"How Financial Advisors Can Amass Huge Lists Of Qualified Prospects Without Paying Hundreds of Dollars Per Lead..."

From: James Pollard

​If you're a financial advisor who wants to build bigger and better lists of qualified prospects, then this could be the most profitable letter you ever read...

Sound too good to be true?

Well, if you believe me, then you will be well rewarded. If you don't believe me, I will make it worth your while to change your mind.

Let me explain...

My name is James Pollard. I'm the founder of The Advisor Coach, a company that has been helping financial advisors get more clients since 2015. I host a podcast called "Financial Advisor Marketing," which has 200+ episodes to assist financial advisors in becoming better marketers and business owners.

I also publish a monthly marketing newsletter, The James Pollard Inner Circle, which financial advisors happily pay $99 per month to receive. It ships to advisors in all fifty states and multiple countries around the world.

I tell you this because I discussed list-building in the June 2023 issue of that newsletter. Without tooting my own horn too much, I'm used to receiving good feedback from each newsletter issue because smart advisors tend to value the information. However, I was NOT prepared for the...​

Tsunami Of Happy Financial Advisors In My Inbox From My List-Building Advice!

Financial advisors sent me emails like this...

This one...

And this one, too...

So, I thought to myself:

"Self, this information is obviously life-changing. Maybe you should expand on it, improve it, and make it available to more financial advisors."

Long story short, that's exactly what I did. 😄

Keep reading to discover the list-building methods I'm sharing...

But First, Read This Disclaimer...

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

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

I've had years of experience building lists and helping thousands of financial advisors build lists, and my personal results should be considered exceptional.

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

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

With that said… let me show you…

Exactly What You're Getting...

I've painstakingly crafted this straightforward video training to show financial advisors exactly how to build lists of prospects and how to qualify them so they only work with the people they want.

I've called it:

"How Financial Advisors Can Build Bigger And Better Lists: The Proven Way for Financial Advisors to Amass Hordes of Qualified Prospects."

(I'm not very creative with titles. Lol. I figured I'd give it a title that expresses precisely what it does.)

Anyway, this comprehensive video training consists of four videos with more than 2.5 hours of content. It's like having me sit right next to you and tell you exactly what to do to fatten your funnels, pipelines, and CRMs.

Here's a glimpse of what's inside this valuable training...​

Video 1: List-Building Fundamentals

Here's a preview of what the videos look like. It's like having me sit next to you and guide you through proven list-building methods for financial advisors...

• 5 list-building fundamentals so critical to your success that skipping them renders every other list-building tactic useless to you. (Even new financial advisors have been able to surpass more experienced and credentialed veterans with these shockingly simple fundamentals.)
• The biggest mistake financial advisors make when attempting to build a list of leads, and how you can avoid it. (This easily avoidable blunder sabotages many financial advisors.)
• Why relying on search engine traffic to build your leads lists can be a fatal mistake. (I get tens of thousands of search engine visitors per month, so I love it. However, I’m not naive enough to depend on it for my leads lists.)
• How Dave Ramsey became one of the most prolific list-builders the personal finance world has ever seen, and why financial advisors should model his covert approach. (Love him or hate him, Dave Ramsey’s methods are ingenious and effective.)
• The most effective conversion booster I’ve ever discovered that has reliably gotten my private clients more inbound leads every year for the past six years. (This technique is so effective that I have used it in my own business to generate more than a million dollars of extra profit with almost no extra work.)
• Where financial advisors can find the highest-quality leads possible. (I’ve searched through hundreds of lead sources since 2015 and nothing comes close to this wellspring of premium prospects.)
• The unorthodox technique that can get influencers, referral partners, and even your biggest competitors to hand you their best leads on a silver platter. (I didn't believe this method myself until I saw it used by several successful entrepreneurs to quickly build their businesses.)
• The strange reason why financial advisors with smaller lists tend to make more money than those with larger lists. (I wince whenever I hear financial advisors bragging about list size because I know they’re leaving money on the table.)

Video 2: How To Build Lists (And The Lists You Should Have) Part 1

• The best way to build a leads list if you have absolutely no money to spend on buying them, renting a mailing list, or running online ads. (I don’t necessarily recommend doing this, but I’m including it because I know some people will want to do it.)
• My step-by-step process for mailing handwritten cards to thousands of prospective clients in as little as ten minutes. (I detail exactly where to go and what to do. Depending on how many cards you send, this can save you several hours per year.)
• Where to find direct mail lists of prospective clients in your niche. (Direct mail is arguably the most underrated marketing strategy financial advisors can use. It is a goldmine waiting to be tapped, and I show you how.)
• Precisely how I would build a list from scratch if you dropped me in the middle of nowhere with no money, connections, or reputation. (I consider this the “nuclear option” for building big lists in little time.)
• My “old reliable” method financial advisors can use to grow their LinkedIn networks. (I also provide verified research which found that 68% of financial advisors who gained clients used this method vs. 46% of advisors who didn’t.)
• How smart financial advisors are using LinkedIn to build leads lists with hundreds of qualified prospects in as little as a few months. (I show you exactly what to do and include step-by-step instructions to make it a cakewalk for you.) 
• Exactly what to say in a LinkedIn message to maximize your chances of having a conversation with a prospective client. (I spell out the exact message so you can begin using it right away.)

