"You have allowed me to double the size of my book of business in the past year and I'm on track to do even better in the coming months. Thank you for everything that you do!"
- Mark R., Raymond James
"I am now the top producing advisor at my firm. People are asking me how I did it now and I just tell them that you were my secret to success." -
- Elliot P., Ameriprise
"This is easily the best investment I have ever made. I feel like if you're a financial advisor and you talk to people about investing, the LEAST you can do is invest in yourself, and investing in this course was the best career decision I've ever made."
- Kelly D., RIA
"When I first saw your stuff, I was definitely skeptical but your money-back guarantee pushed me over the fence and I pulled the trigger. Just a few short hours later and I was completely blown away. Things started making sense for me and I started putting all the pieces together to understand how to set more appointments, get more clients, etc. I can't believe I struggled for so long when the answers were right in front of me this whole time. My life is 10X better!"
- Don J., Ameriprise
"I told my colleagues about TheAdvisorCoach.com and they're completely hooked. Everyone is reading all your articles and watching all of your videos. My managing principal was wondering how we got so effective so fast. I showed him the course and he joined instantly."
- Eddie B., Waddell & Reed
"I am helping more people now and feeling more fulfilled in the process. Is the extra income nice? Sure, but I'm helping more people and that's what really matters."
- Alex M., Edward Jones
"I was starting to get really burned out. I was trying my best and pushing harder than I ever had before but just wasn't getting the number of clients I wanted. While my production levels were already above average, I knew I could do better. Your course has allowed me to shift back into high gear and now I am making more money than I have ever made as an advisor."
- Jim B., Morgan Stanley
If You Aren't Getting Better, You're Getting Worse
Hi, I’m James Pollard, founder of TheAdvisorCoach.com…
Most people don’t know that I spent the last few years putting together this course. After coaching tons of financial advisors on how to get more clients, I noticed that they all had similar problems. They asked the same questions. They struggled with the same things.
I figured I could help a lot more people by putting this information into an online course.
And let me tell you: developing this course paid off…
Nothing feels better than being able to go out into the marketplace and extract revenue. That's the feeling that I give financial advisors every day.
“But what if I’m starting from ground zero?”
I have great news: I never said you had to have a full pipeline.
You don’t need leads, prospects, or clients to start.
I know what works – and what doesn’t work. I remember working with financial advisors and repeating the same stuff over and over…
And that’s when I had a big realization:
I should take all of my best information and put it all in one place... a course that people can access at any time, across multiple devices. Something that will help them build their businesses quicker and easier than ever before.
Learning from someone else is one of the BEST things you can possibly do…
That's because one of the secrets to success is finding the things that have the biggest return on your time investment.
Let’s say you complete this course in a few weeks. You will be able to instantly apply the information to your business and see immediate results.
You will also have lifetime access to the course, so you can come back whenever you want.
I am 100% confident that this course will work for you because it’s based on…
The 3 Big Secrets Behind Successful Financial Advisors
Advisors think they need superstar trainers, amazing sales skills, or tons of connections to get more clients and build their book of business…
This tactical minutia definitely doesn’t hurt, but it won’t help you in the biggest way possible.
In reality, only three things matter.
Secret #1: They know how to successfully leverage outbound marketing strategies to generate revenue.
If you want to build a solid book of business, you need to bring on clients – and you need to know exactly how to get them.
Now, what if I told you I had some simple, repeatable strategies to help you get more clients?
Just imagine how good it would feel…
You look at your calendar and know it will be a productive week. You look at your bank balance and see it continually increasing. You are helping people and they are glad to be helped. That would be great, right?
I’ve got good news: I’ll show you how inside this Financial Advisor Marketing Mastery Course.
But more on the course in just a second…
Secret #2: They know how to use inbound marketing tactics to bring in warm leads.
When you can successfully leverage outbound marketing tactics to bring in new business, it’s awesome.
But when you have leads coming to you… it’s INCREDIBLE.
The problem is that even if financial advisors become great at marketing their services, they run the risk of getting stuck on a never-ending treadmill.
Or they stay stagnant. Neither option is appealing.
Have you ever thought about what it would be like if warm leads came to you on a regular basis?
If you ever felt like you should be reaping more rewards for all your hard work, there’s a good chance you’re doing something wrong.
Maybe your website isn’t giving prospects the right message.
Maybe your social media marketing is actually working against you.
Either way, I’ll show you how to spot mistakes like these – and how to avoid them – inside the Financial Advisor Marketing Mastery course. But first…
The last secret.
Secret #3: They know how to make the most of what they have.
Some people think that successful financial advisors have some magical trait or characteristic that sets them apart from the rest of the world.
But the truth is, successful financial advisors are just regular people who know some things that you don’t know and do some things that you don’t do.
In my experience, one of the biggest traits of successful financial advisors involves making the most of what they have.
Everyone wants to be more productive. But HOW?
And what if you have a million different things to do? How can you figure out how to get more done in less time?
I’ll show you.
If you follow the section on business mastery, it will happen naturally.
And that’s all there is to it.
Now that you know the “secrets” behind successful financial advisors, you’re likely wondering…
“How Can I Grow My Book of Business?”
The way I see it, you only have 2 options…
Option #1: Figure it out yourself.
If you want to learn about marketing financial services on your own, you can do it. If you like struggling and banging your head against the wall in frustration, this option is for you.
But here’s the problem with this route: the advice I see about “financial advisor marketing” is an absolute joke.
As an example, I see people telling you to use old-school closes, hand out your business cards to everyone within three feet, and pester your family and friends for referrals.
