James Pollard – How Successful Financial Advisors Think

You don’t need to know everything about why financial advisors succeed.

Motivational speakers will have you believe that persistence, discipline, and curiosity separate those who succeed from those who don’t.

Can they help? Absolutely. They do not tell the whole story. That is why…

Over the years, I have had the pleasure of working with a wide range of financial advisors.

I have been featured in a number of media outlets for my thoughts on marketing.

I have written hundreds of articles about the topic.

I have hosted two podcasts with 100 episodes each.

I have consulted with people who manage billions of dollars.

The James Pollard Inner Circle is a paid newsletter that financial advisors happily pay $99 per month to receive.

I have seen the best and the worst of everything. I think there is only one person in the world with my level of access and unique vantage point.

I don’t think it’s possible to create a magic formula that works every time because there will always be exceptions and lucky coincidences I think I have come very close.

I have found some shocking things.

My results are not typical. I am not suggesting you will do anything to duplicate them. I only use my references for example purposes.

My personal results should be considered exceptional because of my years of experience helping financial advisors.

Your results will be affected by many factors, including but not limited to your background, experience, and work ethic.

Risk as well as massive and consistent effort and action are required in business. Do not get this if you are not willing to accept.

Let me show you…

There are 25 different beliefs that separate successful financial advisors from everyone else. Detailed explanations of how to use each belief are included in the six-part video training.

All of it. Some of the most valuable information ever made public for financial advisors can be found in these videos.

The goal of How Successful Financial Advisors Think is to give you a clearer, more definitive blueprint than you have ever possessed before.

Here is why it is possible for you.

A room filled with 1,000 of the world’s most successful financial advisors.

If you eavesdropped on them, you could watch them through a one-way mirror and even have psychologists do evaluations on them. It’s little. They are both in common. It is difficult to identify the things that matter.

They are different from one another. They have a lot of different things. Some are shy and others are flamboyant. Some enjoy outdoor activities like fly fishing and others prefer to read a book. Some of them barely made it out of high school.

The advisors have little in common, but the few things they do share are critical.

The aim of this video series is to shine a spotlight on these rare similarities.

Even if you only use a small portion of the information, you can easily recover your investment over time. Here is a small sample of what is inside.

• The “99/1” rule for wealth accumulation nearly all financial advisors ignore. (Many financial advisors have been brainwashed by books about “millionaires next door” and hamstring their ability to pile up oodles of cash.)
• Walt Disney’s unorthodox method for unearthing his biggest money-making ideas. (And how financial advisors can use this method to set more appointments and convert a higher percentage of them into clients.)
• 9 really dumb things financial advisors do that sabotage their business-building efforts, along with real-life examples of what you should do instead. (This one section could pay for the entire program in full, if applied.)
• The one thing you can do to separate yourself from the bottom 83% of all financial advisors. (Here’s a hint: you’re ALREADY doing this for your clients.)
• Rookie mistakes you’re likely making which could get your social media accounts shut down without notice. (This was inspired by a horror story from a fairly well-known financial advisor from New York who was building his business with LinkedIn, only to wake up one morning to find his account permanently banned.)
• 3 simple tweaks to your prospecting sequence that can lead to a 40% increase in clients. (This is no hype and no exaggeration – in fact, it’s been accused of being TOO simple.)
• What to do if you intend to sell your business one day. (This is critical information: 77% of Americans say not doing this is their #1 money-related regret.)
• How you can make more money by getting a LOWER ROI in your business. (This applies double for advisors at companies such as Merrill Lynch, Edward Jones, Raymond James, Wells Fargo, etc.) ​

• The #1 most critical success element missing from popular self-improvement books. (Even the legendary “Think And Grow Rich” left out this trait.)
• Why positive thinking is often counterproductive. (This is confirmed by research from New York University and will shock you if you’ve been duped into believing that affirmations and visualization can help you achieve your goals.)
• One uncomplicated change that got an astonishing 19% higher response from a direct mail piece. (Including the exact word-for-word language used to achieve such dramatic results.)
• How successful financial advisors approach decision-making. (I was pleasantly surprised to find out people such as Jeff Bezos, founder of Amazon, uses a similar decision-making process, which has helped him become the world’s richest man.)
• The one thing you should NEVER outsource when trying to grow your business. (Sadly, this is often the first thing many financial advisors outsource, and it often cripples their businesses beyond repair.)
• The single biggest predictor of work-related success in life. (Research from Harvard, Princeton, and even the University of Minnesota have all concluded that nothing else comes close to this one thing, so ignore it at your own peril.)

