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Financial Advisor Marketing Podcast

Advertise on podcast: Financial Advisor Marketing Podcast

Rating
★★★★☆
3.7
from
94 reviews
This podcast has
381 episodes
Language
English
Publisher
James Pollard
Explicit
No
Date created
2018/12/28
Latest episode
2026/04/20
Average duration
22 min.
Release period
7 days

Description

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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Check latest episodes from Financial Advisor Marketing Podcast podcast


Your Discovery Meeting Is Costing You Clients: Here's How To Fix It
2026/04/20
Your discovery meeting is costing you time, clients, and wealth. And most advisors never realize that their discovery meetings are slowly crushing their business.  The reason? You're using the completely wrong approach in your discovery meetings! Look, I get it - when a prospective client has a problem and you have a solution, it's natural to want to rush in with the solution. But your prospect isn't actually after a solution - they want something deeper and more fundamental.  And so, when they hear your solution, they shut down and book another discovery meeting with another advisor.  Here's the good news: After listening to today's episode, you'll never make this discovery meeting mistake again. Not only will you come more prepared for every discovery meeting you book, but you'll also know exactly what you need to say to your prospect to turn them into a client.  Listen now.  Show highlights include: The cold, hard truth about why prospects ghost you after a great discovery meeting (0:38)  How to instantly close more discovery meetings by simply talking less (3:06)  The "motivational interview" secret, backed by over 1500 clinical studies, that is 2-4x more effective at driving behavior change than your current discovery call playbook (3:58)  Why your natural inclination to this commonly asked discovery meeting question is absolutely wrecking your conversion rate (this mistake is so common it's been nicknamed the "righting reflex") (4:34)  How your solutions to your prospect's problems actually makes them shut down and scares them to another advisor (and what prospects actually want from you) (5:32)  Why asking simple "scaling questions" to your prospects will force them to tell you exactly how they want to be sold (6:55)  How to "twist" the momentum from an objection back to your prospect in the most persuasive way possible (9:42)  The "reflect, not reflex" technique that, when mastered, will do more persuasive "leg lifting" than any pitch could ever dream of doing (13:11)  How to get your prospects to write your value proposition for you by acting like a drug counselor (16:48)   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.
20 Business Metrics Advisors Can Track
2026/04/13
Metrics are wonderful. I love them. I use them. And I suggest you track your metrics, so you can make better decisions especially over the long-term.  But metrics are terrible masters and wonderful servants.  Here's what I mean: Obsessing over your metrics without understanding the underlying context of them is a recipe for wrecking your business in a hurry.  Not only are most marketing metrics vanity metrics (which only trick you into thinking you're performing better or worse than you actually are), but even the metrics that are most based in reality can dupe you into foolish business decisions.  That ends today if you listen to this show - as you'll discover the 20 metrics advisors can (and should) track, my favorite metrics from this list of 20, and a few real life stories that demonstrate how metrics can hurt your business.  Listen now.  Show highlights include: 20 business metrics every advisor should track (and why an obsessive focus on metrics alone can hurt your business growth) (4:59)  My favorite metrics for advisors because they keep you in reality instead of going down the path of vanity metric fairy tale land (7:36)  Why tracking your revenue per hour worked is one of the most effective ways to play more guilt-free golf (8:26)  How properly tracking these key metrics can not only identify business problems before they become serious, but also prevent you from getting in your own way (10:59)  A real life example (from a real financial advisor running a real business) about how obsessing over metrics can absolutely wreck your business (12:19)  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.
5 Lessons Learned From Reaching Financial Independence
2026/04/06
This episode might be the most important one I've ever recorded… And it has nothing to do with marketing.  Instead, it's a guide for hitting real financial independence, where you have the freedom to do whatever you want instead of bending over backwards to appease clients and pay your mortgage, faster than almost any other human on earth.  In fact, it's totally possible to take $10,000 and turn it into a crisp $1,000,000 in only 7 years after listening to this episode  But it can only work if you actually implement the advice I'm sharing.  Listen now.  Show highlights include: 2 investments that advisors overlook that will create more wealth for you than all your stocks combined (2:42)  How to transform $10,000 into your first million dollars in only 7 years (and why most advisors scoff at this idea—at the expense of their wealth!) (3:48)  Why you don't need to be a world class copywriter to beat A list copywriters conversion rates (I only know this because the last few A list copywriters I've hired made my conversion rate WORSE) (5:11) The cold, hard truth about why most people, including most advisors, never become millionaires (7:27) A forgotten psychological technique that makes it your moral duty to charge your clients as much as possible (16:24)  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.
