Financial Advisor Marketing Podcast

The Indirect Path To Success


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A young financial advisor DM’d me on LinkedIn and asked what advice I’d give to someone in his early 20s to be successful. 

And I took quite a different approach with my answer than the typical advice for growing a financial advice business. I zoomed way out and focused on the 4 areas that will make you successful no matter what profession you have. 

In today’s show, I reveal these 4 areas of personal growth that indirectly lead to business success no matter what you do. 

Listen now.

Show highlights include:

  • The 4 areas of personal growth that indirectly result in business success (1:07) 
  • The weird way to grow your financial advice business by going to the gym (3:30)  
  • Why getting in a good relationship is the #1 most important thing to do for your mental health and, thus, your business (8:44) 
  • How taking frequent breaks makes you more productive and impactful (even if it seems like a version of procrastination) (11:23) 
  • Why the Bible is the single most effective self-help book you’ll ever read (14:05) 
  • What a multiple-hour conversation with ChatGPT revealed to me about humanity’s free will (or lack thereof) (15:17) 
  • Why your skills aren’t responsible for your success, this is… (19:03) 

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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