Financial Advisor Marketing Podcast podcast

Building A Marketing System In 30 Days: Exactly What I Would Do

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If I had to start my entire business over from scratch—and I only had 30 days to do it—how would I do it? 

Many financial advisors ask me a question along these lines. They overcomplicate their marketing system, until it overwhelms them and they give up on it completely. 

That ends today. 

In this episode, I’m revealing the exact steps I would follow to build a complete marketing system—that results in new clients paying real money—in 30 days. 

Best part? You’ll be able to do the same once you realize how simple it is. 

Listen now. 

Show highlights include:

  • The crucial (and overlooked) first step for creating a marketing strategy that actually results in new business (1:05) 
  • Legendary marketer Gary Halbert’s “starving crowd” secret for becoming the #1 financial advisor in your market (1:30) 
  • Why “swiping” from other financial advisors will leave you broke (and who to mimic instead to surge you with new clients) (3:19) 
  • The “Today and Tomorrow” technique that leaves your pipeline full of hungry and eager prospects (without sacrificing new client opportunities) (4:50) 
  • The dirt-simple 2-step direct mail process that can land you a new client by next week (12:08) 

Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html 

If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. 

Go to https://TheAdvisorCoach.com/webinar to register today. 

Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle.

Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. 

Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training

Discover how to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/financial-advisor-sales-training.html

https://www.theadvisorcoach.com/financial-advisor-coaching.html

https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

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