Advisors: Ignore These People
2026/03/30
There are certain people, who are not in your market and would never become your client, who try to offer you advice about your marketing and your overall business.  It's important you ignore these people and don't take their feedback seriously. The reason? It's like a steakhouse owner taking advice from a broke vegetarian.  The trouble is, their feedback might feel like a good idea. It might make you feel like you're being responsible and open-minded.  But that is the trap.  That's why, in today's episode, I'm giving you permission to completely ignore these people and their dangerous advice.  Listen now.  Show highlights include: The destructive "steakhouse owner listening to broke vegetarian" trap that too many entrepreneurial advisors accidentally slip into (1:07)  How setting strict and rigid boundaries around your business actually protects your wealth (and why thinking it'll eat your profits is short-sighted) (6:18)  Why you should actually want people, particularly non-clients, to get offended by your marketing (11:13)  The "Post Physique" technique for never being tricked into taking random feedback seriously (12:25)   3 harsh realities about people offering you unsolicited advice that will forever protect you from taking it to heart (16:02)  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.   
"I'm Not Ready For Marketing"
2026/03/23
This episode may make you uncomfortable, but it's too important to avoid. There is a silly and self-sabotaging belief that runs rampant amongst financial advisors. It is actively destructive and extraordinarily expensive. And the only reason it exists is because it protects you from discomfort and responsibility.  The belief?  "I'm not ready for marketing."  This one poisonous belief has destroyed more advisors' wealth, time, energy, and even lives (due to the extra frustration and stress it causes over time) than anything else.  And I'm completely dismantling it for you, from every conceivable angle, in this episode so you never fall prey to this mind virus.  Listen now.  Show highlights include: A lethal and self-sabotaging marketing mistake advisors make with pride (it's like waiting to plant seeds until the crop is tall enough) (0:54)  The root cause of ANY financial advisor's business success (and the harsh reality about why so many advisors fall flat on their face) (3:48)  How to "jimmy" the laws of marketing to work in your favor (and why this scares the snot out of most advisors) (5:00)  The imaginary timeline that quietly runs most advisors' careers without their ever knowing it (6:09)  The most poisonous misconception you have about marketing that's keeping you worried about your bills instead of building wealth (7:37)  Why marketing is far easier and more fun earlier in your career than it will be after you're established (9:30)  The psychological reality behind having a quitter's mindset and why it chains you to future failure (13:47)  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 To Join The Top 0.0001%
2026/03/16
I remember my uncle once telling me that most people are dumb, weak, and broke. While I thought it was harsh at the time, it has been consistently proven to be true over the years.  Why does this matter to you? Two reasons:  First, to help you break through whatever limiting belief you've subconsciously placed on yourself that's keeping you out of the top 0.0001%. It's really not nearly as hard to become a one in a million person when you hear some of the statistics I share in this episode.  Second, because your clients can either be top 1% types who value your services and treat you like an investment… or they can be the headache clients who refuse to listen and who object to every piece of advice you give them.  Ready to become a top 0.0001% person? Listen now.  Show highlights include: A potent marketing lesson from Harley Davidson and what they actually sold (it's NOT bikes) to their customers that can be instantly applied to your financial advice business (6:39)  How raising your fees can actually improve your conversion rates (especially if you're worried sick that higher prices will lower your conversion rates) (9:06)  The simple formula for becoming a top 0.0001% advisor in America (and why it's easier than you might think) (10:12)  Why it's better for your long-term success to avoid failure rather than chase success (11:21)  Here are some scary and shocking statistics about average Americans that makes your journey into the top 0.0001% easier than you'd ever imagine (11:55) How to avoid becoming a babysitter for adult children who don't take your advice to heart by making your marketing more repellant (21:26)  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.   
