pandering to Gen Z by making cringy TikTok dances repels them away instead of attracting them (and how to stop pandering) (16:23)
• The counterintuitive way offline events work better for landing Gen Z clients than online ones (18:51)
• Why bashing crypto as dumb today is a surefire way to evaporate your sales pipeline and business 10 years from now (23:40)

If you’d like to connect with Ben on social media, you can find him on Instagram here: https://www.instagram.com/bensbullsandbears/ and LinkedIn here: https://www.linkedin.com/in/benphillips5/

Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html

If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.

Go to https://TheAdvisorCoach.com/webinar to register today.

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.

Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.

Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.

Discover how to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/financial-advisor-sales-training.html
https://www.theadvisorcoach.com/financial-advisor-coaching.html
https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

If I had to start my entire business over from scratch—and I only had 30 days to do it—how would I do it? 

Many financial advisors ask me a question along these lines. They overcomplicate their marketing system, until it overwhelms them and they give up on it completely. 

That ends today. 

In this episode, I’m revealing the exact steps I would follow to build a complete marketing system—that results in new clients paying real money—in 30 days. 

Best part? You’ll be able to do the same once you realize how simple it is. 

Listen now. 

Show highlights include:

• The crucial (and overlooked) first step for creating a marketing strategy that actually results in new business (1:05) 
• Legendary marketer Gary Halbert’s “starving crowd” secret for becoming the #1 financial advisor in your market (1:30) 
• Why “swiping” from other financial advisors will leave you broke (and who to mimic instead to surge you with new clients) (3:19) 
• The “Today and Tomorrow” technique that leaves your pipeline full of hungry and eager prospects (without sacrificing new client opportunities) (4:50) 
• The dirt-simple 2-step direct mail process that can land you a new client by next week (12:08) 

Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html 

If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. 

Go to https://TheAdvisorCoach.com/webinar to register today. 

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.

Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. 

Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. 

Discover how to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/financial-advisor-sales-training.html

https://www.theadvisorcoach.com/financial-advisor-coaching.html

https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

YouTube is one of the most lucrative and effective marketing strategies for financial advisors.

Why?

Your videos attract your ideal clients, repel nightmare clients, and YouTube will even pay you to show your videos to your dream clients.

No other social media is half as powerful as YouTube. And no financial advisor knows the ins and outs of YouTube like Dave Zoller from Streamline My Practice.

In this episode, Dave shares how to grow your account from 0 to thousands of subscribers, how to get people to sign up for your services after watching your videos, and why YouTube is the single best marketing channel for financial advisors.

Listen now.

Show highlights include:

• The only 5 ways financial advisors can grow their business (and how to pick the one that skyrockets your growth the fastest) (3:31)
• How being a financial expert actually hinders your marketing engine and stifles your growth (6:49)
• Why you won’t land many appointments from your YouTube videos (and the “micro-ask” trick to reverse this) (9:39)
• How to start making high-quality and valuable YouTube videos that grow your business using nothing more than your iPhone (17:52)
• How to get YouTube to pay you to bring your ideal clients to you (21:15)
• The weird way writing a few sentences on LinkedIn can morph into 261,000 YouTube views (31:22)

If you’d like to learn more about Dave Zoller and how he uses YouTube to grow his financial advising business, sign up for his email list at https://streamlinemypractice.com.

Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html

If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.

Go to https://TheAdvisorCoach.com/webinar to register today.

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.

Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.

Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.

Discover how to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/financial-advisor-sales-training.html
https://www.theadvisorcoach.com/financial-advisor-coaching.html
https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Without improving your goal-setting skills, you’ll forever be destined to live life as a mediocre financial advisor at best. Sure, maybe your mediocrity ensures you never have to worry about your bills, but it’s also the kryptonite to living a luxurious lifestyle, where you can enjoy the true beauty life has to offer.

Well, I have good news on that front:

In today’s episode, Mando Sallavanti, a young advisor who’s already enjoyed more success and wealth than most financial advisors ever enjoy, joins me. He reveals how he set goals that took him from making $360 in three months to building a six-figure advising business.

And you know what?

It’s probably much simpler than you’re currently making it.

Listen now.

Show highlights include:

• How changing your environment can magically unlock pent up demand for your services and surge you with new clients (3:21)
• The 3 “bedside questions” every human asks themselves (and how understanding this gives you a license to print money as a financial advisor) (5:07)
• The bizarre way having an athletic background is a cheat code for becoming a successful financial advisor (6:57)
• The “making a friend’ approach to sales that nukes the pressure you feel and makes your prospective client drool (8:41)
• Why planning your wild financial goals around giving all but guarantees you’ll meet—and exceed—them in half the time you otherwise would have (10:22)
• How simply thinking about your craziest goals and ambitions enchants your subconscious to achieve them for you (15:07)
• The wicked way the people closest to you start despising you as you become successful (and how to handle this without sabotaging your success) (17:32)
• One question to ask yourself as your alarm shoves you out of sleep that forces you to surpass even your wildest dreams (21:41)
• How looking like a dummy in front of your clients actually makes them more willing to pick you instead of another financial advisor (25:12)

Disclaimer: Armando Sallavanti is a registered representative with and offers securities and investment advisory services through MML Investors Services, LLC. 2 Bala Plaza, Ste 901, Bala Cynwyd, PA 19004. Tel: 610.766.3000.

Sallavanti Financial Services Co. is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.

Want to connect with Mando? You can find him on LinkedIn here: https://www.linkedin.com/in/sallavanti/ or on Facebook here: https://www.facebook.com/armandosallavantiMMGP/.

Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html

If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.

Go to https://TheAdvisorCoach.com/webinar to register today.

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.

Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.

Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.

Discover how to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/financial-advisor-sales-training.html
https://www.theadvisorcoach.com/financial-advisor-coaching.html
https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Most financial advisors receive advice for marketing their business that’s mediocre at best and can cripple your most cherished relationships at worst. 

But in the digital age, where LinkedIn can land you 50,000 impressions a week for your exact audience, this is foolish advice. Not only will you sabotage your success, but you’ll start to hate your job too. 

Well, this episode is the antidote to that foolish advice. Steve MacLellan, a financial advisor who has finally achieved happiness in his marketing approach and success, joins me to reveal which marketing strategies are working for him. 

And you know what? They’ll work for you too. 

Listen now. 

Show highlights include:

• How following the generic advice financial advisors hear when they begin can wreck your most adored relationships (6:04) 
• Why engineers make the worst clients for financial advisors (even though they’re intelligent and wealthy) (7:02) 
• The overlooked industry which typically includes some of the highest income earners compared to other industries (10:52) 
• How talking about yourself on LinkedIn instead of your client avatar magnetizes your dream clients to your DMs (13:23) 
• Why swiping Steve Job commercials can result in so many new interested leads that you have to hire a secretary just to handle calls (17:02) 
• How hour-long discovery meetings repel your ideal clients away before even talking to them (and the exact length for your first meeting with prospective clients to turn them into clients) (20:47) 
• How to get LinkedIn to spoon feed you the exact type of content that will resonate with your dream clients and encourage them to book a call with you (26:21) 

Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html 

If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. 

Go to https://TheAdvisorCoach.com/webinar to register today. 

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.

Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. 

Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. 

Discover how to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/financial-advisor-sales-training.html

https://www.theadvisorcoach.com/financial-advisor-coaching.html

https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

There’s nothing worse than a financial advisor with a victim mentality. In fact, I go out of my way to make sure they don’t buy my products or coaching. 

Why?

Because they infect others with their negative energy. They stunt their own growth and wealth. And they complain at every chance they get, but avoid solutions like the plague. 

