39 | James Pollard | Unlocking Success: Coaching, Mindset, and Perspective
Release Date: 02/03/2025
56 | Michael Davis | From Fear to Impact: on Storytelling, Mindset & the Beliefs That Shape Our Lives
Wealthy Advisor Mindset
What if the fear that’s holding you back started with a single moment in childhood? In this deeply honest and inspiring interview, former financial advisor turned TEDx speaking coach Michael Davis shares how he overcame a fear of public speaking, rejection, and self-doubt to build a fulfilling second career helping others find and share their voice. Michael’s story is a masterclass in mindset, resilience, and the power of storytelling. From redefining failure to challenging lifelong beliefs, this episode is packed with practical insights for anyone who wants to speak, sell, or lead more...
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55 | Mike Freemire | Finding Purpose Beyond the Numbers
Wealthy Advisor Mindset
In this episode, I sit down with Mike Freemire, BFA and founder of Full Circle Financial of Colorado, for a deep dive into the often-overlooked emotional side of retirement planning. With over 15 years guiding clients through major life transitions - and a fascinating background as a serial entrepreneur and former mayor - Mike shares how true financial planning is about far more than dollars and spreadsheets. We explore how lifestyle financial planning helps clients redefine their identity, rediscover their purpose, and design a life that feels meaningful long after the paychecks stop. Mike...
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54 | Michelle Nedelec | The #1 Mindset Shift Financial Advisors Need to Grow Without Burning Out
Wealthy Advisor Mindset
What if the real reason you're not showing up boldly in your business has nothing to do with strategy… and everything to do with mindset? In this eye-opening episode, Michelle Nedelec pulls back the curtain on the subconscious beliefs that keep financial professionals playing small. If you’ve ever felt like you need to “know it all” before you can truly help someone - nor if self-doubt has you second-guessing your every move - this conversation is your permission slip to finally break free. 🎧 Listen to discover: The hidden mindset traps keeping you stuck in consumer mode instead...
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53 | Devin Sizemore | Mindset Reset: How to Turn Burnout Into Freedom-Focused Success
Wealthy Advisor Mindset
What happens when a successful entrepreneur hits burnout? For Devin Sizemore, it led to a complete reset - and the creation of a business ecosystem designed around freedom, not frenzy. In this episode, Devin opens up about walking away from hustle culture, the power of simplifying your offers and operations, and how he built multiple ventures (including a cat café) that genuinely lit him up. We talk about: The moment Devin realised his business was running him - not the other way around Why “doing less” was the key to doing better How he helps overwhelmed business owners...
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52 | Allie Beckmann | Mindset, Money & Meaning: A Fresh Approach to Financial Planning
Wealthy Advisor Mindset
In this insightful episode, I sit down with financial advisor and life planner Allie Beckmann, who brings a powerful blend of emotional intelligence and financial strategy to her work. With a background in the arts and wellness, Allie shares how her unique journey led her to redefine what financial advising can look like, rooted in curiosity, values, and a mindset-first approach. We explore: How questioning your own thoughts can unlock growth and profit The connection between mindset, beliefs, and financial success Why traditional financial advice models don’t always serve modern...
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51 | Jon Cook | The Mindset Advantage: Breaking Through Mental Barriers
Wealthy Advisor Mindset
In this episode, I am joined by entrepreneur and advisor coach Jon Cook, who shares the mindset shifts that separate plateaued financial advisors from those building powerful, fulfilling practices. With insights drawn from working with over 250 advisory teams, John discusses the unseen barriers that hold people back - not lack of skill, but mental clutter, comfort, and comparison. From the consequences of coasting in your career to the toll of chasing arbitrary goals, this conversation is a must-listen for any advisor or entrepreneur who wants to create success on their own terms, without...
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50 | Sara Hobbs | Mindset Makeover: Ditch the Fear, Build the Fortune
Wealthy Advisor Mindset
What if your biggest money challenge isn’t in your bank account - but in your mind? In this eye-opening episode, I sit down with the brilliant Sara Hobbs from Forecast Financial to unpack the emotional side of wealth - because let’s be honest, money is never just about dollars and cents. Sara Hobbs is a dedicated Personal CFO and Finance Professional who brings more than 24 years of banking experience to her clients. In 2022, Sara left the corporate world to pursue her passion to help people take control of their finances. Her goal is to equip her clients with the tools, resources, and...