7 Marketing Rules Of Thumb All Advisors Should Know
2026/03/09
Most of the so-called marketing advice that advisors get sold by other marketing gurus isn't just flat-out wrong… But it also makes you focus on the wrong things!  This warped perception not only stunts your marketing efforts, but it derails your confidence, dupes you into believing certain tactics (or marketing as a whole) doesn't work, and causes you to toss and turn for hours each night as you drown in your own anxiety.  That's the bad news.  The good news? In today's show, I share 7 marketing rules of thumb that can help you prevent all of these problems mentioned above. Plus, it will help you avoid paying a marketing guru who's feeding on your insecurity.  And yes, it will make every marketing campaign you set live more successful than what you're doing today.  Listen now.  Show highlights include: The ONLY marketing metric that actually matters that almost every advisor completely ignores (2:29)  3 metrics every financial advisor must know to determine the health of your marketing strategy (and they have nothing to do with cost per lead, open rates, or click rates) (5:26)  The "brick method" for building trust that only the top 1% of financial advisors even think about, let alone implement into their marketing (7:27)  Why the fastest way to dry up your sales pipeline is by obsessing over new leads (and how to double your bottom line without a single new lead) (9:24)  How worrying about being annoying, being repetitive, or overdoing a certain follow-up strategy makes you an unsafe investment to prospective customers (10:36)  How to "tap into" the "mental environment" of prospective clients and hijack their minds until they become your best clients (10:59)  If you're making this mistake, you're one change away from complete and utter destruction of your financial advice business… (13:42)  Why you don't actually have "marketing problems" you have "sequencing problems" (and why adjusting the order can turn a flop into your best campaign) (14:39)  How to naturally soothe a prospective client's nervous system before it backs out of working with you (19:21)  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. 
Listen To This If You Feel Uncertain About Your Marketing
2026/03/02
Most advisors create their marketing strategy by stitching together "quick tips," following the latest tactics, or otherwise getting some form of Shiny Object Syndrome.  This can work (and does work) for a while.  But there's a massive hidden debt that comes with this patchwork marketing strategy: It undermines your certainty, confidence, and even your ability to best serve your clients! In fact, this mistake kills more financial advice businesses that have achieved moderate success than anything else.  But here's the good news: Today's episode explains in nitty-gritty detail why this is such a costly mistake, why so many advisors fall victim to it, and the single most effective way to dig your business out of the hole your patchwork marketing strategy dug for it.  Listen now.  Show highlights include: The sneaky and undeniable way stitching together several "quick tips" and calling it a marketing strategy is like building your business on quicksand (0:41)  Why nothing is deadlier to a financial advisor's marketing strategy than stumbling upon more marketing ideas (3:39)  How marketing mistakes create a slow and almost imperceptible loss in your certainty, confidence, and ultimately, business growth (and how to better "spot" these mistakes before it's too late) (6:21)  One question that mystically makes marketing feel "lighter" and more fun (8:56)  How correct marketing tactics without the necessary context to use them drains your time, your energy, and your very spirit (10:56)  The real, life-shortening cost of running your business by stitching together random marketing tactics (14:46)  The "Pattern Recognition" secret that advisors in my Inner Circle use to run marketing laps around 90% of advisors and compound their growth without investing more of their time (18:21)  Why the "invisible debt" that most advisors accrue is the single most dangerous form of debt that exists (even though it doesn't charge interest in the traditional sense) (20:57)  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. 
