Ep:16- How Advisors Can Super Charge Their Marketing Results With Special Guest - James Pollard

Financial Advisor Lifestyle Practice

Key Highlights:

1. Top 3 Marketing Mistakes by Financial Advisors:

   • Not being clear on goals
   • Not having a clear target market
   • Not thinking like a financial advisor in their marketing approach

2. Effective Marketing Funnels for Financial Advisors:

   • Direct mail: Personalized, targeted approach
   • Online ads: Continuous exposure to target audience
   • Email marketing: Daily emails with clear calls-to-action

3. Email Marketing Best Practices:

   • Ask for appointments in every email
   • Identify and address objections systematically
   • Test different approaches, but ensure statistical significance

4. Importance of Testing and Data:

   • View marketing spend as purchasing valuable data
   • Use online ad data to inform other marketing channels
   • Ensure sufficient volume for meaningful results

5. Why Financial Advisors Struggle with Marketing:

   • Mindset issues (fear, insecurity)
   • Misalignment between marketing approach and personality
   • Not thinking in terms of investments
   • Insufficient marketing volume

6. Key Takeaways:

   • Align marketing strategies with your personality
   • Think of marketing as an investment
   • Increase marketing volume for better results
   • Diversify marketing approaches

For more information from James Pollard, visit: www.theadvisorcoach.com

Check James's podcast : Financial Advisor Marketing Podcast

Follow James on LinkedIn : James Pollard