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
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This Isn’t Fun But It Can Fix All Of Your Marketing Problems
02/23/2026
This Isn’t Fun But It Can Fix All Of Your Marketing Problems
There is something infecting your mind and your marketing right now. It’s not a lack of tactics or using the wrong ones. It’s not a lack of strategy or using the wrong one. And it’s not even a lack of expertise (in financial advice, business growth, or marketing) even though most advisors use it as an excuse. The truth? Somewhere along the way, you’ve created an identity for yourself that sabotages your marketing efforts before you even sit down to create one. It explains why you procrastinate on every marketing campaign you create. It’s why you’re scared to send risky marketing messages. And it’s the one thing that will halt your business’s growth more than any other factor (yes, including a 2008-sized economic collapse). That’s the bad news. The worst news? Upgrading your identity is one of the hardest internal battles you’ll face. You’ll have to confront some things lodged into your nervous system that your mind wants you to avoid at all costs. But here’s the good news: It’s possible to upgrade your identity. This episode will show you how. And the best part? It will fix all of your marketing efforts almost overnight. Listen now. Show highlights include: The 2 main reasons that financial advisors struggle with marketing (and how to correct both causes) (0:32) Why does marketing feel impossible for some advisors and effortless for others even when they have the same exact knowledge? I answer this question at (1:39) How trying to change your marketing strategy without changing this often overlooked character trait is a recipe for failure, burnout, and negative ROI (3:13) Why your nervous system suplexes your marketing efforts before you even sit down to create them (it sounds bizarre, but it affects the vast majority of advisors) (5:07) How staying busy, optimizing productivity productive, and planning ahead are the things keeping you stuck and miserable and allergic to growth (6:57) The underlying, psychological reason behind why you’re afraid to publish content (and one difficult shift that alleviates this fear forever) (10:10) The insidious way low marketing intelligence seeps into your marketing strategy and sabotages your campaigns. (I’ve seen financial advisors kill successful ads for no other reason than having a low “MQ”.) (12:07) Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: . Then, let me know you subscribed, and I will reply back with a link where you can download them for free.
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7 Things My Most Successful Emails Do To Get More Clients
02/16/2026
7 Things My Most Successful Emails Do To Get More Clients
I recently analyzed a few hundred of my best performing emails that I sent to financial advisors last year for my Inner Circle members. I went through them with a fine-tooth comb to analyze the patterns, similarities, and anything I could find to explain their success. And, at the end of the day, I came up with 7 things that my most successful emails do. If you want to get more clients from your emails, it’s as simple as listening to this episode, and making sure your emails have all 7 ingredients. Listen now. Show highlights include: The “Remove Dirt” marketing secret that unlocks twice the amount of clients for half of the work (1:38) 7 ingredients I’d include if I were designing an email marketing campaign for financial advisors with my life on the line (5:02) Why emails that attempt to educate or provide value always get pummeled by this type of email almost nobody tells you to send (5:16) One word that you should almost NEVER use in your emails because it can only scare away your best prospective clients (and a simple way to reframe the theme so your audience is receptive to it) (6:43) The weird way listing your credentials and experience backfires and makes a prospective client go scroll through Facebook instead of finish reading your email (12:25) A specific way to phrase your call-to-action in an email that makes it irresistible for qualified prospects to disobey (15:54) Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: . Then, let me know you subscribed, and I will reply back with a link where you can download them for free.
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Why Your Website Should Repel 95% Of Prospects
02/09/2026
Why Your Website Should Repel 95% Of Prospects
Most financial advisors approach their website in the completely wrong way. They build it to look professional and appeal to everyone. And this can only result in filling your calendar with a bunch of tire kickers and headache clients that will pay shekels and demand everything from you. There is a far smarter approach that doesn’t keep you busy for busy’s sake. It actually makes you more productive, profitable, and happy. All it requires is a simple mindset tweak and being okay with getting fewer total loads (in exchange for more total clients… and more higher-paying clients too). The secret? Designing your website to REPEL 95% of your prospects. It probably sounds weird and counterintuitive now. But it will make perfect sense after you click play. Listen now. Show highlights include: The easiest way known to financial advisor-kind to consistently get a 100% return on investment (3:59) Why wanting your website to showcase your professionalism is the silliest mistake advisors make (and why top advisors do the exact opposite) (6:07) How to make your website so repellent that it ONLY attracts the best, most qualified, and wealthiest prospective clients to your calendar (6:58) 3 business bankrupting website mistakes that almost every single advisor makes. (These mistakes signal low trust, kill your conversion rate, and your profit-per-client metric.) (7:04) Why listening to other marketers is the fastest way to overwhelm yourself with low-quality clients who frustrate you so much you might wind up dead sooner from all the stress! (11:34) How low-quality prospects rob innocent and unsuspecting financial advisors for thousands of dollars every month (without you even realizing it!) (13:57) What to do to turn your website into your unpaid sales qualification intern so you ONLY take appointments from prospective clients who are likely to thank you for your high fees (15:33) Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: . Then, let me know you subscribed, and I will reply back with a link where you can download them for free.