Now, financial advisors with a victim mentality won’t even hit play on this episode. But I recorded this episode for you—if you sometimes slip into a victim mentality, and want to eradicate it before it sabotages your joy, business, and life. 

In this episode, you’ll discover why a victim mentality is lethal, how to obliterate it, and why you should fire any client that’s infected by it.

Listen now. 

Show highlights include:

• The insidious and widespread mindset that plagues financial advisors and strangles their wealth, health, and happiness (1:35) 
• How having even one client infected by a victim mentality can make your business go belly up (3:28) 
• The tragic, yet motivating news story that instantly nukes your victim mentality for good (7:49) 
• Making less than $150k per year as a financial advisor? You can’t afford to miss this… (9:29)  
• 5 signs you may have a victim mentality (and how to reverse them before misery and poverty consume your world) (14:16) 

Want to find out how healthy you really are? Head to Stevyn’s site and take her free health assessment test for financial advisors here: https://www.growwellthy.com/quiz 

Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html 

If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. 

Go to https://TheAdvisorCoach.com/webinar to register today. 

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.

Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. 

Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. 

Discover how to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/financial-advisor-sales-training.html

https://www.theadvisorcoach.com/financial-advisor-coaching.html

https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

As a financial advisor, there may be one aspect to your “financial health” that you’re completely neglecting. In fact, most financial advisors don’t even consider it a part of their finances, but it trumps all other forms of finances. 

What is it, you ask? 

Your health! 

Not only will improving your health lead to better financial health (for you and your clients), but it’s also one of the best ways to ramp up your referrals and grow your business. 

In this episode, Stevyn Guinnip, CEO of Get Wellthy, joins me to discuss why your health is more important than you think and easy ways financial advisors can improve their health.

Listen now. 

Show highlights include:

• The missing ingredient responsible for financial advisors becoming miserable and broke (even if they have a big bank account) (2:18) 
• How becoming healthier can actually magnetize your dream clients to you (5:38) 
• The sneakiest (and most effective) business growth hack for financial advisors (7:31) 
• 4 smoking gun signs that you’re on the road towards heart disease, diabetes, and cancer (8:31) 
• The “take out the trash” trick for keeping your stress levels low (even when you’re overwhelmed) (12:41) 
• How to get better deep and REM sleep in 6 hours than most people get in 9 hours (15:14) 
• Why spending a measly $20 on this fancy scale can help you finally lose weight (without sacrificing your muscle mass) (28:19) 
• How your BMI measurement lies to you and dupes you into making unhealthy choices (and the weight metric you should pay attention to instead) (30:25) 
• Why downloading this free app can help you add years to your life and enjoy a higher quality of life (33:37) 
• The “Great 8” secret for simplifying and improving almost every aspect of your health (38:49) 

Want to find out how healthy you really are? Head to Stevyn’s site and take her free health assessment test for financial advisors here: https://www.growwellthy.com/quiz 

Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html 

If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. 

Go to https://TheAdvisorCoach.com/webinar to register today. 

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.

Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. 

Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. 

Discover how to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/financial-advisor-sales-training.html

https://www.theadvisorcoach.com/financial-advisor-coaching.html

https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Most financial advisors can turn their clients hundreds of thousands of dollars into multiple millions of dollars, yet they can’t do the same for themselves. 

Why?

Well, first and foremost, it comes down to an inability to listen and take action. That’s why you’re stuck—you overthink and under-act. 

In this episode, you’ll discover the 7 most deadly (and common) patterns financial advisors fall into which keeps them stuck, broke, and underachieving. 

Listen now. 

Show highlights include:

• The single most prominent characteristic of financial advisors who underachieve (4:25) 
• Why buying more marketing courses and trainings will bankrupt your business (even if they offer money-making advice) (7:23) 
• The insidious mindset plague most financial advisors have which dooms their business to bankruptcy (11:11) 
• How to get as much as a 194% return on investment (or more) every time you invest in this “hidden” investment (12:33) 

Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html 

If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. 

Go to https://TheAdvisorCoach.com/webinar to register today. 

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.

Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. 

Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. 

Discover how to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/financial-advisor-sales-training.html

https://www.theadvisorcoach.com/financial-advisor-coaching.html

https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

There’s no more powerful principle in the world of business, marketing, and sales than the 80/20 Principle. This principle lets you grow your business faster—with fewer customers and headaches and stress—than you ever thought possible. 

Not to mention, it makes every marketing asset you create and every sales call you hop on radically easier. 

So, what’s the 80/20 Principle anyway? 

Well, to help you better understand the power of this principle, I invited the guy who brought the 80/20 Principle to the world of marketing and sales in Perry Marshall. There’s not a single person on Earth more qualified to talk about this Principle, how to apply it to your business, and why it will be the single most important thing you do for your business. 

Listen now.

Show highlights include:

• The single most deadly entrepreneurial mistake you’re making that has your financial advising business knocking on heaven’s door (2:11) 
• How understanding the 80/20 principle prevents you from ever starving for clients for as long as you’re in business (4:22) 
• The “rack a shotgun” secret for repelling time vampires from your calendar (while also magnetizing your dream clients) (9:28) 
• Why McDonald’s business model isn’t what you think (and how to apply this to your business) (13:59) 
• The “espresso machine” principle to double or triple your business almost overnight (without even finding any new customers) (19:18) 
• Why asking yourself this one question is the best way to become (and remain) a top 1% financial advisor (27:42) 

If you want to forever change your life, your business’s growth, and the legacy you leave, buy Perry’s book here: http://sell8020.com 

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. 

Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT 

You’ve heard me say before that email marketing is the #1 most effective appointment-setting strategy I’ve ever seen for financial advisors. 

But how do you build your email list in the first place? Without email subscribers, your email marketing campaigns will never succeed. 

Well, here’s the good news:

In this episode, I reveal the simplest and most effective way you can grow your email list as a financial advisor. And you’ll also discover why you don’t need thousands of email subscribers to make money from email marketing. 

Listen now. 

Show highlights include:

• How an email list both magnetizes your ideal clients while also repelling your worst clients away (1:33) 
• Why buying a list of emails interested in your financial services is the fastest way to sabotage your results from email marketing (3:29) 
• How to use email to land 2 new clients a month (without writing a new email every day) (3:56) 
• The almost-too-simple way to “ethically force” your ideal clients to join your email list and read your emails (5:36) 
• How not investing in yourself and your business causes deep psychological damage to you that can put you out of business (7:14) 
• How to generate 190 new email subscribers in a day (without breaking the bank) (9:30) 
• The dirty “N-word” which helps you generate more revenue by having less subscribers on your email list (15:33) 

Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html 

If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. 

Go to https://TheAdvisorCoach.com/webinar to register today. 

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.

Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. 

Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. 

Discover how to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/financial-advisor-sales-training.html

https://www.theadvisorcoach.com/financial-advisor-coaching.html

https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

As a financial advisor, you often have your clients’ livelihood in your hands. But as a client to a financial advisor, it almost never feels like this. 

Why?

Simply put, most financial advisors don’t understand enough about human psychology to turn logical conversations about money into emotional connections that resonate on a primal level. Without understanding psychology, you’ll never be able to impact your clients’ and prospective clients’ wealth generation as you otherwise would. 

That’s the bad news. 

The good news?

In this episode, financial advisor and behavioral economist, Dave Yeske, joins me to reveal how you can use psychology to better serve your clients. 

Listen now. 

