"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 the "Financial Advisor Marketing" podcast, which has 200+ 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.
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 over 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, money-making advice in those places. Because I only want to reveal them to financial advisors who will "get it," understand their value, and 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 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 informed me that they've made hundreds of thousands of dollars from my advice. However, others use the same advice and 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 subscribe to this newsletter.
With that said… let me tell you about it…
The James Pollard Inner Circle newsletter is a paper-and-ink newsletter 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 Make More Money...
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 make your investment back several times over.
Each issue is like having thought-provoking, insider marketing secrets delivered right to your doorstep. All you have to do is welcome them in.
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.
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.
Which includes all the embarrassing stuff I’d rather not share and have never revealed before.
You'll get to see the behind-the-scenes results of everything, including real-world successful marketing campaigns, prospecting strategies, and more.
Plus, you get a few valuable bonuses when subscribing, too...
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…
The one word I want you to hang above your desk. (It’s a word so important to a financial advisor’s business that merely keeping it top-of-mind could double or triple your income this year. Sadly, you'll probably never hear it anywhere else.)
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 pay for your Inner Circle subscription in perpetuity.
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 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… in an afternoon. (It took me several years before realizing how to do this, yet I'm spoon-feeding it to you.)
Bonus #2: "Behind The Scenes" Private Email Critique Video ($197 Value)
This is an hour-long video recording of a private email critique I conducted for 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 financial advisors use to enhance their content marketing. This alone is worth the price of admission because I show you - live and on screen - exactly how to find the best type of content for your niche in less than five minutes.
If you're not subscribed to this newsletter, you're missing out.
Bonus #3: "How Financial Advisors Can Get Clients With Direct Mail" MP3 Download ($197 Value)
In this private interview, I sit down with Craig Simpson, arguably the greatest direct mail marketer of all time.
If you've never heard of him, he's sent more than 300,000,000 (yes, that's three hundred million) direct mail pieces over the past few decades. He's a master at generating appointments through mailers.
If I were dropped off in a new city where I didn't know a soul and had to establish a business from the ground up, I would follow Craig's advice from this interview to the letter. When you subscribe to the Inner Circle newsletter, you'll gain instant access to this 46-minute MP3 download, which outlines:
The exact type of envelope you should use if you want to set appointments with prospects.
A somewhat controversial follow-up strategy Craig uses, which allows him to decrease marketing expense and increase profit.
Some of the biggest mistakes he sees financial advisors make when sending direct mail pieces.
The unique “twist” you should add to the P.S. of your letters to boost response. (I do this in my own mailers, and it works nearly every time.)
Here's some feedback I've received about this interview...
This is an interview I did with Ben Settle. Many people consider Ben to be the greatest email marketer of all time. Here are some of the accolades he's received over the years…
“I’m so busy but there’s some guys like Ben Settle with incredible daily emails that I always read.” - Russell Brunson, world-class Internet marketer
“Of all the people I follow, there’s so much stuff that comes into my inbox from various copywriters and direct marketers and creatives, your stuff is about as good as it gets.” - Brian Kurtz, named Marketer of the Year by Target Marketing magazine
“The business is so big now. Probably 4X the revenue since when we first met… and had you in!” - Joseph Schriefer, Copy Chief at Agora Financial
“Ben’s sales letters have resulted in millions of dollars for us.” - Tim Erway, CEO/Founder of Elite Marketing Pro
“For every dollar I pay him, I get two, three, even four back.” - Michael Senoff, marketing consultant
In this 54-minute candid conversation, Ben and I talk about why some financial advisors crush everyone else. Specifically, we discuss…
The case against trying to “reverse-engineer” what successful financial advisors are doing. (What keeps them rich might make you poor.)
How Ben went from flat broke, unable to afford a $10 book, to investing $500,000 in a mobile app company to expand his media publishing empire. (This is some of the best business advice I've ever gotten from anyone.)
One out-of-print sales book you should read if you want to set more appointments with prospective clients. (Even though this book was written in 1978, its principles are still applicable today.)
Why free content can sometimes hurt your clients and make them resent you. (This is one of the hardest things for financial advisors to accept, especially those who have been brainwashed by the "give value!" crowd.)
Exactly what to say to ensure people read your emails and return your phone calls. (Ben personally taught me this technique years ago and I used it to increase my email open rates overnight.)
However, a warning…
There are no “tactics” in this interview. Someone at Ben’s level can’t be bothered with low-level tactics. Instead, he and I both focus on high-level strategies designed to take your business to the next level.
This newsletter is your chance to have me in your corner.
