Financial Advisor Marketing Podcast  Por  arte de portada

Financial Advisor Marketing Podcast

De: James Pollard
  • Resumen

  • 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 2018-2024
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Episodios
  • 5 Elements Of Winning Online Marketing Campaigns For Financial Advisors
    Jun 10 2024

    After helping thousands of financial advisors improve their marketing, I’ve realized that there are 5 key elements that successful financial advisors leverage in their marketing.

    Missing any one of these five elements could be a reason that your marketing campaign lights your budget on fire without you seeing any benefit to your bottom line.

    But most financial advisors aren’t even aware of these five elements.

    In today’s show, you’ll discover the 5 elements of winning online marketing campaigns for financial advisors, so you become one of the few financial advisors who can use your marketing to land clients whenever you want.

    Listen now.

    Show highlights include:

    • Why studying landing pages and websites from the best marketers can actually make yours worse (1:44)
    • How to make every piece of marketing collateral in your financial advice business better by simply watching The Godfather (2:25)
    • The “Try Enough” marketing strategy that every winning online marketing campaign leverages (and it also explains why your marketing campaigns fail) (4:08)
    • The insidious “Three Feet From Gold” trap financial advisors’ marketing campaigns fall into that devours your ROI (4:47)
    • Why targeting a broad pool in your online ads is like throwing money away (even if an advertising guru told you that going broad works better) (8:05)
    • 3 simple steps from management legend Peter Drucker to turn a sea of data into actionable insights that ratchet up the effectiveness of your marketing (10:51)
    • The exact amount of time you should let your winning ads run for (12:30)
    • How to slice and dice one winning ad into ten (or more) winning ads (without fully redoing your ad each time) (13:00)
    • Why diversifying your marketing assets helps you generate returns in the short-term while also preventing your entire business from sinking over the long-term (17:24)

    Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90-minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle.

    Want to see the exact lead magnet (and landing page) that I consider to be my best one ever? It’s called “Financial Advisor Marketing Wisdom from the Bible.” You can check it out yourself here: https://theadvisorcoach.com/bible.

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    21 m
  • What I Learned From My Best Lead Generator Ever
    Jun 3 2024

    I made a new lead magnet, which, based on its early performance, is the best lead generator I’ve ever created.

    How did I do it?

    Well, I did the exact opposite of what most financial advisors do when building their own lead magnets.

    For example, I talk about Christianity in it (usually a big no-no in the financial advice industry). I purposely made it exclusive instead of inclusive. And I even charge for it instead of giving it away for free.

    In today’s show, I reveal why I made these “against the grain” decisions, how it resulted in the best lead generator I’ve ever created, and how you can duplicate this strategy in your business.

    Listen now.

    Show highlights include:

    • How paying more for your leads (instead of less) generates more revenue for your business (0:49)
    • Think you should be trying to find the most profitable clients for your business? Here’s one reason why this can backfire (1:48)
    • The insidious “Generalist Tax” that devours your free time without seeing returns to your bottom line (3:14)
    • How making yourself less available makes you more attractive to your best prospective clients (4:30)
    • Why “borrowing” this belief from two different religions can ease your frustrations and headaches in your business (6:20)
    • The $1 secret for turning your current lead magnets into actual client-getting machines (8:51)
    • How applying the Golden Rule to other businesses who want you as their client actually helps you find better clients (10:15)
    • Asking yourself these 3 questions can help you build the best lead magnet for your business (17:20)
    • The “Exclusive Lead Magnet” trick for repelling headache-inducing leads and only attracting high-quality leads (18:31)

    Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle.

    Want to see the exact lead magnet (and landing page) that I consider to be my best one ever? It’s called “Financial Advisor Marketing Wisdom from the Bible.” You can check it out yourself here: https://theadvisorcoach.com/bible.

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    21 m
  • 7 Pieces Of Productivity Advice That Changed My Life
    May 27 2024

    Most financial advisors—and truthfully, most business owners—let their entire day get controlled by someone else.

    False urgencies, random meetings, and pointless tasks can easily consume your day when you don’t control them. And most people don’t even try to control them because they mistake being busy with being productive.

    But nothing will sink your business faster than being busy all day.

    Busy is not productive. And productivity is not busy.

    They are completely opposed to each other in every single way.

    That's why I’m peeling back the curtain for you today and revealing the 7 pieces of productivity advice that changed my life.

    You might not like hearing everything in this episode, but if you implement the advice I share, your business will thank you. Your bank account will thank you. And you know what? Even your spouse will thank you.

    Listen now.

    Show highlights include:

    • Why winging it day to day keeps you busy everyday without having any wealth or clients to show for it (1:05)
    • How to instantly gain clarity and control over your hectic schedule—in only 30 minutes (1:58)
    • The “Time Boxing” method for accomplishing double the work in half of the time you’d normally take (5:59)
    • Why failing to schedule breaks into your schedule drains your productivity (even if you think the opposite would happen) (8:22)
    • 2 types of breaks that skyrocket your productivity levels throughout the day (10:06)
    • The weird “Sparkling Trash Can” secret that can improve your marketing, reduce randomness on your schedule, and even grow your business (19:15)

    Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle.

    Now, you might have a few questions like how do I identify the right niche for me that is viable long term, I actually have an entire video training about this called deep dive into niche marketing, which you can find over theadvisorcoach.com/niche that digs in a lot deeper than I can in a single podcast episode. There is no perfect science for selecting a viable niche.

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    21 m

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