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FINANCIAL ADVISORS: HERE'S HOW YOU CAN GET MORE CLIENTS (AUTOMATICALLY) WITH MY
BORING EMAIL MARKETING TECHNIQUES...


This free on-demand video reveals why email is the most powerful marketing
strategy financial advisors can use right now. With proof. Tons of proof.

Click the button below to get it delivered directly to your inbox...

GET THE VIDEO



Artwork for the podcast, so you know what to look for...


SUBSCRIBE TO THE "FINANCIAL ADVISOR MARKETING" PODCAST...

 * New episodes released every Monday. 
 * Available on iTunes, Stitcher, Spotify, and more. 
 * 250+ episodes available for download.


Every week I upload a new episode where I yell at financial advisors, tell
unrelated stories, and make cheesy jokes. Maybe you'll learn something along the
way, too... 

CHECK OUT THE PODCAST






READ THE BLOG... 

I've got a bunch of articles about how financial advisors can get more clients,
build their businesses, and make more money. 

READ THE BLOG

Dozens and dozens of articles ready for you to read...


Get "57 Marketing Tips For Financial Advisors", free when you join my email
list...


JOIN THE EMAIL LIST... 

I'll email you with something new every day. If you can't handle daily emails,
DO NOT SUBSCRIBE. 

Sometimes the emails are amazing. Other times they're just my
incoherent ramblings. Either way, I must be doing something right because
financial advisors seem to love them. 

And when you subscribe, I'll give you a PDF called "57 Marketing Tips For
Financial Advisors" for free.

JOIN THE EMAIL LIST







CONNECT WITH ME ON LINKEDIN...

Because LinkedIn is where all the cool kids are hanging out these days. 

Bonus points if you write me a funny personalized connection request. 

CONNECT WITH ME

Feel free to connect with me on LinkedIn. :-)

A sneak-peek of some of my products...


BUY SOMETHING... 

Allow me to be refreshingly honest with you... 

I'm running a business. I sell stuff. Stuff that helps financial advisors. They
give me money in exchange for improving their lives. It's quite simple,
actually. 

If you're a financial advisor, chances are I can dramatically change your life.
So, feel free to peruse my products... 

CHECK OUT THE PRODUCTS




CHECK OUT MY MEDIA APPEARANCES...

I've been featured on some cool podcasts and YouTube channels.

If you'd like to check them out, click the red button below to be taken to my
"media" page.  😎

GO TO THE MEDIA PAGE






SUBSCRIBE TO MY INNER CIRCLE NEWSLETTER...

Every month, I mail a paper-and-ink newsletter chock-full of marketing advice
for financial advisors.

In my opinion, it is the most valuable thing I offer. You can be the judge,
though...

CHECK IT OUT



MORE THAN 50,000 FINANCIAL ADVISORS SERVED... ARE YOU NEXT? CLICK HERE TO LEARN
MORE. 
RESOURCES
"Financial Advisor Marketing" Podcast
How to Get Clients With LinkedIn
The James Pollard Inner Circle Newsletter
Appointments On Autopilot
MOST POPULAR ARTICLES
27 Financial Advisor Marketing Ideas & Strategies That Work!
Top 10 Best Books for Financial Advisors
The Best CRM for Financial Advisors
15 Financial Advisor Prospecting Ideas & Techniques That Work!
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Disclaimer & Privacy Policy
 * Home
 * Media
 * Get Clients With LinkedIn
 * 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



 * 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