Financial Advisor Marketing Podcast

These Emails Work Extremely Well (Advanced Strategy)


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In June of 2023, I tried an “oddball” email idea and I didn’t know whether it’d work or not. Well, that email became one of the most engaging and profitable emails I’ve ever sent. 

Since then, I’ve rehashed this idea 11 more times. And each and every time, it works like gangbusters. 

But… it’s not a beginner-friendly strategy. And I don’t have a template you can follow to duplicate my success for your financial advice business because that defeats the purpose. 

But I have studied these emails in depth and can get you started on sending this advanced email—if, and only if, your marketing and copywriting chops are up to snuff. 

Think you’re advanced enough as a marketer to give them a shot?

Listen now.

Show highlights include:

  • Why financial advisors who try to mimic my “stream of consciousness” emails fall flat on their face (5:29) 
  • The “Fall Back Task” secret for turning a day that completely flew off the rails into a success (6:25) 
  • How to break all the rules about marketing and do nothing other than rambling to fill up your calendar with high-quality appointments (7:19) 
  • Asking yourself this question before hiring any marketer or marketing agency prevents you from lighting your money on fire (9:52) 
  • 5 reasons my 12 “stream of consciousness” emails have been some of my most profitable emails of all time (14:11) 
  • How to instantly make yourself more attractive to the most skeptical people on your email list (and why so many financial advisors struggle with this) (16:35) 

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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