There is a bit about that last tip.

IQ is thought to be the biggest predictor of success.

It is not. Actually, far from it.

James Heckman conducted research on the role innate intelligence has in financial success. He found that the role of innate intelligence is 1 to 2 percent.

Who accumulates money in buckets is determined by what other people do with it.

It is more surprising than IQ. It will make sense once it is revealed to you. You can’t unsee it.

Some of my most heretical and against the grain material can be found in the personal beliefs section of the program.

Some of the topics may be difficult to accept at first, but they are backed up with research. Whether or not you will make them a part of your life is the only limitation.

• How to harness the “dark side” of human emotion to fuel your drive for success. (If you’ve ever been criticized by teachers, exes, in-laws, etc. there is a specific way to channel your natural desire to prove them wrong in a healthy, financially rewarding way.)
• Why being nice is overrated. (Disclaimer: I am NOT saying to be a jerk, but it’s true that “nice guys finish last”, and I’ll reveal why nice financial advisors typically don’t make as much money as their peers.)
• Why experience and certifications don’t matter as much as some financial advisors think they do. (As well as what clients would rather have from their advisors.)
• 5 of my most-opened email subject lines, and what they reveal about getting clients. (If I polled financial advisors and asked them if they thought these subject lines would work, they would have told me no. Yet, they work and work well because they tap into a misunderstood part of human psychology.)
• Warren Buffett’s three-step goal-setting formula that can help financial advisors take more time off. (This can be applied whether you’ve been in business for twenty minutes or twenty years.)
• Two huge mistakes financial advisors make which keep them stuck in the low-to-mid six figures. (Believe it or not, these two things are often touted as GOOD things by “gurus” and “experts”.) ​

• How to avoid being a victim in your business. (I’ve heard spine-chilling stories about partnerships spoiling, accountants stealing, and marketing agencies going rogue… this can help you avoid all three and much more.)
• How to identify prospective clients who aren’t worth your time. (Knowing this can help you spot time-wasters and headache-causers to avoid the countless hassles that come from them.)
• The daily habit successful advisors have which makes them more effective in client meetings. (I reckon less than 5% of the population does this, even though research from Temple University found it to directly correlate to an increase in psychological and physical well-being.)
• The #1 trait found amongst the world’s most exceptional executives and entrepreneurs. (A study tracked 3,500 high performers and found that this unorthodox attribute made them far more prosperous than their peers.)
• Why copying other financial advisors often backfires. (Sometimes advisors will look at what other financial advisors are doing and try to replicate their tactics. This is a terrible idea, and I’ll explain why.)
• Amazing business-building secrets of a desperate nerd from Ohio. (Including a look at a marketing campaign that built a company which employed more than 700 people.)
• The drop-dead obvious change I made to my webinar signup page which led to 30% more registrations. (If you’re running any type of webinar or online marketing campaign, this one tip makes the entire program worth it.)
• ​ The trait that 95% of millionaires have in common. (More than 10,000 millionaires were surveyed and nearly every one of them had this attribute, which means if you don’t have it, the odds of financial success are not in your favor.) ​

Even though financial advisors work with money for a living, many are missing key money beliefs.

This program is all about money. It would be easier to achieve wealth, security, and independence in larger quantities. The video looks at the different ideas successful financial advisors embrace about money.

