"Exclusively For Financial Advisors Who Are Hellbent On Joining (And Staying In) The Top 1% - All Others Please Disregard..."
This monthly paper-and-ink newsletter is responsible for massive marketing winners and incredible success stories for financial advisors. Read on to discover more...
From: James Pollard
Are you a financial advisor who wants more out of life?
If so, read on.
My name is James Pollard.
I'm the host of the "Financial Advisor Marketing" podcast, which has 300+ episodes designed to help financial advisors get more clients.
I'm also the founder of this website (TheAdvisorCoach.com), which is one of the financial advice industry's premier sources for business-building information. My products and services have helped more than 50,000 financial advisors get more clients since 2015.
My insights have graced the pages of publications like Forbes, Financial Advisor Magazine, and The Journal of Financial Planning.
I was also recently named one of the "100 Most Powerful People In Financial Advice."
Additionally, I've had the privilege of speaking across the globe to financial advisor groups of varying sizes, from intimate gatherings of ten or fewer to large crowds of more than a thousand.
Even though I'm based in Delaware, I've also gone international. Here is a photo from a presentation I gave to Liberty in South Africa.
Yet, I REFUSE to share my most eye-opening, business-building advice in those places. Because I only want to reveal them to a select group of financial advisors who truly "get it," recognize their value, and are ready to implement them.
Which is why I have reserved my best and most effective secrets for people who subscribe to my monthly newsletter, The James Pollard Inner Circle®.
Now, this prestigious (and reassuringly expensive) newsletter is definitely NOT for everyone.
Let me explain...
Please understand that my results are not typical. I’m not suggesting you’ll duplicate them (or do anything for that matter). Some financial advisors have told me they've succeeded because of my advice while others do nothing but whine and complain. If you're the type to complain, I urge you to stop reading now as this will be a waste of your time. 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 join.
With that said, let me tell you about it...
The James Pollard Inner Circle® newsletter is a paper-and-ink newsletter (the one you saw at the top of this page) that gets shipped out on the 1st of every month.
Each issue is packed with actionable techniques (and even step-by-step templates, in some cases) designed to help you...
Get More Clients And Build A Better Business...
That’s my goal for you.
I want you to rip open each newsletter, devour it in a single sitting...
And then immediately use the information to take your business to the next level.
Each issue is like having thought-provoking, insider marketing secrets delivered right to your doorstep. All you have to do is welcome them in.
Of course, you might be wondering…
"James, Why Do You Publish A Monthly Printed Newsletter?"
I get that question a lot.
Why do I spend tens of thousands of dollars per year on printing and shipping costs? Couldn’t I offer the content digitally via a PDF download or a membership site?
Well, I guess I could, but the results wouldn’t be the same. Because...
I’ve discovered that a printed newsletter is the ultimate information delivery vehicle. It's also the best way for financial advisors to transform their businesses.
Here are a few reasons why…
Printed documents are easier to read. Researchers from the University of Montreal found that people are much more likely to fully engage with printed materials than digital ones.
A study from the University of Maryland, which analyzed more than 171,000 readers, found that comprehension was highest when reading on paper.
Research from Millward Brown confirmed that printed materials, including newsletters, engage the brain more deeply and create a more lasting impression.
My objective is for you to read the information, remember it, and implement it. All the information in the world does you no good if you don’t use it.
I’ve stacked the deck in your favor with the Inner Circle newsletter to make it as likely as possible that you will benefit from it.
Plus, there’s something magical about holding a printed newsletter in your hands. The weight, the texture, the smell of fresh ink on paper. It’s a sensory experience that no PDF or membership site can ever replicate. When you receive a printed newsletter, you know you’re holding something that someone cared enough to create, print, and send directly to you.
Unlike digital content that disappears into the void of your hard drive or gets buried in your inbox, a printed newsletter is something you keep. It’s something you can pull off the shelf, flip through, and revisit whenever you need a burst of inspiration or a solution to a pressing problem. Over time, the issues become a treasure trove of insights, a physical archive of wisdom that grows more valuable with each passing month.
Oh, and one more thing…
When you invest in a printed newsletter, you’re making a statement – to yourself and others – that you’re serious about your growth.
You’re not just dabbling with digital distractions; you’re committed to deep learning. And when you’re serious, people notice. Speaking from personal experience (because I subscribe to a ton of newsletters), that kind of commitment opens doors.
Here's How This Can Help You Get 50% More Clients Than You're Getting Right Now...
According to Broadridge’s Financial Advisor Marketing Trends Report…
Only 66% of advisors are confident they’ll meet their practice goals this year.
I provide the tools, strategies, and mindset shifts to boost your confidence.
85% of financial advisors report that finding time for marketing is challenging.
I simplify marketing into clear, actionable steps you can implement quickly without overwhelm or guesswork.
Fewer than 3 in 10 financial advisors have a defined marketing strategy. Yet, advisors with a defined marketing strategy onboard 50% more clients, on average.
I give you heaps of strategies, delivered to your mailbox every month, so you can start getting better results.
Think about that for a second…
Most advisors are out here winging it. Throwing random posts on social media. Hoping referrals magically show up. Crossing their fingers that “this quarter will be different.”
Meanwhile, the ones with a plan (even a simple one) are pulling ahead, grabbing the best clients, and quietly building real businesses.
If you want to be one of them, The James Pollard Inner Circle® newsletter is for you.
It’s not fluff. It’s not theory. It’s chock-full of marketing strategy that works, written specifically for financial advisors who want to grow.
Again, financial advisors who have a defined marketing strategy get 50% more clients on average. This means it should be extremely easy for your membership to pay for itself if you have a real business and are willing to put in the work.
Here's What You Can Expect From Each Sought-After Issue...
Issues range from 15 to 20+ pages depending on how long it takes to cover the topics in detail. I understand your time is valuable, so the newsletter is written to be concise and actionable.
