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    • 50 Things I Wish Financial Advisors Knew About Marketing
    • What's A Good Financial Advisor Marketing Budget? Here's What I've Found...
    • 5 Reasons Why Hiring A Financial Advisor Marketing Agency Is A Bad Idea...
    • 5 Elements of High-Converting Landing Pages For Financial Advisors (With Examples)
    • Why "Branding" Is A Terrible Idea For Financial Advisors
    • 9 Inbound Marketing Strategies For Financial Advisors That Are Working Right Now... (With Proof)
    • Financial Advisors: Here's How To Get 3 New Clients In The Next 30 Days...
    • I Analyzed The Websites Of Barron’s Top 100 Independent Financial Advisors: Here’s What They Do Differently…
    • 4 Things I've Learned From Testing 3.2 Million Financial Advisor Emails
    • What Is The Optimal Number Of Clients For A Financial Advisor? (My Answer May Surprise You...)
    • Will Financial Advisors Become Obsolete? (Future Outlook For Financial Advisors)
    • How To Become A Virtual Financial Advisor (Plus Traits And Tools To Help You Work Remotely)
    • An Open Letter To Financial Advisors With Imposter Syndrome (Plus 4 Tips For Overcoming It)
    • How To Overcome Objections As A Financial Advisor (The Right And Wrong Way)
    • 7 Priceless Tips For Financial Advisors Who Want A "Lifestyle" Practice
    • 9 Research-Backed Stress Management Tips For Financial Advisors (That Actually Work)
    • 3 Powerful Ways Financial Advisors Can Use Webinars To Get More Clients
    • 10 Catastrophic Ways Financial Advisors Sabotage Their Own Success
    • These 5 "Weird" Tips Can Help Financial Advisors Form Better Habits
    • 5 Financial Advisor Follow-Up Tips (That Won't Annoy Prospects)
    • How Financial Advisors Can Write A Book (And Use It To Get Clients)
    • 7 Ways To Make Your Financial Planning Firm More Profitable
    • 7 Actionable Goal Setting Tips For Financial Advisors
    • 10 Of My Favorite Productivity Tools For Financial Advisors
    • How Financial Advisors Can Make A Phenomenal First Impression
    • 3 Reasons Financial Advisors Should (And Shouldn't) Start A Podcast
    • Financial Advisors: 4 Reasons Why Buying Leads Is Like Burning Money
    • 11 Tips For Writing A Stellar Financial Advisor Bio (With Examples)
    • 7 Traits Successful Financial Advisors Have (From Someone Who Has Worked With Thousands Of Advisors)
    • 6 Common Financial Advisor Interview Questions (And How To Answer Them)
    • 5 Things Financial Advisors Should Know Before Buying A Book Of Business
    • Looking For A Financial Advisor Internship? Here Are 10 Things You Should Know...
    • How Hard Is The CFP® Exam? (Plus 5 Of My Favorite Tips To Help You Pass)
    • 10 Insurance Marketing Tips, Ideas, and Strategies (That Actually Work)
    • How to Become a Financial Advisor In 5 (Not So Easy) Steps
    • How To Make Six Figures As A Financial Advisor
    • 11 Lucrative Cold Calling Tips for Financial Advisors
    • 10 Things I Wish All Entry Level Financial Advisors Knew
    • 6 Video Marketing Tips for Financial Advisors: Why Video Marketing Is So Powerful
    • 7 Reasons Why Most Financial Advisor Sales Training Completely Fails
    • Pros and Cons of Financial Advisor Coaching - Should Financial Advisors Hire a Coach?
    • 9 Elevator Speech Tips for Financial Advisors
    • A Day In The Life of a Financial Advisor: 7 Things You Can Expect
    • 7 Awesome Content Marketing Tips for Financial Services
