Financial Advisor Marketing Podcast

How Advisors Can Get To $500,000 Per Year And Beyond


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Making low six figures as an advisor, while it may impress your family, isn’t all that impressive. And it doesn’t make you real wealth like other advisors enjoy. 

Even making $300,000 per year isn’t enough to create a legacy for your family. But I have good news:

If you’re making between $150,000-$300,000, I know the exact steps you need to take to reach $500,000 per year. And I reveal each of the four steps in detail in this episode. 

Best part? 

Since this idea started as a LinkedIn post, I also share four bonus tips with you that explain how to take your business from $500,000 to 7 figures. 

Listen now.

Show highlights include:

  • The biggest problem that affects financial advisors who make less than $150,000 per year (and what to do about it) (1:41) 
  • The “add, not replace” method for boosting your conversion rates and doubling or tripling your business (4:13) 
  • How marketing costs increase for financial advisors over time (and the best way to prevent this) (5:50) 
  • Why advisors who haven’t figured out how to convert more clients per hour will never make $500,000 a year (7:07)
  • The weird way to grow your business faster by firing some clients (11:50)  
  • The 4-step process to go from making $150,000-$300,000 a year to $500,000 a year (13:29) 
  • The “broken slot machine” secret only advisors who make 7 figures a year use or even know about (14:49) 
  • Why doing a distraction audit can triple your productivity by this time next week (20:41) 

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: https://TheAdvisorCoach.com/Coaching. 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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Financial Advisor Marketing PodcastBy James Pollard

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