Financial Advisor Marketing Podcast Podcast By James Pollard cover art

Financial Advisor Marketing Podcast

Financial Advisor Marketing Podcast

By: James Pollard
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About this listen

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 Advisor Marketing” podcast. This podcast is rooted in timeless principles designed to help financial advisors attract their ideal audiences, forge authentic relationships, and build deep roots with prospective clients. If you listen to this podcast, I think you’ll find three things to be true: First, the information shared in this podcast is deceptively simple. This means you don’t have to be a genius or marketing expert to get results. I take immense pride in keeping things simple. Let everyone else chase complexity. Second, the episodes are chock-full of data, research, and studies. This means advisors can do their due diligence on marketing strategies and make informed decisions about how they’d like to build their businesses. And third, I don’t take myself too seriously. I joke around, laugh, and have fun. If any of this appeals to you, I encourage you to listen. ~James PollardCopyright 2018-2025 Economics Marketing Marketing & Sales Personal Finance
Episodes
  • How To Solve 99% Of Your Marketing Problems
    Jul 7 2025

    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.

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    23 mins
  • The 5 Pillars Of Extreme Productivity
    Jun 30 2025

    One of the most common questions I get from financial advisors is, “How can I be more productive?”

    The reason is simple: Your productivity directly influences how much money you can make (and how much money you miss out on).

    But here’s the problem:

    Most productivity books and coaches layer on the fluff because they don’t actually want you to get more productive. They want to make you feel like you’re becoming more productive… without actually doing it.

    But I care about you. That’s why I’m sharing my coveted “5 Pillars of Extreme Productivity" with you in today’s episode.

    Listening today could add an extra 0 to your bank account down the road…

    Listen now.

    Show highlights include:

    • This productivity hack that gurus won’t tell you has nothing to do with time (1:13)
    • A simple equation that helps you make more money by working less (and why most are too gutless to try it) (2:11)
    • The overlooked “ultradian rhythms” secret to extreme productivity (2:51)
    • Why working more than 2 hours in a single burst makes your productivity suffer (3:11)
    • 3 massive factors that control your productivity (even though none of them have anything to do with actually working) (4:03)
    • This quietly kills more dreams, projects and to do lists than anything else out there (it’s not laziness or procrastination) (6:51)
    • How mustering up willpower backfires and fills you with anxiety, dread, and unfinished projects (and why it’s smarter to eliminate willpower entirely) (9:29)
    • The “CRR Method” that rewires your brain to want to achieve the goals you set (10:26)
    • How to change your very identity to align better with your goals (14:39)
    • Why eliminating multitasking will instantly skyrocket your productivity (this is based on actual scientific findings…) (15:25)

    Financial advisors lose thousands of dollars in profits from their discovery meetings alone. But this doesn’t have to be your story when you go https://www.theadvisorcoach.com/meetings and learn how to conduct more profitable discovery meetings.

    Need help increasing your fees? Inside my Profitable Pricing Blueprint, I break down the exact psychology behind confident pricing and show you how to shift the conversation from “why does this cost so much?” to “how soon can we get started?” I even give you the exact phrases to use, literally, word for word, so your pricing can land smoothly and powerfully.

    Check out the Profitable Pricing Blueprint at https://TheAdvisorCoach.com/Pricing.

    And 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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    25 mins
  • How To Sell $10,000 Financial Plans
    Jun 23 2025

    Most people think prospects and customers buy based on price. But they’re missing something important. And if you’re missing it too, it’s definitely costing you clients.

    But don’t worry, because in this episode I’ll share this missing piece and show you how to use it to get more high-value clients. I’ll also help you see how to differentiate yourself from your competition, and why this ability is critical to your success.

    This is one of the most valuable episodes I’ve ever recorded. Worth listening to again and again.

    Listen now!

    Show highlights include:

    • The key success principle, overlooked by most advisors, that unlocks your ability to charge the rates you deserve. (0:31)
    • How to make selling a $100 financial plan impossible, and a $10,000 plan simple. (2:33)
    • Delicious lesson waffles can teach you about financial services. (4:25)
    • Questions prospects ask themselves but won’t say out loud. Grow your client roster by knowing how to answer these. (7:47)
    • How to make price resistance vanish into thin air and turn skeptics into clients. (8:22)
    • “Ethical FOMO” you can give your prospects that makes choosing you a no-brainer. (14:19)
    • Surprising reason you’ll never sell a $10,000 financial plan by proving it’s worth $10,000. (20:00)

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    22 mins
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