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Financial Advisor Marketing Podcast

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.

Podcast · By James Pollard · English · Official site

Indexed episodes, last 90 days
13
Latest publication
Sep 28, 2026
Audience
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Earliest in this view
Jul 6, 2026

Latest episodes

  1. Episode · Sep 28, 2026

    How Financial Advisors Can Charge Higher Fees (opens the original)

    Episode notes · Neutral tone

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    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 goods more than lower priced goods, but the same product delivered at two different price points produces two different client experiences. In other words, your clients will value you and your services, have less buyer's remorse, and be more likely to tell their fa

  2. Episode · Sep 21, 2026

    Why Nobody Reads Your LinkedIn Posts (And How To Fix It) (opens the original)

    Episode notes

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    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 more thorough. But this is a big, fat mistake. Why? You don't have a "content" problem - you have a "nervous system" problem! If you want people to read (and act on) your LinkedIn posts, then you need to understand how to make a human nervous system (and thumb) stop

  3. Episode · Sep 14, 2026

    The 3 Best-Performing Emails I've Ever Sent (opens the original)

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    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' businesses, and emails that I have privately written for them when I was doing coaching. And you know what? I've stumbled on three types of emails in particular that always outperform every other type. And so, that's what you'll discover in today's show: The 3 bes

  4. Episode · Sep 7, 2026

    10 Of The Best Financial Advisor Marketing Ideas From 400 Podcast Episodes (opens the original)

    Episode notes · Positive tone

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    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 platter for you in this episode. If you implement just one of these 10 ideas, you might double your income before the year ends. But if you take all 10 and implement each and every one of them? Then, well, I'd be absolutely shocked if you didn't become a top 1% ad

  5. Episode · Aug 31, 2026

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

    Episode notes · Critical tone

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    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 client appreciation notes! Not only does using AI too much cause cognitive atrophy and decline, but it's never going to create as successful marketing as your own noggin. In fact, it reminds me a lot of banner ads: Back in the 90s when banner ads first became a way

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