"If You're A Financial Advisor With A Burning Desire To Help People, A Long-Term Mindset, And $6.55 Per Day, Then My Monthly Inner Circle Newsletter Can Potentially Help You Get More Clients Almost On Demand..."
“Here we go again,” you’re probably thinking. “Another marketing guru promising a secret trick to get 683 new appointments in 7 nanoseconds or less."
You're right to roll your eyes. These days, it seems like there are more marketing coaches, consultants, gurus, experts, and lead-gen agencies than actual financial advisors. 😆
And they promise the moon if you'll buy their course, hire their agency, or pay for their "exclusive" leads.
This is different. I know you probably don't believe me yet, and that's okay.
I'm not asking for belief. I'm merely requesting a brief suspension of disbelief until you've read this page.
Deal? Give me the next few minutes of you'll time, and I'll earn the rest. Thank you in advance. Let's begin...
This monthly paper-and-ink newsletter is responsible for massive marketing winners and incredible success stories for financial advisors. Read on to discover more...
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 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 at all. 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.
Why I'm So Passionate About Serving Financial Advisors...
I believe being a financial advisor is one of the noblest professions on earth.
Because at its core, being an advisor isn’t about spreadsheets, returns, or charts.
It’s about people.
It’s about a young couple buying their first home… and gaining confidence that they’re not making a mistake that could haunt them for decades.
It’s about a mom who lies awake wondering how she’ll ever afford to send her kids to college… and finally getting a roadmap that lets her breathe again.
It’s about retirees staring down the fear of outliving their money… and walking away with advice that gives them peace of mind.
Money is one of the most emotional, misunderstood forces in life. It breaks marriages, destroys families, and traps people in jobs they hate. Yet when it’s handled well, it creates freedom, possibility, and peace.
And financial advisors are the ones standing in that gap.
When advisors do their jobs well, businesses survive. Marriages are saved. Futures are secured. Generations are impacted.
That’s why it frustrates me to see great advisors struggle… not because they lack skill or integrity, but because they don’t know how to market themselves in a world that rewards noise over substance.
It feels wrong that advisors with genuine wisdom and the ability to change lives get overlooked, while smooth-talking charlatans pull in clients with ease.
That’s why I fight so hard. That’s why I obsess over serving financial advisors. Because every time I help an advisor attract more clients, I know it’s not just more revenue for them. It’s more lives changed for the better.
To me, financial advisors are unsung heroes who deserve praise and admiration. Therefore, I’ve made it my mission to help the right ones get heard.
And that’s exactly why I pour so much into the Inner Circle. Because if you believe in this mission the way I do, you deserve marketing that actually works.
So, let me show you how I deliver that to you each month...
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 to social media, email marketing, online advertising, 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.)
How an unassuming lead magnet raked in more than $50 million in revenue from ice-cold prospects. (February 2025 issue.)
You'll get to see the behind-the-scenes results of everything, including real-world successful marketing campaigns, prospecting strategies, and more.
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:
Free Bonus #1: "3 Ways To Get At Least 3 New Clients In The Next 30 Days" ($195 Value)
Let’s get 100% real here…
I want you to become an Inner Circle member.
I obviously believe the Inner Circle is the greatest marketing resource ever created for financial advisors (and so do many others, as evidenced by the testimonials scattered throughout this page). However, you’re probably skeptical.
You might be wondering if you can actually get results with the stuff I share.
That’s why I’m throwing in this particular bonus. It’s a video titled:
“3 Ways To Get At Least 3 New Clients In The Next 30 Days.”
It’s the clearest way I can earn your commitment today, because if my life depended on getting new clients as quickly as possible, I would do exactly what this video says to do.
Most of my material focuses on high-level and long-term marketing strategies, since that’s what builds wildly profitable businesses.
But sometimes financial advisors need clients quickly.
This video solves that problem. It gives you three fast campaigns that produce appointments in days, not months. It includes…
My favorite way to get in front of potentially thousands of prospects in mere minutes. (I share an example of how I used it to reach 6,355 people in roughly 90 seconds.)
Exactly how many prospects you should have in your pipeline to get three clients in thirty days, as evidenced by real-world data.