Bonus #5: "How Financial Advisors Can Deliver Superior Client Experiences" Video ($297 Value)
Every issue of the Inner Circle newsletter contains practical, real-world marketing advice that you can leverage to acquire more clients. But how can you provide exceptional service to ensure that these clients stay longer, complain less, and offer more referrals? That’s where this 51-minute video training comes in.
The man you see on the left in the photo above is Vance Morris. He is a former Disney leader who helped them design and implement some of their world-famous customer service standards.
Today, he’s one of the world’s leading customer service experts. Vance has improved - and downright rescued, in some cases - the client experience at many of America’s companies and government agencies, such as Legal Sea Foods, Tyson (which does $40+ billion in revenue per year), NASA, Compass Realty, and even…
The Executive Office of the President of the United States.
Suffice it to say, Vance knows his stuff. He is by far the single best resource for improving customer service I’ve ever encountered. This video, which you can download as soon as you subscribe, outlines several ways financial advisors can deliver a magical experience for their clients and prospective clients. This can put more money in your pocket because…
90% of people use customer service as a factor in deciding whether to do business with a company.
If a company’s customer service is excellent, 78% of people will do business with a company again after a mistake.
7 out of 10 people say they are willing to pay more for service from companies they believe provide excellent customer service.
This means not only am I showing you how to get more clients, but I’m helping you keep them, too. Make sure you have a pen and paper handy during this video training because it’s chock-full of valuable insights that you can apply starting today.
Bonus #6: "How Financial Advisors Can Conquer Call Reluctance" Video ($297 Value)
Call reluctance (or as I sometimes call it, prospecting reluctance) is a psychological phenomenon where financial advisors fear reaching out to prospective clients.
Symptoms of call reluctance include frequent procrastination, overpreparing, feeling ashamed of prospecting, not asking for referrals, and anticipating worst-case scenarios.
If you struggle with call reluctance, then this 55-minute video can help you. It’s a conversation with Connie Kadansky, a world-renowned sales trainer who specializes in helping people conquer call reluctance. She has worked with Fortune 50 corporations, universities, and international organizations to help them improve their sales processes.
And even better?
She’s helped me.
That’s right. In 2015, I personally hired Connie Kadansky to help me overcome call reluctance and her guidance changed my life forever. I found myself making phone calls with less effort, networking with less stress, and seizing business opportunities faster than ever before.
This video will help you understand the roots of call reluctance, with solutions from the expert herself. Everything she says in this video is backed by psychological research that can help you undo and rewire the barriers getting in your way.
Highlights include:
Key traits successful prospectors share. (Like me, Connie has worked with the world’s best financial advisors, and we’ve both noticed these common characteristics.)
The best way for financial advisors to handle rejection. (Connie’s advice here is so good that I had her repeat it to make sure you don’t miss it.)
The most common form of call reluctance among financial advisors. (Including exactly how to treat it.)
It’s 55 minutes of some of the most valuable information ever assembled for financial advisors. And it’s available to you immediately after subscribing to the newsletter, which means you can begin conquering call reluctance as soon as today.
Bonus #7: "How Financial Advisors Can Get More Referrals" Video ($297 Value)
This is a conversation I had with notable referral marketing expert, Bill Cates.
In my opinion, he is the best person on the planet to teach financial advisors how to get more referrals. And this 45-minute video, Bill and I discuss:
The primary reasons why clients refer their financial advisors.
How to make sure your clients know you’re taking on new clients without seeming desperate or needy.
The best way for new financial advisors to get referrals.
Three fatal mistakes financial advisors should avoid when asking for referrals.
I’m not going to hype it up much more, but I’ll tell you this…
Getting ONE referral from the information in this free bonus video can pay for your newsletter subscription for many years.
Bonus #8: "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 I make more money nearly 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 #9: "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 best 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.)
If you add up all of these bonuses, you will realize...
You're Getting $2,069.00 Worth of Bonuses As Soon As You Subscribe...
Now, you may be thinking...
"Why is James including all of these bonuses for free?"
Because these bonuses can help you easily recoup the investment in your Inner Circle newsletter subscription.
In this way, the newsletter doesn't really "cost" you anything. If nothing else, it's like giving you money. 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. 😄
Upon subscribing to the newsletter, you will be directed to a "congratulations" page that looks like this, where you can instantly download your bonuses...
Once you subscribe, you'll be taken to this "congratulations" page where you can download your bonuses.
Short of doing the work for you…
I Cannot Possibly Make It Easier For You To Get More Clients...