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Why Top Financial Advisors Grow Faster With Less Marketing
02/02/2026
Why Top Financial Advisors Grow Faster With Less Marketing
If you closely study the best financial advisors’ marketing strategies, you might find something so counterintuitive that it makes you question reality: The top advisors grow faster with less marketing, not more! Most advisors get this completely wrong. They think they have to have daily marketing breakthroughs to break through the noise and land one client. This leads to frustration, burnout, and, worst of all, giving up. But the top advisors? 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? That’s exactly what you’ll learn when you click play. Listen now. Show highlights include: How to add over 1200 new LinkedIn connections and 9 new clients from this almost-too-simple strategy (best part? It won’t ruin your reputation like cold DMs do!) (4:21) Why treating marketing more like you do investing is the single most important piece of marketing intel you’ll ever learn (8:04) A simple way to leverage basic math to make every marketing campaign you deploy significantly more profitable (10:51) The strange way pure boredom sabotages your conversion rate (12:28) How to “borrow” your next marketing breakthrough from another sucker who spent thousands of dollars testing an ad (without wasting a cent on testing it yourself) (15:28) Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: . Then, let me know you subscribed, and I will reply back with a link where you can download them for free.
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The High-Converting Lead Magnet Nobody Is Using
01/26/2026
The High-Converting Lead Magnet Nobody Is Using
There is a certain type of lead magnet that converts like crazy. And yet, nobody uses it, especially financial advisors! Some advisors are simply too lazy (or pretend they’re too busy) to do it. Others have been led astray by marketing gurus who foolishly advise against it. Some are just unconvinced it will work before they try. And there’s a smaller fraction of advisors who simply don’t know that this specific type of high-converting lead magnet exists or that it naturally leads to higher quality and wealthier clients. If you’re in that smaller fraction of advisors, this episode will melt away your ignorance (for better or worse). 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. If you want the easy route, find another podcast to listen to. But if you’re willing to do the hard work of sowing, so you can reap the long-term rewards, listen now. Show highlights include: A new way to think about lead magnets that not only create some extra cashflow, but also enhance the quality of your clients (1:06) The counterintuitive reason longer lead magnets (like a 57-minute webinar presentation) often win against skimpy ones (like a checklist someone will open once then forget forever) (2:20) How to quietly erase competitors from your market’s minds while also filtering out the low-quality noise and only attracting wealthy, high-quality clients (4:33) 3 foundational reasons why so-called marketing gurus are especially vicious and ineffective for financial advisors (5:32) The “LD” formula for cooking up lead magnets that are so persuasive some clients might skip past the appointment and hire you directly (6:10) How to hijack your market’s psychology and “ethically force” them to trust you completely. (This is Psychology 101, but I’m shocked by how few advisors ever even think about this.) (8:08) The subtle “mental jiu jitsu” trick that subconsciously makes your market value you more than your competitors (10:12) Why creating a lead magnet designed to repel is more important than one designed to attract (yes, even if it tanks your conversion rate!) (12:31) How a “Map of Lead Magnets” can make you so persuasive to your ideal clients that it should almost be illegal (17:38) Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: . Then, let me know you subscribed, and I will reply back with a link where you can download them for free.
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Why Growing A Financial Advice Business Is So Freaking Difficult
01/19/2026
Why Growing A Financial Advice Business Is So Freaking Difficult
Let me tell you a secret that might cause you so much frustration that you close out this episode… or that will give you the “ah-ha” moment your subconscious has been desperately searching for. 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. The secret? Your marketing sucks because you believe marketing equals providing information. This is why prospective clients overflow with objections to your sales presentations… why your calendar is collecting more digital dust than PDFs in your Downloads file… and why, no matter what you say or how many hours you spend working, your business NEVER grows. In fact, overwhelming prospective clients with information and education makes them far less likely to hire you as their financial advisor compared to the new approach you’ll learn in this episode. Listen now. Show highlights include: Why your business doing “fine” is the single most dangerous place it can be (1:16) How a simple shift in your marketing can help you book more high-quality appointments in the next 30 days than you have in the past 6 months combined (1:56) The “Teacher Trap” that nearly all middling financial advice businesses fall into that stifles their growth, forces prospects to run to the closest competitor, and fills you with endless frustration (2:33) How to “hijack” prospective clients’ nervous systems and ethically give them no other option other than paying your fees (2:54) Why telling silly stories, even ones that have nothing to do with financial advice at all, will not only make your calendar fill up, but your client roster too (3:21) Two embarrassingly simple ways (that almost no financial advisor uses) to make prospective clients’ “short circuit” and give you their undivided attention and trust (4:53) A weird “glitch” almost all financial advisors have that intimates prospective clients and makes them freeze instead of pay your fees (7:02) How being a narrator of your thoughts in your marketing copy works almost too well for making prospects eager to hire you (8:34) Why lots of financial advisors market in a way where it is neurologically impossible for people to become clients (and how to avoid this fatal mistake) (12:11) The simple, but powerful trick for framing your high fees as a reason to trust you (14:41) Want to see the magic that happens when your marketing works with human psychology instead of fighting against it as most advisors do? Then I recommend my Profitable Pricing Blueprint, which you can find below: Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: . Then, let me know you subscribed, and I will reply back with a link where you can download them for free.
