"James, Where Should I Begin?"
Financial advisors frequently ask me this question because, as you can see on this page, I've created a variety of products designed to help financial advisors get more clients and build better businesses.
Many of my products are designed to help financial advisors with specific marketing strategies.
For example, if you want to get more clients with LinkedIn, then How To Get Clients With LinkedIn is probably a good choice for you. If you'd like to improve your sales skills, then 37 Sales Tips For Financial Advisors is likely the way to go. If you are a financial advisor with less than one year of experience, then Your First Year As A Financial Advisor is where you should begin.
Of course, I feel it is important for you to know the following:
The main thing I offer is The James Pollard Inner Circle™ newsletter. I have been writing it for years, and it is responsible for the most success stories and positive feedback out of everything listed below.
However, the newsletter is ONLY for serious, committed, growth-oriented financial advisors who are willing to invest in themselves. I truly care about my Inner Circle members and want to play an active role in their success. So, do not even check out the newsletter unless you're interested in forming a substantial working relationship that lasts for years.
With that said, please feel free to peruse the products listed below. And thank you!
Many of my products are designed to help financial advisors with specific marketing strategies.
For example, if you want to get more clients with LinkedIn, then How To Get Clients With LinkedIn is probably a good choice for you. If you'd like to improve your sales skills, then 37 Sales Tips For Financial Advisors is likely the way to go. If you are a financial advisor with less than one year of experience, then Your First Year As A Financial Advisor is where you should begin.
Of course, I feel it is important for you to know the following:
The main thing I offer is The James Pollard Inner Circle™ newsletter. I have been writing it for years, and it is responsible for the most success stories and positive feedback out of everything listed below.
However, the newsletter is ONLY for serious, committed, growth-oriented financial advisors who are willing to invest in themselves. I truly care about my Inner Circle members and want to play an active role in their success. So, do not even check out the newsletter unless you're interested in forming a substantial working relationship that lasts for years.
With that said, please feel free to peruse the products listed below. And thank you!