Original price was: $67.00.Current price is: $34.00.

In Stock

Digital Download: You will receive a download link via your order email
Save up to 85% compared to Salepage prices. In addition, earn additional points. Save more on your next order.

Please contact email: [email protected] if you have any questions about this course.

Purchase this course you will earn 34 Points worth of $3.40!


Buy James Pollard – Financial Advisor Marketing Plan Course at esyGB. You will have immediate access to the digital downloads in your account or your order email.

James Pollard - Financial Advisor Marketing PlanJames Pollard – Financial Advisor Marketing Plan

Financial advisors who succeed have a plan.

Because after all, it was Benjamin Franklin who said, “If you fail to plan, you are planning to fail.”

Consider this…

According to the consulting firm CEG Worldwide, 80% of advisors producing $1 million or more have written plans.

Those making $75,000 or less have written plans only 7% of the time.

Which side do you want to be on? ​

I want to help you get on the winning side, which is why I’m giving you this financial advisor marketing plan.

But First, Read This Disclaimer:

Please understand that 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 being used for example purposes only.

I’ve had years of marketing experience and 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…

Exactly What You’re Getting…

I sorted through hundreds of marketing plans – not just for financial advisors, but across multiple industries – and wanted to bang my head against the wall.

They made everything so complicated that you needed a Harvard MBA to understand. Jargon, charts, graphs, and trivial information which will never put a dime in your pocket.

Simply put, I couldn’t find a marketing plan simple enough or good enough to warrant my endorsement.

So, I created one.

My marketing plan is simple. In fact, this marketing plan revolves around just three big ideas. Plus, you don’t have to be a Harvard MBA. If you passed the fourth grade, you can understand it and most importantly… implement it.

And the best part?

It’s tailored specifically for financial advisors. ​

The techniques, ideas, and strategies I’m sharing are working for financial advisors growing their businesses, and they’ll work for you too.

Here’s a small sample of what’s included:

  • ​​The biggest reason why most marketing plans fail, and what you can do to avoid becoming another statistic. (Doing this is one reason why many otherwise competent, intelligent, and skilled financial advisors fail to get clients.) Page 4.
  • Several questions to ask yourself when putting together your marketing plan. These will help you get laser-focused, yet they’re unknown to most advisors. Page 9.
  • Exactly what your sales funnel should look like, from start to finish, in order to take someone from a cold lead to a client. (This advice is pretty much “plug-and-play”, yet you’ll probably never hear it anywhere else.) Page 13.
  • Why your pipeline is not just a list of names and how to ensure your pipeline stays full at all times. (Crucial information for a new advisor.) Page 14.
  • How to structure your day to get the most out of your business-building activities. (This little-known tip can help you whether you’ve been in the business twenty years or twenty minutes.) Page 15.
  • Since most financial advisors rarely follow up or don’t follow up at all, I give you a 12-step follow-up sequence designed to convert prospects to clients. Page 18.
  • The number-one mistake financial advisors make when creating and implementing a marketing plan. (Almost every single advisor I’ve ever worked with has made this mistake.) Page 20.
  • Step-by-step what I would do to target a niche market – in this case, I show you how I would target dentists, but you can substitute any niche you please. Page 24.
  • Exactly how I send my LinkedIn connection requests to maximize my chances of it getting accepted – I have tested this again and again and it just plain works. (And it’s so simple you will master it immediately, even without practice.) Page 27.
  • The three strategic alliances you must focus on if you want a steady stream of profitable referrals coming your way. (One brand-new advisor told me he focused on nothing but these strategic alliances and got more referrals in six months than most experienced advisors get all year.) Page 29.
  • How to get in front of dozens of your ideal prospects at the same time – it’s easier than you think… Page 32.
  • My “secret weapon” – which is utterly simple to use – for building instant credibility with your prospects. Page 33.
  • How I use my website to generate warm leads every single day, and how you can do the same. (That fact that you’re reading this right now is proof that it works.) Page 36.
  • What is the single most effective marketing strategy for a financial advisor? I’ll answer this question and more. Page 39.
  • Why “casting a wide net” is the worst thing you can do as a financial advisor. (Even “experts” make this costly mistake.) Page 40.
  • A lot of people write off direct mail as ineffective or too expensive, but I’ve found it to be one of the most underrated marketing strategies of all time. I’ll reveal why. Page 42.
  • Ever wonder how often to send marketing emails? I’ll tell you how frequently clients prefer to be emailed, down to the hour. Page 45.
  • The most important things to keep in mind when implementing your marketing plan. Get these right and you will be on the fast-track to success. Page 47.
  • And much, much more…

