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Oct 13
21m 19s

3 Of The Best Marketing Resources Ever C...

James Pollard
About this episode

There are an endless stream of marketing resources for advisors. But most advisors get overwhelmed by the sheer amount of information available. 

And you know what? Most of the information can actually harm your business. 

That ends today. 

In today's show, I reveal the 3 best marketing resources ever created for advisors. After listening to this episode, you will have all the ingredients you need to grow your financial advice business. And grow it at breakneck speed. 

Listen now.

Show highlights include:

  • How to get 24/7 access to me without forking over my hefty consulting fees (2:00) 
  • Why financial advisors who use AI bots like ChatGPT, Claude, and Perplexity will fizzle out completely and go extinct soon (3:44) 
  • How to create a step-by-step marketing plan based on your location, expertise, and marketing know-how in two minutes or less (10:42) 
  • Here's an old direct mail headline that can fill your calendar with high-quality prospects by tweaking a few words (13:04) 
  • Why the Bible is the best "law of attraction" book on the planet (15:55) 
  • 2 collections of letters to shareholders that will make your business grow faster and easier just by reading through them (17:42)  

If you want Jeff to build a custom CRM solution that fits your financial advice business like a glove, visit his website at https://advisortechpartners.com and click the big, orange button. 

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.

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