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Financial Advisor Marketing Podcast

Jun 29, 2020

If you want more clients, you need more prospects. But if you’re talking to 20 prospects a day, you never get to create content, serve your clients and enjoy your freedom. 

The truth is: You need fewer prospects than you might think to live your dream life. In this episode, you’ll find out exactly how many prospects...

Jun 22, 2020

If you’re a regular listener of this show, you’ve probably had a question pop into your head while listening. 

In this episode, James answers questions from listeners, a privilege usually reserved for Inner Circle subscribers. 

Want to learn more about James, get business-boosting advice and get your question...

Jun 15, 2020

You spend a lot of time communicating with prospects, clients and business partners. And if you’re like most advisors, you get ignored at least half of the time. 

It’s not because people hate you. They just hate all the sales & marketing techniques “experts” sell you. 

Clients want you to do something else. In...

Jun 8, 2020

You’ll make more money serving wealthy people than any other clients. But if you’ve never met a millionaire, you probably don’t even know where to start meeting them. 

But you can reach high net worth individuals the same way you reach anyone else: With a systemized approach, a clear goal and effective...

Jun 1, 2020

Do you need more traffic NOW? Do you want free leads? A line around the block while the stock market tanks? And all of it by tomorrow?

You can’t. Sure, “gurus” out there sell you these pipe dreams, but nobody sees results from their courses, books and masterminds.

The truth is: There’s no effortless way to...