"Financial Advisors: How to Get More Clients Or Your Money Back!"

 

Financial Advisor Marketing Mastery: The Complete Course for Getting More Clients

• ​Online Course 
• ​Over 11 Hours of Video Content Showing You Exactly How to Grow Your Book of Business
• Compatible Across Multiple Devices
• Instant Access - You Can Start Right Away
• ​100% Money-Back Guarantee

Have questions? Call 937-REVENUE (937-738-3683) or send an email to james@theadvisorcoach.com.

If You're a Financial Advisor, Your Life Is About to Change Forever. Here's Why... 

I'm helping thousands of financial advisors get more clients. 

Nearly every financial advisor has gone on to make more money, in less time, than ever before. 
 
Yet, I’m not a pie-in-the-sky dreamer telling you to goof off on social media all day. 

And I’m definitely not breathing down your neck for more pointless cold calls.  
 
I’m nothing like that. 
 
I will give you tons of marketing tips, ideas, and strategies that just plain work. 
 
The best part? 
 
When you have the knowledge about how to market and build your book of business, NOBODY can take that away from you. 

If you're a financial advisor, you're probably wondering...

"How I can do this?"

Well, I can show you... whether you just started or have been in the business for decades.

If you had as many clients as you want, how much money would you be making?

Keep reading... 
 ​

​"You have allowed me to double the size of my book of business in the past year and I'm on track to do even better in the coming months. Thank you for everything that you do!"
- Mark R., Raymond James

"I am now the top producing advisor at my firm. People are asking me how I did it now and I just tell them you were my secret to success." -
- Elliot P., Ameriprise

"This is easily the best investment I have ever made. I feel like if you're a financial advisor and you talk to people about investing, the LEAST you can do is invest in yourself, and investing in this course was the best career decision I've ever made." 
- Kelly D., RIA

"When I first saw your stuff, I was skeptical but your money-back guarantee pushed me over the fence and I pulled the trigger. Just a few short hours later and I was blown away. Things started making sense for me and I started putting all the pieces together to understand how to set more appointments, get more clients, etc. I can't believe I struggled for so long when the answers were right in front of me this whole time. My life is 10X better!"
- Don J., Ameriprise

"I told my colleagues about TheAdvisorCoach.com and they're hooked. Everyone is reading all your articles and watching all of your videos. My managing principal was wondering how we got so effective so fast. I showed him the course and he joined instantly." 
- Eddie B., Waddell & Reed

"I am helping more people now and feeling more fulfilled in the process. Is the extra income nice? Sure, but I'm helping more people and that's what really matters."
- Alex M., Edward Jones

"I was starting to get burned out. I was trying my best and pushing harder than I ever had before but just wasn't getting the number of clients I wanted. While my production levels were already above average, I knew I could do better. Your course has allowed me to shift back into high gear and now I am making more money than I have ever made as an advisor."
- Jim B., Morgan Stanley​
​

​Here's The Financial Advisor's "Secret Weapon" I've Been Developing Over the Past Few Years... 

Hi, I’m James Pollard, founder of TheAdvisorCoach.com… 
 
Most people don’t know that I have been under the radar, developing this kick-butt marketing course to help financial advisors get more clients, faster and with less stress, than ever before. 

Now, with this course, you can tap into years of tested methods (which I had to learn the hard way) for less than my private coaching clients pay for an hour of my time...  

Because after showing thousands of financial advisors how to get more clients, I noticed they all had similar problems. They asked the same questions. They struggled with the same things...

.. but not everybody could afford my private coaching rates. 

I figured I'd help a lot more people by putting this information into an online course. 
 
And let me tell you: developing this course paid off… 
  
NOTHING feels better than being in control of your own destiny. When you can market your services and get more clients, you have complete control...

It's the best feeling in the world. 

That's the feeling I give financial advisors every day, because I empower them.  
 
“But what if I’m starting from ground zero?” 
 
I have great news: I never said you had to have a full pipeline.  
 