    • Pros and Cons of Being a Financial Advisor: The Dirty Details Nobody Tells You
    • 8 Things Nobody Tells You About Being a Financial Advisor
    • 10 Things Financial Advisors Wish They Could Do Differently
    • 10 Awesome Content Marketing Tips for Financial Advisors
    • 12 Best Financial Planning Questions to Ask Clients
    • 5 Online Reputation Management Tips for Financial Advisors
    • Here's Why Clients Fire Financial Advisors
    • 5 Things Financial Advisors Should Never Do With Their Clients
    • 9 Cold Email Tips for Financial Advisors
    • 7 Tips for Avoiding Burnout as a Financial Advisor
    • 9 Tips for Creating a Financial Advisor Business Plan
    • 7 Must-Know Google Ads Tips for Financial Advisors
    • 7 Awesome Tech Tools for Financial Advisors
    • 10 Insurance Email Marketing Mistakes You Need to Avoid
    • 12 Facebook Marketing Tips for Financial Advisors
    • 3 Lessons From An Advisor Losing $1,000 Every Day
    • 7 Easy & Actionable Social Media Marketing Tips for Financial Advisors
    • 7 Door-to-Door and Cold Knocking Tips for Financial Advisors
    • 5 Things People Really Want From Financial Advisors
    • 5 Client Loyalty Strategies to Help You Retain More Clients
    • 7 Client Referral Ideas to Help You Get More Referrals
    • 8 Tips for Attracting UHNW Clients (With Proof That They Work)
    • Top 10 Best Books for Insurance Agents (2020)
    • 15 Financial Advisor Prospecting Ideas & Techniques That Work!
    • 11 Awesome Client Appreciation Event Ideas for Financial Advisors
    • Life Insurance Leads - Should You Buy Them?
    • 5 Ways Financial Advisors Can Improve Direct Mail Marketing Results
    • 7 Reasons You'll Fail as an Insurance Agent
    • 7 Horrible Insurance Marketing Ideas
    • 5 SEO Strategies For Financial Advisors (That Actually Work)
    • Social Media Tips for Financial Advisors: Experts Weigh In
    • The Secret Behind Awesome Financial Advisor Value Propositions (Plus Examples)
    • 5 Tips for How to Sell Insurance Over the Phone
    • 15-Step Client Onboarding Checklist: Onboarding Process for Financial Services
    • The Best CRM for Financial Advisors (CRM Software for Financial Services)
    • 10 Actionable Seminar Marketing Tips for Financial Advisors (That Actually Work)
    • 9 Effective Appointment Setting Tips for Financial Advisors
    • 19 Financial Advisor Email Marketing Tips
    • 5 Ways to Overcome Call Reluctance
    • How to Handle Rejection In Sales: Overcoming Your Fear of Rejection
    • 7 Reasons Why Most Financial Advisor Websites Are Terrible
    • 27 Financial Advisor Marketing Ideas & Strategies That Work!
    • How to Become a Successful Financial Advisor: Your First Year
    • Top 10 Best Books for Financial Advisors
    • 7 Fatal Prospecting Mistakes You Can't Afford to Make
    • 5 Ways to Generate Leads Without Cold Calling
    • 7 Ways Prospecting Is Like Dating
    • 5 Reasons Why You're Not Getting Referrals
    • 5 LinkedIn Tips for Financial Advisors (Plus 3 Things They Should Be Tracking...)
    • How Financial Advisors Can Build Client Trust
    • 11 Reasons You'll Fail as a Financial Advisor
    • How Financial Advisors Can Make More Money
    • 5 Best Niches for Financial Advisors
    • How to Sell Without Being Pushy
    • How Advisors Can Get Out of Their Comfort Zone
    • 5 Characteristics of Successful Insurance Agents
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"37 Of The Best Prospect-Converting, Client-Getting Sales Tips For Financial Advisors..."

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From: James Pollard
​
​If you’re a financial advisor who wants to convert more prospects into clients, then this is for you.

But First, Read This Disclaimer:

Please understand my results are not typical. I’m not implying you’ll duplicate them (or do anything for that matter).

The average person who buys any “how to” information gets little to no results. As with all of my products, my references are used for example purposes only.

Your results will vary and depend on many factors… including but not limited to your background, experience, and work ethic.

All business entails risk as well as massive and consistent effort and action. If you’re not willing to accept that, please DO NOT GET THIS.

With that said… let me show you…

Exactly What You’re Getting

First of all, there’s no fluff or filler in this. There are 37 battle-tested sales tips that are working right now.

Moreover, it’s easy to read.

With just 62 pages, you can easily finish reading it in a single afternoon.

Here’s a fraction of what you’re getting…
​
  • The number one reason why financial advisors fail. (Eliminate this one thing and you will be miles ahead of everyone else.) Page 5.
  • The little-known secret to keeping prospects involved when you’re giving a presentation. Page 7.
  • The exact questions people are asking themselves when they consider hiring you - imagine getting a sneak-peek into the prospect’s mind. Page 9.
  • Three ways most financial advisors come off as too pushy… which immediately turns off prospects. (Crucial information for a new advisor.) Page 13.
  • Six “trust levels” that will allow you to see why some sales never happen, while others are fast and effortless. (Not one advisor in a thousand knows about these six “trust levels” and the incredible business-building benefits which come from mastering them.) Page 16.
  • The best way to build rapport is to talk to people about what they like, right? Wrong! The “usual stuff” totally backfires with financial services. Here’s what you need to do to build instant rapport among your prospects. Page 21.
  • How to deal with people who think your fees are too high. (Even the "experts" get this wrong.) Page 24.
  • How to get your prospect to tell you exactly what you need to do to close the deal. This is so simple it astonishes me how most people completely miss it... and it works virtually every time. Page 26.
  • Several ways you can nail a solid first impression and skyrocket your chances of converting the prospect. (I told one of these little-known techniques to a shoe salesman at the mall and he saw results within minutes.) Page 29.
  • No prospects will raise objections to information THEY give you - I’ll show you how to get this valuable information and use it to seal the deal. Page 32.
  • Why “always be closing” is completely wrong… and what you should do instead. (Sadly, most sales trainers, gurus, and mentors do NOT want you to have this information.) Page 35.
  • Should you confirm an appointment? The answer may surprise you… Page 40.
  • The four biggest reasons why people leave their financial advisors - one of them is completely preventable and it accounts for 50% of all attrition. Page 43.
  • Why you should never ask a prospect for thirty minutes of their time. Sounds silly, right? You’ll see how this can be one of the best things you ever do. Page 48.
  • The best way to leave a voicemail so prospects actually call you back. (It works for people trying to get dates, too. A friend of mine used this technique to get an “out of his league” woman to finally - and rapidly - return his calls… after three weeks!) Page 56.
  • The little-known marketing strategy that I’ve personally ​used to get “dream prospects”... and it works like a charm. Page 60.

You’re right… that is a lot of battle-tested tactics.

​And let me assure you, that's just the tip of the iceberg... 

Here’s What to Do Next

The “cost” of this book is $̶9̶7̶  $37 and it comes with a 100% money-back guarantee, which is explained below. 

(It's important to note that the cost may be tax-deductible for you anyway...) 

As soon as you place your order, you’ll get an automated receipt with a link to download the book directly in your email.

You can access it anywhere, immediately, without having to wait by the mailbox.

Why This Is A Great Deal For You... 

As of the time of this writing, I charge $2,500 for thirty minutes for one-on-one phone consultation. 

Don't believe me? That's okay. I've included a screenshot of an actual invoice below... 
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I charge $2,500 for a thirty minute phone consultation. However, I can only cover four or five tips in such a small amount of time. I've put together this exclusive PDF guide of 37 of my favorite sales-boosting, client-getting tips for only that you can download it and keep it forever for only $37.
I take immense pride in the value I provide, and I firmly believe that my advice is worth every penny.

Unfortunately, there's a limit to what I can cover in a mere half-hour. Recently, a financial advisor approached me seeking sales tips, and we were only able to address four or five specific topics.

However, with "37 Sales Tips For Financial Advisors," you will receive 37 of my favorite sales-boosting and client-getting tips in a downloadable PDF guide. You can keep this guide as a valuable reference.

Additionally, I understand that not every financial advisor may be comfortable paying my admittedly high consultation fees.

So, in case you're wondering...​

THERE IS NO CATCH!

I understand that this offer is incredibly affordable, so you may wonder if there's a hidden "catch."

Rest assured, there isn't one.​

​
I’m genuinely giving you this entire book for $̶9̶7̶  $37, as a means of demonstrating real value to you. 


My hope is that you will thoroughly enjoy the content and that this will mark the beginning of a fruitful and lasting business relationship.

Ideally, you will utilize the insider information found in "37 Sales Tips" to significantly increase your personal income. And who knows, perhaps some of that additional income will find its way back to me. 
😄

To be completely candid, many financial advisors who purchase this product are so impressed that they go on to make multiple additional purchases from me. Many subscribe to my monthly paper-and-ink newsletter, The James Pollard Inner Circle. 

But there is one important factor to keep in mind:

Time Is Of The Essence

In most cases, I incur a loss when I sell something at this price.

The cost of advertising expenses alone amounts to just over $43 per book sold.

So, why would I make such an offer?

It's simple. I present this offer with the belief that you will be genuinely impressed by what I am providing today, and that it will encourage you to engage in further business with me in the future.​​

I’m betting that you’ll enjoy the book so much, you’ll check out some of the other products and services I offer. Pretty straightforward.


Anyway, with all of that said, this is a limited offer.

