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    • 50 Things I Wish Financial Advisors Knew About Marketing
    • What's A Good Financial Advisor Marketing Budget? Here's What I've Found...
    • 5 Reasons Why Hiring A Financial Advisor Marketing Agency Is A Bad Idea...
    • 5 Elements of High-Converting Landing Pages For Financial Advisors (With Examples)
    • Why "Branding" Is A Terrible Idea For Financial Advisors
    • 9 Inbound Marketing Strategies For Financial Advisors That Are Working Right Now... (With Proof)
    • Financial Advisors: Here's How To Get 3 New Clients In The Next 30 Days...
    • I Analyzed The Websites Of Barron’s Top 100 Independent Financial Advisors: Here’s What They Do Differently…
    • 4 Things I've Learned From Testing 3.2 Million Financial Advisor Emails
    • What Is The Optimal Number Of Clients For A Financial Advisor? (My Answer May Surprise You...)
    • Will Financial Advisors Become Obsolete? (Future Outlook For Financial Advisors)
    • How To Become A Virtual Financial Advisor (Plus Traits And Tools To Help You Work Remotely)
    • An Open Letter To Financial Advisors With Imposter Syndrome (Plus 4 Tips For Overcoming It)
    • How To Overcome Objections As A Financial Advisor (The Right And Wrong Way)
    • 7 Priceless Tips For Financial Advisors Who Want A "Lifestyle" Practice
    • 9 Research-Backed Stress Management Tips For Financial Advisors (That Actually Work)
    • 3 Powerful Ways Financial Advisors Can Use Webinars To Get More Clients
    • 10 Catastrophic Ways Financial Advisors Sabotage Their Own Success
    • These 5 "Weird" Tips Can Help Financial Advisors Form Better Habits
    • 5 Financial Advisor Follow-Up Tips (That Won't Annoy Prospects)
    • How Financial Advisors Can Write A Book (And Use It To Get Clients)
    • 7 Ways To Make Your Financial Planning Firm More Profitable
    • 7 Actionable Goal Setting Tips For Financial Advisors
    • 10 Of My Favorite Productivity Tools For Financial Advisors
    • How Financial Advisors Can Make A Phenomenal First Impression
    • 3 Reasons Financial Advisors Should (And Shouldn't) Start A Podcast
    • Financial Advisors: 4 Reasons Why Buying Leads Is Like Burning Money
    • 11 Tips For Writing A Stellar Financial Advisor Bio (With Examples)
    • 7 Traits Successful Financial Advisors Have (From Someone Who Has Worked With Thousands Of Advisors)
    • 6 Common Financial Advisor Interview Questions (And How To Answer Them)
    • 5 Things Financial Advisors Should Know Before Buying A Book Of Business
    • Looking For A Financial Advisor Internship? Here Are 10 Things You Should Know...
    • How Hard Is The CFP® Exam? (Plus 5 Of My Favorite Tips To Help You Pass)
    • 10 Insurance Marketing Tips, Ideas, and Strategies (That Actually Work)
    • How to Become a Financial Advisor In 5 (Not So Easy) Steps
    • How To Make Six Figures As A Financial Advisor
    • 11 Lucrative Cold Calling Tips for Financial Advisors
    • 10 Things I Wish All Entry Level Financial Advisors Knew
    • 6 Video Marketing Tips for Financial Advisors: Why Video Marketing Is So Powerful
    • 7 Reasons Why Most Financial Advisor Sales Training Completely Fails
    • Pros and Cons of Financial Advisor Coaching - Should Financial Advisors Hire a Coach?
    • 9 Elevator Speech Tips for Financial Advisors
    • A Day In The Life of a Financial Advisor: 7 Things You Can Expect
    • 7 Awesome Content Marketing Tips for Financial Services
    • Pros and Cons of Being a Financial Advisor: The Dirty Details Nobody Tells You
    • 8 Things Nobody Tells You About Being a Financial Advisor
    • 10 Things Financial Advisors Wish They Could Do Differently
    • 10 Awesome Content Marketing Tips for Financial Advisors
    • 12 Best Financial Planning Questions to Ask Clients
    • 5 Online Reputation Management Tips for Financial Advisors
    • Here's Why Clients Fire Financial Advisors
    • 5 Things Financial Advisors Should Never Do With Their Clients
    • 9 Cold Email Tips for Financial Advisors
    • 7 Tips for Avoiding Burnout as a Financial Advisor
    • 9 Tips for Creating a Financial Advisor Business Plan
    • 7 Must-Know Google Ads Tips for Financial Advisors
    • 7 Awesome Tech Tools for Financial Advisors
    • 10 Insurance Email Marketing Mistakes You Need to Avoid
    • 12 Facebook Marketing Tips for Financial Advisors
    • 3 Lessons From An Advisor Losing $1,000 Every Day
    • 7 Easy & Actionable Social Media Marketing Tips for Financial Advisors
    • 7 Door-to-Door and Cold Knocking Tips for Financial Advisors
    • 5 Things People Really Want From Financial Advisors
    • 5 Client Loyalty Strategies to Help You Retain More Clients
    • 7 Client Referral Ideas to Help You Get More Referrals
    • 8 Tips for Attracting UHNW Clients (With Proof That They Work)
    • Top 10 Best Books for Insurance Agents (2020)
    • 15 Financial Advisor Prospecting Ideas & Techniques That Work!
    • 11 Awesome Client Appreciation Event Ideas for Financial Advisors
    • Life Insurance Leads - Should You Buy Them?
    • 5 Ways Financial Advisors Can Improve Direct Mail Marketing Results
    • 7 Reasons You'll Fail as an Insurance Agent
    • 7 Horrible Insurance Marketing Ideas
    • 5 SEO Strategies For Financial Advisors (That Actually Work)
    • Social Media Tips for Financial Advisors: Experts Weigh In
    • The Secret Behind Awesome Financial Advisor Value Propositions (Plus Examples)
    • 5 Tips for How to Sell Insurance Over the Phone
    • 15-Step Client Onboarding Checklist: Onboarding Process for Financial Services
    • The Best CRM for Financial Advisors (CRM Software for Financial Services)
    • 10 Actionable Seminar Marketing Tips for Financial Advisors (That Actually Work)
    • 9 Effective Appointment Setting Tips for Financial Advisors
    • 19 Financial Advisor Email Marketing Tips
    • 5 Ways to Overcome Call Reluctance
    • How to Handle Rejection In Sales: Overcoming Your Fear of Rejection
    • 7 Reasons Why Most Financial Advisor Websites Are Terrible
    • 27 Financial Advisor Marketing Ideas & Strategies That Work!
    • How to Become a Successful Financial Advisor: Your First Year
    • Top 10 Best Books for Financial Advisors
    • 7 Fatal Prospecting Mistakes You Can't Afford to Make
    • 5 Ways to Generate Leads Without Cold Calling
    • 7 Ways Prospecting Is Like Dating
    • 5 Reasons Why You're Not Getting Referrals
    • 5 LinkedIn Tips for Financial Advisors (Plus 3 Things They Should Be Tracking...)
    • How Financial Advisors Can Build Client Trust
    • 11 Reasons You'll Fail as a Financial Advisor
    • How Financial Advisors Can Make More Money
    • 5 Best Niches for Financial Advisors
    • How to Sell Without Being Pushy
    • How Advisors Can Get Out of Their Comfort Zone
    • 5 Characteristics of Successful Insurance Agents
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"Why Do Some Financial Advisors Succeed While Others Fail Miserably?"

