• Financial Advisor Marketing Podcast

  • 著者: James Pollard
  • ポッドキャスト

Financial Advisor Marketing Podcast

著者: James Pollard
  • サマリー

  • 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
    Copyright 2018-2025
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あらすじ・解説

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
Copyright 2018-2025
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  • Beyond Numbers: The Power of Joy in Financial Advising (With Larry Sprung)
    2025/03/03

    Improving your marketing, attracting higher net worth clients, and growing your business are all fine and dandy… until you realize you’ve created a monster that devours your time and joy.

    What if there was another way to approach your financial advice business that scaled your joy without sabotaging your growth?

    Well, that’s exactly what Larry Sprung, CFP, author, and owner of Mitlin Financial did a few years ago. And since he made this decision, his firm has grown 650% more than the average financial advisor firm.

    And in this special episode, Larry reveals his secrets to using joy to grow a healthier and wealthier business with fewer concerns over competitors.

    Listen now.

    Show highlights include:

    • How an authentic origin story behind why you became an advisor gives you an unfair advantage that your competitors can’t mimic (2:47)
    • The trick for naming your firm in a way that magnetizes your ideal clients (here’s how Larry did it for his firm) (4:43)
    • The “Joy Factor” secret that responsible for Larry’s firm growing by 15% per year when most firms are happy to reach 2% per year (9:29)
    • How “budget shaming,” a common habit of financial advisors, makes your best clients jump ship to your competitor (10:43)
    • A few simple questions to “hack” into prospective clients’ minds and figure out exactly what they need to recommend you to all their friends (14:40)
    • How to grow your business by traveling and sharing it on social media (24:03)
    • The weird and fun “hockey arena” content creation secret that made Larry Sprung live rent-free in my mind until this episode (25:56)

    Want to figure out how to unlock the secrets to a joy-driven practice? Well, Larry’s created a webinar about this idea called The Power of Positive Money Conversations that’s so popular he had to create a waitlist for it! Join the waitlist here: https://joyfuladvisor.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.

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    38 分
  • Advisors: Stop Doing This If You Want To Succeed Faster
    2025/02/24

    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.

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    21 分
  • How Advisors Can Get To $500,000 Per Year And Beyond
    2025/02/17

    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.

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    24 分

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