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Financial Advisor Marketing Podcast


Jun 3, 2024

I made a new lead magnet, which, based on its early performance, is the best lead generator I’ve ever created. 

How did I do it? 

Well, I did the exact opposite of what most financial advisors do when building their own lead magnets. 

For example, I talk about Christianity in it (usually a big no-no in the financial advice industry). I purposely made it exclusive instead of inclusive. And I even charge for it instead of giving it away for free. 

In today’s show, I reveal why I made these “against the grain” decisions, how it resulted in the best lead generator I’ve ever created, and how you can duplicate this strategy in your business. 

Listen now. 

Show highlights include:

  • How paying more for your leads (instead of less) generates more revenue for your business (0:49) 
  • Think you should be trying to find the most profitable clients for your business? Here’s one reason why this can backfire (1:48) 
  • The insidious “Generalist Tax” that devours your free time without seeing returns to your bottom line (3:14) 
  • How making yourself less available makes you more attractive to your best prospective clients (4:30) 
  • Why “borrowing” this belief from two different religions can ease your frustrations and headaches in your business (6:20) 
  • The $1 secret for turning your current lead magnets into actual client-getting machines (8:51) 
  • How applying the Golden Rule to other businesses who want you as their client actually helps you find better clients (10:15) 
  • Asking yourself these 3 questions can help you build the best lead magnet for your business (17:20) 
  • The “Exclusive Lead Magnet” trick for repelling headache-inducing leads and only attracting high-quality leads (18:31) 

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.

Want to see the exact lead magnet (and landing page) that I consider to be my best one ever? It’s called “Financial Advisor Marketing Wisdom from the Bible.” You can check it out yourself here: https://theadvisorcoach.com/bible.