Show highlights include:

• The “2 people” secret from psychologist Stuart Heller that helps you unlock better results for your clients (3:08) 
• Why reading this book written by two economists will boost your success in your financial advising business more than perhaps anything else (5:07) 
• How small incremental changes in your clients’ financial habits create ripple waves of wealth compared to massive changes (7:55) 
• The simple “Financial Satisfaction Survey” technique to turn cold prospects into red hot clients by checking a few boxes (11:14) 
• Why asking open-ended questions is the single greatest “sales skill” you can learn (12:39) 
• 4 words to say to prospective clients that makes them salivate about the idea of working with you (15:10) 
• The powerful “Connect the Dots” method for making it almost impossible for your clients to ignore your financial advice (18:42) 
• How to become the most trusted and referred financial advisor in your market by acting like a peacock (24:47) 
• Why “ignoring” someone after they tell you bad news comforts them more than trying to rationalize it (and how this helps you turn clients into lifetime loyalists) (29:32) 

If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. 

Go to https://TheAdvisorCoach.com/webinar to register today. 

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.

Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. 

Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. 

Discover how to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/financial-advisor-sales-training.html

https://www.theadvisorcoach.com/financial-advisor-coaching.html

https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

LinkedIn is a phenomenal way to get clients. But if you reach out in the wrong way, you’ll burn potential prospects forever, wasting countless hours of your time, money, and sanity.

That’s the bad news.

The good news?

If you know how, It’s easy to generate clients on demand via LinkedIn. If you know how.

Question is, how do you do it, especially after changes to LinkedIn’s algorithm?

In this episode, I reveal exactly how to get your content in front of more people on LinkedIn. If you ever wanted to take notes from a podcast, then this is the one to do it.

Listen now. 

Show highlights include:

• Bag a couple more clients by stealing these 20 free social media post ideas specifically tailored for financial advisors (1:11)
• The simple way to earn more and work less by 10xing your lead generation efforts (2:00)
• Worried about changes to LinkedIn’s algorithm? Here’s how to “position” yourself to stay front and center of your dream client (3:05)
• Why thinking “Just post, post, post, get your content out there!” is an excellent way to never be seen (and get a client) from LinkedIn (4:55)
• How to “pre-qualify” prospects on auto-pilot (and eliminate 95% of the manual grunt work you normally do on sales calls) (6:08)
• The “amplification” strategy to consistently boost your posts in front of your target market on LinkedIn (9:30)
• How to sneakily build trust, credibility, and rapport immediately after you’ve just done a LinkedIn Connection Campaign (10:29)
• The scientifically proven way to boost the chances of your prospect seeing your next post by a whopping 85% (11:46)

If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. 

Go to https://TheAdvisorCoach.com/webinar to register today. 

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.

Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. 

Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. 

Discover how to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/financial-advisor-sales-training.html

https://www.theadvisorcoach.com/financial-advisor-coaching.html

https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

New year new me, right?

Everyone says that, but let’s be honest, who actually does anything about it? Well, on today’s podcast, I’m going to give you 3 must-do-action items to shorten your sales cycle, create new leads out of nowhere, and nurture these leads on autopilot.

You’re probably sick of me saying this, but…

Number 1 — Get an email autoresponder! 

Now, I’m not going to reveal the other 2 strategies. But I will say this, these strategies will instantly (and effortlessly) boost your pool of clients. After implementing these 2 strategies, you’ll be able to find clients easier, and have more of them. 

In this episode, I reveal exactly how to work less, and earn more in 2023.

Listen now. 

Show highlights include:

• 50% of investors are vetting their financial advisors on (this platform) according to a new survey from Hartford Funds (2:10)
• The “Law of Large Numbers” secret to close 100 clients (and never send out thousands of unread, unwanted, and embarrassing cold emails again) (3:15)
• How having less than 1,000 followers helps you bookbooks you more sales calls than having 10,000 followers because of “MTMM” (5:12)
• The best free market research tool ever made (it unlocks the key to understanding everything about your best clients) (7:57)
• HateDon’t like “chasing” prospects? Here’s a strategy to get them to raise their hands, say they’re interested, and chase you insteaddown automatically (9:20)
• The “stranger on an airplane” secret to attract potential clients to you like a magnet (16:13)

If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. 

Go to https://TheAdvisorCoach.com/webinar to register today. 

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.

Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. 

Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. 

Discover how to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/financial-advisor-sales-training.html

https://www.theadvisorcoach.com/financial-advisor-coaching.html

https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Since I run in financial advisor circles, I hear from successful—and not so successful—financial advisors all the time. Besides the financial advisor circles I’m in, I’m also in several mastermind groups for business owners. 

My main takeaway from spending so much time with successful, and unsuccessful, advisors and business owners?

There are 5 key things that prevent financial advisors from being successful. Making any of these mistakes cripples your success. 

That’s the bad news. 

The good news? 

Once you know what these mistakes are, it’s easy to reverse them and unlock more wealth than you thought possible. 

The best news? 

In this episode, I reveal each of these 5 mistakes—and give you a simple way to fix them.

Listen now. 

Show highlights include:

• Why a scarcity mindset “costs” you more wealth than going out and buying outlandish material goods (3:22) 
• How Eve fell into the sneaky “Serpent Trap” in the Garden of Eden (and how you may be falling for this trap today in your business) (4:22) 
• The instant “10x Happiness” mindset shift that increases your joy by tenfold—at the bare minimum! (6:56) 
• The single biggest goal-setting mistake financial advisors make which forever keeps their goals out of reach (8:13) 
• How not believing in yourself can actually magnetizes success towards you (11:52) 
• Why your fear is the biggest threat to your financial security and success (and how to obliterate it) (16:08) 

If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. 

Go to https://TheAdvisorCoach.com/webinar to register today. 

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.

Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. 

Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. 

Discover how to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/financial-advisor-sales-training.html

https://www.theadvisorcoach.com/financial-advisor-coaching.html

https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

There’s a massive gap between what financial advisors think they’re doing and what clients perceive they’re getting. That’s why many financial advisors lose clients even when they help them make money. 

Here’s the thing… 

There’s no right or wrong when it comes to perception. And your clients’ perception of you and your services mean more than the amount of wealth you build for them. 

That’s the bad news. 

The good news? 

Well, it’s pretty simple to create a better perception of your services in your clients’ minds. Especially after tuning into this episode. 

In this episode, you’ll discover the top 10 things clients want from you (and the shocking statistics about why most financial advisors fall short of this). 

Listen now. 

Show highlights include:

• The insidious “Call Reluctance” trap many financial advisors into which sabotages their impact (and the single best way to conquer it) (1:24) 
• Why your clients might secretly hate you (and how to “ethically force” them to love you) (5:04) 
• How to make your clients happier and more prosperous by using the “Seatbelt Secret” (7:33) 
• The “Tie It” Technique for instantly helping your clients see the value you’re providing them (10:54) 
• How repeating the same benefits to your clients like a broken record actually helps them achieve better results (11:24) 
• The deadly “Curse of Knowledge” mistake that can make even your most successful clients want to cancel (13:12) 

If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. 

Go to https://TheAdvisorCoach.com/webinar to register today. 

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.

Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. 

Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. 

Discover how to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/financial-advisor-sales-training.html

https://www.theadvisorcoach.com/financial-advisor-coaching.html

https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Most financial advisors don’t charge enough for one of two reasons: 

Either their marketing machine isn’t up to snuff. Or they don’t feel comfortable with charging higher prices. 

But here’s the thing: 

Charging more not only helps you attract better clients, but it also helps you serve your current clients better. 

In other words, charging more is the single best way to improve every aspect of your marketing and business. 

In this episode, you’ll discover why charging higher prices is the best marketing “hack” you can do. And I reveal simple mindset tweaks which help you feel okay with charging more. 

Listen now before inflation eats more of your life savings. 