The single most effective rapport-builder I’ve ever discovered, based on an analysis of 90,000 conversations.
How I boosted my LinkedIn message response rate by 317% with a simple change. (You can apply this technique to multiple marketing strategies, ranging from website marketing to email marketing to seminar marketing and more.)
The two most effective words to use when you want to attract pre-retirees with at least $500,000 in investable assets. (with screenshots and photos from campaigns that use these two magic words.)
My “go-to” headline for financial advisors who have no idea what to put on their website’s homepage. (This headline was originally used in 1921, and it has been a raging success ever since. Why reinvent the wheel?)
Now, fair warning…
This video is NOT the end-all, be-all for marketing.
It’s also only 49 minutes long, which means if you’re someone who judges the value of information by its bulk, you will be sadly disappointed. However, if you’re someone who wants to get several clients in a short period of time, this can help you.
Many Inner Circle members report recouping their investment the week they deploy the first campaign.
Either way, I've got a lot more to give because I want to demonstrate real value to you before you ever receive your first newsletter issue in the mail...
Free Bonus #2: "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 that 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 that 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 and shared that, after addressing these objections on his website, he nearly tripled his appointment-setting rate and cut 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."
Free Bonus #3: "How To Make Your Marketing Funnels Convert More Prospective Clients" Video ($195 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.
Free Bonus #4: "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 begin 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.
Free Bonus #5: "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.)
Free Bonus #6: "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.
And finally, the crown jewel of all bonuses...
My Custom-Trained AI Marketing Coach: Pollard AI
Get answers in 60 seconds that others paid thousands of dollars and years to discover. You get my brain in your pocket.
You might be curious about how you can apply my marketing strategies to your specific business context, starting today.
That’s why I’m including a custom-trained AI trained on:
Every podcast episode I’ve ever recorded.
Every email I’ve ever sent.
Every article I’ve ever written.
Every Inner Circle newsletter issue I’ve ever published.
Every product I’ve ever created.
And here’s the big one…
Pollard AI is also trained on more than 1,000 pages of private marketing notes from my personal collection. This includes results of tests I’ve conducted, marketing campaigns I’ve launched, critiques I’ve given, and so much more.
It’s like having me on call 24/7 without the hefty consulting fees, without waiting for me to reply, and without second-guessing if you’re doing the right thing.
Want to know which email subject line has the highest chance of working in your situation? Ask.
Need a content idea that fits your style and actually gets prospects interested? Ask.
Wondering which marketing activity will bring you the fastest results based on where you are right now? Ask.
You’ll get an answer in seconds.
It has more knowledge than any one person could take in.
I created it because AI tools like ChatGPT, Claude, Perplexity, etc. CANNOT give good marketing advice to financial advisors. It is impossible for them.
Why? Because they're trained on general information from all around the web.
They don't know the nuances of financial advisor marketing. They don't understand the psychology behind what makes prospective clients seek out financial advice. And they don't understand the little tweaks and strategies that make all the difference.
That's why I built this.
This is your 24/7 marketing advisor that gives you personalized answers in 30 seconds instead of months of trial and error.
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, as soon as you join, before you receive your first newsletter issue in the mail.
Heck, Pollard AI alone can more than help you recoup the cost of your Inner Circle membership. Think about it...
One client appointment booked from a Pollard AI-crafted message = your membership is paid for.
One marketing tweak it suggests that improves your conversion rate = membership paid for.
One subject line it generates that doubles your email responses = membership paid for.
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% (which is lower than Amazon Prime, Hulu, Audible, Disney+, and more).
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."
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 is 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."
Just ONE Idea From ONE Issue Could Make All The Difference In Your Business...
The right idea, delivered directly to your mailbox at the right time, can change everything for you.
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.
Why Join Now? (The Cost Of Waiting)
You might be asking yourself, "Why should I act now instead of waiting?"
Well, there's never a "perfect" time for anything. But there is a cost to waiting.
Right now, while you're figuring things out, you might be missing out on proven marketing strategies that other advisors are quietly using to get ahead.
Or spending more on ads, leads, or marketing services than you need to.