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5 Amazing Productivity Secrets For Busy Financial Advisors
01/12/2026
5 Amazing Productivity Secrets For Busy Financial Advisors
Every time I mention productivity secrets for busy financial advisors, a few like to jab back at me that productivity secrets can’t help when you have young children. Not only is this dead wrong, but it’s a completely backwards excuse too. You need productivity secrets when you have children or else one of two things will happen (and sometimes both happen): Either your business will start to sputter and risk collapsing completely… or you’ll save your business at the expense of your relationship with your kids. And, like I said, sometimes both things happen: Your business and your relationship with your kids crumble faster than you know how to fix. Today’s show is your antidote. Listen now. Show highlights include: Why productivity principles become more important after kids than they are before kids (especially if you use your kids as an excuse to be disorganized, inconsistent, and passive in your business) (2:04) Here are a few eye-opening examples of how expensive the opportunity cost becomes when you have children (2:47) Why reading marketing books and listening to business podcasts is a recipe for anxiety when you don’t have this… (4:10) How being under the foot of your business not only strangles your growth, but can also make your kids despise you (and how to take back control of your business) (5:46) The uncomfortable “Optimization Theater” reality that explains why most productivity advice does not and cannot grow your wealth (13:27) Asking yourself this one question can forever make you not only more productive, but also far more effective at growing your business (13:53) How to become more productive without exerting more effort (and, in many cases, exerting less effort) (14:56) Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: . Then, let me know you subscribed, and I will reply back with a link where you can download them for free.
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The 3 Trust Signals That Beat 30 Years Of Experience
01/05/2026
The 3 Trust Signals That Beat 30 Years Of Experience
Most financial advisors believe that their experience is the best trust signal to attract and land new clients. This might’ve been the case years ago, but it’s not necessarily true. Not to mention… there are three specific trust signals that consistently crush years of experience (even 30+ years). And when they’re combined, then, well, something magical happens in prospective clients’ brains. That's what I’m sharing with you in today’s show. Listen now. Show highlights include: 3 types of content that consistently outperform all other types for financial advisors (I learned this after studying hundreds of financial advisors’ content) (1:31) The weird way to use your own student loan debt to make your ideal clients sprint to your scheduler for an appointment (3:42) How having more experience as a financial advisor can actually work against your marketing (4:33) The “lizard brain” secret behind why some brand-spanking-new advisors earn trust easier from prospective clients than you do (even if you have 30+ years experience) (8:20) A few ways to leverage pattern recognition to effortlessly earn trust (9:50) Why having a long and lengthy list of credentials might be scaring clients away faster than they’re attracting them (11:51) A simple formula that ethically forces your prospective client to give you their full trust (16:25) How to merge the 3 trust signals into a powerfully persuasive elevator script that can make your calendar flood with high-quality appointments (18:07) Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: . Then, let me know you subscribed, and I will reply back with a link where you can download them for free.
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Your Niche Is Too Broad: Here’s How To Fix It In 20 Minutes
12/29/2025
Your Niche Is Too Broad: Here’s How To Fix It In 20 Minutes
Most financial advisors think they have a niche, but what they really have is a big demographic. In other words, their niche is too broad… and when your niche is too broad, it sabotages your marketing. That’s the bad news. The good news? If your niche is too broad, I can help you fix it in 20 minutes. But only if you listen to this episode. Show highlights include: 3 reasons why having a broad niche makes your marketing less persuasive and less effective (2:48) How to hack the reticular activating system of prospective clients and ethically force them to trust you (3:10) Why financial advisors are at risk for being seen as commodities to your clients (and how to prevent your clients from treating you like a commodity) (4:50) How to “get away” with charging two to three times more without losing any clients (and perhaps even attracting more clients) (6:17) Why simply niching down can make your closing rate skyrocket (10:04) 6 questions that will make your niche crystal clear and narrow enough to be effective (15:28) The “What Hurts” niche creation secret that can improve your entire marketing strategy overnight (17:53) My single favorite niche-building secret that almost no other financial advisor uses (20:57) Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: . Then, let me know you subscribed, and I will reply back with a link where you can download them for free.
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A Few Unusual Things That Get More Clients
12/22/2025
A Few Unusual Things That Get More Clients
Most financial advisors are so generic, boring, and flat in their marketing that they come across as completely forgettable. You could be the best advisor in the world with the best track record of wealth creation - but it won’t matter if you’re so bland nobody remembers your name. If you actually want to get more clients, then you need to be willing to be a little unusual. And that’s what you’ll discover when you listen to this episode. I’m sharing some of my most unusual (and effective) marketing tricks that will land you more appointments and more clients. Listen now. Show highlights include: The “honey cinnamon butter” secret that, when used correctly, will get you more clients (1:10) How inserting your hobbies, favorite restaurants, and kids into your marketing can “pre-sell” a prospective client and make them only interested in working with you (3:23) The strange, but true reason sharing your worst financial mistakes can make someone want to hire you as their financial advisor (4:28) Try adding this to the PS of your next email to stand out from the sea of generic, boring, and forgettable advisors (4:50) How to tap into and alleviate the deep-rooted fear most prospective clients have and instantly melt their hesitation (10:02) 10 words that can make the most skeptical prospective buyer whip out their credit card and pay you on the spot (14:24) Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: . Then, let me know you subscribed, and I will reply back with a link where you can download them for free.