I’ll walk you through a battle-tested plan for marketing your business and getting more clients.

And that’s just the tip of the iceberg…

Sale Page: https://www.theadvisorcoach.com/marketing-plan.html
Archive: https://archive.ph/wip/GYa9T

Delivery Method

– After your purchase, you’ll see a View your orders link which goes to the Downloads page. Here, you can download all the files associated with your order.
– Downloads are available once your payment is confirmed, we’ll also send you a download notification email separate from any transaction notification emails you receive from esy[GB].
– Since it is a digital copy, our suggestion is to download and save it to your hard drive. In case the link is broken for any reason, please contact us and we will resend the new download link.
– If you cannot find the download link, please don’t worry about that. We will update and notify you as soon as possible at 8:00 AM – 8:00 PM (UTC+8).

Thank You For Shopping With Us!

Buy the James Pollard – Financial Advisor Marketing Plan course at the best price at esy[GB]. Upon completing your purchase, you will gain immediate access to the downloads page. Here, you can download all associated files from your order. Additionally, we will send a download notification email to your provided email address.

Unlock your full potential with James Pollard – Financial Advisor Marketing Plan courses. Our meticulously designed courses are intended to help you excel in your chosen field.

Why wait? Take the first step towards greatness by acquiring our James Pollard – Financial Advisor Marketing Plan courses today. We offer a seamless and secure purchasing experience, ensuring your peace of mind. Rest assured that your financial information is safeguarded through our trusted payment gateways, Stripe and PayPal.

Stripe, known for its robust security measures, provides a safe and reliable payment process. Your sensitive data remains confidential throughout the transaction thanks to its encrypted technology. Your purchase is fully protected.

PayPal, a globally recognized payment platform, adds an extra layer of security. With its buyer protection program, you can make your purchase with confidence. PayPal ensures that your financial details are safeguarded, allowing you to focus on your learning journey.

Is it secure? to Use of?
  • Your identity is kept entirely confidential. We do not share your information with anyone. So, it is absolutely safe to buy the James Pollard – Financial Advisor Marketing Plan course.
  • 100% Safe Checkout Privateness coverage
  • Communication and encryption of sensitive data.
  • All card numbers are encrypted using AES with a 256-bit key at rest. Transmitting card numbers occurs in a separate hosting environment and does not share or store any data.
How can this course be delivered?
  • After your successful payment this “James Pollard – Financial Advisor Marketing Plan course”, Most of the products will come to you immediately. But for some products were posted for offer. Please wait for our response, it might take a few hours due to the time zone difference.
  • If this occurs, please be patient. Our technical department will process the link shortly after, and you will receive notifications directly via email. We appreciate your patience.
What Shipping Methods Are Available?
How Do I Track Order?
  • We promptly update the status of your order after your payment is completed. If, after 7 days, there is no download link, the system will automatically process a refund.
  • We value your feedback and are eager to hear from you. Please do not hesitate to reach out via email us with any comments, questions and suggestions.
0 Cart
James Pollard Financial Advisor Marketing Plan 250x343 1 | eSy[GB]
James Pollard – Financial Advisor Marketing Plan
Original price was: $67.00.Current price is: $34.00. Add to cart