Financial Advisor Marketing Podcast podcast

Financial Advisor Marketing Podcast

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 Pollard

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 Pollard

 

#362

Why Educating Prospects Is Horrible Marketing Strategy

Most financial advisors have been sold a lie from so-called marketing experts that causes ... more

08 Dec 2025

23 MINS

23:40

08 Dec 2025


#361

I Was Wrong About Using Artificial Intelligence For Marketing

I have a confession: I was wrong about using AI for marketing. Especially for financial a... more

01 Dec 2025

19 MINS

19:42

01 Dec 2025


#360

15 Things I Cannot Fix

Through the years, I've earned a reputation as a fixer. Financial advisors bring me proble... more

24 Nov 2025

20 MINS

20:37

24 Nov 2025


#359

This One Word Causes Financial Advisors To Grow

Success isn't complicated. But achieving success gets complicated if you lean too much on ... more

17 Nov 2025

22 MINS

22:27

17 Nov 2025


#358

Artificial Intelligence Will Take These Advisors' Jobs

AI is coming for advisors' jobs. It just passed the CFA exam in mere minutes. It doesn't m... more

10 Nov 2025

25 MINS

25:21

10 Nov 2025


#357

How To Force Yourself To Make More Money

It shocks me how many financial advisors struggle with their own finances. If you struggl... more

03 Nov 2025

22 MINS

22:22

03 Nov 2025


#356

How To Identify Your Market's Biggest Objections

Every prospective client you'll ever meet will have some objections to working with you. T... more

27 Oct 2025

20 MINS

20:02

27 Oct 2025


#355

What Most Advisors Get Wrong About LinkedIn Marketing

Most advisors try a bunch of random LinkedIn marketing strategies, then get discouraged an... more

20 Oct 2025

20 MINS

20:31

20 Oct 2025


#354

3 Of The Best Marketing Resources Ever Created For Advisors

There are an endless stream of marketing resources for advisors. But most advisors get ove... more

13 Oct 2025

21 MINS

21:19

13 Oct 2025


#353

How Advisors Can Build Superior Workflows & Automations (With Jeff Rusin)

In the past 10 years, I've seen financial advisors finally start adopting CRMs to help aut... more

06 Oct 2025

36 MINS

36:42

06 Oct 2025


#352

Marketing Reality Check For Financial Advisors

Most advisors need a marketing reality check: They might run ads for a few weeks, get no ... more

29 Sep 2025

16 MINS

16:32

29 Sep 2025


#351

How To Repel The Wrong Prospects

Here's a harsh truth that most financial advisors don't realize until it's far too late: I... more

22 Sep 2025

19 MINS

19:40

22 Sep 2025


#350

Proven Three-Step Formula For Lead-Generating Content

What if you have a simple, proven, and reliable formula for creating content that generate... more

15 Sep 2025

21 MINS

21:58

15 Sep 2025


#349

What 99% Of People Will Never Understand About Making Money

Most people treat making money as if it's magical fairy dust that falls from the sky. It s... more

08 Sep 2025

17 MINS

17:23

08 Sep 2025


#348

5 Things I Do To Only Work 10 Hours Per Week

Does your financial advice business actually give you the life you want? Or are you like m... more

01 Sep 2025

23 MINS

23:54

01 Sep 2025


#347

Stop Trying To Justify What You Charge

I recently made a big, fat, rookie mistake in an advertising campaign. The mistake? I tri... more

25 Aug 2025

24 MINS

24:18

25 Aug 2025


#346

What To Do Now To Ensure You're Successful In Ten Years

Most advisors, especially the ones who have already had marginal success, start to get com... more

18 Aug 2025

24 MINS

24:39

18 Aug 2025


#345

Why Using Artificial Intelligence For Your Marketing Is Really Dumb

Advisors who rely on artificial intelligence for their marketing are accidentally sacrific... more

11 Aug 2025

19 MINS

19:53

11 Aug 2025


#344

How Advisors Can Avoid Commoditization

I had a slimy experience with a popular mattress company after they didn't honor my warran... more

04 Aug 2025

22 MINS

22:24

04 Aug 2025


#343

15 Signs A Financial Advisor Isn't Going To Succeed

There's a chance you'll either love this episode… or you'll stop listening halfway through... more

28 Jul 2025

24 MINS

24:25

28 Jul 2025


#342

I Analyzed 2,670 Marketing Emails: Here's What Worked Best

Real world marketing is not about theory. It's about behavior. It's about figuring out wha... more

21 Jul 2025

20 MINS

20:21

21 Jul 2025


#341

Going From $250K In Revenue To $500K And Beyond

Many financial advisors reach the $250k mark in business and stall out. They might've hear... more

14 Jul 2025

24 MINS

24:30

14 Jul 2025