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49 | Les Conway | Redefining Retirement: Lifestyle Planning, Business Resilience, and Finding Purpose
Wealthy Advisor Mindset
In this inspiring and thought-provoking episode, we dive deep into the world of lifestyle financial planning and purposeful business ownership with seasoned financial planner Les Conway, who brings over 35 years of industry experience and 15 years running his own practice. We explore how traditional notions of retirement are rapidly evolving - and why the last 15 years leading up to retirement may be the most crucial period in someone’s life planning. Les shares how he focuses on pre- and post-retirees, guiding them through the emotional and logistical shifts that come with this major life...
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48 | Lynn Kitchen | From Street Sales to Stock Market Queen: The No-BS Guide to Building Wealth
Wealthy Advisor Mindset
What does it take to rewrite your financial destiny? In this electrifying episode, meet Lynn Kitchen - a true pioneer who went from selling brooches on the street to smashing glass ceilings as one of the West Coast’s first women stockbrokers and founding not one, but two successful investment firms. Her story is a masterclass in grit, vision, and the power of believing in yourself even when the odds are stacked sky-high against you. Here’s what you’ll discover: The pivotal mindset shift that transformed Lynn’s life from financial struggle to industry trailblazer. How she turned...
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47 | Dennis Hall | From Commando to Compassionate Planner: The Mindset Shift That Changed Everything
Wealthy Advisor Mindset
What happens when a battle-hardened Royal Marine Commando steps into the cutthroat world of financial sales - and realizes something’s deeply off? In this gripping episode, the founder of Yellowtail Financial Planning, Dennis Hall, peels back the curtain on his extraordinary 40-year journey through financial services. He shares how he went from pushing products in a high-pressure sales culture to building a purpose-driven business grounded in trust, integrity, and authentic human connection. You’ll hear raw, heartfelt reflections from Dennis on the identity crisis after leaving the...
info_outlineJames Pollard is the founder of TheAdvisorCoach.com and host of the 'Financial Advisor Marketing' podcast, which has more than 300 episodes to help financial advisors get more clients. Through his business, James helps financial advisors improve their marketing strategies and grow their businesses. For years, he has published the Inner Circle newsletter, a monthly print newsletter delivering proven marketing tactics to financial advisors. With a focus on practical, strategic advice, James is passionate about helping advisors achieve measurable results.
In this insightful episode, I sit down with James Pollard, founder of The Advisor Coach, to uncover the keys to success for financial advisors. James shares his unique coaching approach, emphasizing accountability, consistency, and the power of actionable steps to achieve results.
We delve into the importance of perspective, drawing lessons from historical figures and family experiences to overcome modern challenges. James also highlights the transformative power of Napoleon Hill’s Think and Grow Rich and how applying its principles has shaped his life and business philosophy.
Whether you’ve plateaued or are simply seeking inspiration, this episode is packed with practical wisdom and motivational insights to help you reach your goals.
What you’ll learn:
• How accountability and consistency drive success and how you can weave them into your life
• The importance of mindset and learning from historical role models to cut short your learning curve
• James’s insights on coaching and helping clients achieve results (these may inspire you to get to the next level of your success)
• Why Think and Grow Rich remains a timeless resource for personal and professional growth and how it helped James grow his business
• How to keep perspective in the face of challenges by looking at life through different lenses
Resources and Links:
• Visit James Pollard’s website: TheAdvisorCoach.com
• Book Recommendation: Think and Grow Rich by Napoleon Hill
Connect with me:
👉 Curious about how you hold yourself back? Take a few minutes to complete The Millionaire Mindset Scorecard to identify how you limit yoursellf
👉 Feeling stuck? You want more, but you don't know how to get it? Schedule a call now
🎧 Subscribe to my podcast for more actionable advice to grow your business and create your dream lifestyle
✍️ Leave a review and let me know how this episode inspired you!