
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 | 407 | Founded | 8 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusinessMarketing | |||

After speaking with more than 10,000 financial advisors, I've realized that there are 4 metrics that can reliably predict whether or not your business will make you rich.
But here's the problem:
Most advisors have no clue what these 4 metrics ar... more
Financial advisors set themselves up for mediocrity or outright failure not because they lack the knowledge, skills, or intelligence to earn $1M per year, but for something far simpler (yet arguably harder to come to terms with).
The problem?
You... more
If you've run direct mail campaigns in the past and they haven't resulted in new clients, you're probably making a mistake that 90% of financial advisors make:
Your direct mail campaigns look like marketing. Problem is, your ideal clients hate bei... more
Most advisors think that lower prices are more attractive to their ideal clients. But this actually goes against everything we know about the brain, psychology, and neuroscience.
In fact, it's not just true that we value higher priced goods more t... more
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James over delivers and brings great value to financial advisors. Weather just starting off or have been in the business for a while, this is a great resource.
James’s podcast is the real deal! So many advisors misunderstand marketing and the concepts on this show. James energetically brings so many great strategies and tactics advisors can use to grow their practice. Regardless of their experience or their current revenue, they can implement many of these lessons the day they hear them. This is quickly becoming one of my go-to shows!
This truly is the best marketing podcast for financial advisors. So many actionable ideas that move my business forward.
James provides ton of information, insight, and actionable advice in each episode. This is a great resource for financial professionals.$
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 | #190 | |
Apple Podcasts | #234 |
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A practical, data-driven show for financial advisors focused on growth, niching, and ethical marketing. Episodes emphasize actionable tactics—from sharpening messaging and mastering client outreach to leveraging LinkedIn, refocusing on the client journey, and building sustainable lead generation pipelines. The host favors clarity, simple frameworks, and rapid testing over hype, often tying tactics to real-world results and offering ready-to-use resources through a paid coaching program. A notable strength is the emphasis on measurable outcomes, backed by examples, experiments, and a willingness to challenge common marketing myths. Listeners are likely practitioners seeking practical, repeatable methods to attract ideal clients without gimmi... 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. The Perfect RIA
3. Kitces and Carl - Real Talk for Real Financial Advisors
4. Barron's Advisor
5. Talking Wealth
Financial Advisor Marketing Podcast launched 8 years ago and published 407 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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