Financial Advisor Marketing Podcast

About Financial Advisor Marketing Podcast

Financial advisors, does this sound familiar? You're barraged with people and companies who promise to help you get six thousand new clients in thirty seconds or less as long as you follow their magic tip, trick, or tactic. If so, take a deep breath and relax because that is NOT what this show is about. Lol. Hi, I'm James Pollard. I'm the founder of TheAdvisorCoach.com and host of the "Financial Advisor Marketing" podcast. This podcast is rooted in timeless principles designed to help financial advisors attract their ideal audiences, forge authentic relationships, and build deep roots with prospective clients. If you listen to this podcast, I think you'll find three things to be true: First, the information shared in this podcast is deceptively simple. This means you don't have to be a genius or marketing expert to get results. I take immense pride in keeping things simple. Let everyone else chase complexity. Second, the episodes are chock-full of data, research, and studies. This means advisors can do their due diligence on marketing strategies and make informed decisions about how they'd like to build their businesses. And third, I don't take myself too seriously. I joke around, laugh, and have fun. If any of this appeals to you, I encourage you to listen. ~James Pollard

Publisher

James Pollard

Category

business · business

Language

en

Explicit

No

First episode

28 Dec 2018

Latest episode

12 Oct 2026

Latest episodes

34 of 407 episodes have a transcript.

1. 

   12 Oct 2026TRANSCRIPT

   How Many Leads Do Advisors Need To Earn $1M Per Year?

   Host [Host Name] reveals the surprising number of leads financial advisors need to earn $1 million annually, offering a clear path to business growth.

2. 

   5 Oct 2026TRANSCRIPT

   The 4 Numbers That Predict Whether a Financial Advisor Will Get Rich

   Host [Host Name] interviews financial advisor [Guest Name] about four key metrics that forecast an advisor's wealth potential.

3. 

   5 Oct 2026TRANSCRIPT

   The Biggest Direct Mail Mistake Financial Advisors Make

   Host [Host Name] reveals the common direct mail mistake financial advisors make and how to fix it for increased client acquisition.

Inside a recent episode

How Many Leads Do Advisors Need To Earn $1M Per Year?

Published 12 Oct 2026 · Transcript excerpt

[…] Hundreds may need to pay attention before dozens raise their hands. And dozens may need to raise their hands before a handful become clients. And that is perfectly okay. That is business. So whenever an advisor asks me something like how many leads should I have, my instinct is to ask how big do you want your business to become? Because if you want a tiny business, you can get away with tiny activity. But if you want an extraordinary business, then you need to get comfortable with extraordinary activity. In any case, you should probably have a heck of a lot more leads than you have now because if you're wondering where your next client is coming from, if you're checking your inbox hoping that somebody magically schedules an appointment, I know you refresh. […]

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

3.7 / 5

95 ratings

Spotify

4.6 / 5

41 ratings

Podcast Authority Score: 64 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

91

Social presence

0

YouTube

0

Engagement

94

Contact Financial Advisor Marketing Podcast

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

Shows with a similar audience

• 

  The Efficient Advisor: Tactical Business Advice for Financial Planners

• 

  Kitces and Carl - Real Talk for Real Financial Advisors

• 

  Barron's Advisor

• 

  Talking Wealth

• 

  The Long Term Investor

• 

  Facts vs Feelings with Ryan Detrick & Sonu Varghese

Questions about Financial Advisor Marketing Podcast