Each issue is bursting with impactful insights you can read without taking up too much of your time. The average college-educated adult reads roughly 250 words per minute. Based on those calculations, each issue should take approximately 32 minutes to read.
I strive to make the information easy to implement.
The newsletter is designed to provide easy-to-understand marketing strategies and clear guidance on how to use them.
I pour my heart and soul into this newsletter, and I share everything I’ve discovered about how to grow a financial advisor's business.
I also write in what I call a “buffet style,” meaning that each issue covers a wide range of subject matter. This ensures that advisors from all companies, backgrounds, and walks of life should be able to get at least one or two things to help them each month.
Because, just like a buffet, the newsletter is written so you can pick and choose what you’d like to implement while leaving the rest for later. I cover a wide variety of topics ranging from high-level business strategies, social media, email marketing, online advertising, dealing with compliance, networking, referral marketing, prospecting, seminar marketing, cold calling, direct mail, and more.
Nearly all of the newsletter’s content is inspired by subscribers, who get direct email access to me for their questions.
And to give you even more of an idea of the type of material inside the Inner Circle newsletters, here are some things I’ve discussed in previous issues:
A financial advice ad that ran for several decades and generated more than 3,000,000 leads, including over 5,000 leads in the first thirty days. (March 2024 issue.)
How to make your value proposition twice as strong by adding one sentence. (January 2020 issue.)
How to set more appointments with prospective clients by begging them to work with someone else. (June 2022 issue.)
How one of my friends booked 50 introductory meetings from a room of roughly 70 people, despite being a self-described terrible public speaker. (December 2023 issue.)
The #1 marketing strategy used by successful businesses during recessions. (April 2020 issue.)
A must-have resource for financial advisors who target men aged 50 and older. (August 2023 issue.)
How to get 100 people to listen to your elevator speech for less than $6. (September 2022 issue.)
How introverted financial advisors can build relationships quickly, surpassing extroverted advisors, without feeling burned out or drained from meeting so many people. (July 2023 issue.)
A little-known psychological effect that practically compels prospective clients to read your messages, open your emails, and answer your phone calls. (April 2024 issue.)
How to use a simple 27-word sentence to instantly improve your social media profiles, websites, and other marketing campaigns. (August 2024 issue.)
How to “de-risk” your marketing so your campaigns have a higher chance of succeeding the first time you try them. (October 2022 issue.)
The most effective website homepage design for financial advisors. (January 2021 issue.)
The strange reason why deleting your LinkedIn connections can be the fastest way to grow your network. (January 2024 issue.)
How to turn negative reviews into white-hot reasons for prospective clients to set appointments with you. (February 2021 issue.)
A powerful “twist” you can put on your website and social media profiles - used by several of Barron’s Top 100 Financial Advisors - that can make your fees almost completely irrelevant. (April 2023 issue.)
The most effective way to convince do-it-yourself investors that they need to hire a financial advisor. (May 2023 issue.)
A research-backed way to make clients 3X more likely to give you referrals. (June 2019 issue.)
The two most effective words to use when you want to attract pre-retirees with at least $500,000 in investable assets. (May 2024 issue.)
You'll get to see the behind-the-scenes results of everything, including real-world successful marketing campaigns, prospecting strategies, and more.
I also host monthly "office hours" exclusively for Inner Circle subscribers (described below). They're Zoom meetings on the second Tuesday of every month from 11:00 a.m. to 1:00 p.m. EST. You can join and get real, live help with whatever marketing and business-building challenges you're facing.
Plus, the Inner Circle comes with my ironclad commitment to you...
If at any time you feel that the Inner Circle isn't worth at least 10X what you paid, just email me at [email protected]. I'll personally help you extract every ounce of ROI from your membership, whether that means crafting a custom marketing game plan, tightening up your productivity, or showing you how to attract better clients.
I am here to make this the single best investment you've ever made in your business.
And because I want to help you get results as quickly as possible, I’m giving you access to the following bonuses as soon as you subscribe:
Bonus #1: "5 Keys To Success For Financial Advisors" MP3 Audio Download ($97 Value)
Free 90-minute audio download for Inner Circle members - available immediately.
This is a 90-minute MP3 audio download called “5 Keys to Success for Financial Advisors.”
Imagine sitting with me for an hour and a half as I guide you through five of the most crucial elements to your success.
I have been helping financial advisors get more clients since 2015. Since then, I have seen the worst of the worst and the best of the best. And let me be clear...
There is no such thing as a one-size-fits-all marketing solution or a magic fix to your business problems. However, these five things predict success more often than not.
Once you become an Inner Circle member, you’ll get instant access to this recording as an MP3 download. As soon as you place your order, you'll be taken to a "thank-you" page where you can download it and listen to it immediately.
It’s a bonus so powerful I hesitate to discuss it in detail, as the very concept behind it will instantly trigger inferior imitations, and I’m not going to allow anyone else to steal my thunder on this.
All I’ll say here is if you’re a financial advisor, this MP3 will be one of the most effective tools you possess, provided you apply the information. Here’s a small sample of what you’ll discover…
A little-known marketing “secret” – yet utterly simple to master – which gets people to trust you faster and easier. (It’s a psychological phenomenon that "hacks" into your prospect’s brain and "installs" trust for you. I’ll also give you five ways you can use this method to your advantage.)
Why “branding” – in the traditional sense – consistently fails financial advisors and what you should be doing instead. (If you're someone like me, who is playing with your OWN money, you'll know why "building a brand" is a crock. You need something that will send your money out into the world and make it come back with friends.)
The one thing almost every financial advisor does wrong when building a business. (Yet, not one advisor in a hundred knows what it is...)
The weird “40/40/20 Rule” which applies to all marketing you will ever do as an advisor. (And it's so easy to use, you'll master it immediately, even without practice.)
3 unspoken objections which must be answered before you have a chance of doing business with a prospect. (Not addressing these objections is a big reason why many otherwise competent, intelligent, and skilled financial advisors fail to convert their prospects.)
Let’s take a second to “unpack” that last tip…
Because a financial advisor emailed me to share that by addressing these objections on his website, he was able to nearly triple his appointment-setting rate, while simultaneously cutting his no-show rate in half. Merely handling these unspoken objections can be enough to make your Inner Circle subscription worthwhile.
As a result, your prospects are more likely to engage with your services, and they'll do so in less time than ever before. It's one of the most effective "quick wins" I used to offer my private consulting clients to help them acquire more clients in record time.
Now, let me reveal even more secrets in this free bonus...
How you can bypass the "shopping around" mindset your prospects use when making an “informed decision”. (This could make it so they literally cannot choose anyone but you as their advisor.)
Why most of your marketing work is done before you ever see your prospects. (Highly advanced stuff.)
How your marketing can be up to 100X more effective than your nearest competitors. (This is not an exaggeration and I’ve had people beg me to stop teaching this stuff. However, you’ll be surprised to hear it’s nothing new – I’m simply bringing it to the surface.)
Where to find an extra $9.5 million of potential assets to manage – assuming you manage assets – in an afternoon. (It took me several years before realizing how to do this, yet I'm spoon-feeding it to you.)
"It is jam packed with great ideas and content."
Bonus #2: "How To Make Your Marketing Funnels Convert More Prospective Clients" Video ($197 Value)
This is a 53-minute video where I analyze a financial advisor’s marketing funnel from start to finish.
You’ll get to see the real numbers behind every step, including:
How much money he spent on web traffic.
How many visitors his landing page attracted.
How many people opted into his email list.
How many people opened and clicked his emails.
The video provides screenshots of each funnel step, so you can see exactly what everything looks like. You'll witness everything firsthand. I explicitly told him how to improve each step of his funnel.
But that’s not all…
Because he took my advice! 🙌🏻
He's a rarity in that respect because many individuals seek out marketing advice and never act on it. He implemented my suggestions immediately and then emailed me with his results. I don't want to reveal everything here, but I'll share a few highlights...
In his original ad, he directed 423 people to a landing page. Of those, 71 subscribed to his email list, translating to a 16.78% conversion rate.
After heeding my advice, he directed 402 people to a landing page. This time, 94 subscribed to his email list, resulting in a 23.38% conversion rate.
In other words, by using the principles in the video, he boosted his conversions by a staggering 39%!
🤯
How would you feel if you secured 39% more email subscribers than you currently do? Or 39% more appointments? Or 39% more clients?
Truthfully, the information in this video can be applied across various marketing strategies: direct mail, seminars, webinars, networking events, social media, and more. Because the advice I offered is grounded in psychology and human psychology remains constant.
This newsletter is your chance to have me in your corner.
Bonus #3: "My Favorite Lead-Gen Ad Ever" Video ($195 Value)
Inner Circle members get immediate access to this 44-minute video where I reveal and analyze my favorite lead-gen ad.
In this 44-minute video, I outline and analyze my favorite lead-generation ad of all time.
It’s full of highlights and comments that explain exactly why it worked so well and how financial advisors can replicate the strategies in their businesses.
Yet, before you get too excited, let me warn you that this advertisement is almost forty years old. It was a sleepy little newspaper ad that ran in the 1980s, during which time it generated hundreds of interested leads.
It’s not in the financial services sector, either. So, if you’re looking for a way to swipe from another financial advisor, you will be disappointed.
It’s also not politically correct. This means if you’re easily offended then you should NOT – under any circumstances – watch this video. Otherwise, I think it contains some of the most profitable information you’ll ever receive.
I have studied this advertisement for years, and my marketing does better every time I implement its timeless wisdom. It has an unorthodox approach that is exceptionally effective at generating leads, and it has been responsible for some of my highest-converting landing pages, email campaigns, and follow-up sequences.
I can’t believe I’m giving this information away for free to Inner Circle members, but I want to give them the absolute best. And this advertisement is exceptional because it:
Gets readers to feel as if they know, like, and trust the author.
Builds credibility and rapport without bragging (this is so difficult to do that this one thing is worth the price of admission).
Qualifies – and disqualifies – readers to attract only ideal people (one of the reasons why this ad generated so many leads was because it skillfully outlined who should and shouldn’t respond).
Gives clear instructions about how readers can respond (financial advisors should model its call-to-action in their campaigns).
You can download this bonus video and began generating leads as quickly as tonight. I can't think of a single financial advisor who couldn't benefit from the information in this video.
And finally, a bonus that will blow you away...
Bonus #4: "The Psychology of Decision-Making" Video ($295 Value)
Once upon a time, I received a lengthy email from a financial advisor who was struggling to book appointments. Here's the rundown of his situation...
He had a few thousand followers on LinkedIn. His posts got a decent amount of engagement in the form of likes and comments. He also had a strong website that I reckoned received at least a few hundred visitors per month.
However, people weren't setting appointments with him.
A quick look at his marketing materials revealed why, and I'm going to explain it to you now...
There's something called "dual process theory."
This theory was popularized by psychologist and Nobel laureate Daniel Kahneman. In simple terms, it posits that our brains use two different systems of thinking when making decisions or solving problems:
System 1 is our quick, automatic, and instinctive way of thinking. It's akin to being on autopilot, helping us make snap judgments or react to situations without much effort.
System 2 is our slower, more deliberate, and logical way of thinking. It requires more effort and concentration, and we employ it when we need to solve complex problems, weigh options, or make thoughtful decisions.
This financial advisor was trying to appeal to System 2. He prided himself on his educational content and logical explanations for why people should hire him as their financial advisor.
Unfortunately, this approach was falling flat because people spend most of their time using System 1. And any financial advisor who doesn't appeal to System 1 will struggle to secure more clients.
The good news is that it's relatively easy to appeal to System 1.
And, fortunately for you, I am explaining how to do so in this 55-minute video bonus titled:
"The Psychology of Decision-Making: How Financial Advisors Can Get Prospective Clients to Choose Them."
