Preview Mode Links will not work in preview mode

Financial Advisor Marketing Podcast

May 27, 2024

Most financial advisors—and truthfully, most business owners—let their entire day get controlled by someone else. 

False urgencies, random meetings, and pointless tasks can easily consume your day when you don’t control them. And most people don’t even try to control them because they mistake being busy with being productive. 

But nothing will sink your business faster than being busy all day. 

Busy is not productive. And productivity is not busy.

They are completely opposed to each other in every single way.

That's why I’m peeling back the curtain for you today and revealing the 7 pieces of productivity advice that changed my life. 

You might not like hearing everything in this episode, but if you implement the advice I share, your business will thank you. Your bank account will thank you. And you know what? Even your spouse will thank you. 

Listen now. 

Show highlights include:

  • Why winging it day to day keeps you busy everyday without having any wealth or clients to show for it (1:05) 
  • How to instantly gain clarity and control over your hectic schedule—in only 30 minutes (1:58) 
  • The “Time Boxing” method for accomplishing double the work in half of the time you’d normally take (5:59) 
  • Why failing to schedule breaks into your schedule drains your productivity (even if you think the opposite would happen) (8:22) 
  • 2 types of breaks that skyrocket your productivity levels throughout the day (10:06) 
  • The weird “Sparkling Trash Can” secret that can improve your marketing, reduce randomness on your schedule, and even grow your business (19:15) 

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

Now, you might have a few questions like how do I identify the right niche for me that is viable long term, I actually have an entire video training about this called deep dive into niche marketing, which you can find over that digs in a lot deeper than I can in a single podcast episode. There is no perfect science for selecting a viable niche.