Financial Advisor Marketing Podcast

By James Pollard

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Category: Investing

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Subscribers: 25
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Episodes: 245


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 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

Episode Date
The Best Niche Marketing Advice I Can Give Financial Advisors
Sep 18, 2023
5 Secrets That Can Help You Keep Clients Longer
Sep 11, 2023
Why Buying Leads Is One Of The Worst Things Financial Advisors Can Do
Sep 04, 2023
How I Hire Freelancers
Aug 28, 2023
Lessons From An Advisor's First Six Months In Business
Aug 21, 2023
10 Lessons From A Marketing Campaign With A 100% Response Rate
Aug 14, 2023
Building A Thriving 700+ Member Community (With Mark Willis)
Aug 07, 2023
Creating Incredible Content Marketing Assets (With Jonathan Rivera)
Jul 31, 2023
Dumb Marketing Advice That Sounds Good But Fails Financial Advisors
Jul 24, 2023
Can Financial Advisors Have Multiple Niches?
Jul 17, 2023
How Financial Advisors Can Build Wealth Through Marketing Assets
Jul 10, 2023
Productivity Q&A: How Financial Advisors Can Get More Done
Jul 03, 2023
My Advice For Weak Financial Advisors
Jun 26, 2023
YouTube, Podcasting, Rebranding & More (With Brandon Neely)
Jun 19, 2023
3 Common (But Terrible) Niches For Financial Advisors
Jun 12, 2023
How To Create A Marketing Plan That Aligns With Your Unique Goals
Jun 05, 2023
Unconventional Email Marketing Advice That Can Get You More Clients
May 29, 2023
Valuable Lessons From The First Few Years As An Advisor (With Anna Kareis)
May 22, 2023
Content Marketing + Prospecting Tips (With Ermos Erotocritou)
May 15, 2023
Patterns In Successful LinkedIn Marketing (With Anthony Carlton)
May 08, 2023
How Financial Advisors Can Get Clients With Instagram (With Clare Baukham)
May 01, 2023
Growing RIA Revenue To More Than $16K Per Month With Twitter (With Thomas Kopelman)
Apr 24, 2023
Mastering Client Onboarding Systems (With Brandon Chapman)
Apr 17, 2023
Marketing To The Top 0.5% of Net Worth Households (With Noah Rosenfarb)
Apr 10, 2023
Going All In On Your Niche (With Dr. Jay Zigmont)
Apr 03, 2023
How This Financial Advisor Is Marketing To Christians (With Leo Marte)
Mar 27, 2023
Marketing To Gen-Z: What Works And What Doesn't (With Ben Phillips)
Mar 20, 2023
Building A Marketing System In 30 Days: Exactly What I Would Do
Mar 13, 2023
How Financial Advisors Can Get Clients With YouTube (With Dave Zoller)
Mar 06, 2023
How Financial Advisors Can Set Better Goals (With Mando Sallavanti)
Feb 27, 2023
Financial Advisor Shares Which Marketing Strategies Are Working For Him (With Steve MacLellan)
Feb 20, 2023
These Financial Advisors Disappoint Me
Feb 13, 2023
Easy Ways Financial Advisors Can Get Healthier (With Stevyn Guinnip)
Feb 06, 2023
How To Predict If A Financial Advisor Will Stay Stuck
Jan 30, 2023
How Financial Advisors Can Build Email Lists
Jan 23, 2023
How Financial Advisors Can Use Psychology To Serve Their Clients (With Dave Yeske)
Jan 16, 2023
How To Force The LinkedIn Algorithm To Show Your Content
Jan 09, 2023
3 Must-Do Action Items For 2023
Jan 02, 2023
5 Things Preventing Financial Advisors From Being Successful
Dec 26, 2022
10 Things Clients Want From Financial Advisors
Dec 19, 2022
Financial Advisors: Raise Your Prices Part II
Dec 12, 2022
Financial Advisors: Raise Your Prices Part I
Dec 05, 2022
The Worst Personality Type For Financial Advisors (Controversial)
Nov 28, 2022
Why Most People Retire Broke