Show highlights include:

• How inflation can steal your entire life savings (and the single best way to stop it in its tracks) (4:23) 
• Why high prices are often the best qualification tool in your marketing toolbox (5:01) 
• The weird way charging your clients too little can cause violent outbursts (7:39) 
• The “Overbooked Airplane” method for making your clients thank you for charging them more (10:20) 
• The “UVP” marketing trick for charging more for your services (without sacrificing the number of leads you generate) (14:22) 
• How spending more money on silly material items automatically attracts higher quality clients (16:36) 

If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. 

Go to https://TheAdvisorCoach.com/webinar to register today. 

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.

Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. 

Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. 

Discover how to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/financial-advisor-sales-training.html

https://www.theadvisorcoach.com/financial-advisor-coaching.html

https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Many financial advisors have a natural abrasion to raising their prices. And it makes sense: Once you consider raising your prices, your brain tries to convince you that you’ll lose all of your clients overnight. 

Of course, this never actually happens. But it still feels real inside our brains. Well, that’s why I recorded this episode. 

Not only will listening to this episode help you feel more comfortable with raising your prices, but I also reveal how raising your prices can actually make your services more attractive to potential clients. 

Listen now. 

Show highlights include:

• The single biggest mistake the entire financial advisory industry makes which nukes their income (3:16) 
• Why adding more “value” to your offers doesn’t mean you can charge more (5:16) 
• The “Contrast Trick” which lets you charge double (or even triple) what you’re charging today (6:38) 
• How to charge 76.6% more for your offers by simply going to your office (9:15) 
• The weird way charging less for your services makes you seem inferior to your competitors (and how to prevent this natural phenomenon) (15:43) 
• The subtle “discount” mindset shift which helps you feel comfortable with charging higher prices (18:37) 

If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. 

Go to https://TheAdvisorCoach.com/webinar to register today. 

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.

Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. 

Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. 

Discover how to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/financial-advisor-sales-training.html

https://www.theadvisorcoach.com/financial-advisor-coaching.html

https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

There are 16 main personality types. And while each personality type offers different advantages and disadvantages, there’s a trend for which personality types make the most money and enjoy the most success. 

For example, having an “S” marker in the Myer Briggs personality test is the most common. But it’s also the most lethal for your success as a business owner and financial advisor. 

In this episode, I reveal the best (and worst) personality types for financial advisors, how to use your personality type as an advantage, and how to mold a new personality. 

Listen now. 

Show highlights include:

• The absolute worst personality type to succeed as a financial advisor (and how to change it if it’s your personality) (2:48) 
• The controversial way to build wealth by doing the exact opposite of what other financial advisors do (3:39) 
• How to radically transform your financial advising business by using the “MMS” secret (7:32) 
• The personality type shared by Bill Gates, Warren Buffet, and Steve Jobs (10:31) 
• How to turn your personality type into an unfair advantage (even if your personality type isn’t as likely to become a millionaire) (16:27)   

If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. 

Go to https://TheAdvisorCoach.com/webinar to register today. 

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.

Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. 

Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. 

Discover how to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/financial-advisor-sales-training.html

https://www.theadvisorcoach.com/financial-advisor-coaching.html

https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Here’s a cold, hard fact of life: 

Most people retire almost as broke as they were when they entered the world. 

Why?

Well, there are several reasons. But none is more lethal than “Projection Bias.” It doesn’t just affect your clients either, it can also cause smart financial advisors like yourself into squandering your wealth. 

But fear not. In this episode, I reveal how this psychological fact seeps into your brain and sabotages you. And how you can stop it from happening before it devours your, or your clients’, wealth. 

Listen now. 

Show highlights include:

• Why decamillionaires don’t make most of their money in the stock market (and how to use this fact to land wealthier clients) (1:34) 
• The “40% Secret” only the wealthiest people in the world know about and leverage (2:58) 
• How being the dumbest person in the room is a cheat code for wealth creation (4:47) 
• The insidious “Projection Bias” trap which results in most people retiring broke (even smart and successful financial advisors) (5:40) 
• Why your emotions can sabotage your marketing, income, and even bankrupt your business (10:41) 
• How financial success dupes you into making bone-headed decisions that vaporize your wealth (14:14) 
• How to improve every aspect of your marketing by acting like a child (15:32) 

If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. 

Go to https://TheAdvisorCoach.com/webinar to register today. 

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.

Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. 

Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. 

Discover how to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/financial-advisor-sales-training.html

https://www.theadvisorcoach.com/financial-advisor-coaching.html

https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

I committed a couple of “marketing sins” that would have marketing gurus laughing in my face and claiming I’m setting my money on fire.

But you know what? 

This weird, and frankly backwards, marketing campaign has generated thousands of email subscribers for me already. And even by my most conservative estimations, these campaigns will generate a sky-high return-on-investment soon. Not immediately, but soon. 

What’s my secret that makes marketing gurus squirm while backing up the Brinks trunk into my bank account? 

That’s what I reveal in today’s episode. And I share three marketing nuggets of wisdom every financial advisor needs to hear. 

Listen now.

Show highlights include:

• The counterintuitive way paying more per lead can make your profits soar higher than paying less per lead (1:16) 
• How to circumvent the friction-filled process of hiring a financial advisor and land more appointments (4:07) 
• How I’m getting email subscribers for $2 a pop (and why I don’t recommend it) (6:46) 
• Why focusing on the actual economics of your business leads to more growth and wealth than worrying about optimizing costs (8:26) 
• How you stifle your business’s growth every time you treat it like a paycheck (9:48) 
• The “complete control” feature embedded into direct mail that boosts your chances of success (14:44) 
• How to never fail to reach your prospecting goals for as long as you run a financial advice business (15:53) 

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. 

Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT 

If you’re not making as much in your business as you’d like, I have some humbling news for you:

You’re letting your ego sabotage you! 

Your ego is a conniving poison that devours your wealth every opportunity it gets. In both subtle and obvious ways. 

But you know what? You don’t have to give into your ego. 

In this episode, I reveal how your ego gorges your wealth. And how to ditch it, so you can make more money than most people even dream about. 

Listen now. 

Show highlights include:

• Puff Daddy’s “Ego Secret” responsible for his 10-figure net worth (and how to use it to add an extra 0 to your bank account) (0:53) 
• Why admitting your broke instead of lying about it unlocks new paths for wealth instead of squandering them (3:37) 
• How your ego tricks you into mutilating your wealth (without even realizing it) (5:59) 
• The sneaky way your ego sabotages your financial advising business every time you talk to a client (11:18) 
• Why hiring a marketing agency slowly cripples your growth (even if they’re making you more money) (12:57) 

If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. 

Go to https://TheAdvisorCoach.com/webinar to register today. 

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.

Want to transform yoru website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. 

Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. 

Discover how to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/financial-advisor-sales-training.html

https://www.theadvisorcoach.com/financial-advisor-coaching.html

https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Most financial advisors are great at their job, but they suck at marketing. I don’t say that to be cruel. But sometimes the truth hurts. 

That’s the bad news. 

The good news?

After listening to this episode, you will never be able to say you suck at marketing again. 

Why?

Because I’m revealing the 50 things I wish financial advisors knew about marketing. A free podcast episode has never—and I mean never—been jam-packed with so much business-altering advice as the one you’re about to listen to. 

In this episode, I share my top 50 marketing secrets for financial advisors across niche marketing, email marketing, prospecting, website marketing, content marketing, and business principles. 

The 50 secrets revealed in this episode will make you a millionaire if you implement them. In fact, it’s a crime I’m giving it away for free. 

Listen now. 

