Articles by James Pollard
- Practice Growth
Advisors Still Using Cold Prospecting Are Burning Time and Revenue
3 proven methods to warm up prospects, skyrocket your appointments and conversion rates, and free yourself from the shackles of cold prospecting forever.
- Podcasts
Stop Asking for Referrals Until You Fix This Core Problem
Will shore up your referral game to such a level that every competitor you have won't be able to get any sleep at night
- Practice Growth
Why Becoming a Top 0.0001% Advisor Is Easier Than You Think
It's really not nearly as hard to become a one in a million person when you hear some of the statistics I share in this episode.
- Practice Growth
The Wake-Up Call for Advisors: 1 in 5 Clients Plan to Walk Away
Why so many clients plan to fire their financial advisor and how you can be one of the few advisors whose clients would never even think of firing you.
- Practice Growth
Financial Advisor Leads: How Much Should You Really Pay?
I’m constantly asked by financial advisors about how much I think they should pay per lead. It’s a pet peeve of mine. #growth
- Podcasts
How Joyful Advising Transforms Client Relationships
In this special episode, Larry reveals his secrets to using joy to grow a healthier and wealthier business with fewer concerns over competitors. #advisors
- Podcasts
The 7 Habits of Highly Successful Financial Advisors
Listen now to discover the 7 things successful financial advisors have in common. #advisors #success
- Practice Growth
5 Mistakes Financial Advisors Make With Facebook Ads
Through my research, I’ve uncovered 5 massive mistakes financial advisors make with Facebook Ads. #facebook #advisors #advertising
- Practice Growth
Will Financial Advisors Become Obsolete?
There will always be a place for client-focused financial advisors who work hard to add value to people’s lives. #financialadvisors
- Opinion
5 Things Financial Advisors Should Know Before Buying a Book of Business
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- Practice Growth
9 Effective Appointment Setting Tips for Financial Advisors
- Practice Growth
5 Reasons Why Advisor's Love What They Do
- Practice Growth
Why Money Shouldn't Be Your Goal
- Practice Growth
The Cold Email Guide for Financial Advisors
- Practice Growth
5 Reasons Clients Leave Their Financial Advisors
- Practice Growth
The 5 Best Niches for Financial Advisors
- Practice Growth
How You Can Attract UHNW Clients
- Practice Growth
Five Reasons Why You're Not Getting Referrals
- Practice Growth
Fifteen Advisor Prospecting Ideas That Work