Nov 21, 2022
Ditch Your Ego (This Changed My Life)
Nov 14, 2022
200th Episode Special: 50 Things I Wish Financial Advisors Knew About Marketing
Nov 07, 2022
7 Ways To Get More Clients From Existing Web Traffic
Oct 31, 2022
5 Of My Favorite Ways To Attract Retiree Clients
Oct 24, 2022
5 Mistakes Financial Advisors Make With Facebook Ads
Oct 17, 2022
5 Mistakes Financial Advisors Make On Social Media
Oct 10, 2022
8 Tips For Creating Amazing Blog Posts
Oct 03, 2022
How Financial Advisors Can Get To $500K Per Year As Fast As Possible
Sep 26, 2022
3 Reasons Why Financial Plans Fail
Sep 19, 2022
What I Learned From 60 Website Reviews In 4 Days
Sep 12, 2022
5 Things Financial Advisors Should Know Before Hiring Virtual Assistants
Sep 05, 2022
How Financial Advisors Can Become More Organized Part II
Aug 29, 2022
This One Thing Will Determine Your Success or Failure In Marketing
Aug 22, 2022
7 Neuromarketing Tips That Can Make Your Marketing Wickedly Effective
Aug 15, 2022
How to Build Credibility In Your Business To Boost Conversions
Aug 08, 2022
5 Driving Forces Behind Human Behavior (That Can Get You More Clients)
Aug 01, 2022
A Big-Picture Overview of How to Get Clients
Jul 25, 2022
5 Productivity Tips From Billionaires
Jul 18, 2022
Marketing Strategies Advisors Think Work Well vs. What Actually Works
Jul 11, 2022
What Is A Good Financial Advisor Marketing Budget?
Jul 04, 2022
5 Niche Marketing Tips For Financial Advisors (With Tyler Hackenberg)
Jun 27, 2022
Why You Aren't Taking Action: How To Accomplish Your Goals
Jun 20, 2022
The Best Type of Content To Create For Each Age Group
Jun 13, 2022
How Financial Advisors Can Create A One-Page Business Plan
Jun 06, 2022
5 Things I Wish Financial Advisors Knew About Content Marketing
May 30, 2022
5 Cheesy Sales Tactics I Wish Financial Advisors Would Stop Using
May 23, 2022
My Best Advice For Growing Fast
May 16, 2022
Your Circumstances Don't Matter, You Can Still Do It...
May 09, 2022
10 Things I Wish Financial Advisors Knew About LinkedIn
May 02, 2022
This Is Why Some Financial Advisors Stay Stuck
Apr 25, 2022
5 Hard Marketing Truths Financial Advisors Should Accept
Apr 18, 2022
The Mindset Paradox
Apr 11, 2022
Pros And Cons Of Video Marketing For Financial Advisors
Apr 04, 2022
How To Think Better: The Greatest Skill You Will Ever Learn (Part 4)
Mar 28, 2022
How To Think Better: The Greatest Skill You Will Ever Learn (Part 3)
Mar 21, 2022
How To Think Better: The Greatest Skill You Will Ever Learn (Part 2)
Mar 14, 2022
How To Think Better: The Greatest Skill You Will Ever Learn (Part 1)
Mar 07, 2022
How Financial Advisors Can 10X Their Online Ads
Feb 28, 2022
Want More Clients? Give Up These 5 Things
Feb 21, 2022
Lessons From An Advisor Who Just Hit $1M Per Year
Feb 14, 2022
7 Analogies Financial Advisors Can Use With Their Clients
Feb 07, 2022
How To Handle The "I'm Not Interested" Objection
Jan 31, 2022
7 Limiting Beliefs People Have About Money
Jan 24, 2022
How To Make Peace With Your Inner Critic
Jan 17, 2022
3 Scientifically Proven Copywriting Tips Financial Advisors Can Use To Get More Clients
Jan 10, 2022
A Few Unorthodox Ways to Conquer Perfectionism
Jan 03, 2022
New Productivity Experiment I'm Trying
Dec 27, 2021
How Financial Advisors Can Get Referrals Without Asking
Dec 20, 2021
Financial Advisors Should Fear This Competitor
Dec 13, 2021
My #1 Secret For Creating Winning Marketing Campaigns
Dec 06, 2021
Stop Asking Your Clients About Their Goals (With Carl Richards)
Nov 29, 2021
Here's What Millionaire Financial Advisors Do Differently...
