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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
Inbound Marketing
Client Relationships
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

PublishesWeeklyEpisodes356Founded7 years ago
Number of ListenersCategories
MarketingInvestingBusiness

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Artwork for Financial Advisor Marketing Podcast

Latest Episodes

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 insec... more

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 strateg... more

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 ... more

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... 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, and founder of TheAdvisorCoach.com.

Reviews

4.0 out of 5 stars from 154 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.

The focus on personal growth and practical application resonates with many financial professionals.
Some critiques mention that it feels overly promotional at times.
James's humor and relatability adds a refreshing touch to the content.
Listeners appreciate the actionable advice and straightforward marketing strategies.

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
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Financial Advisor Marketing Podcast

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

The content focuses on offering practical advice and timeless strategies for financial advisors looking to enhance their marketing effectiveness without falling prey to gimmicks. It emphasizes straightforward messaging rooted in data and research, aiming to help advisors forge authentic relationships with clients. The host, with a humorous approach, encourages listeners to embrace simplicity over complexity, promising actionable insights that are accessible to advisors at all levels of experience. Uniquely, the discussions often tackle common pitfalls in both marketing tactics and client interactions, providing genuine assistance for real-world challenges in the financial advisory profession.

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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What are the audience demographics for Financial Advisor Marketing Podcast?

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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. The Perfect RIA
3. Kitces and Carl - Real Talk for Real Financial Advisors
4. Barron's Advisor
5. PassivePockets: The Passive Real Estate Investing Show

How many episodes of Financial Advisor Marketing Podcast are there?

Financial Advisor Marketing Podcast launched 7 years ago and published 356 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Financial Advisor Marketing Podcast?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

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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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