logo
episode-header-image
Feb 2025
24m 14s

How Advisors Can Get To $500,000 Per Yea...

James Pollard
About this episode

Making low six figures as an advisor, while it may impress your family, isn't all that impressive. And it doesn't make you real wealth like other advisors enjoy. 

Even making $300,000 per year isn't enough to create a legacy for your family. But I have good news:

If you're making between $150,000-$300,000, I know the exact steps you need to take to reach $500,000 per year. And I reveal each of the four steps in detail in this episode. 

Best part? 

Since this idea started as a LinkedIn post, I also share four bonus tips with you that explain how to take your business from $500,000 to 7 figures. 

Listen now.

Show highlights include:

  • The biggest problem that affects financial advisors who make less than $150,000 per year (and what to do about it) (1:41) 
  • The "add, not replace" method for boosting your conversion rates and doubling or tripling your business (4:13) 
  • How marketing costs increase for financial advisors over time (and the best way to prevent this) (5:50) 
  • Why advisors who haven't figured out how to convert more clients per hour will never make $500,000 a year (7:07)
  • The weird way to grow your business faster by firing some clients (11:50)  
  • The 4-step process to go from making $150,000-$300,000 a year to $500,000 a year (13:29) 
  • The "broken slot machine" secret only advisors who make 7 figures a year use or even know about (14:49) 
  • Why doing a distraction audit can triple your productivity by this time next week (20:41) 

Since you listen to this podcast, I want to give you a gift: 

If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven "objection busting" and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. 

Up next
Nov 10
Artificial Intelligence Will Take These Advisors' Jobs
AI is coming for advisors' jobs. It just passed the CFA exam in mere minutes. It doesn't matter what you personally think about AI or whether or not you think it gives good financial advice: Your market believes it does! That's the bad news. The good news? You can change the perc ... Show More
25m 21s
Nov 3
How To Force Yourself To Make More Money
It shocks me how many financial advisors struggle with their own finances. If you struggle with your own money, how do you expect any clients to trust you with their money? But that's the unfortunate reality for far too many advisors. That's why I recorded this episode. I'm going ... Show More
22m 22s
Oct 27
How To Identify Your Market's Biggest Objections
Every prospective client you'll ever meet will have some objections to working with you. The problem most advisors make is that they take these objections personally. The reality is, most of the time, they're rooted in your prospective client's insecurities, and have absolutely n ... Show More
20m 2s
Recommended Podcasts
اذكار الصباح والمساء
MESHARI ALENEZI
Kalam mn Lahb
Trend Media Stage
#ABtalks
ANAS BUKHASH
بودكاست أبجورة
Podcast Abajoura
Rain Sounds
Sleepy Sound
anything goes with emma chamberlain
Emma Chamberlain
rSlash
Rslash Reads Reddit
TED Talks Daily
TED
All Ears English Podcast
Lindsay Mcmahon And Michelle Kaplan
Rotten Mango
STEPHANIE SOO