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The best answer I’ve been able to come up with so far is this:

Financial advisors who succeed have a plan.

Because after all, it was Benjamin Franklin who said, “If you fail to plan, you are planning to fail.”

Consider this…

According to the consulting firm CEG Worldwide, 80% of advisors producing $1 million or more have written plans.

Those making $75,000 or less have written plans only 7% of the time.

Which side do you want to be on?
🤔​

I want to help you get on the winning side, which is why I'm giving you this financial advisor marketing plan.

But First, Read This Disclaimer:

Please understand that 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 being used for example purposes only.

I’ve had years of marketing experience 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 sorted through hundreds of marketing plans - not just for financial advisors, but across multiple industries - and wanted to bang my head against the wall.

They made everything so complicated that you needed a Harvard MBA to understand. Jargon, charts, graphs, and trivial information which will never put a dime in your pocket.

Simply put, I couldn't find a marketing plan simple enough or good enough to warrant my endorsement.

So, I created one.


My marketing plan is simple. In fact, this marketing plan revolves around just three big ideas. Plus, you don't have to be a Harvard MBA. If you passed the fourth grade, you can understand it and most importantly... implement it. 

And the best part?

It’s tailored specifically for financial advisors.
😎​

The techniques, ideas, and strategies I’m sharing are working for financial advisors growing their businesses, and they’ll work for you too.