Nov 22, 2021
5 Types Of Website Traffic (And How To Profit From Each)
Nov 15, 2021
5 Email Marketing Mistakes That Can Wreck Your Conversions
Nov 08, 2021
5 Elements of High-Converting Landing Pages For Financial Advisors
Nov 01, 2021
How (And What) Financial Advisors Should Outsource
Oct 25, 2021
20 Things I Wish Financial Advisors Knew About Marketing
Oct 18, 2021
5 Psychological Biases That Sabotage Financial Advisors
Oct 11, 2021
How To Reduce Marketing Overwhelm
Oct 04, 2021
This Man Helps Financial Advisors' Clients Navigate Medicare
Sep 27, 2021
Rapid Fire Question And Answer Session
Sep 20, 2021
My Two Biggest Secrets To Advertising Success
Sep 13, 2021
20 Mistakes Financial Advisors Make With Their Websites
Sep 06, 2021
Small-Thinking Financial Advisors Will HATE This Episode
Aug 30, 2021
5 Terrible Sales Tips Given To Financial Advisors
Aug 23, 2021
My Email Account Got Disabled
Aug 16, 2021
Can Financial Advisors Get Clients With ONLY Social Media?
Aug 09, 2021
Tax Planning As A Marketing Strategy (With Steven Jarvis)
Aug 02, 2021
Is Email Marketing Dead?
Jul 26, 2021
Advisors Who Don't Do This Will Get Left Behind...
Jul 19, 2021
How To Get Prospective Clients Off The Fence
Jul 12, 2021
The Most Neglected (Yet Profitable) Marketing Strategy For Financial Advisors
Jul 05, 2021
3 Inbound Marketing Mistakes Financial Advisors Make (And How To Fix Them)
Jun 28, 2021
What Clients Value, Ranked In Order Of Importance
Jun 21, 2021
9 Inbound Marketing Strategies For Financial Advisors That Are Working Right Now
Jun 14, 2021
Marketing To Millennials (With Thomas Kopelman)
Jun 07, 2021
5 Daily Marketing Habits That Can Get You More Clients
May 31, 2021
5 Traits of Advisors With Incredible Marketing
May 27, 2021
How To Get 3 New Clients In The Next 30 Days
May 24, 2021
How Financial Advisors Can Get Clients To HAPPILY Pay More...
May 17, 2021
5 Mindset Shifts To Accelerate Your Growth
May 10, 2021
How Financial Advisors Can Deal With Burnout
May 03, 2021
4 Effective Ways To Generate Leads With Content Marketing
Apr 26, 2021
How Financial Advisors Can Conquer Workaholism
Apr 19, 2021
5 Website Tips From Barron's Top 100 Independent Financial Advisors
Apr 12, 2021
Are RIAs Better Marketers? (With Brad Wales)
Apr 05, 2021
Financial Advisor Gets 14 Clients From A Single Email
Mar 29, 2021
How Affluent People Search For Financial Advisors
Mar 22, 2021
The Most Effective Way To Get More Referrals, Revealed…
Mar 15, 2021
The 3 Biggest Ripoffs In Financial Advisor Marketing
Mar 08, 2021
Succeeding As A Virtual Financial Advisor (With Derek Notman)
Mar 01, 2021
How Financial Advisors Can Improve Their LinkedIn Social Selling Index (SSI) Score
Feb 22, 2021
Awesome SEO Advice For Financial Advisors (With Taylor Schulte)
Feb 15, 2021
Video Marketing Tips For Financial Advisors (With Jill Addison)
Feb 08, 2021
Financial Advisor Laws of Power Part 4
Feb 01, 2021
Financial Advisor Laws of Power Part 3
Jan 25, 2021
Financial Advisor Laws of Power Part 2
Jan 18, 2021
Financial Advisors: These Tactics Are No Longer Working On LinkedIn
Jan 14, 2021
Financial Advisor Laws of Power Part 1
Jan 11, 2021
Advisors: Stop Introducing Yourself to Prospects
Jan 04, 2021
How Financial Advisors Can Eliminate Rejection
Dec 28, 2020
Should You Stop Answering Your Clients’ Calls?
