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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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What To Say When PeaxWhat To Say When People Ask What You Do (That Makes Them Lean In)ople Ask What You Do (That Makes Them Lean In)
Sunday, 26 July, 2026
What do you say when people at parties or other social outings ask what you do for a living? Most advisors have the same, lame answer as other advisors: They say their job title. This kills more conversations, more potential appointments, and more possible clients than perhaps any other sentence you utter. Why? Because when you answer with your job title, you sabotage the other person's curiosity, and even worse, you make them "file" you in their brain with the hundreds of other advisors who have been bugging them via cold email, cold LinkedIn DMs, and other invasive marketing channels. Or, in other words, you make them check out of the conversation before they ever consider leaning in. That's the bad news. The good news? After you listen to today's show, you'll know exactly what to say to people who ask what you do in a way that makes them lean in. And you know what? Some may even decide to hire you on the spot! Listen now. Show highlights include: Why fry-stealing seagulls are better at their job than you are at giving financial advice (and what to do to fix it) (4:45) The "filing cabinet" mistake you make every time you're asked what you do for a living that makes potential prospects run away (6:16) How answering with an outcome instead of a job title naturally makes you more interesting (and thus, persuasive) to someone who asks what you do for a living (8:29) A trick from a behavior economist that naturally makes people lean in when you tell them what you do (8:51) 3 ways to answer "what do you do for a living?" that makes anyone asking you less likely to ever hire you (most advisors answer in one of these 3 ways) (11:47) How to bypass people's natural "anti-pitch detection" radar in a way that makes them drool over the possibility of working with you (14:08) The exact sentence to say when people ask you what you do that makes them lean in and even "pre-sells" them the idea of hiring you as their financial advisor (16:27) What 2 Harvard researchers discovered about the human brain's reward system that tells you exactly how to make a random person interested in booking an appointment with you (19:48) 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.
