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Financial Advisor Marketing Podcast
Financial Advisor Marketing Podcast
James Pollard

Financial advisors, does this sound familiar? You’re barraged with people and companies who promise to help you get six thousand new clients... more

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How To Create A Marketing Plan That Aligns With Your Unique Goals

Many financial advisors think they must sacrifice everything they love in order to build a successful business. For example, they’ll... more

05 Jun 2023 · 19 minutes
Unconventional Email Marketing Advice That Can Get You More Clients

Most email marketing advice you find on Google is dead wrong. Articles preach things like give value to your list,... more

29 May 2023 · 22 minutes
Valuable Lessons From The First Few Years As An Advisor (With Anna Kareis)

Starting your career as a financial advisor isn’t easy. Well, it’s even harder when you’re a woman, like today’s guest... more

22 May 2023 · 40 minutes
Content Marketing + Prospecting Tips (With Ermos Erotocritou)

Most financial advisors think content marketing is only about posting boring blog posts that nobody cares about. But the content... more

15 May 2023 · 47 minutes
Patterns In Successful LinkedIn Marketing (With Anthony Carlton)

Some financial advisors crush it on LinkedIn. They see rabid engagement. They get swarmed with sales calls. And their client... more

08 May 2023 · 49 minutes
How Financial Advisors Can Get Clients With Instagram (With Clare Baukham)

Most people—including but not limited to financial advisors—use Instagram dead wrong. Many advisors scoff it off because it’s a highly... more

01 May 2023 · 45 minutes
Growing RIA Revenue To More Than $16K Per Month With Twitter (With Thomas Kopelman)

Twitter is one of the easiest social media platforms to grow your following and business on. Unlike LinkedIn, Twitter is... more

24 Apr 2023 · 47 minutes
Mastering Client Onboarding Systems (With Brandon Chapman)

Most financial advisors tend to treat all of their clients like they’re the exact same person. This is a massive... more

17 Apr 2023 · 43 minutes
Marketing To The Top 0.5% of Net Worth Households (With Noah Rosenfarb)

Imagine what your life would be like if you only advised clients who were in the top 0.5% of net... more

10 Apr 2023 · 37 minutes
Going All In On Your Niche (With Dr. Jay Zigmont)

Going all in on your niche terrifies most financial advisors. Why? Because you have to turn down many potential clients... more

03 Apr 2023 · 44 minutes
Financial Advisor Marketing Podcast
How To Create A Marketing Plan That Aligns With Your Unique Goals
Financial Advisor Marketing Podcast