THE ADVISOR COACHGET CLIENTS WITH LINKEDINWEBINARFOR NEW ADVISORSPRODUCTSINNER CIRCLEBLOG The James Pollard Inner Circle newsletter is a prestigious monthly paper-and-ink newsletter that gets delivered directly to your door every month. This newsletter is reserved for financial advisors who are serious about getting more clients and building their businesses. If that's not you, don't bother. 15 FINANCIAL ADVISOR PROSPECTING IDEAS & TECHNIQUES THAT WORK! 1. Overcome Your Fear. When it comes to prospecting, fear can kill your success before you even begin. The mere mention of prospecting can send a jolt of anxiety down a new financial advisor’s spine and make the veterans shudder. For example, telling someone to "just ask" for a referral doesn't work. 6 COMMON FINANCIAL ADVISOR INTERVIEW QUESTIONS (AND HOW TO If you’re a financial advisor getting ready for an interview, you’re in the right place. I’m James Pollard (the founder of the website you’re reading right now) and even though my specialty is marketing and prospecting, I’ve helped countless financial advisors secure jobs in the industry. One financial advisor wrote to me and

asked:

11 LUCRATIVE COLD CALLING TIPS FOR FINANCIAL ADVISORS Here are some of my favorite cold calling tips for financial advisors. 1. Research Your Prospects Before You Call. Even though it’s called a “cold call”, it doesn’t mean you should go in cold. Because if you research your prospects beforehand, you can deliver value and keep their attention. Without research, you appear selfish by 15-STEP CLIENT ONBOARDING CHECKLIST: ONBOARDING PROCESS 15-Step Client Onboarding Checklist: Onboarding Process for Financial Services. A financial advisor’s client onboarding process is one of the most important parts of an advisor-client relationship. That’s why it’s crucial to get the process down to a system. Following a uniform process ensures that you keep your business running smoothly SHADY RAYS REVIEW: DON'T BUY THESE SUNGLASSES UNTIL YOU When you slide a pair of polarized Shady Rays on, you’ll be able to see the contents of the water clearly. I love polarized lenses. However, most companies charge at least an extra $50 to $150 for polarized lenses. I got my pair of Shady Rays for only $5. Anyway, the sunglasses are awesome and so is the company because. THE SECRET BEHIND AWESOME FINANCIAL ADVISOR VALUE In a nutshell, a value proposition is a marketing statement that is used to summarize why someone should buy a product or service. It’s meant to convince a potential customer why a particular product or service will add more value than the other choices. 5 PROVEN WAYS FINANCIAL ADVISORS CAN IMPROVE DIRECT MAIL 2. Test Everything. In addition to testing postcards vs. envelopes, you should be testing various offers, literature, formats, and audiences. Marketing is all about trial and error, but when testing, only test one thing at a time. For example, change ONLY the headline, or the font, or the size of the postcard. 11 AWESOME CLIENT APPRECIATION EVENT IDEAS FOR FINANCIAL A holiday party is a great example of a client appreciation event you can do. 11. Murder mystery party. A murder mystery may or may not work for you, but it’s my personal favorite. If you’ve never thrown a murder mystery party before, don’t try to do all the stuff yourself – buy a murder mystery kit. 7 REASONS YOU'LL FAIL AS AN INSURANCE AGENT 7. You Never Learned Sales And Marketing. This is a HUGE reason why insurance agents fail. Anybody can step outside the office and hand out some business cards, but only the truly successful cultivate a viable marketing plan and sales system. THE ADVISOR COACHGET CLIENTS WITH LINKEDINWEBINARFOR NEW ADVISORSPRODUCTSINNER CIRCLEBLOG The James Pollard Inner Circle newsletter is a prestigious monthly paper-and-ink newsletter that gets delivered directly to your door every month. This newsletter is reserved for financial advisors who are serious about getting more clients and building their businesses. If that's not you, don't bother. 15 FINANCIAL ADVISOR PROSPECTING IDEAS & TECHNIQUES THAT WORK! 1. Overcome Your Fear. When it comes to prospecting, fear can kill your success before you even begin. The mere mention of prospecting can send a jolt of anxiety down a new financial advisor’s spine and make the veterans shudder. For example, telling someone to "just ask" for a referral doesn't work. 6 COMMON FINANCIAL ADVISOR INTERVIEW QUESTIONS (AND HOW TO If you’re a financial advisor getting ready for an interview, you’re in the right place. I’m James Pollard (the founder of the website you’re reading right now) and even though my specialty is marketing and prospecting, I’ve helped countless financial advisors secure jobs in the industry. One financial advisor wrote to me and

asked:

11 LUCRATIVE COLD CALLING TIPS FOR FINANCIAL ADVISORS Here are some of my favorite cold calling tips for financial advisors. 1. Research Your Prospects Before You Call. Even though it’s called a “cold call”, it doesn’t mean you should go in cold. Because if you research your prospects beforehand, you can deliver value and keep their attention. Without research, you appear selfish by 15-STEP CLIENT ONBOARDING CHECKLIST: ONBOARDING PROCESS 15-Step Client Onboarding Checklist: Onboarding Process for Financial Services. A financial advisor’s client onboarding process is one of the most important parts of an advisor-client relationship. That’s why it’s crucial to get the process down to a system. Following a uniform process ensures that you keep your business running smoothly SHADY RAYS REVIEW: DON'T BUY THESE SUNGLASSES UNTIL YOU When you slide a pair of polarized Shady Rays on, you’ll be able to see the contents of the water clearly. I love polarized lenses. However, most companies charge at least an extra $50 to $150 for polarized lenses. I got my pair of Shady Rays for only $5. Anyway, the sunglasses are awesome and so is the company because. THE SECRET BEHIND AWESOME FINANCIAL ADVISOR VALUE In a nutshell, a value proposition is a marketing statement that is used to summarize why someone should buy a product or service. It’s meant to convince a potential customer why a particular product or service will add more value than the other choices. 5 PROVEN WAYS FINANCIAL ADVISORS CAN IMPROVE DIRECT MAIL 2. Test Everything. In addition to testing postcards vs. envelopes, you should be testing various offers, literature, formats, and audiences. Marketing is all about trial and error, but when testing, only test one thing at a time. For example, change ONLY the headline, or the font, or the size of the postcard. 11 AWESOME CLIENT APPRECIATION EVENT IDEAS FOR FINANCIAL A holiday party is a great example of a client appreciation event you can do. 11. Murder mystery party. A murder mystery may or may not work for you, but it’s my personal favorite. If you’ve never thrown a murder mystery party before, don’t try to do all the stuff yourself – buy a murder mystery kit. 7 REASONS YOU'LL FAIL AS AN INSURANCE AGENT 7. You Never Learned Sales And Marketing. This is a HUGE reason why insurance agents fail. Anybody can step outside the office and hand out some business cards, but only the truly successful cultivate a viable marketing plan and sales system. APPOINTMENTS ON AUTOPILOT I've priced "Appointments On Autopilot" so you can make your investment back as quickly as possible. For example, most fee-only financial planners charge between $1,000 and $2,000 for a comprehensive financial plan. That means getting one financial planning client could pay for this entire system in one fell swoop. PROS AND CONS OF BEING A FINANCIAL ADVISOR: THE DIRTY 1. Unlimited Income Potential. This is probably one of the most interesting pros on the list. As a financial advisor, your income potential is essentially unlimited - everything depends on what you put in. According to the U.S. News and World report, the average financial advisor brings in a yearly income of $90,530. A DAY IN THE LIFE OF A FINANCIAL ADVISOR: 7 THINGS YOU CAN First, as a whole, they tend to get up early and focus on themselves. This means exercising and eating a healthy breakfast. They understand their body is the vehicle from which they deliver service. If their body isn’t operating at 100%, they can’t get the most out of their

day.

HOW TO BECOME A SUCCESSFUL FINANCIAL ADVISOR: YOUR FIRST YEAR Assuming a 50% “closing” ratio, you have four new clients. If you make $2,500 per client, getting four new clients means $10,000 in revenue added to your business. This is your baseline. By knowing your baseline, you can improve. In this case, you have multiple levers you can pull to get more clients. 27 FINANCIAL ADVISOR MARKETING IDEAS & STRATEGIES THAT WORK! Before you act on any of these marketing ideas, understand this: Strategy is everything.In an episode of my Financial Advisor Marketing podcast, I shared why strategy is more critical to your marketing efforts than the tactics themselves. If that shocks you, think of tactics as tools. Like a hammer is useless to tighten a lug nut, tactics don’t mean anything until you put them into the right 5 THINGS FINANCIAL ADVISORS SHOULD KNOW BEFORE BUYING A NOTE: If you’re a new financial advisor, make sure you check out Your First Year As A Financial Advisor, where I reveal several things every new financial advisor ought to know. One of my Inner Circle members sent me the following email about buying a book of business: Dear James, I am a financial advisor who wants to buy a book of business and I’m currently looking at different practices 8 THINGS NOBODY TELLS YOU ABOUT BEING A FINANCIAL ADVISOR However, there are some things that you don’t hear about, but should: . 1. Most Financial Advisors Fail. This is the biggest elephant in the room. A high turnover rate has always been a hallmark of the industry. Over the years, I’ve heard of turnover rates from 25% to 95% and everything in between. THE 15 BEST INVESTING BOOKS OF ALL TIME 1. You Can Be A Stock Market Genius by Joel Greenblatt. This book is a practical guide to the stock market – all written by a successful fund manager named Joel Greenblatt who has had 50% returns per year. Inside, the book is filled with case studies, background info, HOW HARD IS THE CFP® EXAM? (PLUS 5 OF MY FAVORITE TIPS TO The exam itself is six hours long (two 3-hour sessions with a 40-minute break in between). The topics tested on the exam are essentially CFP® Board’s 8 Principal Knowledge Topic categories. All of the questions will relate to one of these eight topics. The

topic

7 REASONS YOU'LL FAIL AS AN INSURANCE AGENT 7. You Never Learned Sales And Marketing. This is a HUGE reason why insurance agents fail. Anybody can step outside the office and hand out some business cards, but only the truly successful cultivate a viable marketing plan and sales system.

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* Home

* Get Clients With LinkedIn

* Webinar

* For New Advisors

* Products

* Inner Circle

* Blog

* 9 Inbound Marketing Strategies For Financial Advisors That Are Working Right Now... * 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) * Lead Pilot Review: Should Financial Advisors Use It? Here’s What

I Think…

* 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 * 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 (That Others Don't) * 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 * 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 * SEO For Financial Advisors: Critical Strategies You MUST Know... * 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 * 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 * 7 Reasons Why Advisors Need a Niche * 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

* 9 Inbound Marketing Strategies For Financial Advisors That Are Working Right Now... * 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) * Lead Pilot Review: Should Financial Advisors Use It? Here’s What

I Think…

* 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 * 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 (That Others Don't) * 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 * 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 * SEO For Financial Advisors: Critical Strategies You MUST Know... * 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 * 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 * 7 Reasons Why Advisors Need a Niche * 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

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