Advisors Who Don't Do This Will Get Left Behind...

Financial Advisor Marketing Podcast

Jul 19 2021 • 18 mins

Most advisors think succeeding in financial services is all about getting the right certifications, meeting the right people and doing good work for your clients.

But in reality, some advisors struggle to build a sustainable business for decades while others break six figures in a few years.

The difference between success and failure isn’t in the marketing tactics, the networking or the company. It’s in their mental state.

When you build your business with a focused mind and a positive attitude, you’re unstoppable. But even a lifetime of experience won’t help if you secretly hate what you do.

In this episode, you’ll discover how to put your mindset on “success autopilot”.

Ready to get unstuck and remove the mental barriers to your success? Listen now!

Show highlights include:

  • Why empathy is an underrated skill that makes your clients stick with you forever (even when the market plummets). (2:57)
  • The “Triple Focus” method that connects your sense of purpose to your business and unleashes incredible growth. (4:21)
  • How to turn your natural strengths into a client attraction machine that works for you day and night. (7:38)
  • Why embracing productivity is the no. 1 thing to boost your business (better than any education, seminar or coaching) (12:51)

If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.

Go to to register today.

Go to and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle.

Discover how to get even better at marketing yourself with these resources: