Financial advisors, does this sound familiar?
You’re barraged with people and companies who promise to help you get six thousand new clients in thirty seconds or less as long as you follow their magic tip, trick, or tactic.
If so, take a deep breath and relax because that is NOT what this show is about. Lol.
Hi, I’m James Pollard. I’m the founder of TheAdvisorCoach.com and host of the “Financial Advisor Marketing” podcast.
This podcast is rooted in timeless principles designed to help financial advisors attract their ideal audiences, forge authentic relationships, and build deep roots with prospective clients.
If you listen to this podcast, I think you’ll find three things to be true:
First, the information shared in this podcast is deceptively simple. This means you don’t have to be a genius or marketing expert to get results. I take immense pride in keeping things simple. Let everyone else chase complexity.
Second, the episodes are chock-full of data, research, and studies. This means advisors can do their due diligence on marketing strategies and make informed decisions about how they’d like to build their businesses.
And third, I don’t take myself too seriously. I joke around, laugh, and have fun.
If any of this appeals to you, I encourage you to listen.
~James Pollard
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Advisors: Stop Doing This If You Want To Succeed Faster
lundi 24 février 2025 • Durée 20:51
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.
How Advisors Can Get To $500,000 Per Year And Beyond
lundi 17 février 2025 • Durée 24:14
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.
3 Hard Things Advisors Should Do To Set Themselves Up For Long-Term Success
lundi 16 décembre 2024 • Durée 19:49
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 (With Dr. Jay Zigmont)
lundi 3 avril 2023 • Durée 44:57
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:
How This Financial Advisor Is Marketing To Christians (With Leo Marte)
lundi 27 mars 2023 • Durée 44:32
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:
Marketing To Gen-Z: What Works And What Doesn't (With Ben Phillips)
lundi 20 mars 2023 • Durée 37:31
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)
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:
Building A Marketing System In 30 Days: Exactly What I Would Do
lundi 13 mars 2023 • Durée 20:52
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 and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle.
How Financial Advisors Can Get Clients With YouTube (With Dave Zoller)
lundi 6 mars 2023 • Durée 37:49
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
How Financial Advisors Can Set Better Goals (With Mando Sallavanti)
lundi 27 février 2023 • Durée 32:21
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.
Financial Advisor Shares Which Marketing Strategies Are Working For Him (With Steve MacLellan)
lundi 20 février 2023 • Durée 38:27
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
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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/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle.
If you’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/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle.
If you’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/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle.
If you’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/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.
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/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle.
If you’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/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.