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1 In 5 Clients Plan To Fire Their Financial Advisors
12/15/2025
1 In 5 Clients Plan To Fire Their Financial Advisors
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 clients plan to fire their financial advisor. And it gets way worse… The study also found that people value their financial advisors less than they value the services provided by almost any other kind of professional: from personal trainers to pool cleaners to nannies and almost every other service you can think of. Read that again: Your clients value their pool cleaner more than you. The good news is that the bar to stand out is incredibly low. And after you listen to this episode, you’ll understand 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. Listen now. Show highlights include: Why wealthy clients value almost every other service they pay for more than they value financial advisors (0:38) Think you won’t be fired because you serve high-net-worth clients? Here’s why wealthy clients are more likely to fire you than a low net worth client (1:40) The “point to” secret for making your clients value your services more than their weekly pool cleaner (this might sound silly, but it silently sabotages so many advisors’ bottom line) (3:44) How to be the advisor that doesn’t get fired when your clients go through their expense reports (7:09) Why thinking and approaching your marketing like Zillow does with real estate can prevent AI from stealing all your clients (10:13) 3 things that every client who hires a financial advisor wants from them (13:11) The “Value Packaging” method that turns all the invisible things you do for clients into real, tangible, perceived value (17:00) Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: . Then, let me know you subscribed, and I will reply back with a link where you can download them for free.
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Why Educating Prospects Is Horrible Marketing Strategy
12/08/2025
Why Educating Prospects Is Horrible Marketing Strategy
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? Educating, teaching, and “giving value” in your marketing. While this might seem like a strategy that works, it collapses immediately when you think about it. Here’s why: When you’re teaching and “giving value,” you’re activating the logical side of the brain, not the emotional side. But the emotional side is the one that buys and invests in anything. That’s the bad news. The good news? In today’s show, you’ll discover how you can get better results than the so-called marketing experts and 3 marketing shifts you can implement this week that will improve your marketing across the board. Listen now. Show highlights include: Why listening to so-called marketing experts is particularly lethal for financial advisors (1:18) How teaching in your marketing makes prospective clients run away and hand their money to another advisor (1:59) ‘ The only 2 things that causes the human brain to take action that reveals why teaching is not an effective marketing strategy (4:37) 3 marketing shifts to make in your business (and I’ll be floored if following these 3 shifts doesn’t radically improve your marketing performance) (6:45) The “Trans” mistake almost every financial advisor makes that stifles their marketing efforts (16:04) 4 real life ways to frame your “comprehensive financial plan” that your prospective clients actually care about (16:45) My Profitable Pricing Blueprint gives you an unfair advantage over AI. Get it before AI chops off your business’s head at Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: . Then, let me know you subscribed, and I will reply back with a link where you can download them for free.
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I Was Wrong About Using Artificial Intelligence For Marketing
12/01/2025
I Was Wrong About Using Artificial Intelligence For Marketing
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 categorically fails for financial advisor marketing for one glaring reason: The source material AI pulls its answers from is based on Reddit, Wikipedia, and Facebook. It’s the purest form of average possible. And since financial advisor marketing is fundamentally different from marketing for other industries, it will only waste your time and your money. That’s the bad news. The good news? In this episode, I share a new and little-known AI tool that fixes this “source material” problem for financial advisors. Listen now. Show highlights include: How chasing bright, shiny objections in your business will make you unhappier in your personal life (3:26) Why becoming a better AI prompter is a waste of time that won’t improve your marketing and might even plant the seeds of your financial advice business’s destruction (4:06) AI’s big, fat “source material” problem that explains why using it for marketing will always generate lackluster results (especially for financial advisors) (5:16) The only AI tool that I can confidently recommend to financial advisors who want to improve their marketing (13:03) My Profitable Pricing Blueprint gives you an unfair advantage over AI. Get it before AI chops off your business’s head at Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: . Then, let me know you subscribed, and I will reply back with a link where you can download them for free.
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15 Things I Cannot Fix
11/24/2025
15 Things I Cannot Fix
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 possibly help them. And in this episod,e I’m sharing 15 of them. I’ll explain what they are, why I can’t fix them, and why they’re destructive to financial advisors. I’ll also help you see (if any of them apply to you) how you can work through them so they don’t hold you down forever. Listen now! Show highlights include: Why platitudes from “nice” people keep you stuck in mediocrity. (5:26) Heartbreaking reason many financial advisors fail. (8:29) How avoiding risk becomes the biggest risk. (8:47) Flawed “savings” strategy even financial advisors fall for. And how to keep it from costing you a fortune. (11:12) “Green light” to do the work, even when you aren’t motivated. (13:06) Surprising way to filter feedback so you can ignore what stinks without missing what you need. (14:48) What really causes your analysis paralysis? (16:26) Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: . Then, let me know you subscribed, and I will reply back with a link where you can download them for free.
