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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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7 Marketing Mistakes New Financial Advisors Make

When you’re a brand-new financial advisor trying to learn marketing to keep your business afloat when you don’t have any... more

17 Jun 2024 · 21 minutes
5 Elements Of Winning Online Marketing Campaigns For Financial Advisors

After helping thousands of financial advisors improve their marketing, I’ve realized that there are 5 key elements that successful financial... more

10 Jun 2024 · 21 minutes
What I Learned From My Best Lead Generator Ever

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

03 Jun 2024 · 21 minutes
7 Pieces Of Productivity Advice That Changed My Life

Most financial advisors—and truthfully, most business owners—let their entire day get controlled by someone else.  False urgencies, random meetings, and... more

27 May 2024 · 21 minutes
The Big Fat Problem With Niche Marketing

While niche marketing is one of the most powerful marketing strategies available for financial advisors looking to differentiate and scale… ... more

20 May 2024 · 18 minutes
Financial Advisors, Listen To This Episode If You Serve 65-Year-Olds

There is a truly golden opportunity lurking beneath the surface in the financial advising industry right now:  A record 4.1... more

13 May 2024 · 20 minutes
The Future of Financial Advice Will Be Ruled By These Three Things

The financial advice industry is going through some major changes thanks to the advancement of technology happening at breakneck speeds. ... more

06 May 2024 · 17 minutes
The Simple Formula Financial Advisors Can Use To Get More Clients

Some of the most talented financial advisors have a fatal flaw that allows mediocre advisors surpass their success, wealth, and... more

29 Apr 2024 · 17 minutes
5 Things High-Growth Financial Advisors Do Differently, Backed By Research

There is an endless amount of coaches, consultants, gurus, and lead gen agencies doling out their advice to innocent financial... more

22 Apr 2024 · 21 minutes
10 Marketing Myths Financial Advisors Believe

Most financial advisors believe that there’s a one-size-fits-all solution to marketing.  Not only is this true, but it’s dangerous.  Why? ... more

15 Apr 2024 · 22 minutes
Financial Advisor Marketing Podcast
7 Marketing Mistakes New Financial Advisors Make
Financial Advisor Marketing Podcast