James Pollard
Financial Advisor Marketing PodcastEpisodes
Episodes of Financial Advisor Marketing Podcast
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While niche marketing is one of the most powerful marketing strategies available for financial advisors looking to differentiate and scale… There’s a big, fat problem with niche marketing: It is not an overnight cure for your lack-of-clients
There is a truly golden opportunity lurking beneath the surface in the financial advising industry right now: A record 4.1 million Americans will turn 65 this year. And this isn’t just a temporary blip, it’s a wave that's set to continue for y
The financial advice industry is going through some major changes thanks to the advancement of technology happening at breakneck speeds. And there are three key things that will rule the future of financial advice. Proactively embracing these
The financial advice industry is going through some major changes thanks to the advancement of technology happening at breakneck speeds. And there are three key things that will rule the future of financial advice. Proactively embracing these
Some of the most talented financial advisors have a fatal flaw that allows mediocre advisors surpass their success, wealth, and client roster: They overcomplicate their marketing strategy! The truth is, sometimes the most impactful marketing s
There is an endless amount of coaches, consultants, gurus, and lead gen agencies doling out their advice to innocent financial advisors. But there’s one tiny problem with this… None of their “advice” is backed by any sort of research, not even
Most financial advisors believe that there’s a one-size-fits-all solution to marketing. Not only is this true, but it’s dangerous. Why? Well, it results in smart, hard-working, and honest financial advisors falling victim to marketing myths
As a financial advisor, no matter how experienced you are, it’s always easier to learn from others’ mistakes than commit them yourself. The same is true for learning from other advisors’ successes too. That’s why I invited Elliot Kallen on to
Most financial advisors, especially American advisors, complicate their marketing strategies to the point that they never implement them. But marketing can be simple. And the simplicity of your marketing strategy actually increases the chances
Most financial advisors rob themselves blind every time they meet with their best clients because they don’t simply ask for referrals. Why don’t they ask? Well, most advisors don’t know the correct words and phrases to say to make their clien
There are downright shocking statistics about how much debt the average person has… and you’d be mistaken if you think this also doesn’t apply to financial advisors. It's the height of hypocrisy when you’re teaching others how to manage their
Many financial advisors are, to put it bluntly, terrible at marketing, which means I give the same marketing advice to advisors again and again and again. That’s why I gathered the most common—and most effective—marketing advice I give to advi
I have been using ChatGPT since the very first day it was released to the public: November 30, 2022. At the time, I said that financial advisors who use artificial intelligence will run laps around financial advisors who don’t. And yet… more t
I’m acting like a mad scientist in this episode: I’m attempting to form the perfect financial advisor based on the HEXACO personality typing test. Why? Because some financial advisors should, frankly, try something else. There are several cru
Some people are fish. And other people are birds. But financial advisors sabotage their marketing efforts and even put their business at stake if they’re fish trying to fly or birds trying to swim. The point? Everyone has a unique personality
A lot of financial advisors struggle getting clients. They can (usually) keep them once they find them, but finding them is a constant uphill battle. Why? Well, after helping thousands of financial advisors, I’ve realized there are 7 fundament
Some of the financial advisors I rub shoulders with are wealthy beyond belief. While others are struggling and don’t even have $1,000 in their bank account. If you’re in the latter group, then, well, some of the marketing advice you hear onlin
Studying psychology is one of the most effective ways to supercharge your marketing. Psychology teaches you how to crawl into your prospective clients’ psyche, and live there rent free until they’re ready to hire you. But most financial adviso
Content marketing is one of the most effective ways financial advisors can get high-quality clients. It repels away time wasters, creates emotional bonds with your best prospective clients, and can work for you on autopilot once created. But t
We all have a deep desire to be liked by everyone we encounter. It’s human nature. But this quirk can also spell trouble for you as a financial advisor. Why? Because trying to please everyone comes with a steep cost: Your time, your sanity, a
There’s one “tactic” in particular that financial advisors use in their marketing that wrecks their conversions and undermines their influence. This tactic? Teaching. Before you gasp, realize this: If teaching was as profitable as you think,
Let me be blunt: Most financial advisors aren’t world-class salespeople. Many of them actively fear selling. And this leaves their prospects confused, disgruntled, and unlikely to choose you over another advisor. The solution? Well, first you
80% of people fail on their New Year’s Resolutions by the second week of February. At the end of the year, only 8% of people achieve their New Year’s Resolutions. That means that 92% of people fail to achieve their goals! How can you prevent
There are only two types of financial advisors: Mentally strong ones, and mentally weak ones. What’s the difference between the two? Well, let me share a story about a crack addict named Willie. Every day, Willie woke up broke, and had to hus
I started a new YouTube channel where nobody knew me. And without even making content on financial advising marketing, I generated 19,030 views in my first 28 days on YouTube. So, how did I do this? And more importantly, how can you “mimic” my
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