Show highlights include:

• The “N-word” which simplifies your marketing and skyrockets your return on investment across every marketing channel (1:43) 
• Why alienating and repelling people from working with you magnetizes your best clients to you (3:46) 
• How to verify your niche’s profitability in 30 seconds (or less) (8:40) 
• The “Grey’s Anatomy” secret for sending emails that make your target audience drool over the idea of working with you (15:17) 
• The counterintuitive reason referrals are the worst way to attract the wealthiest investors (and what to do to land them as clients instead) (26:53) 
• Why ugly-as-sin websites get more conversions than beautifully designed ones (29:26) 
• The “Show, Not Tell” technique which practically forces your prospects to trust you (32:02) 
• How to land more clients from LinkedIn by getting fewer impressions (41:55) 
• The writing trick for increasing your chances of becoming a millionaire financial advisor by 80% (55:23) 

If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. 

Go to https://TheAdvisorCoach.com/webinar to register today. 

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.

Want to transform yoru website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. 

Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. 

Discover how to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/financial-advisor-sales-training.html

https://www.theadvisorcoach.com/financial-advisor-coaching.html

https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Most financial advisors make a fatal mistake when trying to get more clients from their website:

Instead of focusing on converting existing traffic, they waste money trying to attract new visitors. Here’s the problem: If your current visitors aren’t converting now, adding more gasoline won’t fix your conversion problems. 

But don’t worry. In this episode, you’ll discover 7 proven ways to get more clients from your existing web traffic. Best part? Most of these tweaks are simple (and most financial advisors don’t know about them).  

Listen now. 

Show highlights include:

• Why trying to direct more traffic to your site is like trying to build your income without good saving and investing habits (1:27) 
• The “Website Journey” secret for using your website as an unpaid salesman for your services (2:04) 
• Why overhauling your entire website can repulse your best clients away (and how testing one variable at a time magnetizes your ideal clients) (4:32) 
• How to land an extra 3, 5, or even 10 appointments per month by adding this inexpensive software to your site (8:37) 
• Why actively trying to push people off your website spellbinds your best clients and “ethically forces” them to pick you as their financial advisor (15:22) 

If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. 

Go to https://TheAdvisorCoach.com/webinar to register today. 

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.

Want to transform yoru website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. 

Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. 

Discover how to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/financial-advisor-sales-training.html

https://www.theadvisorcoach.com/financial-advisor-coaching.html

https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Retirees & pre-retirees are among the biggest and the most challenging markets to sell to. Why? Because they’re more skeptical when it comes to investing their money.

They fear being cheated or scammed out of their hard-earned life savings. Life without money is unthinkable to them. That is why you must understand how crucial trust is to them.

You need to work hard to build credibility throughout your marketing.

Once the retirees see that you understand their pains and have their best interest at heart. It’s hard to lose.

You’ll be positioning yourself as their trusted advisor for years to come…

And clients will come to you in an overflow through referrals…

In this episode, you’ll find time-tested ways to sell to this tricky yet gigantic market of retirees & pre-retirees…

Plus, I’ll also share a breakdown of how you can use email marketing to attract more of your dream clients on autopilot…

Ready to close clients with deep pockets? Listen now!

Show highlights include:

• How to use email marketing to grow your business by another $100,000: A Step-by-Step Guide  (0:56)
• Figuring out what your #1 marketing objective is (hint: it’s not getting people to pull out their credit card…) (2:18)
• How to calculate exactly how many email subscribers you need to land a client (3:50)
• 10 tried-and-tested ways to get a steady flow of email subscribers (4:31)
• The only 2 things you need to add an extra $100k to your bottom line (4:57)
• How to know if your Offer or Audience sucks (5:39)
• Why being honest and transparent pays off with retirees more than any other market… (You’ll lose them if you treat them like your other prospects…) (6:08)
• Reason why you need to act like a “Rude African Safari Guide” if you want your market to trust you with their hard-earned money. (7:18)
• The last and the most essential “credibility” check your prospects do before they buy… (If you lose 90% of the “almost confirmed” sales, this could be why…) (10:23)
• Use this overlooked “In-depth content” system if you want to convert a bigger chunk of the retiree market  (12:01)
• Steal this “Obscure targeting” method to sell to the wealthiest investors who are willing to pay top dollar for your services… (16:12)
• Why sharing your knowledge with retirees is the best way to build bonds and sell more with ease (This positions you as their trusted advisor for years to come…) (18:13)

If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. 

Go to https://TheAdvisorCoach.com/webinar to register today. 

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.

Want to transform yoru website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. 

Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. 

Discover how to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/financial-advisor-sales-training.html

https://www.theadvisorcoach.com/financial-advisor-coaching.html

https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

I’ve been running Facebook Ads for my business for over a decade. I’ve learned a lot over the years. And I’ve spent hundreds of thousands, perhaps even millions, of my own dollars running Facebook Ads. 

Through my research, I’ve uncovered 5 massive mistakes financial advisors make with Facebook Ads. These 5 mistakes are the difference between a campaign that runs your advertising budget dry or a campaign that fills your pipeline with qualified leads for months. 

In this episode, you’ll discover the 5 biggest mistakes financial advisors make with their Facebook Ads — and how to fix each mistake. 

Best part? 

Not only will your Facebook Ads be more effective after listening to this episode, but they’ll be much easier too. 

Listen now. 

Show highlights include:

• How to get your hands on a step-by-step breakdown of one of my most successful Facebook Ads (1:27) 
• Why following the hottest Facebook Ads tactics can cripple your advertising budget (2:10) 
• How Facebook preys on suckers who don’t know what they’re doing and steals their money in broad daylight (2:25) 
• The “Pepperoni Pizza” rule which maximizes your chances of generating a positive ROI from every Facebook Ad you run (4:12) 
• The sneaky way to boost your return on ad spend by using the same exact headline on your and landing page (7:36) 
• The simple “One Button” objective trick for turning dud ads into a fountain of steaming hot leads (8:22) 
• How to make your ads wildly profitable by letting Facebook create them for you (11:31) 

If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. 

Go to https://TheAdvisorCoach.com/webinar to register today. 

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.

Want to transform yoru website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. 

Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. 

Discover how to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/financial-advisor-sales-training.html

https://www.theadvisorcoach.com/financial-advisor-coaching.html

https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Social media is like a cheat code for financial advisors — if you know how to use it. The problem is most financial advisors spend all their free time on social media without any new clients to show for it. 

Why?

Because they’re making one of the 5 deadly social media mistakes. 

Fixing these mistakes can transform your social media from a massive waste of time into a way to get new clients month in and month out. 

In this episode, you’ll discover what the 5 deadly social media mistakes financial advisors make are — and how to fix them. 

Want to turn your social media into a client-generating machine? Listen now. 

Show highlights include:

• How relying too heavily on social media sabotages your return-on-investment (and how the “Multiple Marketing Strategies” trick maximizes your ROI) (4:15) 
• Why combining social media with old-school marketing strategies like direct mail beheads your competitors (4:46) 
• 2 powerful and forgotten marketing strategies for finding and closing high-quality clients (even if you get banned from social media) (6:30) 
• The “Slide in the DMs” secret for transforming your social media from a time suck into a client-generating machine (7:08) 
• Why posting personal updates on social media drives more prospective clients to work with you than sharing inspirational quotes and stock market commentary (9:59) 

If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. 

Go to https://TheAdvisorCoach.com/webinar to register today. 

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.

Want to transform yoru website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. 

Discover how to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/financial-advisor-sales-training.html

https://www.theadvisorcoach.com/financial-advisor-coaching.html

https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Blog posts are an effective way to introduce yourself to new audiences, demonstrate your expertise, and grow your client base. 

But they can also devour your time with nothing to show for it if you don’t know what you’re doing. 

