
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
| Publishes | Weekly | Episodes | 363 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvestingMarketing | |||

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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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.
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!
This truly is the best marketing podcast for financial advisors. So many actionable ideas that move my business forward.
James provides ton of information, insight, and actionable advice in each episode. This is a great resource for financial professionals.$
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.
Key themes from listener reviews, highlighting what works and what could be improved about the show.
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Apple Podcasts | #133 |
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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
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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
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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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
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