Many financial advisors reach the $250k mark in business and stall out. They might’ve heard the old cliche that what got you here won’t get you to where you want to go. But they haven’t internalized what that really means.&nbsp; And so, they do the same old things expecting better results, then burn out in the process.&nbsp; Here’s the good news: If you’re stuck around the $250k mark, this episode explains, in step-by-step detail, what you must do to grow past your plateau.&nbsp; You might not like everything you hear. But if you implement it? Your life will look very different a year from now.&nbsp; Listen now.&nbsp; Show highlights include:  3 “proof of concept” metrics your business must have to bring in a quarter of a million dollars per year (4:17)&nbsp; Why nothing stifles your business’s growth more than being busy (5:10)&nbsp; Why installing leverage into your marketing is all it takes to break into a season of serious growth (and 2 examples of how to do it) (7:45)&nbsp; These 6 patterns I’ve discovered after working with 1000s of financial advisors will take your business from $250k to $500k and beyond (9:18)&nbsp; The rookie hiring mistake advisors make that seems like growth but actually plants the seeds to their business’s destruction (10:01)&nbsp; The “task batching” productivity hack that frees up an extra week each and every month (13:06)&nbsp; Why your current friends are keeping you stuck in the low to mid six figures (and the hard decision you must make if you want to reach $1M) (18:51)&nbsp; How to grow your business by growing yourself (22:27)&nbsp;  Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here:&nbsp;. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.

Going From $250K In Revenue To $500K And Beyond

Real world marketing is not about theory. It’s about behavior. It’s about figuring out what actually works to get attention, drive clicks, and land conversations.&nbsp; Since I’ve sent 2,670 emails over the past 7 years, I decided to analyze each and every one of them to figure out what actually worked and what didn't. I had a few shocking discoveries… some that flew in the face of conventional wisdom and so-called “best practices”… and even noticed a couple boneheaded mistakes I was making.&nbsp; In this episode, I share 5 of my biggest takeaways after analyzing 2,670 emails I sent.&nbsp; If your emails aren’t converting like you want, today’s show is your solution.&nbsp; Listen now.&nbsp; Show highlights include:  The “double-edged sword” email that has consistently been some of my highest converting emails (and why I personally don’t like this) (2:56)&nbsp; How to get higher open rates by breaking every rule Google and ChatGPT tell you about subject lines (4:45)&nbsp; The weird reason that increasing your unsubscribe rate is one of the most successful outcomes you can have (6:51)&nbsp; A boneheaded mistake I made for far too long in my emails (10:57)&nbsp; Why cramming value into your emails mutilates your conversion rate (14:18)&nbsp; 4 emotional ingredients your emails need if you want them to be opened, read, and purchased from (16:02)&nbsp;  Since you listen to this podcast, I want to give you a gift:&nbsp;  If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: . Then, let me know you subscribed, and I will reply back with a link where you can download them

I Analyzed 2,670 Marketing Emails: Here’s What Worked Best

As much as 99% of your marketing problems can be summed up in one sentence:&nbsp; You’re taking the easy route and doing the bare minimum.&nbsp; You might feel like you’re moving mountains, but a closer look would reveal you’re just kicking pebbles into the wind. This mindset is especially rampant in the financial advice space where advisors outsource their unique advantages to robots and quietly fade into irrelevance.&nbsp; Worst part? I see more advisors falling into this irrelevance trap every time I log into LinkedIn.&nbsp; And so, I’m going to help you today. In this episode, I’ll show you how to solve 99% of your marketing problems. You might not like what I have to say, but if you want an unfair advantage for the rest of your career, you’ll heed this advice.&nbsp; Listen now.&nbsp; Show highlights include:  The weird human glitch that tricks advisors into crippling an effective marketing campaign long before it compounds like interest (2:15)&nbsp; If you ask yourself this simple question, you’ll eliminate 99% of your marketing problems for good (3:58)&nbsp; 4 things your financial advice business must have if you want to prevent other advisors from competing or copying you (7:17)&nbsp; The dark truth about using AI for marketing (and why it does more harm for financial advisors than other industries) (8:31)&nbsp; The counterintuitive way making your job harder than it has to be makes your bank account balloon by a few extra 0s (12:55)&nbsp; Why implementing a “Top Down” business strategy is the single quickest way to grow your business to 7, 8, and even 9 figures (15:34)  Since you listen to this podcast, I want to give you a gift:&nbsp; If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: . Then, let me know you subscribed, and I will reply back with a link where you can download them for free.&nbsp;

How To Solve 99% Of Your Marketing Problems

There’s a chance you’ll either love this episode… or you’ll stop listening halfway through because you feel personally attacked.&nbsp; Here’s why:&nbsp; After spending over a decade working closely with thousands of financial advisors, I’ve discovered that there are 15 signs a financial advisor isn’t going to succeed. In fact, I actively try to repel financial advisors who demonstrate even one of the 15 signs.&nbsp; If you have even one of these 15 signs, you have to change it like your business depends on it. Because it does.&nbsp; You might not like what you hear in this episode… but if you heed my advice, you might be able to succeed.&nbsp; Only one way to know: Listen now.&nbsp; Show highlights include:  The single most defeating mindset too many financial advisors have (2:30)&nbsp; How I can tell with near 100% certainty whether or not a financial advisor will succeed based on one word (3:47)&nbsp; Here’s the cold, hard truth you don’t want to hear about why your marketing falls on deaf ears (5:57)&nbsp; The “Reading Test” to use in all of your ads that naturally repels horrible clients (and makes your dream clients drool about working with you) (9:11)&nbsp; Why worrying about the compliance department puts the nail in your financial advice business's coffin (18:00)&nbsp; The fastest way financial advisors end up broke and embarrassed (and why this is far more common than you might think) (20:16)&nbsp;  Since you listen to this podcast, I want to give you a gift:&nbsp; If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: . Then, let me know you subscribed, and I will reply back with a link where you can download them for free.&nbsp; &nbsp;

15 Signs A Financial Advisor Isn’t Going To Succeed

As a financial advisor, marketing is the key to your success. Whether you've been in financial services for thirty days or thirty years, this podcast will help you become a better prospector so you can get more clients with less stress. James Pollard, from TheAdvisorCoach.com, shares his insights on what it takes for you to build your book of clients with less stress.

Financial Advisor Marketing