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Financial Advisor Marketing Podcast podcast artwork
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Financial Advisor Marketing Podcast

by James Pollard
InvestingBusinessMarketing
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Latest episodes

  • The 4 Numbers That Predict Whether a Financial Advisor Will Get Rich

    October 19, 2026 · 31 min

    After speaking with more than 10,000 financial advisors, I've realized that there are 4 metrics that can reliably predict whether or not your business will make you rich.  But here's the problem: Most advisors have no clue what these 4…

  • How Many Leads Do Advisors Need To Earn $1M Per Year?

    October 12, 2026 · 27 min

    Financial advisors set themselves up for mediocrity or outright failure not because they lack the knowledge, skills, or intelligence to earn $1M per year, but for something far simpler (yet arguably harder to come to terms with). The…

  • The Biggest Direct Mail Mistake Financial Advisors Make

    October 5, 2026 · 26 min

    If you've run direct mail campaigns in the past and they haven't resulted in new clients, you're probably making a mistake that 90% of financial advisors make:  Your direct mail campaigns look like marketing. Problem is, your ideal…

  • How Financial Advisors Can Charge Higher Fees

    September 28, 2026 · 27 min

    Most advisors think that lower prices are more attractive to their ideal clients. But this actually goes against everything we know about the brain, psychology, and neuroscience.  In fact, it's not just true that we value higher priced…

  • Why Nobody Reads Your LinkedIn Posts (And How To Fix It)

    September 21, 2026 · 19 min

    As a financial advisor, I'm willing to bet almost nobody reads your LinkedIn posts.  But where most advisors trip up is that they think it's a content problem. So, they spend more time creating their content to be smarter, better, and…

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  • The 3 Best-Performing Emails I've Ever Sent

    September 14, 2026 · 26 min

    I have tested millions of different emails over the years. And that's not a figure of speech:  I've literally sent millions across my list that I have that I operate personally, across campaigns that I've seen inside financial advisors'…

  • 10 Of The Best Financial Advisor Marketing Ideas From 400 Podcast Episodes

    September 7, 2026 · 26 min

    To celebrate a milestone 400th episode (more than 200 hours of me running my mouth), I've decided to give you a "cheat sheet" of sorts: I've rounded up my 10 best marketing ideas I've ever uttered on this show, and put them on a silver…

  • AI Is Ruining Financial Advisor Marketing (And It's The Biggest Opportunity I Think I've Ever Seen)

    August 31, 2026 · 23 min

    I have noticed some financial advisors depending way too much on artificial intelligence. They use it for everything: Their emails, their outreach, their social media posts, their blog articles, their ad copy, and, worst of all, their…

  • How To Build A Marketing System That Gets Clients While You Sleep

    August 24, 2026 · 23 min

    Most financial advisors think they have a marketing system because they can reliably land appointments and get new clients. But when you take a closer look, their entire marketing "system" is based solely on their output.  You might have…

  • This One Short Email Set 14 Appointments For An Advisor

    August 17, 2026 · 19 min

    If you want to understand what makes an email "tick" to the point that one solitary email can lead to 14 high-quality appointments on your calendar, then you've found the perfect episode.  Today's show contains a real email a real advisor…

  • Likeability Beats Expertise (And Here's Proof)

    August 10, 2026 · 23 min

    Most advisors foolishly think that the secret to winning high-quality clients is becoming more competent.  I get why you believe this: The entire industry is built to make you believe this. But here's the problem:  This is NOT true. It's…

  • 12 Reasons Prospects Hire Another Advisor Instead Of You

    August 3, 2026 · 22 min

    Have you ever lost a highly qualified and interested prospect to a competing financial advisor? (If you answered "no," then you should know that you're lying to yourself…)  Almost every advisor has lost a prospect to another advisor…

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About the show

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 Pollard