You don’t need leads, prospects, or clients to start. 
 
I know what works  and what doesn’t work.

I remember working with financial advisors, repeating the same stuff over and over…  
 
That’s when I had a big realization: 

I should take my absolute best information and put it all in one place... a course people can access at any time, across multiple devices. Something that will help them build their businesses faster, with less effort than ever before. 
 
Getting the formula from someone else is one of the keys to success…  
 
Because success has everything to do with finding things which have the biggest return on your time investment.  
 
Well…  
 
Let’s say you complete this course in a few weeks. You will be able to instantly apply the information to your business and see immediate results.  
 
You will also have lifetime access to the course, so you can come back whenever you want.  
 
I am 100% confident this course will work for you because it’s based on…  ​
​

​The 3 Big Secrets of Successful Financial Advisors

 Advisors think they need guru trainers, amazing sales skills, or tons of connections to get more clients and build their book of business…  
 
WRONG.  
 
This tactical minutia doesn’t hurt, but it won’t help you in the biggest way possible.  
 
In reality, only three things matter...  

 
Secret #1: They know how to leverage outbound marketing strategies to generate revenue.  
 
If you want to build a solid book of business, you need to get more clients and you have to know exactly how to find and convert them.  
 
Now, what if I told you I had simple, repeatable strategies to help you get more clients?  
 
Just imagine how good it would feel…  
 
You look at your calendar and know it will be a productive week.

You look at your bank balance and see it increasing faster than ever before.

You are helping people and they are glad to get your help.

It would be great, right? 
 
I’ve got good news: I’ll show you how it's more than just a fantasy inside this Financial Advisor Marketing Mastery Course.  
 
But more on the course in just a second…  
 
 
Secret #2: They know how to use inbound marketing tactics to bring in warm leads.  
 
When you leverage outbound marketing tactics to bring in new business, it’s pretty cool. 
 
But when you have leads coming to you… it’s INCREDIBLE.  
 
The problem is that even if financial advisors become great at one or two forms of marketing, they run the risk of getting stuck on a never-ending treadmill.  
 
Or they stay stagnant. Neither option is appealing.  

If you were going to fight a battle, would you want one tiny little pocket knife? Or would you want a multitude of machine guns? 

This is why it's critical to combine outbound and inbound marketing, so you have several marketing methods working for you all the time. 
 
Have you ever thought about what it would be like if warm leads came to you on a regular basis?  
 
If you ever felt like you should be reaping more rewards for all your hard work, there’s a good chance you’re missing something.  
 
Maybe your website isn’t giving prospects the right message. 
 
Maybe your social media marketing is working against you (it happens, trust me).  
 
Either way, I’ll show you how to spot these mistakes – as well as how to avoid them – inside the Financial Advisor Marketing Mastery course. But first… 
 
The last secret... 

 
Secret #3: They know how to make the most of what they have.  
 
Some people think successful financial advisors have a secret magical trait or characteristic setting them apart from the rest of the world. 

The truth is... successful financial advisors are regular people who know a few things about marketing you don’t know and do things you don’t do. 
 
In my experience, one of the biggest traits of successful financial advisors involves making the most of what they have...  
 
For example, everyone wants to be more productive. But HOW? 
 
What if you have a million different things to do? How can you figure out how to get more done in less time?  
 
I’ll show you.  
 
If you follow the section on business mastery, it will happen naturally.  
 
That’s all there is to it.

I show you what works... you apply it... you get results.  
 
Now that you know the “secrets” behind successful financial advisors, you’re likely wondering… 
​

“How Can I Grow My Book of Business?”

 The way I see it, you have two options… 

 
Option #1: Figure it out yourself.
 
If you want to learn about financial advisor marketing on your own, be my guest.

If you enjoy struggling and banging your head against the wall in frustration, this option is for you.
 
But here’s the problem with this route: the advice I see about “financial advisor marketing” is an absolute joke.  
 
I see people telling you to use old-school closes, hand out your business cards to everyone within three feet, and pester your family and friends for referrals.  
 
