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Financial Advisor Marketing Podcast

Financial Advisor Marketing Podcast

Veröffentlicht: 2025-10-13
© Copyright 2018-2025
Financial Advisor Marketing Podcast - QR Code
354 Folgen
Audio
Anhören auf Apple Podcasts
354 Folgen
Audio
Anhören auf Apple Podcasts
Veröffentlicht: 2025-10-13
© Copyright 2018-2025
Aktuelle Folge
3 Of The Best Marketing Resources Ever Created For Advisors

3 Of The Best Marketing Resources Ever Created For Advisors

There are an endless stream of marketing resources for advisors. But most advisors get overwhelmed by the sheer amount of information available.  And you know what? Most of the information can actually harm your business.  That ends today.  In tod
Länge: 21:19
There are an endless stream of marketing resources for advisors. But most advisors get overwhelmed by the sheer amount of information available. 
And you know what? Most of the information can actually harm your business. 
That ends today. 
In today’s show, I reveal the 3 best marketing resources ever created for advisors. After listening to this episode, you will have all the ingredients you need to grow your financial advice business. And grow it at breakneck speed. 
Listen now.
Show highlights include:
How to get 24/7 access to me without forking over my hefty consulting fees (2:00)  Why financial advisors who use AI bots like ChatGPT, Claude, and Perplexity will fizzle out completely and go extinct soon (3:44)  How to create a step-by-step marketing plan based on your location, expertise, and marketing know-how in two minutes or less (10:42)  Here’s an old direct mail headline that can fill your calendar with high-quality prospects by tweaking a few words (13:04)  Why the Bible is the best “law of attraction” book on the planet (15:55)  2 collections of letters to shareholders that will make your business grow faster and easier just by reading through them (17:42)   If you want Jeff to build a custom CRM solution that fits your financial advice business like a glove, visit his website at https://advisortechpartners.com and click the big, orange button. 
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.
Folgen-ID: 1000731533695
GUID: 09a5b046-5d02-4d6c-87ea-593ad41edc66
Erscheinungs­datum: 13.10.2025, 06:00:00

Beschreibung

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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