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This One Word Causes Financial Advisors To Grow
11/17/2025
This One Word Causes Financial Advisors To Grow
Success isn’t complicated. But achieving success gets complicated if you lean too much on your own smarts and abilities, and not enough on what others can teach you. Thankfully, you can overcome the temptation to be self-absorbed by learning one word: The word I share and explain in this episode. This one thing, taught in the Bible and proven by experience, has enabled all my success. And if you’re ready to truly listen, this could be the most valuable podcast you ever hear. Listen now! Show highlights include: What recently received “nastygrams” reveal about toxic ego. (3:57) How an age-defying dog can keep humble and eager to learn. (5:46) Ethical way to learn from anybody, even if they’re deeply flawed. (7:19) What the Bible says about seeking advisors and counsel, and the blunt term it uses for people who won’t. (7:52) “Terrifying” secret advantage to stay on top of your game. (8:57) How to defer to your superiors without abandoning reason and compromising your values. (11:48) “Gravitational pull” that prevents competent financial advisors from getting more clients. (14:14) What it really means to listen, and how to use your listening skills to leapfrog your peers. (15:34) My proprietary strategy to reach the top 1% in the skill of your choice. (20:06) Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: . Then, let me know you subscribed, and I will reply back with a link where you can download them for free.
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Artificial Intelligence Will Take These Advisors’ Jobs
11/10/2025
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 matter what you personally think about AI or whether or not you think it gives good financial advice: Your market believes it does! That’s the bad news. The good news? You can change the perception of your market… but you must first realize this threat for what it is. Your potential clients believe AI can do a good enough job… and it can do it far faster and cheaper than you. In today’s show, you’ll discover how to prevent AI from stealing your clients and why this threat requires your immediate action. Listen now. Show highlights include: Why AI will replace financial advisors (and why AI won’t replace financial advisors) (0:55) 4 reasons why the financial advice industry will be hit harder by AI than other industries (3:36) How to prevent your financial advice business from going the same way as the camera business did after iPhones came out (5:06) An alarming trend about your potential clients using ChatGPT instead of booking a call with you (8:57) How to engineer a new perception around your offer and eliminate the threat of AI stealing your market share (10:48) My 3 predictions for what will separate the advisors who adapt and crush AI and those who will be mollywhopped by AI (12:05) How to make your services the obvious choice over AI by studying the old Mac vs PC ads (13:42) Here is a cheat code for absolutely decimating AI in front of prospective clients (17:56) 4 things you must do to eliminate the threat of AI (and even turn it into an ally for growing your financial advice business) (23:07) My Profitable Pricing Blueprint gives you an unfair advantage over AI. Get it before AI chops off your business’s head at Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: . Then, let me know you subscribed, and I will reply back with a link where you can download them for free.
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How To Force Yourself To Make More Money
11/03/2025
How To Force Yourself To Make More Money
It shocks me how many financial advisors struggle with their own finances. If you struggle with your own money, how do you expect any clients to trust you with their money? But that’s the unfortunate reality for far too many advisors. That’s why I recorded this episode. I’m going to show you how to force yourself to make more money. Listen now. Show highlights include: Why being psychologically congruent gives you an unfair leg up over almost every advisor you’ll compete against (2:04) The neglected “circulation” secret for almost magically filling your pipeline with highly qualified prospective clients (3:30) How your friends and family might be keeping you broke (and what to do about it) (6:33) A simple formula any financial advisor can follow to double or even triple their income (11:54) How research and planning only delays your wealth (and may sacrifice it completely) (14:12) How inexperienced advisors can become more experienced than advisors with decades in the game in only a few short years (19:12) Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: . Then, let me know you subscribed, and I will reply back with a link where you can download them for free.
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How To Identify Your Market’s Biggest Objections
10/27/2025
How To Identify Your Market’s Biggest Objections
Every prospective client you’ll ever meet will have some objections to working with you. The problem most advisors make is that they take these objections personally. The reality is, most of the time, they’re rooted in your prospective client’s insecurities, and have absolutely nothing to do with you. But there’s another problem: Your prospective clients also aren’t about to open themselves up like you’re their therapist and tell you about all of their biggest fears and insecurities. That’s the bad news. The good news? There’s a way to uncover this intel, incorporate it into your marketing, and dismantle their objections before they even put words to their emotions. And that’s what I show you how to do in this episode. Listen now. Show highlights include: This is probably the #1 most effective marketing secret I’ve ever learned (and it’s also the most looked over by other advisors) (0:33) The single most dominant emotion prospective clients have before meeting with you (1:11) Why financial advisors consistently get disappointed when they implement funnels recommended by Alex Hormozi, Russell Brunson, and Gary Vee (2:23) The “inner world” mindset shift that instantly relieves you of taking objections personally (3:51) How to make a prospective client tell you their biggest objections so you dismantle them before they ever come up in conversation (5:33) Why engineers and physicians object to your financial services (6:05) How to pre-handle objections in your marketing before ever even meeting a prospective client (7:15) A real life demonstration of Pollard AI in action (think it could help you become a better marketer? find out at…) (10:55) Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: . Then, let me know you subscribed, and I will reply back with a link where you can download them for free.