Newsflash: None of this stuff will get you the results you want. If it could, everyone would be rich. We both know that’s not the case... 

Besides, there's another HUGE cost associated with making mistakes on your own: your time.

You can always make more money. Money is the easy part because money can always be replenished.

But let me ask you a question... does that happen with your time too?

Remember... one of the keys to success is investing in yourself to get a massive return on your time investment.

Which brings me to your second (more appealing) option... 
 
Option #2: Invest in comprehensive training that shows you exactly what to do, how to do it, and more.  
 
Have you ever noticed that the most successful people in life tend to be the ones who are constantly investing in themselves?

​Are you aware that one of the biggest ways successful people get their edge over you is by taking courses?  

It's because courses often represent years of hard work condensed into a simple to follow step-by-step plan… 
 
… and that’s exactly what my brand new online course is all about. It’s a training that walks you through how to market your services in a way that gets more prospects and converts them into clients.  
 
Plus, you're getting this course for a FRACTION of the price I charge for private coaching...
​

“But What if I’m Not Good At Marketing?”

The good news is this: nobody is born a great marketer. 

I wasn't... at least, not at first...

I've spent thousands of hours testing different strategies, trying new things, and running experiments. 

I've pored over hundreds of books for hours at a time, tirelessly taking notes until the hand cramps were too much to bear....

I've been "in the trenches"...  doing the grunt work that took me from zero to hero. 

I've condensed a lifetime of marketing knowledge into an easily-digestible course that gets spoon-fed directly to you. 

That's why when you want to market your services as a financial advisor, it’s as easy as following proven tactics I'll show you.  
  
… even if you’re not a born marketer. 
 
… even if you’re not good at “selling”.  
 
You’ll see how to do it, in your own way, without compromising your integrity, and your prospects and clients will appreciate you for it.  
​

What Is Financial Advisor Marketing Mastery?

 
Financial Advisor Marketing Mastery is an online course designed to help financial services professionals uncover the most powerful strategies and techniques that will enable them to get more clients. 

 
​What Happens When  You Enroll...
​
When you enroll in Financial Advisor Marketing Mastery, you get instant, unlimited access to all of the material. 

You can watch the videos as often as your heart desires. 

You can work through the videos at your own pace. You can go at the speed which works best for you because you can access the material whenever you want.  
 
100% of the modules are open from day one, so you can even start with your weakest areas to immediately improve them.  

Imagine it's a few months from now and you're getting more clients than ever before.

Wouldn't that feel amazing? ​


Why You Need A Proven Program Is Clear... 
 
You can take this course, capture the valuable information, and use it again and again.  
 
Now imagine how great it would feel… knowing you had some proven marketing strategies to rapidly build your book of business….  ​

Let me walk you through, in detail, what to expect from this course. Watch the video below to get a sneak peek inside...
​

​Here's a Small Sampling of What You'll Discover...