It explains precisely how to tap into System 1 to acquire more clients quickly and effortlessly. I can't think of a single instance where a financial advisor wouldn't benefit from strengthening this aspect of their marketing.
It's one of the most crucial steps financial advisors can take to improve their marketing because prospective clients use System 1 to filter out the advisors they don't want. In other words, if you don't appeal to System 1, it doesn't matter how much value you provide or how compelling your logical arguments are.
Here’s a preview of what’s in this subscribers-only video:
The most effective way to convince do-it-yourself investors that they need to hire a financial advisor. (I rarely recommend trying to convert DIYers. However, if you want to do it then this works better than anything else I’ve ever seen.)
How Benjamin Franklin became one of the most persuasive people in history, and how financial advisors can use his ingenious method to build trust and credibility. (Even today, influential people from politicians to celebrities use this potent technique to get what they want.)
3 scientifically supported ways financial advisors can build rapport. (Researchers from both Harvard and Yale confirm that these three methods work better than almost anything else.)
How financial advisors can make their fees more palatable. (If you’ve ever had someone turn you down because of what you charge, then this can help you.)
How financial advisors should dress to make the finest first impression possible, backed by science. (I used to believe that clothes weren’t important as long as you had a strong personality and a valuable offer. I was wrong. How you dress matters a lot, and this is the optimal way to present yourself.)
The best and worst client appreciation events to host if you want to get more referrals. (It turns out that certain events work better than others because of a little-known psychological principle that predicts people’s propensity to refer.)
Bonus #5: "30 Rapid-Fire Split Test Results That Can Get More Clients" Video ($295 Value)
This free 59-minute video bonus contains thirty real-world split test results that can get financial advisors more clients...
In marketing, a “split test” is a method of comparing two or more versions of something to see which version performs better.
For example, here are two headlines one of my Inner Circle members tested on his scheduling page:
Headline A: “Are You On Track For Retirement?”
Headline B: “Is Your Retirement Secure?”
According to him, Headline A performed significantly better than Headline B.
But why does this matter? Why should you care about split testing? Let me explain…
Split testing allows you to refine and optimize your marketing strategies. Instead of guessing what might work, you can rely on data to guide your decisions.
It also helps you maximize your return on investment by focusing on what works. When you know that a certain headline, subject line, email, or call-to-action performs better, you can confidently allocate your budget and time to strategies that yield the highest returns. This approach ensures that every dollar you spend on marketing is working as hard as possible to bring in new clients.
I have conducted thousands of split tests throughout my marketing career. I’ve seen what works and what doesn’t for getting financial advisors more clients. And when you subscribe to the Inner Circle today, you’ll get immediate access to a 59-minute video titled:
“30 Rapid-Fire Split Test Results That Can Get More Clients.”
It’s a rapid-fire video because I quickly run through all thirty split tests and tell you exactly what to do. I don’t spend time dawdling. I don’t load you up with useless filler. Instead, I cut straight to the chase so you can get maximum benefits in minimum time.
Here’s a glimpse of some of the tests…
Two words that can get financial advisors’ Facebook accounts shut down. (This is must-have information if you’re advertising on Facebook, especially because many clueless gurus recommend putting these dangerous words in your ads.)
How to use news stories to get prospective clients to get off the fence and set appointments with you.
Which button color attracts the most attention on financial advisors’ websites? (There IS a right answer that works most of the time.)
Do fear-based or greed-based approaches set more appointments for financial advisors?
The right and wrong way to use jargon in your marketing materials. (Truthfully, a few well-placed jargon words can spike your conversions, but you have to know how to use them.)
What is the top font for financial advisors to use on their websites?
How talking about your experience and certifications can cause prospects to run away in fear. (I’ll admit this sounds strange, but I’ve seen it happen dozens of times.)
My go-to email marketing template that works most of the time.
How to structure an email subject line to boost open rates. (I actually used this structure with this email’s subject line. The fact that you’re reading my words right now is proof that it works.)
What are the most efficient times to follow up before a seminar or webinar?
The greatest type of stamp to use to get prospective clients to open your mailers. (I would never let a prospecting mailer leave my hands without this specific type of stamp.)
Simple tweaks advisors can make on their scheduling page to make it more likely that people will set appointments with them.
I’ve spent years of my life and hundreds of thousands of dollars unearthing these secrets. You’re getting them handed to you on a metaphorical silver platter. You’ll get to skip the hard work and shorten your learning curve at lightning speed.
Why am I including all of these bonuses for free?
Because…
These Bonuses Can Help You Easily Recoup The Investment In Your Inner Circle Membership...
In this way, it doesn't really "cost" you anything. If nothing else, it's like handing you something extraordinarily valuable that you can't get anywhere else. Because you can start implementing these bonuses right away, before you receive your first newsletter issue in the mail.
Selfishly, I also offer these bonuses because they boost retention rates. People stick around longer when they get results right away. 😄
And speaking of sticking around, I must be doing something right because my Inner Circle members seldom cancel.
In fact, the monthly cancellation rate is a mind-melting 1.2%.
That means...
98.8% Of Financial Advisors Stick Around Month After Month...
Once financial advisors become Inner Circle members, they tend to stick around...
Think about that for a second...
These are some of the busiest, most results-driven professionals out there.
They're not spending their hard-earned money on something that doesn't deliver.
They stay because it works. Period.
So, if you're still wondering whether the Inner Circle is worth it, consider this:
With a retention rate this high, the real risk isn't joining. The real risk is waiting too long to join.
Once you subscribe, you’ll be directed to a “congratulations” page that looks like this, where you can instantly download your bonuses…
After subscribing, you'll be taken to this "congratulations" page where you can download all the bonuses right away...
Short Of Doing The Work For You, I Don't Think I Can Make It Much Easier For You To Get Results...
But again, you don’t have to take my word for it. Here is some more feedback I’ve received…
"Any advisors out there you must check out what James Pollard has to offer. He is the best. Period."