The Boldest Guarantee In The World

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I 100% guarantee you’ll love this book or I’ll return your $37 and let you keep it anyway.

That’s right. You don’t even have to send anything back. Simply email me (james@theadvisorcoach.com) or give me a call at 937-REVENUE and I’ll give you back your $37 with no questions asked. I'll even eat the credit card processing fees.

How’s that for fair? Click the button below to get started now... 
Click here to get 37 Sales Tips For Financial Advisors
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​Thanks for taking the time to read this letter and I look forward to hearing from you soon.
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James Pollard
"America's #1 Financial Advisor Marketing Expert"

P.S. In case you’re one of those people (like me) who just skips to the end of the letter, here’s the deal:

I’m offering you a 62-page book that is chock-full of sales tips for financial advisors.

The "cost" is $̶9̶7̶  $37.

There is no “catch” to this offer.

In fact, if you don’t like the book let me know and I’ll even give you back the $37. You don’t even need to send the book back.

Click the button below and claim your copy now. You won’t regret it... 
Click here to get 37 Sales Tips For Financial Advisors
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MORE THAN 50,000 FINANCIAL ADVISORS SERVED... ARE YOU NEXT? CLICK HERE TO LEARN MORE. 
RESOURCES
"Financial Advisor Marketing" Podcast​
How to Get Clients With LinkedIn
The James Pollard Inner Circle Newsletter
Appointments On Autopilot
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  • Home
  • Media
  • Get Clients With LinkedIn
  • New Advisors
  • Products
  • Inner Circle
  • Blog
    • 50 Things I Wish Financial Advisors Knew About Marketing
    • What's A Good Financial Advisor Marketing Budget? Here's What I've Found...
    • 5 Reasons Why Hiring A Financial Advisor Marketing Agency Is A Bad Idea...
    • 5 Elements of High-Converting Landing Pages For Financial Advisors (With Examples)
    • Why "Branding" Is A Terrible Idea For Financial Advisors
    • 9 Inbound Marketing Strategies For Financial Advisors That Are Working Right Now... (With Proof)
    • Financial Advisors: Here's How To Get 3 New Clients In The Next 30 Days...
    • I Analyzed The Websites Of Barron’s Top 100 Independent Financial Advisors: Here’s What They Do Differently…
    • 4 Things I've Learned From Testing 3.2 Million Financial Advisor Emails
    • What Is The Optimal Number Of Clients For A Financial Advisor? (My Answer May Surprise You...)
    • Will Financial Advisors Become Obsolete? (Future Outlook For Financial Advisors)
    • How To Become A Virtual Financial Advisor (Plus Traits And Tools To Help You Work Remotely)
    • An Open Letter To Financial Advisors With Imposter Syndrome (Plus 4 Tips For Overcoming It)
    • How To Overcome Objections As A Financial Advisor (The Right And Wrong Way)
    • 7 Priceless Tips For Financial Advisors Who Want A "Lifestyle" Practice
    • 9 Research-Backed Stress Management Tips For Financial Advisors (That Actually Work)
    • 3 Powerful Ways Financial Advisors Can Use Webinars To Get More Clients
    • 10 Catastrophic Ways Financial Advisors Sabotage Their Own Success
    • These 5 "Weird" Tips Can Help Financial Advisors Form Better Habits
    • 5 Financial Advisor Follow-Up Tips (That Won't Annoy Prospects)
    • How Financial Advisors Can Write A Book (And Use It To Get Clients)
    • 7 Ways To Make Your Financial Planning Firm More Profitable
    • 7 Actionable Goal Setting Tips For Financial Advisors
    • 10 Of My Favorite Productivity Tools For Financial Advisors
    • How Financial Advisors Can Make A Phenomenal First Impression
    • 3 Reasons Financial Advisors Should (And Shouldn't) Start A Podcast
    • Financial Advisors: 4 Reasons Why Buying Leads Is Like Burning Money
    • 11 Tips For Writing A Stellar Financial Advisor Bio (With Examples)
    • 7 Traits Successful Financial Advisors Have (From Someone Who Has Worked With Thousands Of Advisors)
    • 6 Common Financial Advisor Interview Questions (And How To Answer Them)
    • 5 Things Financial Advisors Should Know Before Buying A Book Of Business
