Financial Advisor Marketing Podcast

James Pollard

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. ...

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Financial Advisor Marketing Podcast

Episodes (381)

Mon Apr 20th Your Discovery Meeting Is Costing You Clients: Here's How To Fix It
Mon Apr 13th 20 Business Metrics Advisors Can Track
Mon Apr 6th 5 Lessons Learned From Reaching Financial Independence

Financial Advisor Marketing Podcast

Apr 20, 2026
19½ minutes
27 MB

Your discovery meeting is costing you time, clients, and wealth. And most advisors never realize that their discovery meetings are slowly crushing their business. The reason? You're using the completely wrong approach in your discovery meetings! Look, I get it - when a prospective client has a problem and you have a solution, it's natural to want to rush in with the solution. But your prospect isn't actually after a solution - they want something deeper and more fundamental. And so, when they hear your solution, they shut down and book an...

Financial Advisor Marketing Podcast

Your Discovery Meeting Is Costing You Clients: Here's How To Fix It

James Pollard

00:00 -19:28