Dec 21, 2020
Is LinkedIn Still Working For Financial Advisors?
Dec 14, 2020
100th Episode Celebration (With Live Q&A)
Dec 07, 2020
How Financial Advisors Can Become Radically Relevant (With Bill Cates)
Nov 30, 2020
Google Is Going To Crush Financial Advisors
Nov 23, 2020
Dear Financial Advisors With Screwed-Up Priorities...
Nov 16, 2020
RIP LinkedIn For Financial Advisors?
Nov 09, 2020
How I Chose My Financial Advisor
Nov 02, 2020
Stop Trying To Please Everyone
Oct 12, 2020
3 Of My Favorite Marketing Strategies That Are Working Right Now
Oct 05, 2020
How Your Bad Productivity Habits Are Killing Your Business
Sep 28, 2020
How Financial Advisors Can Tell Better Stories
Sep 21, 2020
My Advice For Soon-To-Be-Rich Financial Advisors
Sep 14, 2020
3 Systems Financial Advisors Must Have To Grow Their Businesses
Sep 07, 2020
3 Weird Things Successful Advisors Do That You Probably Don’t
Aug 31, 2020
Marketing Vs. Prospecting: What’s The Difference?
Aug 24, 2020
The Easy Way Financial Advisors Can Generate Leads With LinkedIn
Aug 17, 2020
3 Of My Favorite Productivity Tools For Financial Advisors
Aug 10, 2020
How Financial Advisors Can Run Profitable Online Ads
Aug 03, 2020
95% Of Financial Advisors Will Ignore This Marketing Strategy
Jul 27, 2020
3 Must-Know Tips For Designing A Lifestyle Advisor Practice
Jul 20, 2020
Why Referrals Are Killing Your Business
Jul 13, 2020
My Biggest Limiting Belief (Deeply And Irrevocably Personal)
Jul 06, 2020
How Many Prospects Do Advisors Need To Succeed?
Jun 29, 2020
James Answers Your Questions (No Holds Barred)
Jun 22, 2020
Clients Desperately Want Their Advisors To Do This...
Jun 15, 2020
Millionaire Clients And Where To Find Them
Jun 08, 2020
The Ultimate Lead Generation Machine For Financial Advisors
Jun 01, 2020
Building A Success Mindset With Joe Lukacs
May 25, 2020
Practical Inbound Marketing Tips To Grow Your Business With Samantha Russell
May 04, 2020
5 Signs You’re Going To Be A Successful Financial Advisor
Apr 27, 2020
Helping An Advisor Go From $75K To $300K
Apr 20, 2020
4 Ways Emotions Are Killing Your Business
Apr 13, 2020
Why Having A Mentor Can Be A Huge Mistake
Apr 06, 2020
How Financial Advisors Can Become Go-Givers With Bob Burg
Mar 30, 2020
How To Seize Opportunity In A Downturn
Mar 24, 2020
This Is A Financial Advisor’s Worst Enemy
Mar 23, 2020
How Financial Advisors Can Stop Being Mind-Numbingly Boring
Mar 16, 2020
4 Reasons Why Buying Leads Is Like Burning Money
Mar 09, 2020
How Financial Advisors Can Become More Organized
Mar 02, 2020
Using Client Feedback To Grow Your Business
Feb 24, 2020
The Only Real Way To Reach Your Goals
Feb 17, 2020
3 Awesome Content Marketing Tips For Financial Advisors
Feb 10, 2020
How Financial Advisors Can Leverage Virtual Assistants With Danielle Cuomo
Feb 03, 2020
3 Stupid Mistakes That Cost Financial Advisors Clients
Jan 27, 2020
The Most Lucrative Overlooked Niche For Financial Advisors
Jan 20, 2020
How Financial Advisors Can Conquer Stress With Dr. Jack Singer
Jan 13, 2020
How Financial Advisors Can Make 2020 Their Best Year Ever
Jan 06, 2020
How Financial Advisors Can Create Raving Fans
Dec 30, 2019