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What Most Advisors Get Wrong About LinkedIn Marketing
10/20/2025
What Most Advisors Get Wrong About LinkedIn Marketing
Most advisors try a bunch of random LinkedIn marketing strategies, then get discouraged and quit when they get subpar results. The problem? You’re vastly overcomplicating LinkedIn. In fact, I can sum up the single most effective LinkedIn strategy in only 5 words. That’s it. If your plan isn’t that simple, you’re wasting a bunch of your time for nada. Here’s the good news: By simplifying your strategy with the one I recommend in today’s show, you’ll not only free up your time, but your results will “hockey stick” too. Listen now if you want real results from LinkedIn. Show highlights include: How to make LinkedIn one of your most successful marketing strategies you’ve ever run (6:30) Why overcomplicating your LinkedIn marketing strategy is the #1 reason it’ll fail (and the 5-word strategy that gets you almost more clients than you can handle) (7:35) The “newsfeed” trick that’s so obvious it’s overlooked - and how it guarantees your DMs get seen (8:30) Why having SalesNavigator send you LinkedIn prospects is a quick way to blow through your dough without landing a single appointment (9:22) The weird way to “hire” LinkedIn as your personal (and free) marketing intern by getting a fewer number of responses (11:00) Why treating LinkedIn like a numbers game is the single biggest mistake you can make on the platform (13:42) The “Digital Begging” mistake upwards of 90% of advisors using LinkedIn as a marketing strategy commit (19:06) Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: . Then, let me know you subscribed, and I will reply back with a link where you can download them for free.
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3 Of The Best Marketing Resources Ever Created For Advisors
10/13/2025
3 Of The Best Marketing Resources Ever Created For Advisors
There are an endless stream of marketing resources for advisors. But most advisors get overwhelmed by the sheer amount of information available. And you know what? Most of the information can actually harm your business. That ends today. In today’s show, I reveal the 3 best marketing resources ever created for advisors. After listening to this episode, you will have all the ingredients you need to grow your financial advice business. And grow it at breakneck speed. Listen now. Show highlights include: How to get 24/7 access to me without forking over my hefty consulting fees (2:00) Why financial advisors who use AI bots like ChatGPT, Claude, and Perplexity will fizzle out completely and go extinct soon (3:44) How to create a step-by-step marketing plan based on your location, expertise, and marketing know-how in two minutes or less (10:42) Here’s an old direct mail headline that can fill your calendar with high-quality prospects by tweaking a few words (13:04) Why the Bible is the best “law of attraction” book on the planet (15:55) 2 collections of letters to shareholders that will make your business grow faster and easier just by reading through them (17:42) If you want Jeff to build a custom CRM solution that fits your financial advice business like a glove, visit his website at and click the big, orange button. Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: . Then, let me know you subscribed, and I will reply back with a link where you can download them for free.
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How Advisors Can Build Superior Workflows & Automations (With Jeff Rusin)
10/06/2025
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 automate and simplify their businesses. This was not the case when I first started. But as you’ll discover from today’s guest, Jeff Rusin, co-founder of Advisor Tech Partners and advisor-specific CRM whiz, most advisors still aren’t tapping into the full productivity powers of their CRM. That’s why Jeff and I recorded this show: To help your financial advice business become more productive, more profitable, and even more pleasurable. Listen now. Show highlights include: This high-quality touchpoint trick might help you sell a prospective client before your first intro meeting (5:25) The “Gloved CRM” approach that will save your entire team so much time that you might have to find a new hobby (6:38) The single most common CRM mistakes advisors make without even realizing it (14:43) How the rarely discussed “pattern recognition” benefit of CRMs can boost your bottom line by up to 80% (15:49) Why shiny object syndrome as an advisor will make your team hate your guts (and how to prevent being overwhelmed by its seductive pull) (28:31) A real life example of how business owners sabotage themselves, their business, and their legacies every day by making this simple error (31:03) If you want Jeff to build a custom CRM solution that fits your financial advice business like a glove, visit his website at and click the big, orange button. Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: . Then, let me know you subscribed, and I will reply back with a link where you can download them for free.
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Marketing Reality Check For Financial Advisors
09/29/2025
Marketing Reality Check For Financial Advisors
Most advisors need a marketing reality check: They might run ads for a few weeks, get no results, then shut them off before they have a chance to return your investment. Or they post on LinkedIn a few times a month, then get discouraged when new clients don’t line up in their DMs. Or they send a monthly newsletter for a couple months, then decide it’s too hard. If you’re not showing up consistently, day in and day out, then you aren’t “marketing.” You’re making excuses while your competitors are getting ahead. Today’s show gives you your medicine. You may not like what you hear, but you’ll thank me later for waking you up. Listen now. Show highlights include: The one pattern I’ve noticed amongst unsuccessful financial advisors that holds them back (1:07) The 2 only ways financial advisors can improve their marketing (2:59) 4 questions that will give you a marketing reality check you won’t be able to ignore, but will boost every marketing activity you do (3:52) This competitive advantage requires no skill or talent, and yet, most financial advisors never even consider it (13:24) Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: . Then, let me know you subscribed, and I will reply back with a link where you can download them for free.
