Financial Advisor Marketing Podcast

How To Solve 99% Of Your Marketing Problems


Listen Later

As much as 99% of your marketing problems can be summed up in one sentence: 

You’re taking the easy route and doing the bare minimum. 

You might feel like you’re moving mountains, but a closer look would reveal you’re just kicking pebbles into the wind. This mindset is especially rampant in the financial advice space where advisors outsource their unique advantages to robots and quietly fade into irrelevance. 

Worst part?

I see more advisors falling into this irrelevance trap every time I log into LinkedIn. 

And so, I’m going to help you today. In this episode, I’ll show you how to solve 99% of your marketing problems. You might not like what I have to say, but if you want an unfair advantage for the rest of your career, you’ll heed this advice. 

Listen now. 

Show highlights include:

  • The weird human glitch that tricks advisors into crippling an effective marketing campaign long before it compounds like interest (2:15) 
  • If you ask yourself this simple question, you’ll eliminate 99% of your marketing problems for good (3:58) 
  • 4 things your financial advice business must have if you want to prevent other advisors from competing or copying you (7:17) 
  • The dark truth about using AI for marketing (and why it does more harm for financial advisors than other industries) (8:31) 
  • The counterintuitive way making your job harder than it has to be makes your bank account balloon by a few extra 0s (12:55) 
  • Why implementing a “Top Down” business strategy is the single quickest way to grow your business to 7, 8, and even 9 figures (15:34)

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. 

...more
View all episodesView all episodes
Download on the App Store

Financial Advisor Marketing PodcastBy James Pollard

  • 3.6
  • 3.6
  • 3.6
  • 3.6
  • 3.6

3.6

89 ratings


More shows like Financial Advisor Marketing Podcast

View all
Investing Insights by Morningstar

Investing Insights

491 Listeners

Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

188 Listeners

Masters in Business by Bloomberg

Masters in Business

2,162 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

926 Listeners

Capital Ideas Podcast by Capital Group

Capital Ideas Podcast

273 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

798 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,006 Listeners

Wall Street Breakfast by Seeking Alpha

Wall Street Breakfast

1,016 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

454 Listeners

Eye On The Market by Michael Cembalest

Eye On The Market

279 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

239 Listeners

Barron's Streetwise by Barron's

Barron's Streetwise

1,543 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

108 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

125 Listeners

The Morgan Housel Podcast by Morgan Housel

The Morgan Housel Podcast

966 Listeners