Newsflash: None of this stuff will get you the results you want. If it could, everyone would be rich. But we both know that’s not the case.
Besides, there's another HUGE cost associated with making mistakes and struggling on your own: your time. You can always make more money. Money is the easy part because money can be replenished. But let me ask you a question... does that happen with your time too?
When you miss your daughter's soccer game because you're at the office ... do you get that time back? Or if you can't spend time with your family because you're scratching and clawing to grow your book of business... do you get your time back?
No, you don't. Isn't that weird? Money replenishes all the time, but your time never comes back. What I want you to do is take an asset that replenishes and invest into something that's going to save you a TON of time, because your time is much more valuable.
Option #2: Invest in comprehensive training that shows you exactly what to do, how to do it, and more.
Have you ever noticed that the most successful people in life tend to be the biggest learners?
Are you aware that one of the biggest ways successful people get an edge over you is by taking courses? There's a reason for that.
It's because courses often represent years of hard work condensed into a simple to follow step-by-step plan…
… and that’s exactly what my brand new online course Financial Advisor Marketing Mastery is all about. It’s a training that will walk you through how to market your services in a way that gets more prospects and converts them into clients.
And you can get this course at a FRACTION of the price I charge for private coaching.
“But What if I’m Not Good At Marketing?”
The good news is this: nobody is born a great marketer. It’s a skill you learn. And when you’re talking about marketing your services as a financial advisor, it’s as easy as learning and following proven tactics.
Financial Advisor Marketing Mastery is a step-by-step training course that will show you how to get more clients.
… even if you’re not a born marketer.
… even if you’re not good at “selling”.
And you’ll see how to do it, in your own way, without compromising your integrity, and your prospects and clients will appreciate you for it.
And Here’s Exactly How It Works:
In Financial Advisor Marketing Mastery, I’ll walk you through everything you need to know about marketing financial services and building a book of business, including:
Why You Need A Proven Program Is Clear
You can take this course, capture the valuable information, and use it again and again.
Now imagine how great it would feel… knowing that you had the skills and ability to rapidly build your book of business….
This course includes over 11 hours of video content with three sections: Business Mastery, Outbound Marketing Mastery, and Inbound Marketing Mastery.
Let me walk you through, in detail, exactly what to expect from this program. Watch the video below to get a sneak peek inside the course.
Here's a Small Sampling of What You'll Learn...
The Financial Advisor Marketing Mastery course comes with a 100% money-back guarantee… but I don’t stop there.
I promise you will get more clients and build a bigger book of business from the information gained in this course. Your friends and colleagues will envy your business savvy and newfound “Midas Touch”. There’s a good reason why I stand behind my product so strongly.
At any time within 30 days, if you decide that I haven't helped you get more clients, I will give you a full and complete refund.
Just call 937-REVENUE, contact me through the website, or send me an email at firstname.lastname@example.org.
If you aren’t satisfied, I would not feel right keeping your money, so I make it easy to get a refund. And just to be clear, there are absolutely no strings attached and no forms to fill out.
Frequently Asked Questions
What if I’m a relatively new financial advisor?
Then you NEED this course. Drop everything and get it, now.
It’s critical that you learn what works and what doesn’t before you form bad habits. It’s what I called the “cutting your lawn with scissors syndrome”. A financial advisor will stumble around in the dark, find something that works, and keep doing it even though there’s a better way.
What if I’ve been a financial advisor for many years?
If you’ve been a financial advisor for many years, this program will be a sharpening tool for you, especially if you want to learn new ways to market and get clients.
When experienced financial advisors go through this program, the ones that get the best results are the ones who are focused and willing to learn. I've also found that experienced financial advisors have the resources and experience to leverage this program to get higher-level results.
What if I’m not good with technology?
This program is not technology-intensive. In fact, the “tech” stuff is only in the “inbound marketing” section and it’s structured in such a way where even a complete technophobe can understand the ideas. And believe me, I’ve worked with technophobes. I kept them in mind while creating this program.
What if I’m not a financial advisor yet?
If you’re not a financial advisor yet, I would focus on passing your exams first. Once you have passed your exams and are ready to start marketing and building your book of business, get this course.
I want to be a partner in your success, but you actually have to become a financial advisor first. Of course, the decision is ultimately yours. If you decide to join Financial Advisor Marketing Mastery, I’d love to have you.
What if I work with a major bank/brokerage/wirehouse?
If you work with any of these, this program will still work for you. This program is designed to fit the needs of a broad spectrum of financial advisors, including those at banks, insurance companies, independents, etc. If you have to market your services in order to get clients or build a book of business, this program is for you.
What is Financial Advisor Marketing Mastery and how does it work?
Financial Advisor Marketing Mastery is an online course designed to help financial services professionals make more money. It is a program containing three sections, each with relevant modules:
It works by you working through the sections and modules at your own pace. You can go as fast or as slow as you’d like because you can access the material whenever you want.
Plus, 100% of the modules are completely open from day one, so you can even start with your weakest areas and improve them immediately.
Imagine that it's a few months from now and the marketing techniques you used to struggle with are now second nature to you. Wouldn't that feel amazing?
Just tell me, is Financial Advisor Marketing Mastery right for me?
When I put together this course, I had two types of people in mind. They are as follows:
Person #1: You already have a decent book of business, but you’re looking to do better. Person #2: You don’t have many clients, but you know you need more.
And Financial Advisor Marketing Mastery can help you either way. I cover everything you need to get more clients from the ground up. But I’ll also give you the tools to GROW your existing client base. This includes the psychology behind marketing, how to become a better prospector, how to get inbound leads, and more.
Yes, James - I Am Ready To Get More Clients Today!