Financial Advisor Marketing Plan – James Pollard

Financial advisors who succeed have a plan.

Because after all, it was Benjamin Franklin who said, “If you fail to plan, you are planning to fail.”

Consider this…

According to the consulting firm CEG Worldwide, 80% of advisors producing $1 million or more have written plans.

Those making $75,000 or less have written plans only 7% of the time.

Which side do you want to be on? ​

I want to help you get on the winning side, which is why I’m giving you this financial advisor marketing plan.

Please understand that my results are not typical. I’m not implying you’ll duplicate them (or do anything for that matter).

The average person who buys any “how to” information gets little to no results. As with all of my products, my references are being used for example purposes only.

I’ve had years of marketing experience and my personal results should be considered exceptional.

Your results will vary and depend on many factors… including but not limited to your background, experience, and work ethic.

All business entails risk as well as massive and consistent effort and action. If you’re not willing to accept that, please DO NOT GET THIS.

With that said, let me show you…

I sorted through hundreds of marketing plans – not just for financial advisors, but across multiple industries – and wanted to bang my head against the wall.

They made everything so complicated that you needed a Harvard MBA to understand. Jargon, charts, graphs, and trivial information which will never put a dime in your pocket.

Simply put, I couldn’t find a marketing plan simple enough or good enough to warrant my endorsement.

So, I created one.

My marketing plan is simple. In fact, this marketing plan revolves around just three big ideas. Plus, you don’t have to be a Harvard MBA. If you passed the fourth grade, you can understand it and most importantly… implement it.

And the best part?

It’s tailored specifically for financial advisors. ​

The techniques, ideas, and strategies I’m sharing are working for financial advisors growing their businesses, and they’ll work for you too.

• ​​The biggest reason why most marketing plans fail, and what you can do to avoid becoming another statistic. (Doing this is one reason why many otherwise competent, intelligent, and skilled financial advisors fail to get clients.) Page 4.
• Several questions to ask yourself when putting together your marketing plan. These will help you get laser-focused, yet they’re unknown to most advisors. Page 9.
• Exactly what your sales funnel should look like, from start to finish, in order to take someone from a cold lead to a client. (This advice is pretty much “plug-and-play”, yet you’ll probably never hear it anywhere else.) Page 13.
• Why your pipeline is not just a list of names and how to ensure your pipeline stays full at all times. (Crucial information for a new advisor.) Page 14.
• How to structure your day to get the most out of your business-building activities. (This little-known tip can help you whether you’ve been in the business twenty years or twenty minutes.) Page 15.
• Since most financial advisors rarely follow up or don’t follow up at all, I give you a 12-step follow-up sequence designed to convert prospects to clients. Page 18.
• The number-one mistake financial advisors make when creating and implementing a marketing plan. (Almost every single advisor I’ve ever worked with has made this mistake.) Page 20.
• Step-by-step what I would do to target a niche market – in this case, I show you how I would target dentists, but you can substitute any niche you please. Page 24.
• Exactly how I send my LinkedIn connection requests to maximize my chances of it getting accepted – I have tested this again and again and it just plain works. (And it’s so simple you will master it immediately, even without practice.) Page 27.
• The three strategic alliances you must focus on if you want a steady stream of profitable referrals coming your way. (One brand-new advisor told me he focused on nothing but these strategic alliances and got more referrals in six months than most experienced advisors get all year.) Page 29.
• How to get in front of dozens of your ideal prospects at the same time – it’s easier than you think… Page 32.
• My “secret weapon” – which is utterly simple to use – for building instant credibility with your prospects. Page 33.
• How I use my website to generate warm leads every single day, and how you can do the same. (That fact that you’re reading this right now is proof that it works.) Page 36.
• What is the single most effective marketing strategy for a financial advisor? I’ll answer this question and more. Page 39.
• Why “casting a wide net” is the worst thing you can do as a financial advisor. (Even “experts” make this costly mistake.) Page 40.
• A lot of people write off direct mail as ineffective or too expensive, but I’ve found it to be one of the most underrated marketing strategies of all time. I’ll reveal why. Page 42.
• Ever wonder how often to send marketing emails? I’ll tell you how frequently clients prefer to be emailed, down to the hour. Page 45.
• The most important things to keep in mind when implementing your marketing plan. Get these right and you will be on the fast-track to success. Page 47.
• And much, much more…

I’ll walk you through a battle-tested plan for marketing your business and getting more clients.

And that’s just the tip of the iceberg…