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Financial Advisor Marketing Podcast  

Financial Advisor Marketing Podcast

Author: 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
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Language: en

Genres: Business, Investing, Marketing

Contact email: Get it

Feed URL: Get it

iTunes ID: Get it


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15 Things I Cannot Fix
Sunday, 23 November, 2025

Through the years, I've earned a reputation as a fixer. Financial advisors bring me problems, and I help them figure it out. But there are some problems I can't fix. Problems an advisor has to overcome on their own before I (or anybody else) can possibly help them.  And in this episod,e I'm sharing 15 of them. I'll explain what they are, why I can't fix them, and why they're destructive to financial advisors. I'll also help you see (if any of them apply to you) how you can work through them so they don't hold you down forever. Listen now! Show highlights include: Why platitudes from "nice" people keep you stuck in mediocrity. (5:26) Heartbreaking reason many financial advisors fail. (8:29) How avoiding risk becomes the biggest risk. (8:47) Flawed "savings" strategy even financial advisors fall for. And how to keep it from costing you a fortune. (11:12) "Green light" to do the work, even when you aren't motivated. (13:06) Surprising way to filter feedback so you can ignore what stinks without missing what you need. (14:48) What really causes your analysis paralysis? (16:26) 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.

 

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