Financial Advisor Marketing Podcast Podcast Por James Pollard arte de portada

Financial Advisor Marketing Podcast

Financial Advisor Marketing Podcast

De: 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 Economía Finanzas Personales Marketing Marketing y Ventas
Episodios
  • What To Do Now To Ensure You’re Successful In Ten Years
    Aug 18 2025

    Most advisors, especially the ones who have already had marginal success, start to get comfortable, get trapped in lifestyle inflation, and never come close to the ambitions they had when they first started.

    I don’t want that to be you (even if you’re currently trapped like most seasoned advisors are).

    So, here’s the harsh truth:

    You’re playing too small.

    If you truly want exceptional results, you need exceptional causes. But most advisors stay in the comfort zone and never build the assets that make achieving the next level a matter of when, not if.

    Today’s show is designed to shock you out of your comfort zone, so you can enjoy the freedom that comes with a stronger business.

    Listen now.

    Show highlights include:

    • The weird way young and hungry advisors can make up decades of experience in the next 365 days (1:10)
    • What you must start building if you want to be able to spend more time at the pool and beach than you spend in your house (2:14)
    • The insidious “little pill” trap that successful advisors fall into that subtly devastates their wealth (6:35)
    • The single most important piece of advice that I wish I received when I was younger (10:05)
    • How incremental growth slowly ravages your ambition until you wake up one day and realize you’re only average (10:17)
    • Why it’s more profitable to set big goals you never reach than to set small goals you continue to crush (12:47)
    • The “Lifestyle Creep” secret behind why young advisors are better positioned to dominate the market than experienced ones (16:19)
    • Why you’ll never reach the top 1% of advisors if you cut your business expenses when cashflow dries up (21:13)

    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.

    Más Menos
    25 m
  • Why Using Artificial Intelligence For Your Marketing Is Really Dumb
    Aug 11 2025

    Advisors who rely on artificial intelligence for their marketing are accidentally sacrificing their business, career, and wealth for average results by definition.

    But wait - there’s more!

    Not only is AI planting the seeds to your business’s destruction… but it’s also literally stealing your mind and cognitive functions. I’m not just making this up either: MIT recently proved this.

    That said, there is a sliver of good news in the AI craze:

    Simply not using it will make you stand head and shoulders above the rest of the industry.

    If you want to keep your brain, get better marketing results, and leave the rest of the advisors in the dust, listen now.

    Show highlights include:

    • The “dishwater secret” for using artificial intelligence in a way that won’t scare off prospective clients (0:44)
    • How having this one insidious desire, which is rampant among advisors who use AI, will gradually bankrupt your business… until, one day, it goes poof! (1:55)
    • How the “Contrast Effect” makes your marketing instantly look more impressive, persuasive, and valuable (even if you’re not the best marketer) (2:48)
    • 3 simple ways to make your marketing stand out from almost every other advisor on the face of the earth (4:52)
    • This MIT study alone will scare you away from ever using AI for marketing again (8:59)
    • Will AI cause a serious spike in dementia? It’s hard to tell, but the research data is damning… (11:25)
    • Why it’s impossible for advisors who use AI to be in the top 1% of advisors (12:33)
    • A real life LinkedIn example of why human marketing will always beat AI marketing (14:15)

    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.

    Más Menos
    20 m
  • How Advisors Can Avoid Commoditization
    Aug 4 2025

    I had a slimy experience with a popular mattress company after they didn’t honor my warranty (even though I was within their 10-year warranty period).

    And, oddly enough, it reminded me of financial advisors like you. Especially those who are worried about being commoditized by their clients.

    So, my misfortune is your gain…

    In today’s show, you’ll discover all the various ways you can prevent your financial advice business from becoming commoditized.

    Listen now.

    Show highlights include:

    • How to get more clients by offering them less than your competitors (1:39)
    • 2 anti-commodity lessons for financial advisors from my poor experience with the warranty on my mattress (3:44)
    • The unsexy secret for dominating the financial advisor industry to the point where you don’t even have to think about your competitors (6:50)
    • The “S-word” that prevents your clients and prospective clients from thinking of your financial advice as a commodity (11:57)
    • Here’s one of the biggest differences in behavior I’ve seen between wildly successful financial advisors and mediocre ones (12:28)
    • 3 more “obvious” yet overlooked ways to avoid becoming a commodity (18:23)

    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.

    Más Menos
    22 m
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