
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 | 375 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessMarketingInvesting | |||

Most of the so-called marketing advice that advisors get sold by other marketing gurus isn't just flat-out wrong…
But it also makes you focus on the wrong things!
This warped perception not only stunts your marketing efforts, but it derails your... more
Most advisors create their marketing strategy by stitching together "quick tips," following the latest tactics, or otherwise getting some form of Shiny Object Syndrome.
This can work (and does work) for a while.
But there's a massive hidden deb... more
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... more
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 ... 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 | #242 |
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Focused on the unique challenges faced by financial advisors, this podcast offers practical insights into effective marketing strategies tailored to those within the finance industry. Its episodes emphasize a blend of simplicity and practicality, presenting data-driven approaches that assist listeners in reaching their ideal clients, building meaningful relationships, and enhancing their overall business effectiveness. A noteworthy aspect is the host's informal style, which incorporates humor and relatability, making complex marketing concepts more accessible. The content encourages financial professionals to avoid oversaturation in tactics and instead adhere to proven methodologies that promote authentic client interactions without unneces... more
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These podcasts share a similar audience with Financial Advisor Marketing Podcast:
1. The Compound and Friends
2. The Efficient Advisor: Tactical Business Advice for Financial Planners
3. The Long View
4. The Perfect RIA
5. Masters in Business
Financial Advisor Marketing Podcast launched 7 years ago and published 375 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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.
Rephonic pulls ratings and reviews for Financial Advisor Marketing Podcast from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.
Rephonic provides full transcripts for episodes of Financial Advisor Marketing Podcast. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.
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.