Because one of the perks of joining my Inner Circle Newsletter is access to ask me private questions, I’ve had more than 10,000 private conversations with financial advisors since 2015.
Through these conversations—because advisors feel safe to share the whole picture (which isn’t the case at seminars or webinars)—I’ve cracked the code to what makes a wildly successful financial advisor, and what makes a moderately mediocre one.
And you know what?
In today’s episode, I’m revealing these secrets with you, so you have no more excuses as to why you’re not as successful as you could be.
Nobody’s gonna save you or grow your business for you. But this episode is the next closest thing you can get to that.
Show highlights include:
- 3 “hidden” perks financial advisors get from having a podcast (even if it doesn’t result in as many sales as running ads) (2:32)
- How to turn $100k into $150k in only 5 years—from just one investment (and without investing another dime) (5:39)
- The “public places” trap most financial advisors fall into which dooms them to mediocrity (7:18)
- I’ve had over 10,000 private conversations with financial advisors: Here’s what separates the wealthy from the average… (8:01)
- How to make your clients (and yourself) become stinkin’ filthy rich by leveraging the “Modest ROI” secret (8:13)
- The almost too-simple way to get a 152% ROI when you invest in THIS (11:02)
- The “Holy Grail” of financial advisor marketing which trumps every other type of marketing you do (18:17)
- How to follow up with potential clients without cold calling them, cold emailing them, or even interacting with them in any way (19:11)
- The “Big 3” marketing strategy that will fill your calendar with high-quality leads by the end of the month (20:04)
Want to watch some of my appearances on other people's YouTube channels and listen to me as a guest on other people's podcasts? Head over to https://www.theadvisorcoach.com/media
Want access to my 57 favorite financial advisor marketing ideas? Download the free PDF at https://theadvisorcoach.com/57mt
Want to become an expert at niche marketing and put growing your business on “easy mode?” Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html
Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html
If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.
Go to https://TheAdvisorCoach.com/webinar to register today.
Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle.
Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.
Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.
Discover how to get even better at marketing yourself with these resources: