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Financial Advisor Marketing Podcast


Feb 5, 2024

Some of the financial advisors I rub shoulders with are wealthy beyond belief. While others are struggling and don’t even have $1,000 in their bank account. 

If you’re in the latter group, then, well, some of the marketing advice you hear online is dead wrong. In fact, it can actually set you back years if you follow it. 

But don’t worry. I’m here to save you from boneheaded marketing decisions when you’re on a shoestring budget. 

In today’s episode, I reveal the exact things I would do to market myself as a financial advisor if I only had $1,000 to my name. 

Listen now. 

Show highlights include:

  • The raw, unfiltered truth about why you can’t make 6 or 7 figures as a financial advisor (2:57) 
  • How your deathbed can turn you into a world-class marketer—almost overnight (5:01) 
  • Why hiring a freelance web designer pilfers your freedom (even if you get a great website in return) (8:50) 
  • The anti-outsourcing advice you desperately need to hear if you want to grow your wealth (9:21) 
  • Can’t seem to book appointments or land clients no matter what you do? Try this simple, yet effective DM question… (11:43) 
  • How acting like a real human being can unlock more opportunities than all the best formulas and step-by-step guides in the world (13:11) 

Want to write emails that set appointments? I reveal the three biggest mistakes financial advisors make with email marketing, and how fixing them can lead to massive changes here: https://TheAdvisorCoach.com/Mistakes

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.