This Isn't Fun But It Can Fix All Of Your Marketing Problems
2026/02/23
There is something infecting your mind and your marketing right now.  It's not a lack of tactics or using the wrong ones.  It's not a lack of strategy or using the wrong one.  And it's not even a lack of expertise (in financial advice, business growth, or marketing) even though most advisors use it as an excuse.  The truth?  Somewhere along the way, you've created an identity for yourself that sabotages your marketing efforts before you even sit down to create one.  It explains why you procrastinate on every marketing campaign you create. It's why you're scared to send risky marketing messages. And it's the one thing that will halt your business's growth more than any other factor (yes, including a 2008-sized economic collapse).  That's the bad news.  The worst news? Upgrading your identity is one of the hardest internal battles you'll face. You'll have to confront some things lodged into your nervous system that your mind wants you to avoid at all costs.  But here's the good news: It's possible to upgrade your identity. This episode will show you how.  And the best part? It will fix all of your marketing efforts almost overnight.  Listen now. Show highlights include: The 2 main reasons that financial advisors struggle with marketing (and how to correct both causes) (0:32)  Why does marketing feel impossible for some advisors and effortless for others even when they have the same exact knowledge? I answer this question at (1:39) How trying to change your marketing strategy without changing this often overlooked character trait is a recipe for failure, burnout, and negative ROI (3:13)  Why your nervous system suplexes your marketing efforts before you even sit down to create them (it sounds bizarre, but it affects the vast majority of advisors) (5:07)  How staying busy, optimizing productivity productive, and planning ahead are the things keeping you stuck and miserable and allergic to growth (6:57)  The underlying, psychological reason behind why you're afraid to publish content (and one difficult shift that alleviates this fear forever) (10:10)  The insidious way low marketing intelligence seeps into your marketing strategy and sabotages your campaigns. (I've seen financial advisors kill successful ads for no other reason than having a low "MQ".) (12:07)  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.   
7 Things My Most Successful Emails Do To Get More Clients
2026/02/16
I recently analyzed a few hundred of my best performing emails that I sent to financial advisors last year for my Inner Circle members.  I went through them with a fine-tooth comb to analyze the patterns, similarities, and anything I could find to explain their success.  And, at the end of the day, I came up with 7 things that my most successful emails do. If you want to get more clients from your emails, it's as simple as listening to this episode, and making sure your emails have all 7 ingredients.  Listen now.  Show highlights include: The "Remove Dirt" marketing secret that unlocks twice the amount of clients for half of the work (1:38)  7 ingredients I'd include if I were designing an email marketing campaign for financial advisors with my life on the line (5:02)  Why emails that attempt to educate or provide value always get pummeled by this type of email almost nobody tells you to send (5:16)  One word that you should almost NEVER use in your emails because it can only scare away your best prospective clients (and a simple way to reframe the theme so your audience is receptive to it) (6:43)  The weird way listing your credentials and experience backfires and makes a prospective client go scroll through Facebook instead of finish reading your email (12:25)  A specific way to phrase your call-to-action in an email that makes it irresistible for qualified prospects to disobey (15:54)  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. 
Why Your Website Should Repel 95% Of Prospects
2026/02/09
Most financial advisors approach their website in the completely wrong way. They build it to look professional and appeal to everyone. And this can only result in filling your calendar with a bunch of tire kickers and headache clients that will pay shekels and demand everything from you.  There is a far smarter approach that doesn't keep you busy for busy's sake. It actually makes you more productive, profitable, and happy.  All it requires is a simple mindset tweak and being okay with getting fewer total loads (in exchange for more total clients… and more higher-paying clients too).  The secret? Designing your website to REPEL 95% of your prospects.  It probably sounds weird and counterintuitive now. But it will make perfect sense after you click play. Listen now.  Show highlights include: The easiest way known to financial advisor-kind to consistently get a 100% return on investment (3:59)  Why wanting your website to showcase your professionalism is the silliest mistake advisors make (and why top advisors do the exact opposite) (6:07)  How to make your website so repellent that it ONLY attracts the best, most qualified, and wealthiest prospective clients to your calendar (6:58)  3 business bankrupting website mistakes that almost every single advisor makes. (These mistakes signal low trust, kill your conversion rate, and your profit-per-client metric.) (7:04)  Why listening to other marketers is the fastest way to overwhelm yourself with low-quality clients who frustrate you so much you might wind up dead sooner from all the stress! (11:34)  How low-quality prospects rob innocent and unsuspecting financial advisors for thousands of dollars every month (without you even realizing it!) (13:57)  What to do to turn your website into your unpaid sales qualification intern so you ONLY take appointments from prospective clients who are likely to thank you for your high fees (15:33)  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. 