My Uncensored Opinion About Facebook Marketing For Financial Advisors
Dec 23, 2019
How To Get Prospects To Make A Decision
Dec 16, 2019
4 Ways To Become A Mentally Strong Financial Advisor
Dec 09, 2019
3 Things All Financial Advisors Should Teach Their Children
Dec 02, 2019
What Struggling Advisors Need To Know Right Now
Nov 25, 2019
5 Bad Habits Financial Advisors Should Break Right Away
Nov 18, 2019
The 3 Best Habits of Rich Financial Advisors
Nov 11, 2019
4 Things Schools Failed to Teach Financial Advisors
Nov 04, 2019
3 Things That Turn Off Potential Clients
Oct 28, 2019
3 LinkedIn Marketing Rules For Financial Advisors
Oct 21, 2019
My #1 Secret For Getting More Clients
Oct 14, 2019
3 Skills The Best Financial Advisors Master
Oct 07, 2019
How To Get To $1M/Year As A Financial Advisor
Sep 30, 2019
5 Things To Avoid If You Want To Succeed as a Financial Advisor
Sep 23, 2019
7 Things Great Advisors Do That Others Don’t
Sep 16, 2019
Is This The Best Productivity “Hack” Ever For Financial Advisors?
Sep 09, 2019
How Financial Advisors Can Convert Skeptical Prospects
Sep 02, 2019
Why Most Marketing Tactics Fail Financial Advisors
Aug 26, 2019
How Financial Advisors Can Get Clients With Email
Aug 19, 2019
How to Predict A Financial Advisor’s Bank Balance
Aug 12, 2019
5 Ways Financial Advisors Can Improve Their Websites
Aug 05, 2019
How Financial Advisors Can Program Themselves for Success
Jul 29, 2019
3 Mistakes Financial Advisors Make When Setting Appointments
Jul 22, 2019
How Financial Advisors Can Take More Time Off and Gain Time Freedom
Jul 15, 2019
3 Things I Wish Every New Financial Advisor Knew
Jul 08, 2019
5 Types of Clients Financial Advisors Should Avoid Like The Plague
Jul 01, 2019
When Financial Advisors Should (And Shouldn’t) Give Value
Jun 24, 2019
Things Casinos Can Teach Financial Advisors About Marketing
Jun 17, 2019
What I Would Do If I HAD To Get Clients
Jun 10, 2019
Financial Advisor Business Lessons From Tony Soprano
Jun 03, 2019
The Dark Side of Success
May 27, 2019
Financial Advisor Productivity Tips From Bill Gates
May 20, 2019
4 Phrases Financial Advisors Should Never Use
May 13, 2019
Financial Advisors, Please Stop Asking for Referrals This Way
May 06, 2019
This seductive mistake can bankrupt financial advisors
Apr 29, 2019
5 marketing mistakes I've personally made
Apr 22, 2019
Why being busy is the new stupid
Apr 15, 2019
Millionaire financial advisor success factors, revealed
Apr 08, 2019
Are financial advisors working while drunk?
Apr 01, 2019
The four-letter word I despise
Mar 25, 2019
How to make prospecting suck less
Mar 18, 2019
Why your experience and certifications don't matter
Mar 11, 2019
How to tell if a financial advisor is poor
Mar 04, 2019
Why most financial advisors fail
Feb 25, 2019
How financial advisors can scale their business
Feb 18, 2019
Why most financial advisors are hypocrites
Feb 11, 2019
Worst ways for financial advisors to ask for referrals
Feb 04, 2019
Mistakes financial advisors make on LinkedIn
Jan 28, 2019
Marketing lies financial advisors still believe
Jan 21, 2019
Rules for successful financial advisors
Jan 13, 2019
Financial Advisor Marketing Intro
Dec 28, 2018