Have a podcast in 30 days

Without headaches or hassles

If you’ve been a financial advisor for more than 10 minutes, you’ve probably heard of different certifications, helpful degrees to get and other pieces of paper you can frame in your office.

Maybe you even have some of them.

And it’s something that makes you feel accomplished.

You get to call yourself a new title with every new certification and you also gain some valuable skills.

But the cold hard truth is: How long you’ve been advising, how many clients you have had and even which school you went to—it doesn’t matter.

In this episode, you’ll hear why they don’t matter and what does actually matter to attract more clients with less work.

Show highlights include:

  • How long you’ve been in the business doesn’t matter. Ask yourself this question to see how competent you really are. (3:55)
  • Why financial advisors with year-long experience, certifications and degrees still struggle to get clients. (5:25)
  • How modesty and humility are not virtues, but can kill your business. (8:20)
  • Don’t just “do” or “market” your thing. Do this and your success will skyrocket. (12:55)


Go to the TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle.

Have a podcast in 30 days

Without headaches or hassles


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