 |
Financial Advisor Marketing PodcastAuthor: James Pollard
Financial advisors, does this sound familiar? Youre 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, Im James Pollard. Im 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 youll find three things to be true: First, the information shared in this podcast is deceptively simple. This means you dont 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 theyd like to build their businesses. And third, I dont 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 |
Listen Now...
How To Sell Ongoing Financial Advice
Sunday, 26 January, 2025
Many financial advisors squirm about the idea of selling ongoing financial advice. For some reason, they think it’s a scam—and this comes across when they’re selling it to prospective clients. The result? Banging your head against the wall because without a new source of prospective clients, you’ll be out on the streets. But here’s the thing: In many cases, ongoing financial advice is not only an easier way to sell your services, but more honorable too. In today’s show, I’ll give you my step-by-step playbook for selling ongoing financial advice, making your clients more money, and making yourself more money too. Listen now. Show highlights include: The single most important fundamental thing you need in order to successfully sell your financial advice (1:22) 2 beliefs you must have in order to outsell any of your competitors (1:45) How to improve almost every aspect of your business overnight by committing to “psychological alignment” (3:35) The religious argument for why you should charge more for your services (Best part? You don’t have to be religious to do this!) (6:37) Why financial advisors who worry about what constitutes “value” are always less successful than those who ignore it (8:49) How thinking like a lawyer or doctor can triple your business by this time next year (10:29) 4 key features that make your clients happy to fork over absurd amounts of money for your financial advice (12:48) The subtle, yet critical language tweak that makes ongoing financial advice more desirable by your ideal clients (16:06) 4 of the most common objections to ongoing financial planning—and how to conquer them to win clients (19:02) 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.