Yet, hang on... because this just the tip of the iceberg...
When you join today, you also get:
Exclusive bonuses not listed here. At times I include bonus teachings, gifts, special reports, etc. which only Inner Circle members receive in . These bonuses have ranged from $10 books to $1,000+ courses.
Access to potential clients. Sometimes people will contact me when they’re looking for financial advisors. I refer them out to Inner Circle members who may be good fits. (However, I don’t get many of these, so do NOT join for this benefit alone.)
And finally, the biggest perk of all...
"If you're on the fence about getting involved in his world, just do it. You won't regret it."
You Get Private Email Access To Me For Any Questions You May Have...
You will get a secret subject line you can use to get my attention and get top priority in my inbox.You can ask me anything I’m qualified to answer, and I will personally respond to you, typically within 24 hours.
This does NOT give you permission to email me every other day, but if you need help then I am here to help you. Nobody gets this kind of access to me outside of a small handful of people, yet I will grant you personal access as an Inner Circle member.
Inner Circle members get direct email access to me for their questions. Here is an example of a reply helping someone set up a landing page and webinar marketing sequence.
Just ONE Idea From ONE Issue Could Make All The Difference In Your Life...
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.
And if you subscribe during the month of September...
I Will Mail You A Handpicked Book From My Personal Library, Too!
Financial advisors who subscribe in the month of September will also receive a book from my personal library...
That means when you subscribe to the Inner Circle newsletter, not only will you gain access to the strategies and secrets that have transformed thousands of financial advisors’ businesses, but I’ll also send you one of the above books from my private collection.
Each of the above books have shaped my thinking and refined my approaches. And each book could do the same for you.
Many of them have my personal highlights and notes, which means you may be able to see the exact sentences and paragraphs I deem most crucial to your success.
Why am I doing this?
A couple of reasons.
First, I read a lot and I’m running out of room for all the books I have.
Second, I believe in the power of knowledge and I want to share that with you. Not just through my newsletter, but through the wisdom of authors and experts who have made a profound impact on my life.
NOTE: I am only able to mail books to new subscribers in the United States. I apologize, but international shipping costs are egregiously expensive and I already send the newsletter itself for free anywhere in the world.
Who Exactly Is The Inner Circle For?
First, let me tell you for whom this is NOT...
It's not for those middle-of-the-road, indecisive, risk-averse individuals who are unwilling to invest in themselves. 🙄
I cannot tolerate this mindset and don't want it anywhere near me.
Secondly, it's not for people seeking a 'magic pill' or 'silver bullet' to fix all their problems.
The truth is, this newsletter is not for everyone.
The vast majority of financial advisors lack the courage to commit.
The James Pollard Inner Circle newsletter is not intended for financial advisors who never take action.
If that's you, don't waste your time. I mean no harm, but I don't want you anywhere near my cherished Inner Circle members.
However, I must be doing something right because the advisors who do receive this monthly paper-and-ink newsletter seldom cancel.
In fact, the cancellation rate for this newsletter is lower than the cancellation rate for Netflix, Disney+, Hulu, Spotify, Audible, and Amazon Prime.
(Yes, you read that right. People are more likely to cancel all of the above subscription services than financial advisors are to cancel their newsletter subscriptions. It's that valuable.)
On the rare occasions when advisors do leave, they typically do so with glowing reviews. For instance, read the email below..."
From $180K to almost $300K in net production.
If you've stuck with me this far, I'm assuming my message has resonated with you in a powerful way.
Which 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 newsletter - and all the benefits that come with it - is $99 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 newsletter subscription.)
Look, I understand that you have a LOT of choices for marketing help.
Financial advisors have shared with me that they're inundated with messages and emails from "coaches," "consultants," and "agencies" who claim to be able to get them six quadrillion new clients in four nanoseconds or less. 😆
I'm not one of those. Yet, I will still be a valuable resource in your arsenal. Because I encourage you to view the newsletter this way...
One New Client Per Year And It Pays For Itself
Many financial advisors charge between $1,500 and $3,000 for a financial plan. If you're one of them, then one additional financial planning client per year can pay for your newsletter subscription and more.
Timed or retainer rates typically range between $150 to $400 per hour and $2,000 to $7,500 annually. This also means one additional client can pay for your newsletter subscription in full. Everything after that is pure profit for you.
The same applies if you charged based on AUM.
All I need to do to earn my keep is get you one additional client per year.
Here's another example to help you visualize how easy it can be to recoup your investment in yourself...
If you are currently earning $150,000 per year then all the newsletter needs to do to pay for itself is increase your income by 0.8%.