• ​The single most-important core purpose that should be behind all business planning you ever do… getting this wrong can jeopardize your efforts.
• Several little-known characteristics people want from their financial advisors. The sad truth is most financial advisors are aiming at the wrong target!
• The shocking ways people REALLY choose their financial advisors - knowing this “insider information” will make sure you’re the chosen one, every time.
• How to audit your competition to replicate their strengths and avoid their weaknesses, giving you a MASSIVE advantage in the marketplace.
• How to pick a niche market that will catapult you to success - plus why NOT targeting a niche is begging to be a complete failure.
• What the world's richest advisors do that other advisors sometimes miss... and it's a deceptively simple tactic!
• The critical follow-up mistake financial advisors make that DESTROYS the chances of getting an appointment - if you’re doing this, you’re pulling the rug out from under your feet!
• How to INSTANTLY stand out from the crowd of “me-toos” and make it a no-brainer for prospects to choose you.
• Five of the biggest seminar mistakes financial advisors make - don't even THINK about getting in front of an audience until you know what these are!
• Weird but effective ways to boost your productivity so you can get more done than ever before.
• The quickest, easiest way to shift your mindset about prospecting so any feelings of dread are gone forever.
• Ways to generate leads ensuring your prospects are ready, willing, and able to do business with you - say goodbye to burned out, frustrated leads forever!
• The two ESSENTIAL traits separating the best cold callers in the world from the people who flop on every call.
• Exactly how to leave a voicemail that makes prospects WANT to call you back!
• Why most advisors fail with direct mail.. and how you can transform mailboxes and stamps into a license to print money.
• How to get more people to show up to your seminar than ever before, so you can maximize your time to get in front of more interested prospects.
• How to follow up with people after a seminar - most advisors get this completely wrong!
• Tried-and-true ways to make your website work for you 24/7… even if you’ve never gotten leads from your website before!
• Eye-opening email statistics that will revolutionize the way you generate warm leads
• How to create AMAZING pieces of content that generate inbound leads whether you're asleep, working, or on vacation.
• The truth about how to make email marketing incredibly profitable… including the counterintuitive “secret” about why deleting your email subscribers is sometimes the best move you can make.
• Seven email marketing metrics you MUST be tracking on a regular basis​.
• The five biggest reasons you need to be using Facebook and why it's one of the most underrated tools in financial advisor marketing.
• Stop wasting time, energy, and money on deadbeat social media campaigns  - I'll show you how to transform your social media accounts into lead-generation machines.
• Exactly how you can use Facebook to get in front of your target market and remain top of mind... so when they're ready to hire a financial advisor, you're the first person they think of.
• Why every financial advisor should be using LinkedIn to uncover qualified leads… if you’re not doing this, you’re leaving stacks of cold hard cash on the table!
• How to create a trust-building, authority-establishing LinkedIn profile that helps your ideal clients find YOU.

​​​"When Does The Course Start and Finish?"

The course starts now and never ends! It's a self-paced online course - you decide when you start and finish. 

"How Long Do I Have Access to the Course?" 

How does lifetime access sound? After enrolling, you have unlimited access to this course for life.

"Where Can I Take This Course?" 

This course is compatible across any and all devices you own. You can watch the videos on your desktop, laptop, phone, tablet, and more. 

​"How Much Does This Course Cost?"

There are two ways to pay for the course: 

• A single one-time payment of $997
• A payment plan of $97 per month for twelve months

The best part is this course comes with a 30-day 100% money-back guarantee.

Meaning if you don't love it, you get your money back, even if it's just your first month's payment. 

Also keep in mind that under IRS Code Section 1.162-5(a)(1), this course is tax-deductible. 

I don't know how long I'm going to keep this offer open at such a low price, so be sure to lock in this price today and be immune from future price increases.

Here's Why This Is An Incredible Deal...

A lot of people tell me this course is expensive. 

You know what? It is!

But let's fast forward a year from now and assume you've completed the course. 

You've got more clients... you're setting more appointments.... you're making more money... you've never been happier because you've built the book of business you deserve... 

How would you feel? 

Well, if you divide the $997 investment by a year, it's less than $2.74 a day. 

What's more important...  $2.74 or getting more clients than you have now?

$2.74 or having a system consistently generating inbound leads for you?

$2.74 or the incredible pride you feel every time you look in the mirror... knowing you took control of your life? 

Hey - if I need to, I'll even send you the 274 pennies to cover your first day if it's that big of a deal to you...

​Answer This Question...

How much is ONE client worth to you? 

Not ten... not twenty... 

JUST ONE. 

 For most financial advisors, getting just ONE client pays for the course in full, which is why it's a no-brainer to make the investment in yourself. 

If this course only gets you one extra appointment per week... would it be worth it? 

If this course only gets you one extra client per month.... would it be worth it?
​

​Can You Say "Yes" to Any of These Questions?

Question #1: Are you ready to get more clients and build a bigger book of business? 
 
Question #2: Do you feel as if your company’s training has left a lot to be desired? 
 
