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Financial Advisor Marketing PodcastAuthor: James Pollard
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 Language: en Genres: Business, Investing, Marketing Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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The Biggest Direct Mail Mistake Financial Advisors Make
Sunday, 4 October, 2026
If you've run direct mail campaigns in the past and they haven't resulted in new clients, you're probably making a mistake that 90% of financial advisors make: Your direct mail campaigns look like marketing. Problem is, your ideal clients hate being sold to (even if they desperately need your financial services). And so, if your mailers even smelled like marketing then they were tossed directly into the trash can. But here's the good news: This is an easy problem to fix once you're aware of it. And it can significantly increase the response of all your future direct mail campaigns. And that's what you'll discover when you listen to today's show. Listen now. Show highlights include: The exact moment when your last direct mail campaign failed (and how to fix it) (1:24) The #1 biggest direct mail mistake you're making that basically guarantees your ideal prospect instantly trashes it (1:55) How to radically increase the success of your direct mail campaigns by tapping into the human brain's pattern recognition "glitch" (5:39) Why marketing tactics become less effective over time (this is a real concept in consumer research called "The Persuasion Knowledge Model") (6:54) How you're accidentally making every word and every credential in your direct mail campaign weaker (8:17) The weird reason (backed by a 2008 research study) that your direct mail campaigns are making prospects unconsciously conclude that working with you will be difficult (11:17) 5 simple things your direct mailer must have or it won't pass the "Kitchen Table Test" (and you'll be lucky to get even one response) (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.