"You are a killer marketer."
"If you're on the fence about getting involved in his world, just do it. You won't regret it."
"In the wild, Wild West of online marketing, he is an authority I trust."
Just ONE Idea From ONE Issue Could Make All The Difference In Your Business...
If you've been assuming that I've divulged everything I have to offer here on TheAdvisorCoach.com, through my emails, or on my podcast, I'm afraid you're sorely mistaken.
I’ve hardly scratched the surface.
All my most effective, tested and proven business-building lessons are reserved exclusively for my Inner Circle members.
Should you choose to take me up on this offer, you will join the ranks of one of the most elite groups of financial advisors in the world, as a valued member.
I consider my Inner Circle members part of my extended family, as I genuinely care about their success and well-being.
If you've stuck with me this far, I'm assuming my message has resonated with you in a powerful way.
This means if you're ready to join one of the world's most elite groups of financial advisors, then the only logical decision is to accept my invitation and claim your place in my Inner Circle.
Here's The Deal...
The James Pollard Inner Circle®– and all the benefits that come with it – is $199 per month, and shipping is free no matter where you live.
(It's important to note the cost may be tax-deductible for you anyway. Also, it might be possible for your company to reimburse you for your membership.)
This is an absolute steal for everything for you're getting, and Inner Circle members have told me I should charge even more...
"I would continue on at $299 a month if that was the case."
"Each newsletter is basically a masterclass on to its own."
Look, I understand you have a LOT of choices for marketing help.
Financial advisors have shared with me that they're bombarded with a parade of "coaches," "consultants," and "agencies" who claim to be able to get them six quadrillion new clients in four nanoseconds or less. 😆
And sure, some of them mean well. But here’s the harsh reality: most of them are a complete flop for financial advisors. Why? Because they don’t understand the unique nuances of the financial advice industry.
Here's what I mean...
In 2023, I conducted groundbreaking research to discover the main reasons why people don’t hire financial advisors. One of my most surprising discoveries was this…
The number-one reason why people don’t have financial advisors is because of intimidation.
Intimidation can take many forms. Some people worry they don’t have enough money to work with a financial advisor. Some are apprehensive about being criticized. Some are fearful of being talked down to by someone they view as an expert. Others simply don’t know what to expect or how to prepare.
Therefore, books by people like Gary Vaynerchuk, Grant Cardone, Russell Brunson, Seth Godin, Robert Cialdini, etc. might be fantastic resources and work wonders for other industries. However, they don’t work as well for financial advisors because they fail to account for this intimidation. That’s why they leave financial advisors frustrated, wondering what they did wrong.
Fortunately, I work specifically with financial advisors.
I’m not a generic marketer.
I’m not here today and gone tomorrow, like so many others.
So, if you’re tired of cookie-cutter advice that doesn’t understand the real challenges you face, you’re in the right place.
Here's What I'm Revealing In The June 2025 Inner Circle Newsletter Issue...
The June 2025 Inner Circle newsletter issue ships on June 1st, and here's a preview of what will be inside...
The most effective marketing angle to use if you want to attract high-income clients in their thirties and forties. (This technique is like catnip to them, and I’ve never seen anything else work quite as well.)
How to get more clients from LinkedIn, even if you never post anything. (This counterintuitive strategy lets you quietly build relationships and reach new audiences in less than five minutes per day.)
A fully written email template designed to build trust with prospective clients before you meet them. (Send this email after someone books an appointment with you, and watch your closing rate increase.)
The hidden pattern behind which LinkedIn posts flop and which ones fly… and why the best-performing posts often have nothing to do with money, investing, or personal finance. (With real data and real numbers included.)
How to get ice-cold leads interested in buying life insurance. (This attention-grabbing strategy has been around for decades and is one of the insurance industry’s best-kept secrets.)
The best goal-setting advice I’ve ever discovered, which can help financial advisors finally turn vague wishes into measurable, real-world results. (Psychologists discovered this mind-blowing information after analyzing more than fifty years of goal-setting research.)
A neuroscientifically proven way to bypass skepticism and prime prospects to say “yes” before they ever meet you. (Complete with empirically backed ways to ethically use it in your emails, website, and social media posts.)
Exactly how to title your lead magnets, blog posts, and social media content if you want your ideal prospects to feel like “this was made just for me,” even if they’ve never heard of you before. (This simple titling trick can boost clicks, build trust, and increase response rates across every platform you use.)
The subtle but powerful shift you should make in your calls to action if you want prospects to reach out while they’re still emotionally engaged. (Many advisors blow this by sounding vague, passive, or corporate… but I’ll show you how to craft calls to action that are crystal clear and darn near irresistible.)
The word-for-word phrase to put on your scheduling page to increase the odds of prospects booking appointments with you. (Use this to build trust before they ever click “Confirm.”)
10 Ways The James Pollard Inner Circle® Can Pay For Itself Many Times Over…
As a financial advisor, you probably want to see some numbers – the real value you’re getting for your investment. I hope I’ve shown you by now that the Inner Circle delivers proven, high-impact strategies, but let’s break down how those strategies can translate into dollars in your pocket.
Below are ten specific ways the Inner Circle could pay for itself many times over in a single year:
1. Land high-net-worth clients.
Let’s say you add just one high-net-worth client worth $10,000 in annual fees from applying a strategy you learned in the newsletter. That’s a $10,000 return on a $2,388 ($199 per month for twelve months) investment, giving you a 4.19X ROI with just one client.
2. Improve the sales part of your business.
If your current conversion rate is 20%, and you increase it to 25% using the methods in the newsletter, that could result in an additional five clients per year. If each client is worth $5,000 annually, that’s an extra $25,000 in revenue – a 10.47X ROI on your investment.
3. Get more referrals.
Suppose you normally get three referrals a year. After implementing a referral strategy from the newsletter, you increase that to six referrals. If half of those convert into clients worth $5,000 each, that’s an additional $15,000 in revenue – an 6.28X ROI.
