Preview Mode Links will not work in preview mode

Financial Advisor Marketing Podcast


Dec 11, 2023

In my life, I’ve stumbled upon 10 concepts that have changed my life for the better.

While they’re not directly tied to financial advisor marketing, these 10 concepts have created more success, wealth, and happiness in my life.

And they will do the same for you. 

In today’s show, I reveal the remaining 5 life-changing concepts that every financial advisor who wants more success, wealth, and happiness should know. 

And you know what? 

Who couldn’t use more success, wealth, and happiness? 

Listen now. 

Show highlights include:

  • The weird way studying the best scams of the past 100 years might be the best financial decision you make (2:47) 
  • Warren Buffet’s #1 rule for getting stinkin’, filthy rich (4:26) 
  • The “Expected Value” marketing and sales trick that turns even the most skeptical prospect into cold, hard cash (4:46) 
  • How having a well-defined niche lets you break all the marketing “rules” while you laugh your way to the bank (10:28) 
  • Why knowing the 2 distinct types of happiness lets you systematically, intentionally, and purposefully increase your joy (16:26) 

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.