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Artwork for Financial Advisor Marketing Podcast

Financial Advisor Marketing Podcast

James Pollard
Financial Advisors
Marketing Strategies
Email Marketing
Hexaco Personality Test
Social Media Marketing
Sales Process
Lead Generation
Consultative Selling
Collaboration In Selling
Psychological Principles
Business Growth
James Pollard
Nancy Bleeke Noel
Sales Mindset
Outbound Marketing
Client Relationships
Inbound Marketing
Price Objections
Conversations That Sell
Marketing

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 A... more

PublishesWeeklyEpisodes363Founded7 years ago
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BusinessInvestingMarketing

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Artwork for Financial Advisor Marketing Podcast

Latest Episodes

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 clie... more

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... more

I have a confession:

I was wrong about using AI for marketing. Especially for financial advisors.

I thought that prompting AI better would generate better results. While this is true for a few very specific, data-based AI projects, it categoric... more

Through the years, I've earned a reputation as a fixer. Financial advisors bring me problems, and I help them figure it out.

But there are some problems I can't fix. Problems an advisor has to overcome on their own before I (or anybody else) can po... more

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Recent Guests

Jeff Rusin
Co-founder of Advisor Tech Partners
Advisor Tech Partners
Episode: How Advisors Can Build Superior Workflows & Automations (With Jeff Rusin)
Nina Cooke
Mindset expert specializing in helping entrepreneurs cultivate success through effective mindset strategies.
Nina Cooke Coaching
Episode: Research-Backed Mindset Success Strategies (With Nina Cooke)
Larry Sprung
Wealth advisor, published author, and content marketer
Mitlin Financial
Episode: Beyond Numbers: The Power of Joy in Financial Advising (With Larry Sprung)
Michael Kitces
Chief Financial Planning Nerd at kitces.com, a thought leader in financial advising.
kitces.com
Episode: How Financial Advisors Actually Get Clients, Backed By Data (With Michael Kitces)
Perry Marshall
Marketing expert known for his books on advertising and the 80/20 principle
sell8020.com
Episode: How Financial Advisors Can Leverage The 80/20 Principle (With Perry Marshall)
Elliot Kallen
CEO of Prosperity Financial, involved in marketing strategies and nonprofit leadership
Prosperity Financial
Episode: Marketing Wins And Losses From 30 Years Of Experience (With Elliot Kallen)
Bill Cates
Referral marketing expert and author, known for his work on acquiring clients through referrals and introductions.
Episode: Proven Referral Scripts That Get More Clients (With Bill Cates)
Nancy Bleeke Noel
Sales growth consultant specializing in helping financial advisors refine their sales techniques and overcome negative perceptions about selling.
Sales Pro Insider
Episode: How Financial Advisors Can Improve Their Sales Skills (With Nancy Bleeke Noel)

Host

James Pollard
Host of the Financial Advisor Marketing Podcast, James Pollard provides practical insights and strategies to help financial advisors attract clients and build effective marketing systems. He focuses on simplifying complex marketing concepts while incorporating humor to keep the content engaging.

Reviews

4.0 out of 5 stars from 155 ratings
  • Over delivers

    James over delivers and brings great value to financial advisors. Weather just starting off or have been in the business for a while, this is a great resource.

    Apple Podcasts
    5
    Dastumpo
    United States2 years ago
  • Passionate & Clearly An Expert

    James’s podcast is the real deal! So many advisors misunderstand marketing and the concepts on this show. James energetically brings so many great strategies and tactics advisors can use to grow their practice. Regardless of their experience or their current revenue, they can implement many of these lessons the day they hear them. This is quickly becoming one of my go-to shows!

    Apple Podcasts
    5
    SANDREWS904
    United States2 years ago
  • Amazing content.

    This truly is the best marketing podcast for financial advisors. So many actionable ideas that move my business forward.

    Apple Podcasts
    5
    LL31572
    Canada3 years ago
  • Super informative!

    James provides ton of information, insight, and actionable advice in each episode. This is a great resource for financial professionals.$

    Apple Podcasts
    5
    maddie@podcastingyou
    United States3 years ago
  • No one cares about your ego

    The first episode I listened to was from July 4, 2020. He spends the first 4 mins slamming other podcasts for advisors. Very petty look.

    Apple Podcasts
    1
    Advisor 1
    United States4 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Some concerns are raised regarding perceived biases or opinions on sensitive topics, indicating polarizing perspectives among listeners.
Listeners appreciate the actionable insights and data-backed strategies that are easy to understand and implement in their financial practices.
Many reviews praise the entertaining style of the host, describing him as humorous and approachable while delivering valuable content.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

How Advisors Can Build Superior Workflows & Automations (With Jeff Rusin)
Q: What are some of the big mistakes that you see advisors making with either their CRMs or automation?
Many advisors struggle with not segmenting their clients properly, leading to a lack of organization in their email marketing efforts.
How Advisors Can Build Superior Workflows & Automations (With Jeff Rusin)
Q: How did you get started with Advisor Tech Partners? What is your story?
Jeff Rusin got started after studying finance and economics in college, where he learned Redtail and Zapier and started cold calling advisors. He co-founded Advisor Tech Partners with Matthew to build a larger initiative in the field.
Research-Backed Mindset Success Strategies (With Nina Cooke)
Q: What happens when a financial advisor thinks a solution is too simple?
I wouldn't take on clients who don't believe in my strategy; they must be willing to commit to the practices for success.
Research-Backed Mindset Success Strategies (With Nina Cooke)
Q: What have you learned from Think and Grow Rich?
I've learned persistence and the importance of repetition as new habits must be practiced consistently to master them.
How Financial Advisors Actually Get Clients, Backed By Data (With Michael Kitces)
Q: What is a key insight to takeaway regarding marketing tactics for advisors?
Select marketing tactics that align with your natural style to build trust consistently over time, as this is more effective than forcing yourself into an uncomfortable marketing approach.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
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Frequently Asked Questions About Financial Advisor Marketing Podcast

What is Financial Advisor Marketing Podcast about and what kind of topics does it cover?

This podcast provides practical and reliable marketing strategies tailored specifically for financial advisors. The host shares his insights derived from years of experience, focusing on methods that can lead to authentic relationship building and sustainable client attraction. Episodes cover a range of topics, including overcoming common objections in client marketing, the impact of artificial intelligence in financial advising, and actionable tips for effective content creation. What sets this podcast apart is its commitment to simplicity and its humorous approach, making complex marketing concepts accessible to listeners. Advisors seeking to grow their practices can expect a mix of data-driven advice and lighthearted commentary that enco... more

Where can I find podcast stats for Financial Advisor Marketing Podcast?

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How many listeners does Financial Advisor Marketing Podcast get?

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Which podcasts are similar to Financial Advisor Marketing Podcast?

These podcasts share a similar audience with Financial Advisor Marketing Podcast:

1. The Efficient Advisor: Tactical Business Advice for Financial Planners
2. Kitces and Carl - Real Talk for Real Financial Advisors
3. Barron's Advisor
4. The Compound and Friends
5. Excess Returns

How many episodes of Financial Advisor Marketing Podcast are there?

Financial Advisor Marketing Podcast launched 7 years ago and published 363 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Financial Advisor Marketing Podcast?

Recent guests on Financial Advisor Marketing Podcast include:

1. Jeff Rusin
2. Nina Cooke
3. Larry Sprung
4. Michael Kitces
5. Perry Marshall
6. Elliot Kallen
7. Bill Cates
8. Nancy Bleeke Noel

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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