4. Improve client retention.
Increasing client retention by just 10% can increase profits by up to 25%. If you retain three more clients per year, each paying $4,000, you’re keeping $12,000 in your business that would’ve otherwise left. That gives you a 5.03X ROI.
5. Run high-impact marketing campaigns. (My specialty.)
Imagine you run a marketing campaign from the newsletter that brings in twenty new leads, and you convert seven of them at $5,000 each. That’s $35,000 in new business, turning your $199 per month investment into a phenomenal 14.66X ROI.
6. Enhance your authority and credibility.
Positioning yourself as a high-authority financial advisor can allow you to raise your fees. If you increase your fees by $2,000 per client and sign just one new client per quarter, that’s an extra $8,000 in revenue, and a 3.35X ROI.
7. Maximize your online presence.
Let’s say you apply an online marketing strategy that brings in five additional clients over the year, each worth $4,000. That’s an additional $20,000 – a 8.38X ROI on your membership.
8. Save money on expensive consulting fees.
Instead of paying $10,000 to a consultant to help you grow your business, you could lean on the direct email access and monthly “office hours” you get as part of your Inner Circle membership (described below). That alone would provide a 4.19X ROI.
9. Avoiding costly marketing mistakes. (This one is huge.)
I’ve lost count of how many marketing mistakes I’ve helped advisors avoid. But let’s assume that the Inner Circle helps you avoid flushing $7,500 down the toilet. If so, that is equal to a 3.14X ROI.
10. Tap into cutting-edge industry insights.
Staying ahead of trends could mean the difference between losing clients or gaining them. If you gain just one insight that helps you capture three new clients worth $6,000 each, that’s $18,000 in new revenue – giving you a 7.54X ROI.
"Amazing fuel for personal & professional development."
My Ironclad Promise To You...
We've already established that one new client could more than cover your entire Inner Circle membership for years.
And because I believe in delivering real value, I make this simple promise:
If you ever feel like your Inner Circle membership isn't delivering at least 10X the value, reach out to me directly at [email protected]. I'll personally work with you to unleash the results you came for, whether that means dialing in your marketing, helping you get more ideal clients, or streamlining your business to run smoother and grow faster.
Here's what that means:
If you're following the strategies, your marketing should be improving.
If you're implementing what you learn, you should be seeing higher engagement and stronger positioning in your market.
If you're serious about growth, the Inner Circle should be an investment that compounds over time.
But, if at any point, you feel stuck? I'll personally break down exactly what you're missing and how to adjust your approach.
This is my commitment to making sure you get the most out of your membership.
Plus, I Offer Monthly "Office Hours" Exclusively For Inner Circle Members...
Every month, I offer "office hours" for financial advisors to chat about business, marketing, life, and whatever else in on their minds...
On the second Tuesday of every month from 11:00 a.m. to 1:00 p.m. EST, I host office hours via Zoom. Here’s how it works…
I sit at my desk with my camera on and my microphone ready, fully dedicated to you and your success.
These office hours are not mandatory. You don't have to attend if you don't feel like it. However, they are here if you need them.
You can bring your most pressing questions, biggest challenges, and boldest ideas directly to me. Whether you need help attracting more clients, improving your marketing strategies, or overcoming specific obstacles in your business, I’ll be there to provide personalized guidance.
Imagine having real-time access to expert advice that’s tailored specifically to your needs. This is more than just a Q&A session; it’s a unique opportunity to dive deep into the issues that matter most to you and get the support you need to build your business.
These office hours aren’t formal. There aren’t any presentations or lectures. They’re open, interactive sessions where you can ask questions, seek advice, and discuss strategies in a relaxed and supportive environment.
I do these monthly office hours whether five people or five hundred people attend because I’m committed to your success.
Here’s what you can expect…
Personalized feedback. Bring your content ideas, marketing materials, business plans, etc. and receive direct feedback.
Advanced strategies. Discover cutting-edge techniques and strategies that are working for financial advisors right now.
Community interaction. Engage with other Inner Circle members, share experiences, and build valuable connections.
And to give you a taste of what we talk about, here are some of the things we've discussed in past office hours...
Real-world marketing data, with pie charts and graphs galore. (This included average client acquisition costs, revenue generated for each marketing strategy, and so on.)
Why cold messaging is one of the most dangerous things you can do on LinkedIn. (I feel so bad for financial advisors who are still cold messaging prospects. It is such a massive blunder.)
The exact tools I use to build email marketing campaigns. (I gave the names and URLs of everything I use.)
The exact software I’d use if I were building a webinar funnel from scratch today. (For both live and automated webinars.)
Word-for-word what to say in a direct mailer to get recipients to perk up and pay attention. (I even gave an example from one of the most successful direct mailers I’ve ever written.)
The right and wrong way to use online advisor listings. (Many financial advisors listed in online directories are leaving heaps of money on the table.)
Exactly what to do and where to go to get mailing lists for direct mail campaigns. (I gave step-by-step instructions and showed advisors where to go.)
Why I believe SEO – at least as we know it today – is dying a slow, terrible death. (If you’re a financial advisor who still believes ranking in Google and showing up for “financial advisor near me” is a viable growth strategy, I’ll pray for you.)
It feels so good to be able to help financial advisors right then and there, on the spot. I can share my screen, show them exactly what to do, where to go, and what buttons to push.
It warms my heart when I hear how these office hours are making a meaningful difference in advisors’ lives.
I mean, how much is it worth to save months (or even years) of trial and error in your marketing? How valuable is it to bypass the frustration of wasted dollars on strategies that don’t work and focus on those that bring real results?
For context, I’ve had advisors tell me they’ve spent thousands on marketing consultants, coaches, and courses that barely moved the needle. Others have poured tens of thousands into unprofitable campaigns before finding what works.