Question #3: Do you find that you’re much better at “doing the work” than marketing or “selling people” on the work you can do?  
 
Well…  
 
If you can say YES to any of these questions, the good news is this: Financial Advisor Marketing Mastery is PERFECT for you.  
 
Here’s why:  
 
This course is engineered from the ground up to solve the biggest problem financial advisors face, which is getting more clients.  

Plus, Financial Advisor Marketing Mastery is designed to complement whatever training you have already received.  
 
And if you’re like MOST financial advisors, you’re better at doing your job than selling and marketing.

That's why the proven strategies provided in Financial Advisor Marketing Mastery will be a life-saver.  
​

Get These FREE Bonuses When You Order Now

​BONUS #1: "Dealing With Rejection" ($97 Value)

I'll show you:
​

• ​Why the fear of rejection is a GOOD thing, despite what everyone else believes.
• Why  you actually WANT prospects to reject you. 
• Two thought experiments that will transform the way you think about rejection forever. 
• A weird little trick on how to approach prospecting so rejection doesn't faze you one bit.​

​

BONUS #2: "Get Found In Local Search" ($47 Value)

When your prospects search "financial advisor" in your area, are you at the top of the search results? If you're not, your prospects will call your competition instead.

Or perhaps you have someone who is interested in working with you, maybe has an appointment with you, then goes home to search  for financial advisors online.

If he or she can't find you, congratulations, you just lost a client. 

The good news is this is a pretty easy fix. In this  free bonus I will show you what to do to improve your chances of ranking in local search. 

This is one of those things you can see how to do in a few minutes, implement in less than a day, and change your business for the better.

You will be blown away at how simple this is.

And if that weren't enough, I'm throwing in one more must-have bonus that you can ONLY get when you enroll in this course... 
​

BONUS #3: "How to Treat Inbound Leads" ($97 Value)

I've seen financial advisors who think they're "killing it" on their website, social media, etc. because they get a few measly inbound leads coming their way. 

However, they don't have the faintest idea in the world of how to treat these leads. 

Or perhaps they're spending big bucks on advertising. Then when the phone rings, they blow it. 

Handling an inbound lead must be done systematically - any other way will fail to perform as well.

In this bonus, I'm going to show you how to do it, step-by-step. 

I'll also reveal: 

• Why not all inbound leads are created equally. 
• The best way to approach an inbound lead if it seems totally cold. 
• The MOST IMPORTANT thing to remember when dealing with inbound leads.
• Exactly what to do if you can't respond to the inbound lead right away.
• The dumbest mistake you can make when closing inbound leads... and how to avoid it. 

My Unconditional 100% Money-Back Guarantee

If you haven't enrolled by now, I can only think it's because you're worried about making a bad decision. 

You know what? Maybe you are! 

​But what if you're not?

Let's say you enroll in Financial Advisor Marketing Mastery and you hate it. 

This is pretty much a worst-case scenario, right?  

Can it get worse than that, realistically? Can we agree it's the worst-case scenario?

In the unlikely event it happens, I offer a 100% money-back guarantee anyway. It'll be like it never even happened. 

But what if it works? 

You're still here reading this, so you know you've got a pretty strong gut feeling that this can help you in a major way. 

What if your gut feeling is right?

A few months from now you can be reaping the rewards you deserve.  

​Isn't it at least worth trying? 

After all... the worst-case scenario is you hit the "delete" button on the entire thing and you get your money back.

... but the best case scenario is life-changing. Get started now.
​

And if you haven't enrolled because you think my guarantee is B.S., here's a screenshot of a refund I recently gave to a student. Here's what she said... 

My Get-More-Clients-Guarantee

The Financial Advisor Marketing Mastery course comes with a 100% money-back guarantee… but I don’t stop there.

I promise you will get more clients and build a bigger book of business from the information gained in this course. Your friends and colleagues will envy your business savvy and newfound “Midas Touch”. There’s a good reason why I stand behind my product so strongly. 
 
At any time within 30 days, if you decide I haven't helped you get more clients,  I will give you a full and complete refund. 

