Episode #130
Financial Advisor Marketing With James Pollard
In this episode, I have a virtual sit-down with another of my marketing-comrade in arms, James Pollard from The Advisor Coach who teaches Financial Advisors how to get more clients. We dig into financial advisor marketing do's and don'ts, why we love email marketing the most, yes LinkedIn really can work and so much more ...
Here's what we cover:
1. The Mount Rushmore of marketing and why direct marketing works…directly.
2. Pandemic pandemonium and the contrast effect
3. Pivot! Pivot! Pivot! And know your numbers.
4. If at first you don’t succeed, try, try, try, try again. The art of multi-step sequences.
5. How to impress a client with just one book
6. Email marketing is not dead!
7. Evergreen assets that will work for you…even when you aren’t working
8. Money can’t buy me love and the art of personalization
9. Split testing, a tale of trial and error
10. It’s all about the details; know your target market. P.s. it’s not “women”
11. It’s nice to be niche
About James Pollard
James is the founder of TheAdvisorCoach.com and he is dedicated to helping financial advisors get more clients. He's best known for his email marketing program, "Appointments On Autopilot", which shows financial advisors how to leverage email marketing to set appointments with prospects. James is also the host of the "Financial Advisor Marketing" podcast, which releases new episodes every Monday morning.
Resources Mentioned
Appointments on Autopilot Email Marketing - TheAdvisorCoach.com
How to author a good book your dream prospects will love, in 60 Minutes LunchBreakBooks.com
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