So how do you create blogs that help grow your business rather than blogs that eat up your free time? 

There are a few simple rules you can follow to make your blogs your unpaid sales interns. 

In this episode, you’ll discover 8 tips for creating amazing blog posts that make people drool over the idea of hiring you. 

Listen now. 

Show highlights include:

• How to attract more of your ideal clients by posting fewer blog posts (1:59) 
• The weird way picturing a real prospect when writing articles puts your persuasiveness on steroids (5:48) 
• Why writing blog posts for more website traffic almost guarantees it won’t result in new leads or clients (7:13) 
• How to pick the most captivating images for your blogs and skyrocket your time on page and conversion rates (14:18) 
• The little-known, but wildly effective “Seed Your Authority” secret for turning cold website traffic into paying clients (15:48) 
• Why introducing yourself at the beginning of your articles “primes” visitors to fork over their hard-earned cash to you (16:34) 
• The biggest and easiest to avoid mistake financial advisors make when writing blogs which devours your time without generating new clients (19:58) 

If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. 

Go to https://TheAdvisorCoach.com/webinar to register today. 

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.

Want to transform yoru website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. 

Discover how to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/financial-advisor-sales-training.html

https://www.theadvisorcoach.com/financial-advisor-coaching.html

https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Making $500k per year as a financial advisor is a massive milestone. Not only does it give you peace of mind, but it allows you to “hire” your money to grow your wealth. 

But the cold, hard truth is that most financial advisors have no clue about how to get there. Many believe it’s not even possible to make $500k per year. 

If that sounds like you, I have good news: 

In this episode, you’ll discover how you can clear $500k in revenue as fast as humanly possible. I even reveal the exact steps you can follow to reach that milestone. 

Listen now. 

Show highlights include:

• The “10% Body Fat” secret for becoming a millionaire in the next 10 years (or sooner) (3:43) 
• The only 2 things you need to clear $500k in revenue per year (4:57) 
• How a guy in Japan gets paid to do absolutely nothing (and how to use this “skill” in your financial planning business) (5:42) 
• Why reading Basic Economics by Thomas Sowell drowns you in opportunities (8:25) 

If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. 

Go to https://TheAdvisorCoach.com/webinar to register today. 

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.

Want to transform yoru website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. 

Discover how to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/financial-advisor-sales-training.html

https://www.theadvisorcoach.com/financial-advisor-coaching.html

https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

An article from Russ Alan Prince found that only 30.4% of clients who paid for a financial plan implemented more than 20% of their plan within six months. Worse yet, 51.4% of clients implemented less than 20% within six months. And the remaining 18.2% did nothing at all. 

Here’s why that’s good news: 

After listening to this episode, you’ll know exactly why financial plans fail — and how to create financial plans which demand your clients implement them. 

Not only will this give you an unfair advantage over your competitors, but your clients will enjoy more wealth too.

Listen now. 

Show highlights include:

• How to get your clients to implement more of your financial plan by acting like a beautician (4:02) 
• Why giving your clients more financial options terrifies them and sends them to your competitors (5:35) 
• The simple “Next Step” secret for ethically forcing your clients to implement your financial plan (10:17) 
• 3 bulletproof ways to design your financial plan for maximum implementation (12:38) 
• How to send emails in a way which remotivates your email subscribers to fork over their hard-earned cashola to you (14:57) 
• The counterintuitive way your financial expertise actually scares your ideal clients away (and what to do instead) (17:25) 

If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. 

Go to https://TheAdvisorCoach.com/webinar to register today. 

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.

Want to transform yoru website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. 

Discover how to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/financial-advisor-sales-training.html

https://www.theadvisorcoach.com/financial-advisor-coaching.html

https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Imagine how many more clients you would have—and how much more moolah you would make—if you were able to convince a fraction of your website visitors to book an appointment. 

Think you could add an extra $20k, $50k, or even $100k to your income? Me too. 

Well, I have good news: 

I spent four days reviewing 60 different financial advisor websites. And in this episode, I reveal the most common mistakes I saw, so you can avoid them. 

Want to reach your income goals with ease? Listen now. 

Show highlights include:

• 2 dirt-simple questions your website must answer if you want to book more appointments with high-quality leads (3:57) 
• Why using vague phrases like “achieve financial freedom” on your website sends your ideal clients to your competitors (4:22) 
• How to book more appointments and land more clients from your website by acting like a plumber (5:56)
• The “Pepperoni Pizza” rule for magnetizing high-quality leads to your appointment page (7:46) 
• How to improve your visitor-to-appointment ratio by gutting half of your website’s content (10:41) 
• The 3 most popular website pages which determine if someone hires you or your competitor (14:44) 

If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. 

Go to https://TheAdvisorCoach.com/webinar to register today. 

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.

Want to transform yoru website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. 

Discover how to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/financial-advisor-sales-training.html

https://www.theadvisorcoach.com/financial-advisor-coaching.html

https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Direct mail is the most underrated—and most effective—way for financial advisors to get clients. 

But… only if you know what goes into making a direct mail campaign successful. 

Problem is, this is something most financial advisors are clueless about. Well, until they listen to this episode at least. 

In today’s show, you’ll discover (from someone who has spent tens of thousands of dollars on ink and paper alone) how to get more clients with direct mail, the biggest mistakes financial advisors make with direct mail, and some of my best-kept secrets for boosting your direct mail response rate. 

Listen now.

Show highlights include:

• The best direct mail call-to-action for financial advisors to maximize your response rate (2:08) 
• The sneaky, psychological sentence to add to your direct mail campaign to boost your response rate (2:33) 
• Why writing a letter from your company (instead of you) will kill conversions before your prospects even open it (4:57) 
• The #1 ingredient any direct mail campaign must have to be successful (5:20) 
• How to know with near certainty whether your direct mail campaign will be profitable (before you even buy the stamps) (5:47) 
• Why being featured in media outlets gives you an unfair advantage when writing direct mail letters (10:11) 
• The simple “Receipt” personalization trick that forces your recipients to open and read your letter (15:09) 
• This is the single biggest mistake I see financial advisors making when they try to use direct mail (20:46) 

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. 

Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT 

Many financial advisors salivate over the idea of hiring a virtual assistant. Virtual assistants add hours, or even days, to your workweek. They boost your productivity, unlocking more income. And they cut your daily frustrations and stresses in half.

But hiring the wrong virtual assistant, or hiring before you’re ready, can increase your workload, expenses, and stress. 

In this episode, you’ll discover the 5 things you must do before hiring a virtual assistant, so they help grow your business instead of sabotaging it. 

Ready to unlock more hours, more cash, and easier growth with a virtual assistant? Listen now. 

Show highlights include:

• The “ADE Method” for organizing your to-do list, boosting your productivity, and reaching your maximum income potential (3:44) 
• How outsourcing your weaknesses can financially cripple your company (even if your virtual assistant does a good job) (4:35) 
• Why hiring the most expensive virtual assistant costs less than hiring the cheapest applicant (5:25) 
• How to land top-tier virtual assistants (even if you can’t pay them as much as they want) (8:59) 
• The weird way a virtual assistant makes a better accountability partner than a 5-figure coach (10:43) 
• Why hiring an “A-Z” financial advisor marketing agency is a recipe for disappointment, failure, and outlandish costs (11:57) 

If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. 

Go to https://TheAdvisorCoach.com/webinar to register today. 

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.

Discover how to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/financial-advisor-sales-training.html

https://www.theadvisorcoach.com/financial-advisor-coaching.html

https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Your productivity as a financial advisor directly impacts how much money lines your pockets each month. 