    • Looking For A Financial Advisor Internship? Here Are 10 Things You Should Know...
    • How Hard Is The CFP® Exam? (Plus 5 Of My Favorite Tips To Help You Pass)
    • 10 Insurance Marketing Tips, Ideas, and Strategies (That Actually Work)
    • How to Become a Financial Advisor In 5 (Not So Easy) Steps
    • How To Make Six Figures As A Financial Advisor
    • 11 Lucrative Cold Calling Tips for Financial Advisors
    • 10 Things I Wish All Entry Level Financial Advisors Knew
    • 6 Video Marketing Tips for Financial Advisors: Why Video Marketing Is So Powerful
    • 7 Reasons Why Most Financial Advisor Sales Training Completely Fails
    • Pros and Cons of Financial Advisor Coaching - Should Financial Advisors Hire a Coach?
    • 9 Elevator Speech Tips for Financial Advisors
    • A Day In The Life of a Financial Advisor: 7 Things You Can Expect
    • 7 Awesome Content Marketing Tips for Financial Services
    • Pros and Cons of Being a Financial Advisor: The Dirty Details Nobody Tells You
    • 8 Things Nobody Tells You About Being a Financial Advisor
    • 10 Things Financial Advisors Wish They Could Do Differently
    • 10 Awesome Content Marketing Tips for Financial Advisors
    • 12 Best Financial Planning Questions to Ask Clients
    • 5 Online Reputation Management Tips for Financial Advisors
    • Here's Why Clients Fire Financial Advisors
    • 5 Things Financial Advisors Should Never Do With Their Clients
    • 9 Cold Email Tips for Financial Advisors
    • 7 Tips for Avoiding Burnout as a Financial Advisor
    • 9 Tips for Creating a Financial Advisor Business Plan
    • 7 Must-Know Google Ads Tips for Financial Advisors
    • 7 Awesome Tech Tools for Financial Advisors
    • 10 Insurance Email Marketing Mistakes You Need to Avoid
    • 12 Facebook Marketing Tips for Financial Advisors
    • 3 Lessons From An Advisor Losing $1,000 Every Day
    • 7 Easy & Actionable Social Media Marketing Tips for Financial Advisors
    • 7 Door-to-Door and Cold Knocking Tips for Financial Advisors
    • 5 Things People Really Want From Financial Advisors
    • 5 Client Loyalty Strategies to Help You Retain More Clients
    • 7 Client Referral Ideas to Help You Get More Referrals
    • 8 Tips for Attracting UHNW Clients (With Proof That They Work)
    • Top 10 Best Books for Insurance Agents (2020)
    • 15 Financial Advisor Prospecting Ideas & Techniques That Work!
    • 11 Awesome Client Appreciation Event Ideas for Financial Advisors
    • Life Insurance Leads - Should You Buy Them?
    • 5 Ways Financial Advisors Can Improve Direct Mail Marketing Results
    • 7 Reasons You'll Fail as an Insurance Agent
    • 7 Horrible Insurance Marketing Ideas
    • 5 SEO Strategies For Financial Advisors (That Actually Work)
    • Social Media Tips for Financial Advisors: Experts Weigh In
    • The Secret Behind Awesome Financial Advisor Value Propositions (Plus Examples)
    • 5 Tips for How to Sell Insurance Over the Phone
    • 15-Step Client Onboarding Checklist: Onboarding Process for Financial Services
    • The Best CRM for Financial Advisors (CRM Software for Financial Services)
    • 10 Actionable Seminar Marketing Tips for Financial Advisors (That Actually Work)
    • 9 Effective Appointment Setting Tips for Financial Advisors
    • 19 Financial Advisor Email Marketing Tips
    • 5 Ways to Overcome Call Reluctance
    • How to Handle Rejection In Sales: Overcoming Your Fear of Rejection
    • 7 Reasons Why Most Financial Advisor Websites Are Terrible
    • 27 Financial Advisor Marketing Ideas & Strategies That Work!
    • How to Become a Successful Financial Advisor: Your First Year
    • Top 10 Best Books for Financial Advisors
    • 7 Fatal Prospecting Mistakes You Can't Afford to Make
    • 5 Ways to Generate Leads Without Cold Calling
    • 7 Ways Prospecting Is Like Dating
    • 5 Reasons Why You're Not Getting Referrals
    • 5 LinkedIn Tips for Financial Advisors (Plus 3 Things They Should Be Tracking...)
    • How Financial Advisors Can Build Client Trust
    • 11 Reasons You'll Fail as a Financial Advisor
    • How Financial Advisors Can Make More Money
    • 5 Best Niches for Financial Advisors
    • How to Sell Without Being Pushy
    • How Advisors Can Get Out of Their Comfort Zone
    • 5 Characteristics of Successful Insurance Agents
  • Contact