• Why so many financial advisors get stuck in the low-to-mid six-figure income range. (If you’re making between $100,000 and $500,000 per year, this is MUST-HAVE information for you.)
• The “kung fu” secret to building an emergency fund within your business. (It turns out that most of the typical advice about emergency funds do NOT apply to businesses and can do more harm than good.)
• How you can extract more money per unit of time from your business. (This is the secret of the world’s biggest earners: all they’re really doing is getting more dollars-per-hour than everyone else.)
• Why common “success traits” – such as being optimistic, considering alternatives, etc. – are DEAD WRONG when it comes to sheer financial success. (There are actually five “anti-success traits” financial advisors need to have if they’re interested in joining the top 1% of net-worth households.)
• Why some financial advisors are swamped with new clients and interested prospects, while others have to beg for appointments. (The answer is revealed in belief #19, which I encourage you to bookmark for future reference.) ​

I was debating whether to include this video in the program. It was considered a separate product for $400 or so. I am known as the financial advisor marketing guy. This is what I do.

If I had to guess, I would estimate that I have created tens of millions of dollars of wealth for financial advisors and their families.

The only person who can give you the material in this video is me. I am not telling you to brag. You will not find this information anywhere else because nobody else has the same vantage point that I do.

• The “monopoly” strategy financial advisors use to dominate their local and niche markets. (Billionaires and business tycoons like John D. Rockefeller have used this strategy for centuries, and it’s directly applicable to financial services marketing.)
• How financial advisors can handle a prospective client’s common objections before meeting them. (This is one of my most powerful marketing secrets and I’ve selfishly used it to get a waiting list of consulting clients over the years.)
• Common ways marketing agencies and “experts” prey on financial advisors to the tune of thousands of dollars. (If you’re even thinking about hiring a third-party marketing service, this can save your hide.)
• The most effortless way for financial advisors to justify fee increases. (If you do this properly, your clients will happily pay more for your services and may even send you referrals along the way.)
• How my personal accountant can charge twice as much as his nearest competitor and still have people beating down his door. (Most financial advisors don’t understand how people REALLY choose financial advisors… those who do understand can charge much higher prices than everyone else.)
• Hush-hush marketing secrets from the world’s most successful insurance agent. (This man started his career in 1942 and averaged $30 million PER YEAR in production for nearly fifty years… and if that’s not enough, he did it all working out of a town with less than 20,000 people.)

This is the entire video series. It is difficult to describe without revealing it. The reason why financial advisors make more money than the average person. It’s not like it’s like it’s like it’s like it’s like it’s like it’s like it’s like it’s like it’s like it’s like it’s like it’s like it’s like it

Financial advisors are a secret society.

I am not talking about an organization with its own handshake and blood oath. A group of people who make large incomes and create wealth in opposition to nearly everything you’ve been taught about how to build your business is what I’m talking about.

These people use a different plan.

The fact that is even more astonishing. Those around them don’t notice what they do. . They have learned that there is no benefit in trying to impress their peers. It is futile and dangerous to do so. It is a good idea to tell people why you are successful and not.

They stay quiet because of that.

Many of them have kept their businesses small through deliberate strategy and preference. Not in terms of net profit, but in terms of number of employees and overall business infrastructure.

Don’t think these people are different than you. One of the biggest barriers to rapid achievement is the belief that successful people are not normal.

There may be inherent advantages that exist elsewhere. Being seven feet tall can give you an advantage in basketball. I haven’t found an advantage among financial advisors.

If you spent as much time with them as I have, you would be shocked at how messed up they are.

The videos in How Successful Financial Advisors Think are delivered to your inbox immediately after you place your order.

It comes with a 100% money-back guarantee, which is explained below.

It is important to note that it may be tax deductible.

I am pricing it this way for two reasons.

1. The financial advisors who buy low-priced products and never do anything with them should be discouraged.

2. The advisors who invest in themselves should be encouraged to implement. Some studies show that putting some skin in the game can help you get off your butt. Investing money is a psychological Trigger that you take seriously and you want to take this material seriously.

Which one are you? I will let you decide.

You will get instant access so you can download everything and watch as many times as you please.

I am not done because…

You should go through it several times to truly understand it. All six videos in the series are included in the mp3 audio version.

As a download link, this will also be instantly available.

There is no charge for it. I want you to get the most out of this training, so I want you to have it. Some people have different preferences for absorbing material. If you like listening to audio, this is for you.