Or losing potential clients who could have been yours.
Not because you're doing anything wrong, but because you haven't figured everything out yet.
But more importantly, we're living in an incredible time for financial advisors to grow.
The tools are better than ever.
The marketing strategies are working like never before.
The opportunity is real. And the financial advisors who seize it will be the ones who win.
Every day you wait is another day you're paying an "ignorance tax."
And that tax compounds.
The advisors who move now will dominate their markets.
The Investment (And Why It's Practically Free)...
You might be thinking:
"Is the Inner Circle really worth it?"
Let's put it in perspective:
If you hired me for private consulting, it would run you $2,500 for thirty minutes. (Yes, that is my real rate, not made-up guru value. You can easily verify this by clicking on my “contact” page, where I have a booking link.)
If you tried to piece together the same marketing strategies from other sources, you’d easily spend $3,000 to $10,000 per month (and still not get the raw, unfiltered insights I share).
If you went the trial-and-error route, it could take you years (plus lost clients and revenue along the way).
Instead…
You get my very best marketing strategies, client-getting ideas, and proven systems delivered to your mailbox every month inside the Inner Circle newsletter.
Plus, you get all of the bonuses detailed above (including immediate access to Pollard AI, my custom-trained marketing coach)…
Direct email access to me for your questions…
And monthly “office hours” via Zoom on the second Tuesday of every month from 11:00 a.m. to 1:00 p.m. EST.
Your investment?
Just $199 per month.
(It's important to note that the cost may be tax-deductible for you anyway. Also, it might be possible for your company to reimburse you for your membership.)
If my free content (like my emails, social media posts, or Financial Advisor Marketing podcast episodes) has been worth something to you...
Then imagine what happens when you get the stuff I only share with Inner Circle members.
This is an absolute steal for everything 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.
The harsh truth is that common marketing advice fails financial advisors. Many financial advisors mistakenly believe that popular marketing books by authors such as Gary Vaynerchuk, Russell Brunson, Seth Godin, Donald Miller, and Alex Hormozi will help them. But they won’t, because financial advice marketing is so nuanced. There are lots of little things that, respectfully, people who don’t work with financial advisors simply don’t know about.
Fortunately, I work specifically with financial advisors.
So, if you’re tired of cookie-cutter advice that doesn’t understand the real challenges you face, you’re in the right place.
"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.
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 offer live, actionable advice tailored specifically to 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.
What's The Catch?
I'm glad you asked, because there IS a catch...
Not a gimmick. Not a hidden upsell.
But a real, honest-to-goodness catch.
Here it is...
The Inner Circle only works if you do.
That's it. That's the whole secret.
If you're the kind of financial advisor who joins, skims a few pages, nods along, and then lets it sit in a drawer... this won't do a thing for you. And frankly, I don't want you in the Inner Circle.
But if you're the kind of financial advisor who reads, implements, tests, and takes marketing seriously... then this can change your entire business.
Why? Because I'm not just sending you a newsletter and hoping for the best.
You'll also receive direct email access to me, so when you've a question and need clarity, you won't be left guessing.
And you'll have access to live monthly office hours, where I'll show up on camera, ready to answer questions and help you apply what you're learning in real-time.
You're not just buying information. You're getting support, accountability, and direct access to someone who has helped thousands of financial advisors get more clients.
But none of it matters if you don't use it.
So, no, this isn't too good to be true. It just requires that you show up and do the work.
If you're ready, then...
Here's What Will Happen As Soon As You Join...
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...
In a world where masterminds cost $15,000 and courses run $2,000, a mere $199 per month feels suspiciously low. Especially for something this valuable.
Allow me to pull back the curtain and explain why this is priced the way it is, and why it’s one of the best deals you’ll ever get as a financial advisor.
The main reason it's priced so low is because it's a way for me to reach a much wider audience of financial advisors.
It’s not time-intensive like coaching, and it doesn’t require equity, legal paperwork, or revenue splits.
It’s something I can reliably deliver month after month, without sacrificing my family time or other business interests.
Plus, I don’t need to squeeze every dollar out of this.