A note about that last point…

If you were to work with me one-on-one to develop a similar marketing strategy, you would pay at least $2,500 for the privilege. As you can see in the photo below, financial advisors have happily paid me this much to help them with their LinkedIn marketing, and you can get some of the same concepts in this program.​

In this program, I also reveal the exact information that has allowed me to build lists of financial advisors willing to pay me thousands of dollars for consulting...

Video 3: How To Build Lists (And The Lists You Should Have) Part 2

• How to get your content in front of thousands of people in your niche for free. (This takes a little time and effort, but it can generate a flood of inbound leads if done correctly.)
• The “angelic” way financial advisors can improve their email marketing results without writing a single email. (First discovered in the 1920s, this psychological phenomenon makes it far more likely that prospective clients will choose you over more experienced and credentialed advisors.)
• How financial advisors unknowingly prevent themselves from getting more referrals. (This is an easy fix that can take less than an hour to implement.)
• One of my highest-converting email opt-in forms, ever. (I include a screenshot, so you can see what it looks like and why it was so effective.)
• A real-world case study of how a financial advisor built a list of 62 qualified leads in a single morning without calling anyone, posting on social media, or getting any website traffic. (I break down the numbers and give some pointers on how he could’ve gotten even more leads.)

Video 4: How To Qualify (And Disqualify) Your Lists For Maximum Efficiency

In my opinion, this video can put more cash in your wallet than all the others combined. Here's why…

If you know me, then you know I am all about qualifying. One of the fastest and most effective ways I can help financial advisors become more productive is by helping them get clear on whom they can help vs. whom they can't. The reason this is so important is that it minimizes the time financial advisors spend with people who will inevitably ghost them, blow them off, and waste their time.

How much is your time worth? Even if you only value your time at $50 per hour, this one video alone can pay for the entire training ten times over because it will save you hours of wasted time with uncommitted prospective clients. Here's a preview of what it contains…​
​

• The counterintuitive way to get more inbound leads by begging people not to work with you. (Only a small percentage of financial advisors are willing to do this, but I’ve never seen it fail to get more leads.)
• The most common reason why financial advisors fail to amass hordes of leads who are ready, willing, and able to work with them. (Fixing this one thing can lead to an influx of new leads as quickly as flipping a light switch.)
• 4 battle-tested ways to qualify your lists to see who is serious about working with you vs. who isn’t. (A few years ago, a financial advisor used one of these methods to get thirty new clients - yes, thirty - from a single email.)​
  
• The most effective way to warm up a non-responsive list that has gone cold. (This technique can get appointments from people who haven’t responded to you in weeks or perhaps months if you do it correctly.)
• ​How to reliably reduce your appointment no-shows with a simple five-minute tweak. (I originally shared this with financial advisors back in 2020, and it has been my most potent tactic ever for getting people to show up to meetings.)
• A few telltale signs that someone will be a nuisance to work with. (You can save yourself a lot of hassle by spotting these difficult people and eliminating them as soon as possible.)
• How to make high-net-worth clients respond to your marketing more than any other net-worth group. (This style of marketing works especially well for prospective clients worth $2 million and more.)

Here's How Much It "Costs"...

$395.

That’s right. Less than what many lead-gen companies charge for two measly leads.

(It may also be tax-deductible for you, too.)

As you can see in this post, traditional lead-gen companies charge financial advisors hundreds of dollars per lead only to deliver subpar results...

There Is No Catch!

I realize that being able to build lists of qualified prospects is worth a LOT of money to financial advisors. Therefore, you might be wondering if there's a hidden catch to this offer.

There isn't one.

I'm only charging $395 for this because I want to demonstrate real value to you. Because my secret master plan goes like this:

1. You purchase this "How Financial Advisors Can Build Bigger And Better Lists" video training and consume the more than 2.5 hours of video content.

2. You use it to get more clients and make more money.

3. You think to yourself, "Wow, that James Pollard guy is amazing. I need more."

4. You subscribe to my monthly paper-and-ink newsletter, The James Pollard Inner Circle.

5. You stay subscribed for years, and we have a profitable business relationship together.

My thinking is that once you go through this, you will want even more of my help. So, consider this your gateway drug into Planet Pollard. ​😄

But, before you rush to make the investment in yourself today, I want to make this clear...

There Are No Refunds Or Money-Back Guarantees

Why?

Two reasons...

First, anyone who needs the safety net of a money-back guarantee is neither psychologically nor emotionally ready to do much of what's discussed.

Second, this is the same information my Inner Circle members received in the June 2023 newsletter issue. And since my newsletter comes with a strict "no refunds" policy, it would be unfair of me to offer one here. Besides, the information has already proven itself effective.

So, if you have any doubts whatsoever about this offer or my ability to help you build bigger and better lists, then I recommend passing on this offer.

Otherwise, it can be one of the best decisions you've ever made.

Click the button below to claim your copy now...

Click here to get How Financial Advisors Can Build Bigger And Better Lists

James Pollard

P.S. Have you ever heard the old saying that if you give a man a fish, he'll eat for a day, but if you teach him how to fish, he'll eat for a lifetime?

Well, this video program, with more than 2.5 hours of list-building content, is all about showing you how to fish.

Think about the feeling of freedom and security that comes from knowing you will never depend on anyone else for your lists ever again.

The information in these videos has already been proven to work…

And the required investment is less than what many advisors pay for a few inferior leads…

Therefore, I don't think I can make this offer any more appealing to you. So, I'll stop here. If you'd like to get started right away, here is where you can make the investment in yourself today…

Click here to get How Financial Advisors Can Build Bigger And Better Lists