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Financial Advisor Marketing Podcast

May 13, 2024

There is a truly golden opportunity lurking beneath the surface in the financial advising industry right now: 

A record 4.1 million Americans will turn 65 this year. And this isn’t just a temporary blip, it’s a wave that's set to continue for years. 

So, how do you market to this wave of future retirees to win their trust and their business? 

In today’s show, I reveal several simple marketing strategies you can use to magnetize this demographic to you, and make them drool at the thought of you being their financial advisor.

Listen now. 

Show highlights include:

  • Why it is the greatest time in American history to help people transition into retirement (0:52) 
  • 5 simple ways to differentiate your marketing from other financial advisors targeting retirees (2:08) 
  • Can you market to retirees on LinkedIn? Here’s my contrarian strategy to try… (4:46) 
  • How to “layer” retirees into sub niches that makes them think of you as their dream advisor (6:38) 
  • Why online ads are the single best way to reach retirees (even if they don’t use social media as much as younger folks) (7:46) 
  • The best (and worst) words to use for people over the age of 65 (9:06) 
  • The “Selling Against Type” sales secret for cutting through the noise and usual hype that your ideal prospects are bombarded with every day (10:07)

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.