This isn’t my first rodeo, and it’s not my only income stream. Truthfully, it’s a relatively small part of my business.
And frankly, I’m not interested in making a few bucks off one-time sales. I’m playing the long game. I want you to stick around for years. Because the better my subscribers do, the longer they stay. And the longer they stay, the more profitable this becomes for both of us.
That’s why nearly 100% of Inner Circle members stay month after month. Many have been with me for six, seven, and eight years.
Next, at $199 per month, it’s affordable enough that serious advisors can justify it without flinching. Especially when you consider it’s built from the ground up to give you a massive ROI.
Here’s some back-of-the-napkin math…
Say you’re a financial advisor currently making $150,000 per year. For the Inner Circle to pay for itself, it needs to help you increase your income by a mere 1.6%.
Again, I obviously can’t guarantee results because I don’t know your specific situation or background. However, a measly 1.6% increase isn’t that difficult to achieve. Heck, a 3.2% increase in your income would mean a 100% return on investment. Pretty cool, huh?
Another reason why the Inner Circle is deliberately affordable is because I don’t have much overhead to pass on to you.
I don’t have a fancy office lease in a trendy zip code.
I don’t have a bloated staff.
That means you’re not footing the bill for any of those things.
Finally, I want you to think, “If this is only $199 per month… what else does James know?”
Yes, this is strategic.
Because if I can deliver a jaw-dropping return at this price, you’ll naturally wonder what else I can do for you. That’s good business for both of us.
Look, I could’ve priced this at $499 per month and slept like a baby.
But I didn’t.
Because I want it to be so absurdly reasonable that price isn’t even part of the conversation.
Instead, I want you to focus on ROI, results, and progress.
So yeah... it’s “inexpensive.”
But not because it’s not valuable.
I’ve engineered it that way to give serious advisors a ridiculous edge for a ridiculous price.
All you have to do is say yes.
Oh, and one more thing...
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.
Besides, if it's not right for you, you can cancel at any time,with no questions asked,by emailing me directly at [email protected].
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 have 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 requires effort and time. If you aren’t willing to put in the time, then you probably won't succeed with this. I'm just being 100% transparent with you.
Assuming you are willing to put in the work, you likely won't want to leave. The cancellation rate for this community is lower than that of Netflix, Disney+, Hulu, HBO Max, Spotify, Audible, and Amazon Prime.
"What exactly do I get when I join the Inner Circle?"
Every month, you'll receive a paper-and-ink newsletter shipped directly to your door. It'll be packed with real-world marketing strategies, appointment-setting campaigns, email templates, psychological insights, and high-converting ideas specifically for financial advisors.
This isn’t generic business fluff. It’s not a recycled PDF you could Google. It’s stuff I’ve tested, refined, and proven inside the financial services industry... and it’s all designed to help you get more clients, more easily.
You’ll also be invited to monthly office hours on Zoom where you can get direct help, ask questions, and learn from what’s working for other advisors in the field.
“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 several paid newsletters. It’s my favorite type of product to buy because newsletters keep me accountable and provide ongoing education without requiring me to spend a lot of time figuring things out on my own.
"Why only $199 per month? That seems low."
It’s low on purpose. I don’t want price to be your reason for staying stuck.
This isn’t my only source of income. I don’t have bloated overhead. And I’m not trying to extract every last penny out of you.
My goal is long-term relationships with serious advisors who stick around for years, and the best way to do that is by delivering insane value month after month.
“What’s the best way to get the most out of my subscription?”
Simple: treat it like the secret weapon it is.
When it arrives, set aside 30 minutes to read it. Highlight what grabs you. Pick one thing to implement. Then do it. That’s how you build marketing momentum.
"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 come from a diverse 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.
If you’re newer, you’ll get a fast track to what actually works without years of expensive trial and error.
If you’re experienced, you’ll discover powerful tweaks, optimizations, and campaigns that can breathe new life into your business and take you from “doing fine” to dominating your market.
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...
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.
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...
"James is, in my opinion, the best marketer in financial services."
"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."
"Among the very best content at a fraction of the cost of other programs."
"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."
"The idea exchange on those calls is so amazing!"
"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..."