Here’s a small sample of what’s included:


  • ​​The biggest reason why most marketing plans fail, and what you can do to avoid becoming another statistic. (Doing this is one reason why many otherwise competent, intelligent, and skilled financial advisors fail to get clients.) Page 4.
  • Several questions to ask yourself when putting together your marketing plan. These will help you get laser-focused, yet they're unknown to most advisors. Page 9.
  • Exactly what your sales funnel should look like, from start to finish, in order to take someone from a cold lead to a client. (This advice is pretty much "plug-and-play", yet you'll probably never hear it anywhere else.) Page 13.
  • Why your pipeline is not just a list of names and how to ensure your pipeline stays full at all times. (Crucial information for a new advisor.) Page 14.
  • How to structure your day to get the most out of your business-building activities. (This little-known tip can help you whether you've been in the business twenty years or twenty minutes.) Page 15.
  • Since most financial advisors rarely follow up or don’t follow up at all, I give you a 12-step follow-up sequence designed to convert prospects to clients. Page 18.
  • The number-one mistake financial advisors make when creating and implementing a marketing plan. (Almost every single advisor I've ever worked with has made this mistake.) Page 20.
  • Step-by-step what I would do to target a niche market - in this case, I show you how I would target dentists, but you can substitute any niche you please. Page 24.
  • Exactly how I send my LinkedIn connection requests to maximize my chances of it getting accepted - I have tested this again and again and it just plain works. (And it's so simple you will master it immediately, even without practice.) Page 27.
  • The three strategic alliances you must focus on if you want a steady stream of profitable referrals coming your way.  (One brand-new advisor told me he focused on nothing but these strategic alliances and got more referrals in six months than most experienced advisors get all year.) Page 29.
  • How to get in front of dozens of your ideal prospects at the same time - it’s easier than you think… Page 32.
  • My “secret weapon”  - which is utterly simple to use - for building instant credibility with your prospects. Page 33.
  • How I use my website to generate warm leads every single day, and how you can do the same. (That fact that you're reading this right now is proof that it works.) Page 36.
  • What is the single most effective marketing strategy for a financial advisor? I’ll answer this question and more. Page 39.
  • Why “casting a wide net” is the worst thing you can do as a financial advisor. (Even "experts" make this costly mistake.) Page 40.
  • A lot of people write off direct mail as ineffective or too expensive, but I’ve found it to be one of the most underrated marketing strategies of all time. I’ll reveal why. Page 42.
  • Ever wonder how often to send marketing emails? I’ll tell you how frequently clients prefer to be emailed, down to the hour. Page 45.
  • The most important things to keep in mind when implementing your marketing plan. Get these right and you will be on the fast-track to success. Page 47.
  • And much, much more...

I’ll walk you through a battle-tested plan for marketing your business and getting more clients.

And that’s just the tip of the iceberg…

Here's What This Is NOT...

This is NOT just another fill-in-the-blank marketing plan template. I think those are a joke, and you probably do too.

This is NOT some two or three page marketing plan. I give you "behind the scenes" details and explain - in depth - what you need to do.  

This is NOT a cookie-cutter marketing plan. I created this with financial advisors in mind.

This marketing plan is...
  • Designed specifically for financial advisors.
  • Filled with examples, as if I'm right there coaching you.
  • Easy to understand.
  • Guaranteed to make your life better or your money back.

Here's What to Do Next...

The “cost” of this marketing plan is $67 and it comes with a 100% money-back guarantee, which is explained below.

(It's important to note that the cost may be tax-deductible for you anyway...) 

As soon as you place your order, you’ll get an automated receipt with a link to download the marketing plan directly in your email.

You can access it anywhere, immediately, without having to wait by the mailbox.
​

Oh, and in case you’re wondering…

THERE IS NO CATCH!

I realize this is very inexpensive… so you might wonder what the “catch” is.
​

There isn’t one.

I’m giving you this entire marketing plan for $67 as a means of demonstrating real value to you.

My hope is you’ll love it so much you’ll buy my other products. How’s that for complete transparency?
😄​

After all, I’m not getting rich with a one-time $67 sale. I make my money from building a good business relationship that lasts for years.

And with all that said, I’m throwing in another gift…

You're Also Getting The MP3 Version of My Marketing Plan ($67 Value), FREE... 

Because I wanted to sweeten this offer a little bit, I'm throwing in the MP3 version of this marketing plan as well. 

I wanted to include it because listening to the audio version is a great way to reinforce the material. Plus, you’ll want to listen to this over and over again.

This will also get sent directly to your inbox.

And there’s absolutely no charge for it. I want you to have it as my gift just for trying out this marketing plan.

Oh, and of course there’s a money-back guarantee.

I think it’s…

The Boldest Guarantee In The World

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I 100% guarantee you’ll love this marketing plan, which is why I offer it with an ironclad, zero-risk, 365-day money-back guarantee. 