While that sounds like good news, here’s why it’s not: 

Many financial advisors I’ve coached were allergic to organization. It’s nothing but a boring waste of time to them. But that’s only because they don’t understand this obvious truth: 

The more organized you are, the more productive you become, and the more money you can make as a financial advisor! 

Sure, organizing your desk isn’t as sexy as publishing a new marketing campaign. But it will increase your income, productivity, and peace of mind. 

In this episode, you’ll discover 8 easy ways to become more organized (even if you’re a naturally unorganized person). 

Ready to “nuke” your competitors by becoming more organized? Listen now. 

Show highlights include:

• How to increase your income simply by organizing your pantry (0:52)
• The weird way reorganizing your sock drawer helps you land higher-quality clients (2:27)
• Why throwing out old clothes you never wear instantly makes your marketing more effective (4:35)
• The obvious, yet overlooked trick for landing more clients from your online ads (8:51)
• The “8 Forms of Waste” system used to streamline factories that helps you shower in cash as a financial advisor (10:37)
• How to deliver better results for your clients by giving them less value (14:58)
• The sneaky way to boost your teammates’ productivity by simply being their friend (17:53)
• Why adding every nitty-gritty detail of your day to your calendar doubles your productivity overnight (19:15) 

If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. 

Go to https://TheAdvisorCoach.com/webinar to register today. 

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.

Discover how to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/financial-advisor-sales-training.html

https://www.theadvisorcoach.com/financial-advisor-coaching.html

https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Every financial advisor I’ve met shares a similar personality trait. This personality trait is the lifeblood of your business. But it’s also the downfall of your marketing efforts. 

What’s this personality trait? 

Analytical thinking! You need to think analytically to best serve your clients. But it also causes your marketing to fall on deaf ears.

In this episode, you’ll discover how your analytical mind sabotages your marketing. And how a simple mindset shift can make every marketing campaign more profitable (and fun). 

Listen now. 

Show highlights include:

• The cold, hard truth about why 90% of financial advisors suck at marketing (and how to fix it) (2:20) 
• Why starting a podcast will devour your time and money without resulting in new clients (and a simple tweak for using your podcast to magnetize your ideal clients) (2:59) 
• How to improve every marketing campaign you run by studying water (3:19) 
• The counterintuitive reason your analytical mind makes marketing almost impossible (even if it helps you serve your clients) (4:07) 
• Why a mediocre LinkedIn page converts at a higher rate than an amazing profile (4:45) 
• How worrying about your marketing metrics sabotages your results (10:49) 
• Why the economics of being a financial advisor gives you an unfair marketing advantage (13:04) 

If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. 

Go to https://TheAdvisorCoach.com/webinar to register today. 

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.

Discover how to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/financial-advisor-sales-training.html

https://www.theadvisorcoach.com/financial-advisor-coaching.html

https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

If your marketing materials aren’t as effective as you’d like, I have good news: 

A bunch of nerdy neuroscientists figured out how to make your marketing shoot straight into your prospects’ brains. Not only will this make you unforgettable, but it also makes your prospects ancy to sign up for your services. 

In this episode, you’ll discover 7 neuromarketing tips that make your marketing wickedly effective and how to apply them. 

Want more people begging to become your client? Listen now. 

Show highlights include:

• The “Serial Position Effect” discovered by neuroscientists for making every marketing campaign more profitable (1:33) 
• How to use your prospects’ natural cognitive biases to “ethically force” them to sign up for your financial services (1:52) 
• The special “Layers” trick for instantly making your financial services more demanded and valuable (3:47) 
• Why acting like a doctor boosts your clients’ success (and lines your pockets) (5:39) 
• The missing “P ingredient” in your marketing that makes all your benefits and features fall on deaf ears (6:30) 
• How to activate your prospects’ “Greed Glands” so they beg you to become your client (8:39) 
• Why adding a picture of yourself at Disney World to your website effortlessly magnetizes your ideal clients (15:13) 
• The “Textural Adjective” tactic for transforming your worst-performing marketing materials into your new control (17:55) 

If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. 

Go to https://TheAdvisorCoach.com/webinar to register today. 

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.

Discover how to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/financial-advisor-sales-training.html

https://www.theadvisorcoach.com/financial-advisor-coaching.html

https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

If your clients trust you and thank you for your great work, it’s easy to be surprised when a prospect is outright hostile.

But let’s face it: Many wealthy people think financial advisors would do anything to pocket higher management fees.

Why? After getting ripped off once, some millionaires would rather stuff their money in a mattress than let someone else manage it. 

That’s why financial advisors need to work extra hard to build credibility. Once prospects see you as credible, they’re much more likely to buy from you—even if they vowed to never work with a financial advisor. 

In this episode, you’ll find out how to build more credibility as a financial advisor and get the clients you deserve. 

Ready to get more credibility and close more clients? Listen now!

Show highlights include:

• Why prospective clients judge you for your age—and how to close millionaires even if you look like a teenager. (5:19)
• How to make any of your marketing claims more believable by adding a simple “reason why”. (6:45)
• How to supercharge your credibility with a “boring” about us page. (10:10)
• Why people assume you’re boring—and how to make clients trust you by being exciting to work with. (13:55)

If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. 

Go to https://TheAdvisorCoach.com/webinar to register today. 

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.

Discover how to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/financial-advisor-sales-training.html

https://www.theadvisorcoach.com/financial-advisor-coaching.html

https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

There are 5 driving forces behind all human behavior. And if your marketing doesn’t hit on one of these deep psychological triggers, then, well, you’ll always struggle with attracting new clients. 

That’s why even the best financial advisors fight tooth and nail to find new clients. 

Here’s the good news:

In this episode, I reveal what these 5 deep psychological triggers are, so you can apply them to your marketing, and never worry about landing more clients again. 

Listen now. 

Show highlights include: 

• How studying fashion trends help you close more clients with ease (2:42)
• McDonald’s psychological secret for building a multi-billion dollar brand (and how to apply this secret to your marketing) (6:20)
• How to smash any objection prospective clients throw at you and earn their lifetime business (8:07)
• The weird way being brutally honest about the downsides of your offer makes your dream clients more likely to work with you (12:28) 

If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. 

Go to https://TheAdvisorCoach.com/webinar to register today. 

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.

Discover how to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/financial-advisor-sales-training.html

https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html

https://www.theadvisorcoach.com/top-10-best-books-for-financial-advisors.html

If you’ve been in the business for a while, you know building your dream business is hard. And if you’re like most financial advisors, you don’t struggle with serving your clients, but with getting them in the first place. 

Lots of “experts” want to sell you courses, seminars and books with complex client-getting strategies—but most of them don’t work. That’s because the high-level process of getting clients as a financial advisor is simple. 

In this episode, you’ll get the big picture of getting your dream clients—and how to put it into practice so you can build a business that fuels a lifestyle you love. 

Ready to get more clients without complex marketing strategies? Listen now! Show highlights include: 

• The weird way bodybuilding slang can help you attract dream clients in your niche (5:52)
• How a billion-dollar corporation teaches you how to attract more clients (9:18)
• Why the most successful marketers combine inbound marketing and outbound marketing to supercharge their marketing results (11:05)
• The stupid-simple “go where your market is” advice that gets your more clients (even if your marketing gets worse) (13:12)

If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. 

Go to https://TheAdvisorCoach.com/webinar to register today. 

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.

Discover how to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/financial-advisor-sales-training.html

https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html

https://www.theadvisorcoach.com/top-10-best-books-for-financial-advisors.html

Most financial advisors want to create extraordinary results for themselves and their families, but they don’t know how to spend their time to create that reality. That’s why they never see the results they want and fall short of all their goals. 

