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Financial Advisor Marketing Podcast


Aug 8, 2022

If your clients trust you and thank you for your great work, it’s easy to be surprised when a prospect is outright hostile.

But let’s face it: Many wealthy people think financial advisors would do anything to pocket higher management fees.

Why? After getting ripped off once, some millionaires would rather stuff their money in a mattress than let someone else manage it. 

That’s why financial advisors need to work extra hard to build credibility. Once prospects see you as credible, they’re much more likely to buy from you—even if they vowed to never work with a financial advisor. 

In this episode, you’ll find out how to build more credibility as a financial advisor and get the clients you deserve. 

Ready to get more credibility and close more clients? Listen now!

Show highlights include:

  • Why prospective clients judge you for your age—and how to close millionaires even if you look like a teenager. (5:19)
  • How to make any of your marketing claims more believable by adding a simple “reason why”. (6:45)
  • How to supercharge your credibility with a “boring” about us page. (10:10)
  • Why people assume you’re boring—and how to make clients trust you by being exciting to work with. (13:55)

If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. 

Go to https://TheAdvisorCoach.com/webinar to register today. 

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.

Discover how to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/financial-advisor-sales-training.html

https://www.theadvisorcoach.com/financial-advisor-coaching.html

https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html