Why Top Financial Advisors Grow Faster With Less Marketing
2026/02/02
If you closely study the best financial advisors' marketing strategies, you might find something so counterintuitive that it makes you question reality: The top advisors grow faster with less marketing, not more! Most advisors get this completely wrong. They think they have to have daily marketing breakthroughs to break through the noise and land one client. This leads to frustration, burnout, and, worst of all, giving up.  But the top advisors?  They do far less, grow far faster, and probably have far more fun doing it too.  But how can you grow faster with less marketing?  That's exactly what you'll learn when you click play.  Listen now.  Show highlights include: How to add over 1200 new LinkedIn connections and 9 new clients from this almost-too-simple strategy (best part? It won't ruin your reputation like cold DMs do!) (4:21)  Why treating marketing more like you do investing is the single most important piece of marketing intel you'll ever learn (8:04)  A simple way to leverage basic math to make every marketing campaign you deploy significantly more profitable (10:51)  The strange way pure boredom sabotages your conversion rate (12:28)  How to "borrow" your next marketing breakthrough from another sucker who spent thousands of dollars testing an ad (without wasting a cent on testing it yourself) (15:28)  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.
The High-Converting Lead Magnet Nobody Is Using
2026/01/26
There is a certain type of lead magnet that converts like crazy. And yet, nobody uses it, especially financial advisors! Some advisors are simply too lazy (or pretend they're too busy) to do it. Others have been led astray by marketing gurus who foolishly advise against it. Some are just unconvinced it will work before they try. And there's a smaller fraction of advisors who simply don't know that this specific type of high-converting lead magnet exists or that it naturally leads to higher quality and wealthier clients.  If you're in that smaller fraction of advisors, this episode will melt away your ignorance (for better or worse).  This is NOT the easiest lead magnet to create. In fact, it's the hardest and by a wide margin.  That's why it's so wildly effective.  If you want the easy route, find another podcast to listen to.  But if you're willing to do the hard work of sowing, so you can reap the long-term rewards, listen now.  Show highlights include: A new way to think about lead magnets that not only create some extra cashflow, but also enhance the quality of your clients (1:06)  The counterintuitive reason longer lead magnets (like a 57-minute webinar presentation) often win against skimpy ones (like a checklist someone will open once then forget forever) (2:20) How to quietly erase competitors from your market's minds while also filtering out the low-quality noise and only attracting wealthy, high-quality clients (4:33)  3 foundational reasons why so-called marketing gurus are especially vicious and ineffective for financial advisors (5:32)  The "LD" formula for cooking up lead magnets that are so persuasive some clients might skip past the appointment and hire you directly (6:10)  How to hijack your market's psychology and "ethically force" them to trust you completely. (This is Psychology 101, but I'm shocked by how few advisors ever even think about this.) (8:08)  The subtle "mental jiu jitsu" trick that subconsciously makes your market value you more than your competitors (10:12)  Why creating a lead magnet designed to repel is more important than one designed to attract (yes, even if it tanks your conversion rate!) (12:31)  How a "Map of Lead Magnets" can make you so persuasive to your ideal clients that it should almost be illegal (17:38)  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.   
Why Growing A Financial Advice Business Is So Freaking Difficult
2026/01/19
Let me tell you a secret that might cause you so much frustration that you close out this episode… or that will give you the "ah-ha" moment your subconscious has been desperately searching for.  It has to do with your approach to marketing and it answers the question of why growing a financial advice business is so freaking difficult.  The secret? Your marketing sucks because you believe marketing equals providing information.  This is why prospective clients overflow with objections to your sales presentations… why your calendar is collecting more digital dust than PDFs in your Downloads file… and why, no matter what you say or how many hours you spend working, your business NEVER grows.  In fact, overwhelming prospective clients with information and education makes them far less likely to hire you as their financial advisor compared to the new approach you'll learn in this episode.  Listen now.  Show highlights include: Why your business doing "fine" is the single most dangerous place it can be (1:16)   How a simple shift in your marketing can help you book more high-quality appointments in the next 30 days than you have in the past 6 months combined (1:56)  The "Teacher Trap" that nearly all middling financial advice businesses fall into that stifles their growth, forces prospects to run to the closest competitor, and fills you with endless frustration (2:33)  How to "hijack" prospective clients' nervous systems and ethically give them no other option other than paying your fees (2:54)  Why telling silly stories, even ones that have nothing to do with financial advice at all, will not only make your calendar fill up, but your client roster too (3:21)   Two embarrassingly simple ways (that almost no financial advisor uses) to make prospective clients' "short circuit" and give you their undivided attention and trust (4:53)  A weird "glitch" almost all financial advisors have that intimates prospective clients and makes them freeze instead of pay your fees (7:02)  How being a narrator of your thoughts in your marketing copy works almost too well for making prospects eager to hire you (8:34)  Why lots of financial advisors market in a way where it is neurologically impossible for people to become clients (and how to avoid this fatal mistake) (12:11)   The simple, but powerful trick for framing your high fees as a reason to trust you (14:41)  Want to see the magic that happens when your marketing works with human psychology instead of fighting against it as most advisors do? Then I recommend my Profitable Pricing Blueprint, which you can find below: https://TheAdvisorCoach.com/Pricing  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. 