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How To Repel The Wrong Prospects
09/22/2025
How To Repel The Wrong Prospects
Here’s a harsh truth that most financial advisors don’t realize until it’s far too late: It’s an investment in your business to repel the wrong prospects away. It makes you more productive. Improves your emotional resilience. And, most importantly, it frees up room for better clients who will listen and act on your advice without causing headaches. But most advisors never think about “repellant marketing” until they’ve built a big business that tears them away from their family, spikes their cortisol levels to dangerous heights, and steals all of their precious time away from them. Today’s show will help you realize this trap before it’s too late. You’ll discover why the “meat cleaver” strategy is necessary if you want wealth and freedom. And I’ll share some of the most effective “meat cleavers” financial advisors can use to free up their time and grow their wealth. Listen now. Show highlights include: The “meat cleaver” strategy that boosts your productivity, grows your bottom line, and eliminates endless business frustration… all at the same time (2:23) How eliminating large swaths of potential customers is the fastest way to grow your business (5:47) Most financial advisors don’t have the cajones (or frankly, the cash flow) to try this specific "meat cleaver accelerator”… But nothing is better at upgrading your list of clients’ net worth (10:45) Why you must take back your power in your business today or you’ll forever live under someone else’s boot (15:45) Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: . Then, let me know you subscribed, and I will reply back with a link where you can download them for free.
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Proven Three-Step Formula For Lead-Generating Content
09/15/2025
Proven Three-Step Formula For Lead-Generating Content
What if you have a simple, proven, and reliable formula for creating content that generates high-quality leads? Do you think you’d be able to make more money, create more freedom (to spend however you see fit), and grow less overwhelmed by the difficulty of growing your business? Well, there’s only one way to find out: I get tactical in today’s show, and reveal a proven three-step formula for lead-generating content. If you can’t create better content that’s more effective at driving leads to set appointments with you after listening to today’s show, there’s a deeper threat to your business. Listen now. Show highlights include: How financial advisors subconsciously sabotage their business’s success without realizing it (and the only way I’ve discovered to prevent this from happening to your business) (5:35) The “3S” content creation formula that’s as simple as it is effective at filling your calendar with high-quality appointments (5:49) How creating content around fictional characters can actually fill your calendar with more real leads than real characters and clients can (and it doesn’t violate any compliance laws) (6:47) The persuasion trick to make your prospective clients see themselves in any story you tell - even completely made-up stories (8:19) How to segue into a pitch for your financial services without coming across salesy or like an amateur marketer (11:39) 3 examples of how financial advisors can follow this proven three-step content creation formula and get high-quality leads by next week (12:21) Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: . Then, let me know you subscribed, and I will reply back with a link where you can download them for free.
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What 99% Of People Will Never Understand About Making Money
09/08/2025
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 sounds silly, but it’s painfully true. They think degrees, certifications, and other external factors are responsible for their wealth… and this leaves them terribly disconnected from this fact: Making money is a skill, which, like other skills, can be honed and improved over time. It’s really no different from setting new PRs in the gym, learning a new tune on the guitar, or leveling up in a video game. The difference? In the latter, people give themselves time, focus, and freedom from their fear to grow their skillsets. But 99% of people throw these necessary ingredients out of the window when it comes to the skill of making money. After listening to today’s show, you’ll know what 99% of people don’t understand about making money, and how you can be in the 1% of people who do. Listen now. Show highlights include: Why being a former athlete gives you an unfair advantage at wealth accumulation (even if you were only an athlete in high school) (1:12) How to understand more about making money than 99% of people just by tuning in at (5:28) The weird way advisors routinely cut their income in half without realizing it (6:06) How striving to be the Michael Jordan of financial advice puts a hard ceiling on your wealth (even if this seems counterintuitive) (14:11) Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: . Then, let me know you subscribed, and I will reply back with a link where you can download them for free.
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5 Things I Do To Only Work 10 Hours Per Week
09/01/2025
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 most advisors who create a business only to realize you’ve enslaved yourself for less money than a full-time job would pay you? If your business isn’t giving you the lifestyle you dreamed about as a kid, you’re doing something seriously wrong. That’s the bad news. The good news? In today’s show, I share the 5 things I do that allow me to only work 10 hours per week without sacrificing any revenue. If you want to make more while working a fraction of what you work today, listen now. Show highlights include: How I went from being a loser who couldn’t land a single full-time job after 100s of interviews… to working only 10 hours per week and spending most of the workweek at the beach with sand between my toes (3:06) 2 areas of your health that will directly lead to more zeroes in your bank account when you optimize them (13:23) How to strategically go about deleting hours from your workday without sacrificing ANY revenue from your business (16:57) The unconventional “Sprinter Secret” for significantly reducing the hours you work each week in a hurry (19:10) The weird way multitasking makes your workday longer with nothing to show for it (19:41) Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: . Then, let me know you subscribed, and I will reply back with a link where you can download them for free.
