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    • How To Overcome Objections As A Financial Advisor (The Right And Wrong Way)
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    • 9 Research-Backed Stress Management Tips For Financial Advisors (That Actually Work)
    • 3 Powerful Ways Financial Advisors Can Use Webinars To Get More Clients
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    • How Financial Advisors Can Write A Book (And Use It To Get Clients)
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    • 7 Actionable Goal Setting Tips For Financial Advisors
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    • 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
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    • 7 Awesome Content Marketing Tips for Financial Services
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    • 8 Things Nobody Tells You About Being a Financial Advisor
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    • 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
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    • 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?
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    • Social Media Tips for Financial Advisors: Experts Weigh In
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    • 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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"Allow Me To Take You By The Hand And Accelerate Your Business With This 28-Day Prospecting Challenge Designed Specifically For Financial Advisors..."

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From: James Pollard

​If you’re a financial advisor who wants to become a better prospector, I think I can help you. Here’s why… 

My name is James Pollard. I’m the founder of TheAdvisorCoach.com...

I'm  the host of the “Financial Advisor Marketing” podcast, which now has more than 150+ episodes designed to help financial advisors get more clients...


And I’m the creator of what has been called the most prestigious newsletter in the financial services industry, The James Pollard Inner Circle.

I’ve helped tens of thousands of financial advisors get real results from their marketing. From brand-new to experienced, across multiple companies, and around the world.

I’m telling you this because…

The Most Successful Financial Advisors Have This In Common...

They’re incredible prospectors.

Don’t believe me? Scroll through Barron’s Top 100. Spend some time on LinkedIn with advisors who get dozens of inbound messages per week. Reach out to people living the life you’d like to live, and you’ll see it’s the truth.

However, they do not approach prospecting the same way most financial advisors are taught. 

In fact…

Most Prospecting Information Is Useless... 

For two reasons...

Reason #1: Even though there is no shortage of prospecting information out there, it’s usually incomplete. 

For instance, there are hundreds of blogs, countless podcasts, and endless videos. Yet, they only give little slivers of information at a time. And the chances of the information working for financial advisors (who generally help  more sophisticated prospects) is slim-to-none.

In other words, there’s nothing comprehensive for financial advisors who want a roadmap to follow.

Reason #2: Most prospecting advice is tactical instead of strategic. People mistakenly focus on tactics even though they're a dime a dozen. If there really was some sort of magic script or easy button, we would know about it by now. 

I think Ralph Waldo Emerson said it best: 

“As to methods there may be a million and then some, but principles are few. The man who grasps principles can successfully select his own methods. The man who tries methods, ignoring principles, is sure to have trouble.”

Try as I might, I couldn’t find anything in the marketplace that shows financial advisors the proven prospecting principles they can use to build their businesses. 

So, I created it. 

Introducing…

The 28-Day Prospecting Challenge

It’s a collection of four videos about how financial advisors can improve their prospecting efforts and supercharge their client-getting process. 

Frankly, the only reason I went through the trouble of making it is because financial advisors are always asking me about this topic.

Altogether, these videos contain more than 3.5 hours of practical, hard-hitting content designed to demystify prospecting. You’ll walk away with clear action steps and best practices you can use right away to improve your business. 

To help you decide if it makes sense for you, here’s a preview of what’s inside:

Week 1: Detoxifying Your Business

  • The one thing you should do before talking to potential clients to maximize your odds of them saying "yes". (Skipping this renders nearly every other client-getting tactic totally worthless to you.) 
  • The #1 reason financial advisors fail to become superstar prospectors. (This can affect everyone from brand-new financial advisors to experienced and credentialed veterans.)
  • The single biggest predictor of prospecting success. (All else being equal, this has been correlated with higher win rates every time.)
  • A neurological discovery that lets even financial advisors with crippling anxiety look forward to prospecting every day. (This is difficult to do at first, but gets easier with time.)
  • How I reduced my cell phone screen time to eight minutes per day, with proof. (Eliminating distractions will help you spend more time with prospects, and your cell phone is likely the biggest distraction you own.)
  • Hands-down the most effective method I’ve ever found for beating prospecting reluctance. (I even include a screenshot from 2015 showing how I used this in my own life.)
  • 3 ways financial advisors can get more clients by charging higher prices. (Can’t be done? Ha. It happens every day, and I’ll show you how.) ​