Try my "Financial Advisor Marketing Plan" for a FULL YEAR and if you don't feel that it's worth 10X what you paid, I will give you a prompt and courteous refund.


You don’t even have to send anything back. Just email me ([email protected]) or give me a call at 937-REVENUE and I'll return your investment with no questions asked. 


How’s that for fair?

Click the button below to claim your copy now... 
Click here to get this Financial Advisor Marketing Plan
Thanks for taking the time to read this letter and I look forward to hearing from you soon. 
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James Pollard
"America's #1 Financial Advisor Marketing Expert"

P.S. In case you’re one of those people (like me) who just skips to the end of the letter, here’s the deal:

I’m offering you a proven financial advisor marketing plan.

It’s $67.

I'm also giving you the MP3 version of this marketing plan ($67 value) as a thank-you gift.

There is no “catch” to this offer.

In fact, if you don’t like the book, let me know any time within a year and I’ll give you back the $67. You don’t even need to send anything back.

Click the button below and claim your copy now. You won’t regret it... 
Click here to get this Financial Advisor Marketing Plan
MORE THAN 50,000 FINANCIAL ADVISORS SERVED... ARE YOU NEXT? CLICK HERE TO LEARN MORE. 
RESOURCES
"Financial Advisor Marketing" Podcast​
How to Get Clients With LinkedIn
The James Pollard Inner Circle Newsletter
Appointments On Autopilot
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27 Financial Advisor Marketing Ideas & Strategies That Work!
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  • Home
  • About Me
  • Get Clients With LinkedIn
  • New Advisors
  • Products
  • Inner Circle
  • Blog
    • 50 Things I Wish Financial Advisors Knew About Marketing
    • What's A Good Financial Advisor Marketing Budget? Here's What I've Found...
    • 5 Reasons Why Hiring A Financial Advisor Marketing Agency Is A Bad Idea...
    • 5 Elements of High-Converting Landing Pages For Financial Advisors (With Examples)
    • Why "Branding" Is A Terrible Idea For Financial Advisors
    • 9 Inbound Marketing Strategies For Financial Advisors That Are Working Right Now... (With Proof)
    • Financial Advisors: Here's How To Get 3 New Clients In The Next 30 Days...
    • I Analyzed The Websites Of Barron’s Top 100 Independent Financial Advisors: Here’s What They Do Differently…
    • 4 Things I've Learned From Testing 3.2 Million Financial Advisor Emails
    • What Is The Optimal Number Of Clients For A Financial Advisor? (My Answer May Surprise You...)
    • Will Financial Advisors Become Obsolete? (Future Outlook For Financial Advisors)
    • How To Become A Virtual Financial Advisor (Plus Traits And Tools To Help You Work Remotely)
    • An Open Letter To Financial Advisors With Imposter Syndrome (Plus 4 Tips For Overcoming It)
    • How To Overcome Objections As A Financial Advisor (The Right And Wrong Way)
    • 7 Priceless Tips For Financial Advisors Who Want A "Lifestyle" Practice
    • 9 Research-Backed Stress Management Tips For Financial Advisors (That Actually Work)
    • 3 Powerful Ways Financial Advisors Can Use Webinars To Get More Clients
    • 10 Catastrophic Ways Financial Advisors Sabotage Their Own Success
    • These 5 "Weird" Tips Can Help Financial Advisors Form Better Habits
    • 5 Financial Advisor Follow-Up Tips (That Won't Annoy Prospects)
    • How Financial Advisors Can Write A Book (And Use It To Get Clients)
    • 7 Ways To Make Your Financial Planning Firm More Profitable
    • 7 Actionable Goal Setting Tips For Financial Advisors
    • 10 Of My Favorite Productivity Tools For Financial Advisors
    • How Financial Advisors Can Make A Phenomenal First Impression
    • 3 Reasons Financial Advisors Should (And Shouldn't) Start A Podcast
    • Financial Advisors: 4 Reasons Why Buying Leads Is Like Burning Money
    • 11 Tips For Writing A Stellar Financial Advisor Bio (With Examples)
    • 7 Traits Successful Financial Advisors Have (From Someone Who Has Worked With Thousands Of Advisors)
    • 6 Common Financial Advisor Interview Questions (And How To Answer Them)
    • 5 Things Financial Advisors Should Know Before Buying A Book Of Business