Think… is it even possible to have the information I’ve described so far and not achieve such a modest increase?
You be the judge.
Next, 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: Anyone who needs a safety net to make a decision is neither psychologically nor emotionally ready to subscribe to this newsletter. And that's okay. I write this newsletter 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 triple the investment, then fire me.
Because if you don't see the value in this exclusive newsletter, I don't want you subscribed. I'd rather open your spot for someone who will use the information to get more clients and make more money.
If you want to cancel, send me an email at james@theadvisorcoach.com and you won't be billed again.
Otherwise, two 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.
What would a 25% profit increase mean for your business?
You're Getting My Best Advice For Less Than $3.26 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.
Don't believe me? That's okay. I've included a screenshot of an actual 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 newsletter 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.
This newsletter 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.
And remember, Inner Circle members get email access to me for their questions. They're given a secret subject line they can use to get top priority in my inbox. Being able to email me with your questions means you'll never be left hanging when you need to get something done. I also have insider contacts throughout the marketing and financial planning world, so if I can't help you, I'll direct you to someone who can.
That's why, at only $99 per month, this is the deal of the century.
Because the investment required works out to be a ridiculously low investment of less than…
$3.26 per day.
In other words, less than the cost of a cup of coffee.
The James Pollard Inner Circle newsletter is less than a cup of coffee 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 james@theadvisorcoach.com.
You can't have angst over $3.26 per day. Particularly when it is returned to you by a measly increase in your income. The money you hand over to the barista is gone forever. This money boomerangs and multiplies.
How can you hesitate? An investment in yourself can give you an exponential return year after year for the rest of your life.
This might not be what you want to hear, but the world’s greatest financial advisors know…
You Can Make Excuses Or You Can Make Money... But You Can't Make Both...
I think Bill Gates said it best when he said: "You can make money and you can make excuses, but you can never make money out of excuses."
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? 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 for this month's newsletter, I'll throw in another bonus for you to download immediately after subscribing...
It's a 57-minute MP3 download of an interview I did with Tom Ziglar. Tom is the CEO of Ziglar, Inc. and the proud son of Zig Ziglar.
Zig Ziglar was one of the world's most popular and motivational speakers. He was also one of the most successful business authors of all time, with timeless books such as "Born To Win," "See You At The Top," and "Secrets Of Closing The Sale."
In this exclusive MP3 audio download, Tom and I discuss how financial advisors can think bigger and leave a legacy. There is perhaps nobody else better equipped to discuss this topic than Tom, who is committed to carrying on his father’s profoundly simple philosophy, which is:
“You can have everything in life you want if you will just help enough other people get what they want.”
If that message resonates with you in any way, you’re going to love this treasure trove of an interview.
Plus, time is a factor. Each newsletter issue is shipped out on the 1st of each month, so don't put it off another day, because...
More Money Has 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 opportunities 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 subscribers. 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 have this newsletter.
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 newsletter is lower than the cancellation rate for Netflix, Disney+, Hulu, HBO Max, Spotify, Audible, and Amazon Prime.
“This sounds great, but $99 per month seems like a lot of money for a newsletter.”
Stop right there. Think about what you’re saying…
You’re saying that the equivalent of $3.26 per day is too much to invest in yourself and in your business. You’re also saying it’s too much to spend on a newsletter 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.
"What if I need to update my address or credit card information?"
No big deal – just send an email to james@theadvisorcoach.com 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 james@theadvisorcoach.com 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.
What’s most important are the principles, the structures and the psychology behind what you do. All of which I teach in the “5 Keys to Success” MP3 download that comes free with your subscription and inside the newsletter each month.
"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.
Either way, 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 newsletter to you today.
Click the button below to lock in your spot for the next issue...
"The Inner Circle newsletter is as good as it sounds and is worth every damn penny."
"$99 is far undervaluing it..."
"Steal of the century!"
"The newsletter is a value-add to my practice and my lifestyle."
"If you're not a subscriber you're really missing out."
"Fire, as always."
I've been known to record videos to help my Inner Circle members...
"Pretty much changed my entire strategy toward marketing as an advisor."
Even if you only get ONE thing from each newsletter issue, it can easily pay for itself.
"I shouldn't have had any reservations. Your material is great."
"What a problem to have!!!"
"James Pollard is one of the best."
"Your Inner Circle membership is worth its weight in gold."
"Finally gave me a way to spend more time with my family."
"So much value in what you give to us!"
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."
"The one that has become a client generated enough revenue to pay for your newsletter for 18 years."
