James Pollard
James Pollard is a marketing consultant who specializes in helping financial services professionals grow their business over at TheAdvisorCoach.com
Articles by James Pollard
- Business Growth
7 Steps To Landing 5 Advisory Clients in 90 Days
How I'd land 5 financial advisory clients in the next 90 days with no website traffic, no email list, no social proof, and no marketing budget.
- Business Growth
Most Financial Advisors Choose Their Niche Backwards
The single most effective, fulfilling, and fun way to market your financial services is by leveraging the incredible powers of niche marketing.
- Business Growth
Marketing Failures Increase Your Odds of Massive Business Growth
Every failure brings you closer to your next marketing campaign being wildly successful because it allows the mathematical structure to work.
- Business Growth
Advisors Still Using Cold Prospecting Are Burning Time and Revenue
3 proven methods to warm up prospects, skyrocket your appointments and conversion rates, and free yourself from the shackles of cold prospecting forever.
- Multimedia
Stop Asking for Referrals Until You Fix This Core Problem
Will shore up your referral game to such a level that every competitor you have won't be able to get any sleep at night
- Business Growth
Why Prospects Are Ghosting After Great Calls
More prepared for every discovery meeting you book, but you'll also know exactly what you need to say to your prospect to turn them into a client.
- Business Growth
Think You’re Not Ready for Marketing? Think Again…
This one poisonous belief has destroyed more advisors' wealth, time, energy, and even lives
- Business Growth
Why Becoming a Top 0.0001% Advisor Is Easier Than You Think
It's really not nearly as hard to become a one in a million person when you hear some of the statistics I share in this episode.
- Business Growth
Advisors Lose Clients and Confidence From These Common Marketing Beliefs
I share 7 marketing rules of thumb that can help you prevent all of these problems mentioned above.
- Business Growth
Marketing Sabotage Lives in Your Identity
Somewhere along the way, you've created an identity for yourself that sabotages your marketing efforts before you even sit down to create one.
- Business Growth
Why the Fastest-Growing Financial Advisors Market Less—and Win More
They do far less, grow far faster, and probably have far more fun doing it too. But how can you grow faster with less marketing?
- Business Growth
A Counterintuitive Lead Magnet Strategy Built for Advisors Who Want Fewer, Better Prospects
This is NOT the easiest lead magnet to create. In fact, it's the hardest and by a wide margin. That's why it's so wildly effective.
- Business Growth
The Brutal Truth About Advisor Marketing: Information Is Killing Your Growth
It has to do with your approach to marketing and it answers the question of why growing a financial advice business is so freaking difficult.
- Business Growth
How To Make Prospects Choose You Before the First Meeting
I'm sharing some of my most unusual and effective marketing tricks that will land you more appointments and more clients.
- Business Growth
The Wake-Up Call for Advisors: 1 in 5 Clients Plan to Walk Away
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.
- Business Growth
I Was Wrong About Using Artificial Intelligence For Marketing
I share a new and little-known AI tool that fixes this source material problem for financial advisors.
- Business Growth
The One Word That Causes Financial Advisors To Grow
Thankfully, you can overcome the temptation to be self-absorbed by learning one word: The word I share and explain in this episode.
- Future of Advice
Artificial Intelligence Will Take These Advisors' Jobs
In today's show, you'll discover how to prevent AI from stealing your clients and why this threat requires your immediate action.
- Business Growth
Why Your Clients Say ‘No’—and What They’re Really Afraid Of
A way to uncover this intel, incorporate it into your marketing, and dismantle their objections before they even put words to their emotions.
- Business Growth
The Only 3 Marketing Resources Financial Advisors Will Ever Need—Period.
After listening to this episode, you will have all the ingredients you need to grow your financial advice business.
- Business Growth
Most Advisors Are Wasting Their CRM—Here’s How To Unlock Its Real Power
Jeff and I recorded this show: To help your financial advice business become more productive, more profitable, and even more pleasurable.
- Business Growth
The Fastest Way To Grow Your Firm? Repel the Wrong Clients
Share some of the most effective meat cleavers financial advisors can use to free up their time and grow their wealth.
- Business Growth
The 3-Step Content Formula That Fills Your Calendar With Qualified Leads
Content that’s more effective at driving leads to set appointments with you after listening to today’s show, there’s a deeper threat
- Business Growth
Why You're Losing Potential Clients (and What Top Advisors Do Differently)
The 7 most common limiting beliefs prospective clients have about working with a financial advisor—and I’ll show you how to conquer each one
- Business Growth
Financial Advisor Leads: How Much Should You Really Pay?
I’m constantly asked by financial advisors about how much I think they should pay per lead. It’s a pet peeve of mine. #growth
- Multimedia
How Joyful Advising Transforms Client Relationships
In this special episode, Larry reveals his secrets to using joy to grow a healthier and wealthier business with fewer concerns over competitors. #advisors
- Business Growth
Position Yourself as the Clear Choice for Financial Advice
I am going to explain how financial advisors can make themselves the obvious choices among their prospective clients... #growth
- Multimedia
The 7 Habits of Highly Successful Financial Advisors
Listen now to discover the 7 things successful financial advisors have in common. #advisors #success
- Business Growth
5 Mistakes Financial Advisors Make With Facebook Ads
Through my research, I’ve uncovered 5 massive mistakes financial advisors make with Facebook Ads. #facebook #advisors #advertising
- Business Growth
Will Financial Advisors Become Obsolete?
There will always be a place for client-focused financial advisors who work hard to add value to people’s lives. #financialadvisors
- Opinion
5 Things Financial Advisors Should Know Before Buying a Book of Business
None
- Business Growth
9 Effective Appointment Setting Tips for Financial Advisors
- Business Growth
5 Reasons Why Advisor's Love What They Do
- Business Growth
Why Money Shouldn't Be Your Goal
- Business Growth
The Cold Email Guide for Financial Advisors
- Business Growth
5 Reasons Clients Leave Their Financial Advisors