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Stop Trying To Justify What You Charge
08/25/2025
Stop Trying To Justify What You Charge
I recently made a big, fat, rookie mistake in an advertising campaign. The mistake? I tried to justify an objection I imagined my ideal customers had… except they didn’t have this objection and the advertising copy completely backfired on me. But you know what? Since I suffered the humiliation of this mistake, you don’t have to. When you listen to this episode, you’ll hear the full story about this foolish mistake, including the exact marketing and persuasion laws I violated. Best part? After listening to this episode, you might even be able to double what you currently charge to your clients. Listen now. Show highlights include: The weird way the chart of my progressing grip strength can teach your business about achieving slow, steady, and consistent growth (1:37) How I made more from one email campaign than most advisors can even dream about making in an entire year (5:32) Please learn from this foolish advertising mistake I recently made with a campaign so you don’t repeat it. Listen to (10:16) How “over-persuading” can cause an almost closed client to ditch you for your biggest competitor (12:03) The “state it and shut up” secret for turning your exorbitant prices into a reason prospective clients want to hire you (13:53) Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: . Then, let me know you subscribed, and I will reply back with a link where you can download them for free.
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What To Do Now To Ensure You’re Successful In Ten Years
08/18/2025
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 comfortable, get trapped in lifestyle inflation, and never come close to the ambitions they had when they first started. I don’t want that to be you (even if you’re currently trapped like most seasoned advisors are). So, here’s the harsh truth: You’re playing too small. If you truly want exceptional results, you need exceptional causes. But most advisors stay in the comfort zone and never build the assets that make achieving the next level a matter of when, not if. Today’s show is designed to shock you out of your comfort zone, so you can enjoy the freedom that comes with a stronger business. Listen now. Show highlights include: The weird way young and hungry advisors can make up decades of experience in the next 365 days (1:10) What you must start building if you want to be able to spend more time at the pool and beach than you spend in your house (2:14) The insidious “little pill” trap that successful advisors fall into that subtly devastates their wealth (6:35) The single most important piece of advice that I wish I received when I was younger (10:05) How incremental growth slowly ravages your ambition until you wake up one day and realize you’re only average (10:17) Why it’s more profitable to set big goals you never reach than to set small goals you continue to crush (12:47) The “Lifestyle Creep” secret behind why young advisors are better positioned to dominate the market than experienced ones (16:19) Why you’ll never reach the top 1% of advisors if you cut your business expenses when cashflow dries up (21:13) Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: . Then, let me know you subscribed, and I will reply back with a link where you can download them for free.
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Why Using Artificial Intelligence For Your Marketing Is Really Dumb
08/11/2025
Why Using Artificial Intelligence For Your Marketing Is Really Dumb
Advisors who rely on artificial intelligence for their marketing are accidentally sacrificing their business, career, and wealth for average results by definition. But wait - there’s more! Not only is AI planting the seeds to your business’s destruction… but it’s also literally stealing your mind and cognitive functions. I’m not just making this up either: MIT recently proved this. That said, there is a sliver of good news in the AI craze: Simply not using it will make you stand head and shoulders above the rest of the industry. If you want to keep your brain, get better marketing results, and leave the rest of the advisors in the dust, listen now. Show highlights include: The “dishwater secret” for using artificial intelligence in a way that won’t scare off prospective clients (0:44) How having this one insidious desire, which is rampant among advisors who use AI, will gradually bankrupt your business… until, one day, it goes poof! (1:55) How the “Contrast Effect” makes your marketing instantly look more impressive, persuasive, and valuable (even if you’re not the best marketer) (2:48) 3 simple ways to make your marketing stand out from almost every other advisor on the face of the earth (4:52) This MIT study alone will scare you away from ever using AI for marketing again (8:59) Will AI cause a serious spike in dementia? It’s hard to tell, but the research data is damning… (11:25) Why it’s impossible for advisors who use AI to be in the top 1% of advisors (12:33) A real life LinkedIn example of why human marketing will always beat AI marketing (14:15) Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: . Then, let me know you subscribed, and I will reply back with a link where you can download them for free.
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How Advisors Can Avoid Commoditization
08/04/2025
How Advisors Can Avoid Commoditization
I had a slimy experience with a popular mattress company after they didn’t honor my warranty (even though I was within their 10-year warranty period). And, oddly enough, it reminded me of financial advisors like you. Especially those who are worried about being commoditized by their clients. So, my misfortune is your gain… In today’s show, you’ll discover all the various ways you can prevent your financial advice business from becoming commoditized. Listen now. Show highlights include: How to get more clients by offering them less than your competitors (1:39) 2 anti-commodity lessons for financial advisors from my poor experience with the warranty on my mattress (3:44) The unsexy secret for dominating the financial advisor industry to the point where you don’t even have to think about your competitors (6:50) The “S-word” that prevents your clients and prospective clients from thinking of your financial advice as a commodity (11:57) Here’s one of the biggest differences in behavior I’ve seen between wildly successful financial advisors and mediocre ones (12:28) 3 more “obvious” yet overlooked ways to avoid becoming a commodity (18:23) Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: . Then, let me know you subscribed, and I will reply back with a link where you can download them for free.
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