That’s why I’m happy to give advisors immediate, actionable feedback on their marketing ideas. I straight-up give them the exact strategies that are currently working for other successful advisors. And even better, Inner Circle members regularly chime in and tell the group what’s working for them.
As soon as you subscribe to the Inner Circle, you’ll be directed to a “congratulations” page with a secret Zoom link you can use to attend.
That link will give you access to the office hours every month. Simply save the link, mark your calendar, and join the session on the designated day. It’s that easy, and I can’t wait to help you.
Here's what Inner Circle members have said about these monthly office hours...
"Easily pays for the next year or more of subscription fees."
"The Inner Circle is an amazing deal for the price."
"Not sure I've ever been on a 2-hour webinar that I wished was longer!"
"His newsletters have insights that you won't find anywhere else. The office hours deliver even more value."
But before you get too excited, I want to make it clear…
There are no refunds, ever. This is for two reasons:
Reason #1: Scientific studies have found that having skin in the game significantly increases the odds of implementing the material and seeing dramatic, positive results in your business.
Reason #2: The monthly office hours provide live, actionable advice specifically for my Inner Circle members. These sessions alone are worth far more than the cost of membership, and their value can't be undone or returned once experienced.
Reason #3: Anyone who needs a safety net to make a decision is neither psychologically nor emotionally ready to become an Inner Circle member. And that's okay. This community is only for the small percentage of financial advisors who are willing to do what it takes to succeed.
However, you can cancel at any time for any reason, with no questions asked.
If you don't think it's easily worth quadruple the investment, then fire me.
Because if you don't see the value in this exclusive newsletter, direct email access to me, and monthly office hours, then I don't want you to stay subscribed. I'd rather open your spot for people who will use the information to get more clients and build their businesses.
If you want to cancel, send me an email at [email protected] and we'll part as friends.
Otherwise, three things will happen when you subscribe... 1. You will be able to download all the bonuses mentioned above (which are not available anywhere else at any price), and...
2. You will be locked in for the next scheduled mailing. Each newsletter issue is shipped out on the 1st of every month.
3. You will be given the private Zoom link you can use to attend next month's office hours.
Click the button below to subscribe now and join 1,000+ of your peers who have trusted The Inner Circle to help them grow...
You're Getting My Best Advice For Less Than $6.55 Per Day...
Let me explain why this is such a great deal for you... I currently charge $2,500 for thirty minutes of one-on-one coaching.
(That means the monthly office hours alone are worth several thousand dollars per month. Not made-up guru value, either. Real, tangible value that people willingly pay to receive.)
Don't believe me? That's okay. I've included a screenshot of an invoice below...
I charge $2,500 for a 30-minute phone consultation. However, I can only work with a handful of advisors this way. The Inner Circle allows me to reach far more financial advisors at a lower cost.
I take great pride in what I charge, and my advice is worth every penny.
Unfortunately, I only have so much time in the day. Which means I can only work with a handful of financial advisors one-on-one.
The Inner Circle is a way for me to extend myself to a larger audience. I can leverage my knowledge, my experience, and personal testing to grow your business. Plus, I can do it with thousands of financial advisors instead of only a few dozen.
In many ways, a monthly paper-and-ink newsletter is better than any coaching or consulting money can buy. This is because consulting is ephemeral. You may be fired up after a phone call, but motivation quickly fades.
A real, tangible newsletter stays with you. It serves as a reference you can use again and again. I've had financial advisors tell me about how they re-read their Inner Circle issues once or twice per year and gain something new every time.
That's why, at only $199 per month, this is the deal of the century.
Because the investment required works out to be a ridiculously low investment of less than…
$6.55 per day.
I've seen many financial advisors boast about how important they are and how money is no object. Yet, when they're asked to make such a miniscule investment in themselves, they mumble, stumble, blush, and say they have to "think about it."
There’s simply no excuse whatsoever for not getting in on this. It’s within everyone's budget.
Most people don't get what they want in life because they aren't willing to take action and pursue their goals with relentless focus.
Besides, if it's not right for you, you can cancel at any time – with no questions asked – by sending an email to [email protected].
You can't have angst over $6.55 per day. Especially if you're someone who tries to get other people to pay you thousands of dollars for financial advice.
How can you hesitate? An investment in your business can give you an exponential return year after year.
This might not be what you want to hear, but the world’s greatest financial advisors know…
You Can Make Excuses Or You Can Get More Clients, But You Can't Do Both...
I don't mean to be blunt, but it's really that simple. You're either dithering around in the kiddie pool of business... or you're strapping on a pair of balls and getting serious about this.
Your call.
If not now, when?
Over 1,000 financial advisors have already joined The James Pollard Inner Circle®, gaining access to the best newsletter in the industry, live office hours, and a network of like-minded professionals committed to success.
Will you be next? Click the button below to claim your spot now...
Thanks for taking the time to read this letter and I look forward to hearing from you soon.
James Pollard TheAdvisorCoach.com
P.S. "FAST RESPONSE" BONUS...
If you lock in your spot in time for next month’s newsletter, I’ll throw in another bonus for you to download immediately after subscribing…
It’s an hour-long recording of a private email critique I gave to a financial advisor, who has generously allowed me to share it with Inner Circle members.
Our candid Zoom conversation was recorded, during which I critiqued his "welcome" email...
I showed him how to set more appointments with his existing email subscribers...
And I revealed a few little-known tips he could use to build a substantial email list.
I also shared several tools that I recommend to financial advisors who want to enhance their content marketing. This alone is worth the price of admission because I reveal – live and on screen – exactly how to find the best type of content for your niche in less than five minutes.
This bonus isn’t available anywhere else at any price. It is exclusively for my Inner Circle members, and I can’t wait to give it to you when you subscribe.
Remember, time is a factor. Each newsletter ships on the 1st of the month, so don’t put it off another day, because…
More Opportunities Have Been Lost Through Indecision Than By Wrong Decision...
Years of helping financial advisors has taught me one thing...
