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Top Advisor Podcast™
Ep. #70 – Strategic Email Marketing for Financial Advisors with James Pollard
Is email marketing for financial advisors dead? Not by a long shot!
Are there productive and unproductive ways to use email in your marketing process? You bet!
Email is still an effective and affordable marketing/prospecting tool that – if used correctly – can contribute significantly to your new-client growth.
Discover the secret to leveraging the potent power of personalized email marketing for financial advisors!
In this episode, Referral Coach Bill Cates interviews James Pollard, the host of The Financial Advisor Marketing Podcast and founder of TheAdvisorCoach.com.
Discover the secrets to cutting through the email clutter, attracting Right-Fit Clients™, and leveraging email to increase your revenue without boosting marketing expenses.
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Bill & James discuss:
- The myth that email marketing for financial advisors is dead and revealing its unparalleled efficiency in the financial advisory realm.
- Getting started with email marketing, including the critical steps to follow in order to achieve success.
- The crucial role of personalizing your emails and the significant impact it can have on client engagement and relationship building.
- The most effective subject lines for email marketing campaigns.
- The biggest mistakes advisors make with email marketing.
- Strategic calls to action and maximizing conversion rates.
- Addressing objections and building trust with potential clients.
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About Our Guest
James Pollard is the host of the “Financial Advisor Marketing” podcast, which boasts over 250 episodes specifically crafted to assist financial advisors in client acquisition. He is also the founder of TheAdvisorCoach.com, a leading resource in the financial advice industry known for its extensive business-building information. Since 2015, his products and services have aided over 50,000 financial advisors in expanding their clientele. James’ expertise has been featured in esteemed publications such as Forbes, Financial Advisor Magazine, and The Journal of Financial Planning. In addition, he has had the honor of addressing financial advisor groups worldwide, engaging audiences ranging from small, intimate gatherings of ten to large conferences with thousands of attendees.
Connect With James Pollard:
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About Your Host
Bill Cates, CSP, CPAE, works with established financial advisors to speed up their growth without increasing their marketing budget. Advisors tap into Bill’s proven process to multiply their best clients through introductions from advocates and Centers of Influence (such as CPAs and attorneys), communicate their value proposition more effectively, and create a reputation in a profitable target market. Bill helps advisors move from push prospecting to magnetic marketing – to attract more Right Fit Clients™.
Bill is the author of four best-selling books, Get More Referrals Now, Don’t Keep Me a Secret, Beyond Referrals, and Radical Relevance. Bill is a highly sought-after international speaker and coach, as well as the founder of The Cates Academy for Relationship Marketing™.
Do you know someone Bill should interview (including yourself)?
Do you have a topic you’d like to see covered?
Contact Bill Cates directly: BillCates@ReferralCoach.com
