The Ultimate Financial Advisor’s Guide to Getting More Clients – James Pollard

If you’re a financial advisor who believes there’s a “quick and easy” way to get more clients…
​
Or someone who isn’t willing to put in the work necessary to accomplish your goals…Then this letter is NOT for you.However, if you’re someone who is willing to pay attention and follow simple instructions, then this will be the most profitable letter you’ll ever read.

Please understand 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 used for example purposes only.

I’ve had years of experience marketing, prospecting, and getting clients. 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…

This book, available in an instantly downloadable PDF format, is chock-full of client-getting tips that are working right now.

It’s one of my best-selling products because it contains priceless information that helps advisors improve their most important skill… getting more clients.

Here’s a fraction of what you’re getting…

• How to reverse-engineer the activities you need to take in order to meet your income goals. (And it’s so simple, you’ll master it in about five minutes.) Page 10.
• Forget all the complicated stuff you’ve learned about building a business – in reality, there are only two simple things you need to focus on. (You’ll probably never hear about this anywhere else.) Page 15.
• Several valuable golden nuggets of wisdom I wish I knew years ago. This will help you avoid the mistakes I made. Page 17.
• “Small business owners” is NOT a niche. I’ll show you how to dial in on and dominate a target market. (You can do this whether you’re a brand-new rookie or experienced veteran.) Page 23.
• My unique recommendation about niche marketing that goes against everything you’ve ever heard. Page 27.
• Four types of people you’ll encounter as a financial advisor and how to deal with each one. (Not one advisor in a hundred was able to clearly identify these four types of people, yet alone how to take them from prospect to client. Fortunately, I’ll spoon-feed you everything.) Page 33.
• One little sentence which changed my life was “Nobody ever screams in a Mercedes commercial”. Find out why. Page 34.
• The three biggest things people want from their financial advisors – if you provide these things, you will be light years ahead of your competition. Page 42.
• How to figure out when your mailing is a winner, so you can scale it out and skyrocket your revenue. Page 48.
• When you’re trying to speak for associations and seminars, a meeting planner has two basic fears. I’ll tell you what they are and how to overcome them. Page 52.
• Several ways to overcome your fear of rejection and turn into a superstar prospector. (This advice is so potent, I gave it to an inside sales rep at a major bank – who had the worst case of call reluctance I’ve ever seen – and he was “smiling and dialing” effortlessly by lunchtime.) Page 64.
• Four traits of the world’s best prospectors. Page 72.
• Why prospecting is NOT about building relationships. There’s a specific way you should be prospecting, and it doesn’t involve being a Chatty Cathy. (Even experienced advisors get this wrong.) Page 74.
• The words that diminish your chances of success during a sales conversation. Avoid saying these words at any cost. Page 80.
• My social media “secret weapon” – which is utterly simple to master – and how you can use it to crush your competition. Page 94.
• Exactly what to say when connecting and messaging your prospects on LinkedIn to maximize your chances of getting a response. (This is so easy to do, you can do it immediately, even without practice.) Page 99.
• Just met a prospect at a networking event? I’ll show you how to handle the follow-up process. Page 107.
• The Direct Marketing Association reported that direct mail is seven times more effective than email, mobile, social media, internet display, and paid search combined. Do you know how to turn your mailbox into a money-making machine? I’ll show you how. Page 117.
• 48% of people retain their mail for future reference. Learn how you can be the one they call when they need a financial advisor. Page 120.
• I’ve tested thousands of direct mail pieces and I share with you my biggest findings. Page 121.
• I reveal how 58% of wealthy investors found their financial advisors – so you can boost the chances of them finding you. Page 124.
• The big “secret” behind all effective follow-up. Page 131.
• How to follow up with a prospect to increase the likelihood of setting an appointment. It’s like I’m holding your hand and walking you through the entire process. Page 134.
• Should you ever abandon a prospect? If so, when? Turns out there’s a very specific, science-based answer. Page 138.
• The greatest financial advisor sales tactic of all time. If you learn this one simple thing, this guide will pay for itself many times over. Page 143.
• The “productivity hack” used by the world’s most successful financial advisors. Page 146.
• My own personal productivity tips I’ve used to get more done in less time than ever before. Page 151.
• And much, much more…

Plus, this guide contains eighty of the exact coaching questions I’ve used to put financial advisors on the fast-track to success.

These coaching questions alone have the power to double or triple your business. In fact, because they’re so effective, I’m thinking of offering them as a standalone product, Now is a good chance to get them while they’re included in this book for free.