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Financial Advisor Marketing Podcast

Financial Advisor Marketing Podcast

By: James Pollard
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About this listen

Financial advisors, does this sound familiar? You're barraged with people and companies who promise to help you get six thousand new clients in thirty seconds or less as long as you follow their magic tip, trick, or tactic. If so, take a deep breath and relax because that is NOT what this show is about. Lol. Hi, I'm James Pollard. I'm the founder of TheAdvisorCoach.com and host of the "Financial Advisor Marketing" podcast. This podcast is rooted in timeless principles designed to help financial advisors attract their ideal audiences, forge authentic relationships, and build deep roots with prospective clients. If you listen to this podcast, I think you'll find three things to be true: First, the information shared in this podcast is deceptively simple. This means you don't have to be a genius or marketing expert to get results. I take immense pride in keeping things simple. Let everyone else chase complexity. Second, the episodes are chock-full of data, research, and studies. This means advisors can do their due diligence on marketing strategies and make informed decisions about how they'd like to build their businesses. And third, I don't take myself too seriously. I joke around, laugh, and have fun. If any of this appeals to you, I encourage you to listen. ~James PollardCopyright 2018-2025 Economics Marketing Marketing & Sales Personal Finance
Episodes
  • A Few Unusual Things That Get More Clients
    Dec 22 2025

    Most financial advisors are so generic, boring, and flat in their marketing that they come across as completely forgettable.

    You could be the best advisor in the world with the best track record of wealth creation - but it won't matter if you're so bland nobody remembers your name.

    If you actually want to get more clients, then you need to be willing to be a little unusual.

    And that's what you'll discover when you listen to this episode. I'm sharing some of my most unusual (and effective) marketing tricks that will land you more appointments and more clients.

    Listen now.

    Show highlights include:

    • The "honey cinnamon butter" secret that, when used correctly, will get you more clients (1:10)
    • How inserting your hobbies, favorite restaurants, and kids into your marketing can "pre-sell" a prospective client and make them only interested in working with you (3:23)
    • The strange, but true reason sharing your worst financial mistakes can make someone want to hire you as their financial advisor (4:28)
    • Try adding this to the PS of your next email to stand out from the sea of generic, boring, and forgettable advisors (4:50)
    • How to tap into and alleviate the deep-rooted fear most prospective clients have and instantly melt their hesitation (10:02)
    • 10 words that can make the most skeptical prospective buyer whip out their credit card and pay you on the spot (14:24)

    Since you listen to this podcast, I want to give you a gift:

    If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven "objection busting" and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.

    Show More Show Less
    17 mins
  • 1 In 5 Clients Plan To Fire Their Financial Advisors
    Dec 15 2025

    The bar to stand out as a financial advisor is incredibly low.

    Why?

    Because most advisors think, for some reason, that their profession is immune from market forces.

    This explains the results from a recent study that reported that 1 in 5 clients plan to fire their financial advisor.

    And it gets way worse…

    The study also found that people value their financial advisors less than they value the services provided by almost any other kind of professional: from personal trainers to pool cleaners to nannies and almost every other service you can think of.

    Read that again: Your clients value their pool cleaner more than you.

    The good news is that the bar to stand out is incredibly low. And after you listen to this episode, you'll understand why so many clients plan to fire their financial advisor… and how you can be one of the few advisors whose clients would never even think of firing you.

    Listen now.

    Show highlights include:

    • Why wealthy clients value almost every other service they pay for more than they value financial advisors (0:38)
    • Think you won't be fired because you serve high-net-worth clients? Here's why wealthy clients are more likely to fire you than a low net worth client (1:40)
    • The "point to" secret for making your clients value your services more than their weekly pool cleaner (this might sound silly, but it silently sabotages so many advisors' bottom line) (3:44)
    • How to be the advisor that doesn't get fired when your clients go through their expense reports (7:09)
    • Why thinking and approaching your marketing like Zillow does with real estate can prevent AI from stealing all your clients (10:13)
    • 3 things that every client who hires a financial advisor wants from them (13:11)
    • The "Value Packaging" method that turns all the invisible things you do for clients into real, tangible, perceived value (17:00)

    Since you listen to this podcast, I want to give you a gift:

    If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven "objection busting" and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.

    Show More Show Less
    19 mins
  • Why Educating Prospects Is Horrible Marketing Strategy
    Dec 8 2025

    Most financial advisors have been sold a lie from so-called marketing experts that causes you to waste your time for no results, fills you with frustration, and makes the already tough job of growing your business infinitely more difficult…

    The lie?

    Educating, teaching, and "giving value" in your marketing. While this might seem like a strategy that works, it collapses immediately when you think about it.

    Here's why:

    When you're teaching and "giving value," you're activating the logical side of the brain, not the emotional side. But the emotional side is the one that buys and invests in anything.

    That's the bad news.

    The good news?

    In today's show, you'll discover how you can get better results than the so-called marketing experts and 3 marketing shifts you can implement this week that will improve your marketing across the board.

    Listen now.

    Show highlights include:

    • Why listening to so-called marketing experts is particularly lethal for financial advisors (1:18)
    • How teaching in your marketing makes prospective clients run away and hand their money to another advisor (1:59) '
    • The only 2 things that causes the human brain to take action that reveals why teaching is not an effective marketing strategy (4:37)
    • 3 marketing shifts to make in your business (and I'll be floored if following these 3 shifts doesn't radically improve your marketing performance) (6:45)
    • The "Trans" mistake almost every financial advisor makes that stifles their marketing efforts (16:04)
    • 4 real life ways to frame your "comprehensive financial plan" that your prospective clients actually care about (16:45)

    My Profitable Pricing Blueprint gives you an unfair advantage over AI. Get it before AI chops off your business's head at https://TheAdvisorCoach.com/Pricing

    Since you listen to this podcast, I want to give you a gift:

    If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven "objection busting" and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.

    Show More Show Less
    24 mins
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