Financial Advisor Marketing Podcast cover art

Financial Advisor Marketing Podcast

Financial Advisor Marketing Podcast

Written by: James Pollard
Listen for free

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 2018-2026 Economics Marketing Marketing & Sales Personal Finance
Episodes
  • Why Nobody Reads Your LinkedIn Posts (And How To Fix It)
    Sep 21 2026

    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 on a dime.

    That's exactly what you'll discover in today's show:

    Not how to make "better" content… but how to make content in a way that captures the attention of your ideal clients' nervous systems and "ethically forces" them to engage, read, and act on your LinkedIn posts.

    Listen now.

    Show highlights include:

    • How you accidentally smother your LinkedIn reach before you ever even start writing your post (and one tip to forever improve your impact on LinkedIn) (1:16)

    • Why better, smarter, and more thorough content is actually a disadvantage on LinkedIn (1:52)

    • How to give your LinkedIn audience a biological reason to stop scrolling (if you aren't able to do this, nobody will ever see your posts) (3:04)

    • The "Half Second Secret" for instantly becoming more important than any other advisor your ideal clients follow on LinkedIn (3:34)

    • 5 scientifically verified triggers (that have been studied by psychologists for close to 100 years) that have been proven to stop the human thumb from scrolling (3:55)

    • Why scrolling on LinkedIn for a few minutes and asking yourself this simple question will automatically make your posts more engaging (7:28)

    • How treating LinkedIn's "See More" feature as a subject line will help your posts dominate your competitors' posts in terms of sheer engagement (9:47)

    • The one word that stops a human scroll more reliably than any other word ever tested (this is so popular it actually got a nickname called the "Cocktail Party Effect") (12:00)

    • A weird, but proven by scientists and researchers in 2001, reason that something bad is stronger than something good (and how to apply this to your marketing for more engagement and profit) (15:03)

    • The ONLY type of image to post on LinkedIn if you're an advisor who wants more engagement with every post you make (16:29)

    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.

    Show More Show Less
    19 mins
  • The 3 Best-Performing Emails I've Ever Sent
    Sep 14 2026

    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 best-performing emails financial advisors can use to knock off their competition, create deep bonds with your email list, and fill up your calendar with your ideal prospects.

    Listen now.

    Show highlights include:

    • The worst email metric to optimize for (because it's usually inversely related to making money from your emails!) (1:38)

    • The "Stream of Consciousness" email that can easily be written in 30 minutes and can fill your calendar with high-quality appointments (5:24)

    • A behavioral economist's secret to creating a persuasive "itch" in your prospective clients' brain that they can't help to scratch by taking the next desired step (8:03)

    • My #1 favorite type of email (and why I don't recommend you use it if you're a beginner) (8:42)

    • Here is the single most reliably effective way to write emails as a financial advisor to fill your calendar and make prospective clients only want to hire you (12:23)

    • The scientific reason that stock market commentary emails make your prospective clients sprint to your nearest competitor (15:45)

    • An overlooked way to start an email that instantly puts readers into the "action" and on the edge of their seat leaning in to learn more (16:49)

    • This email type is, pound-for-pound, the most profitable email financial advisors can wield (17:45)

    • The 4-step formula for "twisting" your prospective clients' biggest objections into a reason they hire you over another advisor (19:43)

    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.

    Show More Show Less
    26 mins
  • 10 Of The Best Financial Advisor Marketing Ideas From 400 Podcast Episodes
    Sep 7 2026

    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% advisor - in terms of impact, wealth, and legacy.

    So, if you want to become one of the best advisors walking on the planet today, listen now.

    Show highlights include:

    • The 10 best money-making ideas I've shared for free on this podcast (1:10)

    • Why actively trying to turn prospective clients off might be the single most persuasive tactic you ever use (2:08)

    • How to become more attractive to prospective clients by rising your fees (and why lowering them makes you look less trustworthy) (4:49)

    • How the human brain perceives a $90 bottle of wine vs a $10 bottle of wine that will forever change how you approach pricing your services (5:30)

    • Why being on one social media platform beats being on five (and why most advisors believe the exact opposite) (6:54)

    • The weird (but effective) way to leverage the "Pratfall Effect" to use your mistakes and flaws to build more trust with your prospects and clients (11:00)

    • What nobody understands about making referral marketing easy, reliable, and running on autopilot (15:04)

    • This is the single most powerful marketing force I have witnessed in over a decade of helping financial advisors (and most advisors are absolutely terrified by it) (21:34)

    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.

    Show More Show Less
    26 mins
adbl_web_anon_alc_button_suppression_t1
No reviews yet