Indecisiveness is fatal in business.
If you don't take initiative, you'll become a prisoner of your indecision. You'll limit your future success by not being open to changes that could enhance your life.
This is one of those changes. You have all the information you need to make the right decision. Your next move is up to you.
Click the button below and join The James Pollard Inner Circle® today...
NOTE: If you click the button and get redirected to an opt-in page, it means I am not taking on new members. In that case, please join the waiting list.
Frequently Asked Questions
"I’ve heard you blacklist people from re-subscribing once they've canceled. Is this true?"
Yes, it is true.
I only want people who are serious about their careers and their businesses to join this community.
Using what I teach takes work and it takes time. If you aren’t willing to put in the time, then you aren’t qualified for this. Go back to reading your free articles and chasing the next bright shiny object.
Assuming you are qualified, you likely won't want to cancel anyway. The cancellation rate for this community is lower than the cancellation rate for Netflix, Disney+, Hulu, HBO Max, Spotify, Audible, and Amazon Prime.
“This sounds great, but $199 per month seems like a lot of money.”
Stop right there. Think about what you’re saying…
You’re saying that the equivalent of $6.55 per day is too much to invest in yourself and in your business. You’re also saying it’s too much to spend on something that has a proven track record of getting results for financial advisors.
When was the last time you saw a Rolls-Royce on sale?
If you want the marketing equivalent of a Ford Focus, go somewhere else. There are lots of trainers, agencies, consultants, and coaches who will gladly take your money.
“Why the Inner Circle newsletter?”
The short answer is because I’ve found the newsletter format creates the highest odds of success over the long term.
I’m personally subscribed to a bunch of paid newsletters. It’s my favorite type of product to buy because newsletters keep me accountable and give me ongoing education without having to waste much time trying to figure things out on my own.
“Is this hard or time-consuming? I’m really busy.”
Each newsletter ranges from 15-20+ pages, depending on how long it takes me to cover the material inside. If you consider it "hard" to read the equivalent of less than one page per day, then I feel sorry for you.
Plus, many Inner Circle members have told me they've joined for the office hours sessions alone.
So, no. It's not hard or time-consuming. In fact, it's probably the simplest, most effective way for financial advisors to grow without being overwhelmed.
"What if I need to update my address or credit card information?"
No big deal – just send an email to [email protected] with your updated address and we will take care of everything from there.
If you need to update your credit card information, send an email to [email protected] but please do not include your credit card information. We will send you instructions on how to securely update your credit card information. "I'm a financial advisor from X company. Does this apply to me?"
Yes. I don’t care which company you’re with. I have Inner Circle members from various companies all over the world. Thinking "Oh, I'm with X company. It won't work for me" is just another excuse advisors make to avoid investing in themselves.
"I'm a financial advisor in Canada (or the UK, Australia, etc.). Should I still join?"
I have Inner Circle members from around the world. Even better, I've found that some Inner Circle members from other countries (such as Canada and Australia) tend to be more engaged than those here in the United States.
I'm always impressed when I see someone in a completely different time zone make it to the monthly office hours, which take place on the second Tuesday of every month from 11:00 a.m. to 1:00 p.m. EST. It shows their dedication.
As for the newsletter, shipping is still free no matter where you live, and the newsletter gets shipped out on the 1st of every month.
"I'm a financial advisor with X years of experience. What about me?"
Inner Circle members have a wide range of backgrounds and experience levels. Some are in their first year of business, while others have been financial advisors for more than thirty years.
The bottom line is this: if you want to advance to another level in your business, you're going to need help.
I'd like to be that help for you.
That's why I'm so excited to offer this to you today.
Click the button below to lock in your spot for the next issue...
Here's What Other People Have Said About Me And The Inner Circle...
Please understand that other people's experiences should not be seen as guarantees of your success. As with many things in life, your mileage may vary. I'm not implying that you will get similar results (or any results, for that matter), because success depends on a variety of factors, including your background, experience, dedication, and work ethic.
The testimonials and references presented are for illustrative purposes only. Before becoming a member, be sure you are prepared to put in the necessary effort. The Inner Circle is designed to offer insights and guidance, but it requires both knowledge and a strong commitment from you to translate this information into success.
"If you're not a subscriber you're really missing out."
"Pretty much changed my entire strategy toward marketing as an advisor."
"James Pollard is one of the best."
"My business crossed 1 million..."
"Steal of the century!"
"I tripled my income last year. Seriously!"
"The newsletter is a value-add to my practice and my lifestyle."
"Fire, as always."
"Cannot recommend the Inner Circle enough."
"Well worth it at 10X what you charge."
I've been known to record videos to help my Inner Circle members...
"I shouldn't have had any reservations. Your material is great."
"The best investment for marketing strategies and funnels."
"The Inner Circle newsletter is as good as it sounds and is worth every damn penny."
"Signing up for the Inner Circle is the best business development decision I have made in a long time."
"Your Inner Circle membership is worth its weight in gold."
"That's the best I've ever done."
"Finally gave me a way to spend more time with my family."
Inner Circle members realize that many people who help financial advisors with their marketing have been heavily influenced by me. Why not get your information straight from the source?
"This newsletter is a game changer."
"My first year of the Inner Circle subscription has been paid for already and it's only one month in."
"Very happy to join the IC and implement your ideas."
"I just got a notification from Calendly that someone scheduled an investment consultation."
"It feels like I didn't quite understand marketing until I started reading your stuff."
"I've been following your advice and someone randomly booked an appointment..."
"Your newsletter has been the best thing for me."
"The one that has become a client generated enough revenue to pay for your newsletter for 18 years."
"I've already earned back my money from the newsletter."
"If we had to bet on one person to help advisors with marketing, it's James."
"North of 30% increase in inbound leads..."
"James Pollard is probably the best resource I've encountered, too."
"You have really helped my business in ways that have exceeded my expectations when I first signed up for the Inner Circle newsletter..."
