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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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"How Do Rookie Financial Advisors With ZERO Prospecting Experience Consistently Humiliate Veteran Advisors Who Have Been Struggling to Get Clients for Years?"

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Want more clients? Read this.
From: James Pollard

​If you’re a financial advisor who believes there’s a “quick and easy” way to get more clients…

​
Or someone who isn’t willing to put in the work necessary to accomplish your goals…

Then this letter is NOT for you.

However, if you’re someone who is willing to pay attention and follow simple instructions, then this will be the most profitable letter you'll ever read.

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 marketing, prospecting, and getting clients. 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...

This book, available in an instantly downloadable PDF format, is chock-full of client-getting tips that are working right now.

It's one of my best-selling products because it contains priceless information that helps advisors improve their most important skill... getting more clients.  

Here's a fraction of what you're getting...


  • How to reverse-engineer the activities you need to take in order to meet your income goals. (And it's so simple, you'll master it in about five minutes.) Page 10.
  • Forget all the complicated stuff you’ve learned about building a business - in reality, there are only two simple things you need to focus on. (You'll probably never hear about this anywhere else.) Page 15.
  • Several valuable golden nuggets of wisdom I wish I knew years ago. This will help you avoid the mistakes I made. Page 17.
  • “Small business owners” is NOT a niche. I’ll show you how to dial in on and dominate a target market. (You can do this whether you're a brand-new rookie or experienced veteran.) Page 23.
  • My unique recommendation about niche marketing that goes against everything you’ve ever heard. Page 27.
  • Four types of people you’ll encounter as a financial advisor and how to deal with each one. (Not one advisor in a hundred was able to clearly identify these four types of people, yet alone how to take them from prospect to client. Fortunately, I'll spoon-feed you everything.) Page 33.
  • One little sentence which changed my life was “Nobody ever screams in a Mercedes commercial”. Find out why. Page 34.
  • The three biggest things people want from their financial advisors - if you provide these things, you will be light years ahead of your competition. Page 42.
  • How to figure out when your mailing is a winner, so you can scale it out and skyrocket your revenue. Page 48.
  • When you’re trying to speak for associations and seminars, a meeting planner has two basic fears. I’ll tell you what they are and how to overcome them. Page 52.
  • Several ways to overcome your fear of rejection and turn into a superstar prospector. (This advice is so potent, I gave it to an inside sales rep at a major bank - who had the worst case of call reluctance I've ever seen - and he was "smiling and dialing" effortlessly by lunchtime.) Page 64.
  • Four traits of the world’s best prospectors. Page 72.
  • Why prospecting is NOT about building relationships. There’s a specific way you should be prospecting, and it doesn’t involve being a Chatty Cathy.  (Even experienced advisors get this wrong.) Page 74.
  • The words that diminish your chances of success during a sales conversation. Avoid saying these words at any cost. Page 80.
  • My social media “secret weapon” - which is utterly simple to master - and how you can use it to crush your competition. Page 94.
  • Exactly what to say when connecting and messaging your prospects on LinkedIn to maximize your chances of getting a response. (This is so easy to do, you can do it immediately, even without practice.) Page 99.
  • Just met a prospect at a networking event? I’ll show you how to handle the follow-up process. Page 107.
  • The Direct Marketing Association reported that direct mail is seven times more effective than email, mobile, social media, internet display, and paid search combined. Do you know how to turn your mailbox into a money-making machine? I’ll show you how. Page 117.
  • 48% of people retain their mail for future reference. Learn how you can be the one they call when they need a financial advisor. Page 120.
  • I’ve tested thousands of direct mail pieces and I share with you my biggest findings. Page 121.
  • I reveal how 58% of wealthy investors found their financial advisors - so you can boost the chances of them finding you. Page 124.
  • The big “secret” behind all effective follow-up. Page 131.
  • How to follow up with a prospect to increase the likelihood of setting an appointment. It’s like I’m holding your hand and walking you through the entire process. Page 134.
  • Should you ever abandon a prospect? If so, when? Turns out there’s a very specific, science-based answer. Page 138.
  • The greatest financial advisor sales tactic of all time. If you learn this one simple thing, this guide will pay for itself many times over. Page 143.
  • The “productivity hack” used by the world’s most successful financial advisors. Page 146.
  • My own personal productivity tips I’ve used to get more done in less time than ever before. Page 151.
  • And much, much more...

Plus, this guide contains eighty of the exact coaching questions I’ve used to put financial advisors on the fast-track to success.

These coaching questions alone have the power to double or triple your business. In fact, because they're so effective, I’m thinking of offering them as a standalone product, Now is a good chance to get them while they're included in this book for free.

Here's What to Do Next...

The “cost” of this book is  ̶$̶1̶4̶7̶  $97 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 book 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 (especially compared to what it’s worth), so you might wonder what the “catch” is.

There isn’t one.

I’m literally giving you some of the most powerful client-getting information a financial advisor can possess because I want to demonstrate real value to you.

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

I’m not getting rich with a one-time  ̶$̶1̶4̶7̶ 
 $97 sale because I make my money from building a good business relationship that lasts for years.

And think about it this way…

How much is one client worth to you?

What if you only get three extra clients per year?

Would it be worth the investment?

​And if that's not enough, I'm throwing in a special bonus to sweeten the deal... 

You're Also Getting Transcripts Of The First Ten Episodes Of My Podcast... 

I'm also throwing in a 71-page PDF download with the transcripts of the first ten episodes of my "Financial Advisor Marketing" podcast. 

This is an amazing bonus for any financial advisor who is serious about getting more clients. However, be warned that it's a raw transcription, complete with grammatical errors and all. If that bothers you, don't download it. :-)

Here's a list of the included episodes: 


  • Rules For Successful Financial Advisors
  • Marketing Lies Financial Advisors Still Believe
  • Mistakes Financial Advisors Make On LinkedIn
  • Worst Ways For Financial Advisors To Ask For Referrals
  • Why Most Financial Advisors Are Hypocrites
  • How Financial Advisors Can Scale Their Businesses
  • Why Most Financial Advisors Fail
  • How To Tell If A Financial Advisor Is Poor
  • Why Your Experience And Certifications Don’t Matter
  • How To Make Prospecting Suck Less

I know some people are going to get "The Ultimate Financial Advisor's Guide to Getting More Clients" for this bonus alone.

Who can blame them? This 71-page bonus PDF is something you want to print out and enjoy several times over so you can soak up the wisdom inside.  

​
Oh, and in case you’re wondering… 

Of course there’s a money-back guarantee. 

I think it’s…

The Boldest Guarantee In The World

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I would be SHOCKED if you weren’t able to get at least three new clients per year as a result of what I'm sharing with you.

When you read this, you'll see that this is an extremely conservative number. In fact, I believe it would take more effort to screw this up than to just follow directions and get results. 


Either way, it doesn't matter because I offer this guide with an ironclad, zero-risk, 365-day money-back guarantee.

Try out this book 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 (james@theadvisorcoach.com) or give me a call at 937-REVENUE and I’ll return your investment with no questions asked. 


Click the button below to claim your copy now... 
​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 one of my best-selling books, which I wrote to help financial advisors get more clients… plain and simple.

It's  ̶$̶1̶4̶7̶ 
 $97.

There is no “catch” to this offer.

In fact, it comes with an ironclad, zero risk, 365-day 100% money-back guarantee. 

If you don't feel like it's worth 10X what you paid, let me know and I'll buy everything back from you with no questions asked. 


Click the button below to claim your copy now. You won’t regret it... 
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MORE THAN 50,000 FINANCIAL ADVISORS SERVED... ARE YOU NEXT? CLICK HERE TO LEARN MORE. 
RESOURCES
"Financial Advisor Marketing" Podcast​
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The James Pollard Inner Circle Newsletter
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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