    • Looking For A Financial Advisor Internship? Here Are 10 Things You Should Know...
    • How Hard Is The CFP® Exam? (Plus 5 Of My Favorite Tips To Help You Pass)
    • 10 Insurance Marketing Tips, Ideas, and Strategies (That Actually Work)
    • How to Become a Financial Advisor In 5 (Not So Easy) Steps
    • How To Make Six Figures As A Financial Advisor
    • 11 Lucrative Cold Calling Tips for Financial Advisors
    • 10 Things I Wish All Entry Level Financial Advisors Knew
    • 6 Video Marketing Tips for Financial Advisors: Why Video Marketing Is So Powerful
    • 7 Reasons Why Most Financial Advisor Sales Training Completely Fails
    • Pros and Cons of Financial Advisor Coaching - Should Financial Advisors Hire a Coach?
    • 9 Elevator Speech Tips for Financial Advisors
    • A Day In The Life of a Financial Advisor: 7 Things You Can Expect
    • 7 Awesome Content Marketing Tips for Financial Services
    • Pros and Cons of Being a Financial Advisor: The Dirty Details Nobody Tells You
    • 8 Things Nobody Tells You About Being a Financial Advisor
    • 10 Things Financial Advisors Wish They Could Do Differently
    • 10 Awesome Content Marketing Tips for Financial Advisors
    • 12 Best Financial Planning Questions to Ask Clients
    • 5 Online Reputation Management Tips for Financial Advisors
    • Here's Why Clients Fire Financial Advisors
    • 5 Things Financial Advisors Should Never Do With Their Clients
    • 9 Cold Email Tips for Financial Advisors
    • 7 Tips for Avoiding Burnout as a Financial Advisor
    • 9 Tips for Creating a Financial Advisor Business Plan
    • 7 Must-Know Google Ads Tips for Financial Advisors
    • 7 Awesome Tech Tools for Financial Advisors
    • 10 Insurance Email Marketing Mistakes You Need to Avoid
    • 12 Facebook Marketing Tips for Financial Advisors
    • 3 Lessons From An Advisor Losing $1,000 Every Day
    • 7 Easy & Actionable Social Media Marketing Tips for Financial Advisors
    • 7 Door-to-Door and Cold Knocking Tips for Financial Advisors
    • 5 Things People Really Want From Financial Advisors
    • 5 Client Loyalty Strategies to Help You Retain More Clients
    • 7 Client Referral Ideas to Help You Get More Referrals
    • 8 Tips for Attracting UHNW Clients (With Proof That They Work)
    • Top 10 Best Books for Insurance Agents (2020)
    • 15 Financial Advisor Prospecting Ideas & Techniques That Work!
    • 11 Awesome Client Appreciation Event Ideas for Financial Advisors
    • Life Insurance Leads - Should You Buy Them?
    • 5 Ways Financial Advisors Can Improve Direct Mail Marketing Results
    • 7 Reasons You'll Fail as an Insurance Agent
    • 7 Horrible Insurance Marketing Ideas
    • 5 SEO Strategies For Financial Advisors (That Actually Work)
    • Social Media Tips for Financial Advisors: Experts Weigh In
    • The Secret Behind Awesome Financial Advisor Value Propositions (Plus Examples)
    • 5 Tips for How to Sell Insurance Over the Phone
    • 15-Step Client Onboarding Checklist: Onboarding Process for Financial Services
    • The Best CRM for Financial Advisors (CRM Software for Financial Services)
    • 10 Actionable Seminar Marketing Tips for Financial Advisors (That Actually Work)
    • 9 Effective Appointment Setting Tips for Financial Advisors
    • 19 Financial Advisor Email Marketing Tips
    • 5 Ways to Overcome Call Reluctance
    • How to Handle Rejection In Sales: Overcoming Your Fear of Rejection
    • 7 Reasons Why Most Financial Advisor Websites Are Terrible
    • 27 Financial Advisor Marketing Ideas & Strategies That Work!
    • How to Become a Successful Financial Advisor: Your First Year
    • Top 10 Best Books for Financial Advisors
    • 7 Fatal Prospecting Mistakes You Can't Afford to Make
    • 5 Ways to Generate Leads Without Cold Calling
    • 7 Ways Prospecting Is Like Dating
    • 5 Reasons Why You're Not Getting Referrals
    • 5 LinkedIn Tips for Financial Advisors (Plus 3 Things They Should Be Tracking...)
    • How Financial Advisors Can Build Client Trust
    • 11 Reasons You'll Fail as a Financial Advisor
    • How Financial Advisors Can Make More Money
    • 5 Best Niches for Financial Advisors
    • How to Sell Without Being Pushy
    • How Advisors Can Get Out of Their Comfort Zone
    • 5 Characteristics of Successful Insurance Agents
  • Contact