5 Amazing Productivity Secrets For Busy Financial Advisors
2026/01/12
Every time I mention productivity secrets for busy financial advisors, a few like to jab back at me that productivity secrets can't help when you have young children.  Not only is this dead wrong, but it's a completely backwards excuse too.  You need productivity secrets when you have children or else one of two things will happen (and sometimes both happen): Either your business will start to sputter and risk collapsing completely… or you'll save your business at the expense of your relationship with your kids.  And, like I said, sometimes both things happen: Your business and your relationship with your kids crumble faster than you know how to fix.   Today's show is your antidote.  Listen now.  Show highlights include: Why productivity principles become more important after kids than they are before kids (especially if you use your kids as an excuse to be disorganized, inconsistent, and passive in your business) (2:04)  Here are a few eye-opening examples of how expensive the opportunity cost becomes when you have children (2:47)  Why reading marketing books and listening to business podcasts is a recipe for anxiety when you don't have this… (4:10)  How being under the foot of your business not only strangles your growth, but can also make your kids despise you (and how to take back control of your business) (5:46)  The uncomfortable "Optimization Theater" reality that explains why most productivity advice does not and cannot grow your wealth (13:27)  Asking yourself this one question can forever make you not only more productive, but also far more effective at growing your business (13:53)  How to become more productive without exerting more effort (and, in many cases, exerting less effort) (14:56)  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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3.7 out of 5
94 reviews
★★★★★
Dastumpo 2024/04/18
Over delivers
James over delivers and brings great value to financial advisors. Weather just starting off or have been in the business for a while, this is a great ...
★★★★★
SANDREWS904 2023/07/11
Passionate & Clearly An Expert
James’s podcast is the real deal! So many advisors misunderstand marketing and the concepts on this show. James energetically brings so many great str...
★★★★★
MattHansen222 2021/08/20
Actionable and excellent content!
James uses data to determine how to market effectively across all medias. Strongly recommend his podcast, blog and other products to grow your client ...
★☆☆☆☆
Advisor 1 2021/12/07
No one cares about your ego
The first episode I listened to was from July 4, 2020. He spends the first 4 mins slamming other podcasts for advisors. Very petty look.
★★★★★
AskMyAdvisor™ 2021/01/20
As a retired FA-turned FA coach myself, this is “Grade A” content James is putting out!
I’m moved by businesses that are driven by education based marketing because you get value that moves well beyond the many that end up being too pitch...
★☆☆☆☆
Hannahmarie5112 2021/03/23
Sexist...?
I’m glad I’m not the only one who has written a negative review due to this topic. During one episode - a female who was a subscriber to his newslet...
★★★★★
Orod 11 2021/01/12
James knows his stuff
I have listened to him and used his techniques and the actually produce results. Thank you James.
★☆☆☆☆
Jake173382 2021/01/18
Just Exploiting to Make Money
James is a good speaker, and knows the BASIC ideas of what it takes to succeed as a financial advisor. However, I consider him a motivational speaker ...
★★★★★
Matthew Jarvs, CFP 2020/09/09
Great practice advice, without any fluff
James cuts right through all the usual BS to give really solid advice for advisors looking to grow a successful practice. Highly recomended!
★★★★★
2014 Escape 2020/08/19
James is worth the time, and price.
James has a lot of great info about marketing and growing your business. Yes, his business is for you to pay for his newsletter subscription, but if y...
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