Week 2: Catapulting Your Prospecting Success

  • How Napoleon Hill can help you become a better prospector. (Many people know Napoleon Hill from his landmark book, Think And Grow Rich, but few know about his obscure work discussed here.) 
  • 3 numbers you should track on a regular basis. (You can’t improve what you don’t measure, and these numbers can help you get a grip on your business.)
  • Why I would rather have a smaller list of prospects than a large one. (Many advisors try to make their pipelines as big as possible, which causes them to struggle.)
  • How to become a better prospector if you have more than a dozen clients. (Back when I was coaching advisors, this was a way for me to find “hidden money” within their businesses.)
  • Exactly where to begin if you’re a financial advisor with fewer than a dozen clients. (This is one of my biggest secrets, which I give to financial advisors who want to jumpstart their careers.)
  • How high school and college brainwashes people into becoming poor prospectors. (This explains why intelligent financial advisors with tons of certifications still struggle with basic marketing and outreach.)
  • How to quickly identify the top 20% of prospecting activities that will generate 80% of your results. (If I could only give you one piece of advice to maximize your client-getting efforts, it would be this.)​

A note about that last bullet point...

The 80/20 rule is a recurring theme in my Inner Circle newsletters, and I've only ever revealed this tip to newsletter subscribers. It's so powerful that I've personally used it to create outsized returns in my business investments, massive winners in my advertising campaigns, and robust sales systems within financial advisors' practices. If applied, it could easily pay for the entire program in full. 

​Moving on...

Week 3: Streamlining Your Prospecting Process

  • Why asking “discovery questions” is one of the worst things you can do during your first meeting with a prospect. (I don’t know where this idea of asking discovery questions came from but it’s toxic, and I explain why.) 
  • One of the biggest “quick wins” I’ve ever given advisors who want to convert more leads into clients. (This fast and easy technique is statistically proven to place you in the top 20% of all financial advisors.) 
  • An unorthodox direct mail secret financial advisors can use to book meetings with decamillionaires and other hard-to-reach prospects. (This has been used to book meetings with presidents, a prime minister, celebrities, and CEOs. It’s so effective that if I were starting over from scratch, this would be the first thing I’d do.)
  • 3 things the world’s best prospectors do differently from everyone else while on the phone. (This information comes from an analysis of 90,380 successful cold calls, so if you’re making any cold calls whatsoever then this can make your investment back and then some.)
  • The hush-hush psychological tactic - first discovered in 1937 - which allows financial advisors to handle objections before meeting prospects. (I also reveal the five most common objections given to working with a financial advisor, and how you can defang each one.)
  • 3 stealth ways to make prospective clients feel comfortable talking with you. (Large companies like Apple and Uber use these "frictionless" strategies to rake in billions of dollars per year.)
  • How financial advisors are able to set more appointments by begging people not to work with them. (I learned this from a direct-response copywriter who has conducted more than $1 billion in marketing tests over the last 40 years.)

Week 4: The Ten Commandments of Highly Effective Prospecting

This is different from the other three videos because it’s meant to give you a high-level overview of what to do and what not to do.

At first glance, this video may appear too simple. However, Leonardo Da Vinci once quipped that simplicity is the ultimate sophistication. 

I’m not going to provide bullet points for this video because I don’t even want to provide clues as to what’s inside. All I’ll say is that these ten commandments can be used to systematically enhance your prospecting efforts. They're distilled from thousands of hours of work dissecting financial advisors’ businesses.
Snapshot of the 28-Day Prospecting Challenge
Here's a sneak-peek of what the videos look like...

Here's How To Use This Program...

As soon as you place your order, you’ll get a link with all four videos delivered immediately to your inbox.

Since you’re getting instant access to this proven roadmap, you can download everything right away and watch everything in one sitting. However, I recommend doing the following…

As soon as you make your purchase, watch the “Week 1” video. Then, pick one thing to implement in the next seven days. 

Next week, watch the “Week 2” video and implement another action item.

Do the same thing for “Week 3” and “Week 4”, and you will begin to notice how small changes can have a big impact. 

Even better? 

Once you’re done with the program, you can rinse and repeat as often as you please to maximize everything inside.

Plus, I'm Throwing In The MP3 Audio Version Of This Program For Free...

In order to truly synthesize this information, I recommend that you go through it several times. To make this as easy as possible for you, I'm including the MP3 audio version of all four videos in the series.

This will also get sent directly to your inbox. 

There's absolutely no charge for it. I want you to have it so you can get the most out of this training. Plus, I know people have different preferences for absorbing material. If you're someone who prefers to listen to audio, this is specifically for you. 
​

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

$495.

(It’s important to note that it may be tax-deductible for you, anyway…)

This is a bargain considering everything revealed above. Think… is it possible to have the information I’ve shown you so far and not make back the “cost” and much more? 

I say “cost” because, if used, it shouldn’t cost you anything. It should pay for itself many times over.

Besides, I’m removing all risk with my…

"You Literally Cannot Lose" 100% Money-Back Guarantee...

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While I can’t guarantee any specific results because I don’t know your particular situation or circumstance, I would be shocked if this video training didn’t add tens of thousands of dollars to your business in a short period of time. This is because prospecting is one of the biggest income-generating skills a financial advisor can have.

Either way, it doesn’t matter. Because I offer “The 28-Day Prospecting Challenge” with a 365-day money-back guarantee. 

Test drive this practical, actionable advice for a full year. If you don’t feel it’s worth 10X what you paid, I will give you a prompt and courteous refund.

Just send an email to james@theadvisorcoach.com and I’ll return your investment with no questions asked.

If you’re ready to get started, click the “add to cart button” below…

Thanks for taking the time to read this letter and I look forward to hearing from you soon! 
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James Pollard
TheAdvisorCoach.com

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

I'm offering you a series of four videos, with more than 3.5 hours of content, showing you how to improve your prospecting. 

It's $495.

It comes with a 100% money-back guarantee, so there's no risk for you. 


You also have nothing to gain by waiting, because...

I'll Probably Raise The Price Soon...

You and I both know offering this program for $495 is generous. I’m only doing it because I like rewarding people who take action. Since this is a new offer, I’m allowing the early birds to scoop it up at a lower price.

If you come back to this page and see that the price has increased, don’t say I didn’t warn you. 

Look, We've Come To The Point In This Letter Where You Have A Choice...

The way I see it, you have two options…

Option one:

You could hit the little “X” button at the top of your screen…

You can try to forget everything I’ve told you about prospecting, getting more clients, and growing your business…

And 28 days from now when you’re stuck in the same place, you’ll look back and think, “Man, what if I set aside my disbelief for a second and took a leap on this whole challenge thing?” 

Which brings me to option two: 

Give this 28-Day Prospecting Challenge a shot.

I know you’re probably a little nervous, and your brain is likely trying to come up with reasons why you’re “different” and why it won’t work for you. 

That’s totally natural. I used to feel the same way before investing in myself. 

Either way, you’re protected by the one-year, 100% money-back guarantee because I believe in this 28-Day challenge, and I believe in you. 

But if you don’t invest in yourself today… 

You’ll never know what it’ll be like this time next month when you’re crushing your prospecting goals. 

So, take a leap. Click the “add to cart” button below and make the investment in your future today… 
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
MOST POPULAR ARTICLES
27 Financial Advisor Marketing Ideas & Strategies That Work!
Top 10 Best Books for Financial Advisors
The Best CRM for Financial Advisors
15 Financial Advisor Prospecting Ideas & Techniques That Work!
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  • Home
  • Get Clients With LinkedIn
  • Webinar
  • For 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