Financial Advisor Gets 14 Clients From A Single Email episode artwork

EPISODE · Mar 29, 2021 · 23 MIN

Financial Advisor Gets 14 Clients From A Single Email

from Financial Advisor Marketing Podcast

Getting clients as a financial advisor can be excruciating. You cold-call, create content, send emails, attend networking events and maybe even pay for ads. The result? A few appointments with lukewarm prospects who just want your advice so they can manage their money themselves.  But if you market yourself well, you don't have to hustle that hard. You can talk to pre-qualified prospects without fancy sales scripts, high-tech ad setups or harassing strangers. One financial advisor even set 14 appointments by writing a simple email.  In this episode, you'll find out how he did it (and what you can learn from his strategies so you can do the same). Want to land more clients with simpler marketing? Listen now! Show highlights include:  Why email marketing is the most effective appointment-setting strategy (and how to use it to strengthen your other marketing strategies). (0:55) Why posting on Facebook and Twitter is a waste of time (even if it got you clients before). (2:47) The "autoresponder" method that sets client appointments while you're asleep. (9:08) Why a massive email list, expensive software and beautiful design won't get you appointments if you're using the wrong words. (14:32) How a 3 page PDF can make the difference between an ice-cold lead and a red-hot prospect. (17:37) 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 the https://TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called „5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. 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

NOW PLAYING

Financial Advisor Gets 14 Clients From A Single Email

0:00 23:01

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

That Hoarder: Overcome Compulsive Hoarding That Hoarder Hoarding disorder is stigmatised and people who hoard feel vast amounts of shame. This podcast began life as an audio diary, an anonymous outlet for somebody with this weird condition. That Hoarder speaks about her experiences living with compulsive hoarding, she interviews therapists, academics, researchers, children of hoarders, professional organisers and influencers, and she shares insight and tips for others with the problem. Listened to by people who hoard as well as those who love them and those who work with them, Overcome Compulsive Hoarding with That Hoarder aims to shatter the stigma, share the truth and speak openly and honestly to improve lives. The Small Business Startup School – Business Notes | Financial Literacy | Retail Psychology – For Professionals & Entrepreneurs The Small Business Startup School Inc. Starting or buying a small business? While personal circumstances may vary, business patterns remain timeless. On The Small Business Startup School, we explore strategies, insights, and practical solutions to help entrepreneurs confidently navigate their journey.Hosted by Ola Williams—a retail entrepreneur, fintech founder, and financial coach with over two decades of experience—this podcast marries financial awareness and retail psychology with optimism to deliver actionable takeaways.Join us to learn, grow, and connect as we uncover the keys to business success.Let’s continue to learn together and be encouraged to keep on connecting! DIOSA. Carolina Sanper This podcast is a sacred space created by Carolina Sanper where you connect with your inner wisdom and embody your magnetic feminine power.It is the realization that the mystical realm is where you plant the seeds of your desired reality.It is a portal to your true essence: awareness, presence, and receiving with ease. Welcome home, DIOSA. 🖤 XXX Tech by SOVRYN Dr. Brian Sovryn The crossroads between technology, sensuality, and metaphysics - and the longest running anarchist podcast in the world! Brought to you by Dr. Brian Sovryn.

Frequently Asked Questions

How long is this episode of Financial Advisor Marketing Podcast?

This episode is 23 minutes long.

When was this Financial Advisor Marketing Podcast episode published?

This episode was published on March 29, 2021.

What is this episode about?

Getting clients as a financial advisor can be excruciating. You cold-call, create content, send emails, attend networking events and maybe even pay for ads. The result? A few appointments with lukewarm prospects who just want your advice so they can...

Can I download this Financial Advisor Marketing Podcast episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!