If you want to realize your dreams, build wealth and accomplish your goals, you need to spend your time like the world’s most effective people: Billionaires. 

If you borrow their secrets, you can maximize the value of each hour you work to get the clients and the freedom you want.

In this episode, you’ll discover 5 productivity tips from billionaires to supercharge your business and get the results you deserve. 

Ready to stop wasting time and start getting wealthy? Listen now! 

Show highlights include: 

• The “Timeblocking” technique Bill Gates and Elon Musk use to maximize their productivity (2:10)
• How to do more money-generating activities and minimize your work hours with nothing but a stopwatch (5:08)
• The genetic “sleep chronotype” that determines when you’re most productive—and when you should take time off (11:31)
• Why Jeff Bezos takes mornings off to drink coffee and still makes billions per year (and how to “mimic” his secret in your business) (13:05)

Most advisors suck at marketing. They waste money on strategies that never get them a return because they feel like it’s what they should do or what they enjoy doing.

But marketing isn’t about your feelings. It’s cold, hard math. A marketing strategy either makes money—or it doesn’t. 

In this episode, you’ll discover the marketing strategies most advisors waste their money on—and what marketing actually works. 

If you apply the strategies in this episode, you’ll run laps around your competitors and multiple your marketing results. 

Want to stop wasting money and start getting clients? Listen now! 

Show highlights include: 

• How to make your customers remember 95% of the information in your content (and why you probably shouldn’t do it). (4:17)
• Why posting content on LinkedIn won’t get you a stream of clients (even if you become an influencer) (8:29)
• Why “casting a wide net” stifles your growth and keeps you from getting the clients you deserve (even if “gurus” tell you to) (12:46)
• Why spending less than $5k on marketing destroys your results (and sets up other advisors to take all your leads) (15:27)

If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. 

Go to https://TheAdvisorCoach.com/webinar to register today. 

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.

Discover how to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/seo-for-financial-advisors.html

https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html

https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

How much should you budget for your marketing? If you go on the internet, you’ll find tons of answers to this question. Reports, studies and statistics that tell you how much financial advisors spend. 

But the truth is: Financial advisors don’t need a marketing budget to get more clients. That might sound radical, but you can create a marketing strategy that attracts clients on autopilot without ever making a budget. 

In this episode, you’ll find out exactly how to turn your marketing into a client magnet—even if you never budget. 

Want to stop worrying about your money and start getting clients? Listen now! 

Show highlights include: 

• Why most financial advisors throw away their planning skills when it comes to marketing—and how to infuse your financial skills into the marketing process. (1:58)
• The “maybe you’re just better” reason you shouldn’t take marketing budget advice from the internet. (6:55)
• How mastering cold calls can hurt your business (even if it attracts clients) (12:21)
• The “Reinforcing feedback loop” that unleashes exponential growth in your business. (15:07)

If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. 

Go to https://TheAdvisorCoach.com/webinar to register today. 

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.

Discover how to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html

https://www.theadvisorcoach.com/cold-calling-financial-advisors.html

https://www.theadvisorcoach.com/entry-level-financial-advisors.html

There’s a secret ingredient that’s missing from many advisors’ marketing efforts. Perhaps even yours. 

The problem is, this secret ingredient isn’t sexy. It won’t make your marketing campaigns winners overnight. And it won’t flood your calendar with appointments from high-quality leads. 

But this secret ingredient is the difference between barely being able to pay your bills or having a scalable business that brings in more revenue every month like clockwork. 

So, what’s this secret ingredient? And is it missing from your marketing? 

Listen now to find the answer for both. 

Show highlights include:

• The one secret ingredient missing from almost every advisors’ marketing that threatens your entire business (4:32) 
• How thinking more like a financial advisor in your business can skyrocket your growth (even if it sounds simple and counterintuitive) (4:52) 
• The “Marketing Seasons” method for predictably scaling your financial advice business (6:30) 
• 2 marketing channels that keep you top of mind for when your prospective clients are finally ready to hire an advisor (11:32) 

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. 

Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT 

Most financial advisors are generalists. Because they don't realize that honing in on specific clients garners you more money. They believe that if they are more general, they'll reach more clients.

But the opposite is true. When you focus on a singular niche, you find more clients to help.

Niche Financial Advisor Tyler Hackenberg runs a successful firm advising Catholic clients. He targets his clients with specific marketing. And he shares how you can target your niche with niche tips.

In this episode, discover the niche marketing tips you'll need to target your clients today!

Listen now!

Show highlights include: 

• How finding your "Calcutta" drives you to help your clients (3:31)
• Why attracting red-hot leads by changing your company name (5:55)
• How having a community of niche financial advisors and planners garners you referrals (8:19)
• Why being a niche financial advisor gives you a deeper bond with your clients (10:27)

If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. 

Go to https://TheAdvisorCoach.com/webinar to register today. 

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.

Discover how to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/top-10-best-books-for-financial-advisors.html

https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html

https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

Most financial advisors set ambitious goals that would change their lives, only to abandon them and live in mediocrity forever. If that’s you, it’s not your fault. It’s because your brain isn’t much more sophisticated than a rat’s brain. 

That matters because behavioral neuroscientists discovered rats sacrifice their biological instincts for cheap dopamine hits. 

And you know what? 

Whenever you pick up your phone, watch television, or order a drink, you do the same thing. This is why you aren’t accomplishing your goals (even though you have everything you need to make them happen). 

The good news is the solution is easier than you think—but most financial advisors aren’t willing to do it. But if you follow the simple advice in this episode, it will change your life and business and bank account. 

Ready to finally accomplish your wildest goals and add a 0 to your bank account? Listen now. 

Show highlights include: 

• Why watching TV or scrolling social media instead of marketing your financial services makes you no smarter than a rat that starves itself to death (3:02) 
• The cold, hard truth about why you’ll never become wealthy if you pick up your phone throughout the day (even if you use it to close clients) (6:35) 
• The “Detox Your Brain” secret for accomplishing more this year than you have in the last 3 years—combined (7:59) 
• How to use the next two minutes to never let social media distract you or sabotage your goals again (8:21) 
• Why making yourself miserable today will force your brain to become addicted to chasing your wildest dreams (11:33) 
• The morbid, yet powerful “Deathbed” trick which frees you from your smartphone’s sadistic grasp that makes you procrastinate on your goals (12:14) 

If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. 

Go to https://TheAdvisorCoach.com/webinar to register today. 

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.

Discover how to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/top-10-best-books-for-financial-advisors.html

https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html

https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

Many financial advisors pour dozens of hours every week into creating content. They publish blog articles, film videos, write newsletters… 

…but they often get zero clients for all their hard work. It’s not because they lack effort, but because they create for the wrong niche. 

Here’s the truth: You won’t attract retired millionaires by dancing on TikTok. And you won’t land millennial clients with sober stock market analysis. 

But when you create the right content for your niche, you’ll land more of them as clients—even if you’re spending just a few hours per week. 

In this episode, you’ll discover the best type of content for each age group you want to reach. 

Want to get more clients by creating less content? Listen now! 

Show highlights include: 

• What a financial advisor with 100k YouTube subscribers can teach you about content marketing (even if you’ll never create videos) (3:18)
• How to magnetize Gen Z clients by talking about boring tax topics (8:12)
• The weird case for creating low-brow entertainment content (even if you want to attract intellectual clients) (12:43)
• Why talking about debt gets you more clients than raving about profits. (17:43)

If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. 

Go to https://TheAdvisorCoach.com/webinar to register today. 

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.

Discover how to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/top-10-best-books-for-financial-advisors.html

https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html

https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html