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

How To Predict If A Financial Advisor Will Stay Stuck

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

How Financial Advisors Can Build Email Lists

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

How Financial Advisors Can Use Psychology To Serve Their Clients (With Dave Yeske)

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

How To Force The LinkedIn Algorithm To Show Your Content

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

3 Must-Do Action Items For 2023

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

5 Things Preventing Financial Advisors From Being Successful

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

10 Things Clients Want From Financial Advisors

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

Financial Advisors: Raise Your Prices Part II

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

Financial Advisors: Raise Your Prices Part I

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

The Worst Personality Type For Financial Advisors (Controversial)

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

Why Most People Retire Broke

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

Ditch Your Ego (This Changed My Life)

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

200th Episode Special: 50 Things I Wish Financial Advisors Knew About Marketing

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

7 Ways To Get More Clients From Existing Web Traffic

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-Get

5 Of My Favorite Ways To Attract Retiree Clients

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

5 Mistakes Financial Advisors Make With Facebook Ads

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

5 Mistakes Financial Advisors Make On Social Media

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

8 Tips For Creating Amazing Blog Posts

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

How Financial Advisors Can Get To $500K Per Year As Fast As Possible

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

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