Just to be clear, there are no strings attached. No forms to fill out.

And if you've opted for the payment plan and cancel within 30 days, you'll get back your first payment. 

Just call 937-REVENUE, contact me through the website, or send me an email at james@theadvisorcoach.com.

​Frequently Asked Questions

 What if I’m a new financial advisor?  
 
Then you NEED this course. Drop everything and get it, now.  
 
It’s critical you know what works and what doesn’t before you form bad habits.

It’s what I called the “cutting your lawn with scissors syndrome”. A financial advisor will stumble around in the dark, find something that works, and keep doing it even though there’s a better way.  
 
 
What if I’m an experienced financial advisor?  
 
When experienced financial advisors go through this program, the ones that get the best results are the ones who are focused and willing to implement the advice.

I've also found that experienced financial advisors have the resources and experience to leverage this program to get higher-level results, so if you've been an advisor for many years, you actually stand to benefit the most.  
 
 
What if I’m not good with technology? 
 
This program is not technology-intensive. In fact, the “tech” stuff is only in the “inbound marketing” section and it’s structured in such a way where even a complete technophobe can understand the ideas.

And believe me, I’ve worked with technophobes. I kept them in mind while creating this program.  
 
 
What if I’m not a financial advisor yet?  
 
If you’re not a financial advisor yet, I would focus on passing your exams first. Once you have passed your exams and are ready to start marketing and building your book of business, get this course.  
 
I want to be a partner in your success, but you have to become a financial advisor first. Of course, the decision is still yours. If you decide to join Financial Advisor Marketing Mastery, I’d love to have you.  
 
 
Just tell me, is Financial Advisor Marketing Mastery right for me?  
 
When I put together this course, I had two types of people in mind. They are as follows:  
 
Person #1: You already have a decent book of business, but you’re looking to do better.

Person #2: You don’t have many clients, but you know you need more.  
 
Financial Advisor Marketing Mastery can help you either way.

I cover everything you need to get more clients from the ground up, while also giving you the tools to GROW your existing client base. 

This includes the psychology behind marketing, how to become a better prospector, how to get inbound leads, and more.   

I cannot promise you any specific results. 

But I can show you exactly what to do and why it works. 

Short of doing everything for you, I can't make it any easier for you to get more clients!
​
​What I'm trying to figure out is... 

Are You a Player or a Poser?

If you're a serious PLAYER - which I think you are - you'll know this is one of the best deals you'll ever come across.

Over 11 hours of video content walking you through exactly how to get clients. That's a great deal. 

But on the other hand... if you're a POSER... please stop wasting your time and hit your back button at once... or send someone here who can actually use this course to build a bigger book of business. 

I can't stand posers. 

Now... as a financial advisor, you know the difference between assets and liabilities. You know poor people buy liabilities. Wealthy people got wealthy by putting their money into investments that turn into more money. 

And YOU are the best investment you'll ever make. 

If you divide the $997 investment by a year, it's less than $2.74 per day.

​Plus, keep in mind that Section 1.162-5(a)(1) of the IRS Code makes this course tax-deductible... making this smoking-hot deal even better!

Obviously, you don't have to enroll in Financial Advisor Marketing Mastery. You can keep your 274 pennies per day and stay in the same place you are now. 

I know you're someone who is serious about getting results because you wouldn't be here if you weren't.

If you don't take action, your competitors will steal these clients from right under your nose! 

You have nothing to lose and everything to gain.

Look - 30 days from now you can be nothing more than a month older, or you can be on your way to more success. 

You decide. 
​

Lifetime access. Free updates for life. 100% money-back guarantee.

​Yes, James - I Am Ready To Get More Clients Today!

​(Lock In This Price Today and Be Immune from Future Price Increases)

12 Payments
​
$97/month

12 Easy Payments

1 Payment​​​​​
​
$997

(Recommended)

​Still Have Questions?

​Call Me at 937-REVENUE (937-738-3683)
​