『Financial Advisor Marketing Podcast』のカバーアート

Financial Advisor Marketing Podcast

Financial Advisor Marketing Podcast

著者: James Pollard
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Financial advisors, does this sound familiar? You’re barraged with people and companies who promise to help you get six thousand new clients in thirty seconds or less as long as you follow their magic tip, trick, or tactic. If so, take a deep breath and relax because that is NOT what this show is about. Lol. Hi, I’m James Pollard. I’m the founder of TheAdvisorCoach.com and host of the “Financial Advisor Marketing” podcast. This podcast is rooted in timeless principles designed to help financial advisors attract their ideal audiences, forge authentic relationships, and build deep roots with prospective clients. If you listen to this podcast, I think you’ll find three things to be true: First, the information shared in this podcast is deceptively simple. This means you don’t have to be a genius or marketing expert to get results. I take immense pride in keeping things simple. Let everyone else chase complexity. Second, the episodes are chock-full of data, research, and studies. This means advisors can do their due diligence on marketing strategies and make informed decisions about how they’d like to build their businesses. And third, I don’t take myself too seriously. I joke around, laugh, and have fun. If any of this appeals to you, I encourage you to listen. ~James PollardCopyright 2018-2025 マーケティング マーケティング・セールス 個人ファイナンス 経済学
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  • The 5 Pillars Of Extreme Productivity
    2025/06/30

    One of the most common questions I get from financial advisors is, “How can I be more productive?”

    The reason is simple: Your productivity directly influences how much money you can make (and how much money you miss out on).

    But here’s the problem:

    Most productivity books and coaches layer on the fluff because they don’t actually want you to get more productive. They want to make you feel like you’re becoming more productive… without actually doing it.

    But I care about you. That’s why I’m sharing my coveted “5 Pillars of Extreme Productivity" with you in today’s episode.

    Listening today could add an extra 0 to your bank account down the road…

    Listen now.

    Show highlights include:

    • This productivity hack that gurus won’t tell you has nothing to do with time (1:13)
    • A simple equation that helps you make more money by working less (and why most are too gutless to try it) (2:11)
    • The overlooked “ultradian rhythms” secret to extreme productivity (2:51)
    • Why working more than 2 hours in a single burst makes your productivity suffer (3:11)
    • 3 massive factors that control your productivity (even though none of them have anything to do with actually working) (4:03)
    • This quietly kills more dreams, projects and to do lists than anything else out there (it’s not laziness or procrastination) (6:51)
    • How mustering up willpower backfires and fills you with anxiety, dread, and unfinished projects (and why it’s smarter to eliminate willpower entirely) (9:29)
    • The “CRR Method” that rewires your brain to want to achieve the goals you set (10:26)
    • How to change your very identity to align better with your goals (14:39)
    • Why eliminating multitasking will instantly skyrocket your productivity (this is based on actual scientific findings…) (15:25)

    Financial advisors lose thousands of dollars in profits from their discovery meetings alone. But this doesn’t have to be your story when you go https://www.theadvisorcoach.com/meetings and learn how to conduct more profitable discovery meetings.

    Need help increasing your fees? Inside my Profitable Pricing Blueprint, I break down the exact psychology behind confident pricing and show you how to shift the conversation from “why does this cost so much?” to “how soon can we get started?” I even give you the exact phrases to use, literally, word for word, so your pricing can land smoothly and powerfully.

    Check out the Profitable Pricing Blueprint at https://TheAdvisorCoach.com/Pricing.

    And 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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    25 分
  • How To Sell $10,000 Financial Plans
    2025/06/23

    Most people think prospects and customers buy based on price. But they’re missing something important. And if you’re missing it too, it’s definitely costing you clients.

    But don’t worry, because in this episode I’ll share this missing piece and show you how to use it to get more high-value clients. I’ll also help you see how to differentiate yourself from your competition, and why this ability is critical to your success.

    This is one of the most valuable episodes I’ve ever recorded. Worth listening to again and again.

    Listen now!

    Show highlights include:

    • The key success principle, overlooked by most advisors, that unlocks your ability to charge the rates you deserve. (0:31)
    • How to make selling a $100 financial plan impossible, and a $10,000 plan simple. (2:33)
    • Delicious lesson waffles can teach you about financial services. (4:25)
    • Questions prospects ask themselves but won’t say out loud. Grow your client roster by knowing how to answer these. (7:47)
    • How to make price resistance vanish into thin air and turn skeptics into clients. (8:22)
    • “Ethical FOMO” you can give your prospects that makes choosing you a no-brainer. (14:19)
    • Surprising reason you’ll never sell a $10,000 financial plan by proving it’s worth $10,000. (20:00)

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    22 分
  • These 2 Things Can Make You Unstoppable
    2025/06/16

    What’s the difference between an advisor who barely breaks even every month and an advisor who has so many high-quality clients that he has to actively turn away qualified prospects?

    It’s not luck, connections, or even intelligence.

    It’s something far more fundamental than that.

    In fact, there are 2 fundamentals that, once mastered, make you virtually unstoppable in business and life.

    Best part?

    Once you know about these 2 fundamentals, you can improve at them like any other skill.

    That’s what we’re covering in today’s show.

    Listen now.

    Show highlights include:

    • Why alphabet soup credentials and being a wizard with complex financial strategies can actually hinder your marketing (1:55)
    • The insidious “Curse of High Competence" that makes your prospects hightail it to your competitor (2:32)
    • 3 questions you must ask during discovery calls if you want to turn a qualified prospect into a loyal client (6:45)
    • How to double your fees overnight without sacrificing a single client (8:20)
    • The “Say Nothing” secret for closing sales and getting paid what you’re worth (11:09)
    • The weird way higher fees can build more trust than resistance (12:55)
    • 2 scientifically proven ways to increase your confidence (and earn up to 50% more without working a single extra hour) (13:01)
    • Why reading biographies can give you a bigger return on investment than perhaps anything else you can do (19:36)

    Financial advisors lose thousands of dollars in profits from their discovery meetings alone. But this doesn’t have to be your story when you go https://www.theadvisorcoach.com/meetings and learn how to conduct more profitable discovery meetings.

    Need help increasing your fees? Inside my Profitable Pricing Blueprint, I break down the exact psychology behind confident pricing and show you how to shift the conversation from “why does this cost so much?” to “how soon can we get started?” I even give you the exact phrases to use, literally, word for word, so your pricing can land smoothly and powerfully.

    Check out the Profitable Pricing Blueprint at https://TheAdvisorCoach.com/Pricing.

    And 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.

    続きを読む 一部表示
    21 分

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