James Pollard – The Big Book of Business Building Secrets for Financial Advisors

If you’re ready to have hundreds of the best business-building, client-getting, and financial advisor marketing secrets spoon-fed to you in record time, then my new book can help you.

It’s called:

“The Big Book of Business Building Secrets for Financial Advisors”.

Yet, before I tell you about it, let’s get the bad news out of the way…

It’s very expensive.

There will be no exceptions to the investment required. This is also true for the few struggling financial advisors who have written me with hard-luck stories, looking for a price break.

Not only will there be no price break, but if you’re in desperate financial straits, I strongly prefer that you do not purchase this treasure trove of information. I’m not looking to inherit anyone’s financial desperation.

If you desire “The Big Book of Business Building Secrets’’ so much that you must have it, my best advice is to save up for it. Let ownership of this extraordinary material become a fierce career goal for you.

Keep reading…

You probably already know that the average person who buys any “how to” information gets little to no results. And as with all of my products, my references are used for example purposes only.

I’ve had years of experience helping financial advisors grow their businesses and my results should be considered exceptional.

Your results will vary and depend on my 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.

Otherwise, read on to learn the good news because if you’re a financial advisor who is willing to listen and implement the advice, I believe…

And to prove it, here’s a sneak-peek of what’s inside…

• A strange (but effective) way to “doll up” your direct mail pieces to jack up response. (In fact, out of hundreds of tests, I know of only one instance where it didn’t pull a higher response rate.)
• Why the old sales wisdom about “know, like, and trust” is incomplete. (There’s an essential missing ingredient you need to get prospects to beg to do business with you.)
• The #1 easiest way to generate unlimited content ideas. (I use this technique nearly every day to pump out truckloads of content for my website, my email list, my podcast, and my newsletter.)
• How a 1960s ad man used a Rolls-Royce to get more clients. (Don’t worry, you won’t need a Rolls-Royce to do this because by leveraging this one simple idea, you could get more referrals as early as next week.)
• How a marketing agency ripped off one of my Inner Circle members for thousands of dollars… and how you can spot these cheats from a mile away. (This one cautionary tale could pay for this material many times over if it helps you avoid the same mistake.)
• How you can prepare for the coming “advisor exodus”. (There are over 200,000 financial advisors working today but 111,000 or so are expected to retire over the next decade. I’ll show you what to do to capitalize on this industry revolution.)
• 3 of the worst ways financial advisors ask for referrals. (Ask for referrals this way and your prospects will tell their friends about you… but they’ll both laugh at how stupid you are.)
• 72% of people who call your office will hang up without leaving a message if they hear this one thing. (It takes a few minutes to eliminate it and when you do, sit back and watch your inbound leads soar.)
• Why focusing on “branding” and “awareness” is one of the dumbest things a financial advisor can do. (Including why “getting your name out there” will take you straight to the poorhouse.)
• The “nerves of steel” appointment-setting technique which leads to prospects showing up on time, eager to speak with you, and ready to do business with you. (This technique is not for the faint of heart and it WILL piss some people off… but doing it will make your business much more manageable… and profitable too…)
• 10 glaring signs of a bad client. (If your prospects show any of these ten signs, eliminate them your from your life and thank me later.)

This is a physical book (not a digital download) which gets shipped directly to your door. Shipping is free, no matter where you live.

“The Big Book” is a compilation of hundreds of emails I’ve sent to financial advisors over the years. You can say they’re my “greatest hits”.

Because they’re the emails that people have told me were the most valuable. Financial advisors have “confessed” to me that they’ve printed them out and keep them for reference.

The “Big Book of Business Building Secrets” contains the emails which have gotten the most positive feedback, and they’re the ones that have the most potential to help you with your business.

And never before has this much raw, unadulterated financial advisor marketing wisdom been compiled in one place… until now.

You see, this is a big book. It’s 429 pages and it makes a hefty “thud!” sound when you put it on your desk. (And having it on your desk at all times is a surefire way to put you ahead of the game…)

Yet, don’t let the size intimidate you because each tip is only about a page or two long. This means you can breeze through the material and apply the advice right away.

I’ve crammed this book chock-full of unconventional advice, thought-provoking information, and even cringe-worthy stories about what not to do. In some cases, I even give straightforward, fill-in-the-blanks examples you can replicate with ease.

Even better? I write in an “infotainment” style, which means it’s filled with information which ranges from straight-up educational to downright hilarious. Not only will this shift your worldview, but it will have you laughing out loud.

And you know what else?

While I can’t make any promises… I believe if you only used one-tenth of the information in this book…

Why? Because it’s guaranteed to be worth at least 10 times that to you or you pay nothing.

I know that may seem like a bold claim but it’s actually quite conservative…

For example, on page 154, I reveal one of the biggest mistakes financial advisors make when trying to get more referrals. In fact, there was a study done by Charles Schwab and Texas Tech which revealed that only 2% of clients referred someone when an advisor made this (easily avoidable) mistake.

Fixing this one thing could pay for this information several times over.

And that’s barely scratching the surface. Here’s another example…

On page 165, I give a checklist of six things you should include in your seminar invitation if you want more people to attend.

You see, a lot of financial advisors use an invitation which looks like they’re inviting people to a wedding. This is the wrong way to do it and when prospects receive an invitation like that, they throw in straight in the trash. However, if you apply these tips to your seminar invitations, you can sit back and watch your attendance (and conversion rates) go through the roof.

Or how about this one…

On page 215, I highlight the massive growth in millionaire households and how financial advisors can benefit from this “millionaire surge”.

In fact, the number of U.S. households reporting a net worth between $1 and $5 million (not including their primary residence) recently hit 10 million.

Plus, there are 172,000 households with a net worth exceeding $25 million.

And guess what?

They all need financial advisors!

Which is great news for you because I reveal exactly where 41% of these millionaires are hanging out… and how to approach them for maximum success.

Think about it… getting ONE of these clients could pay for “The Big Book” many times over.

Okay, here’s one more…

On page 349, I reveal a little technique called “living rent-free in people’s heads”, which is one of the most powerful marketing strategies I’ve ever encountered

That’s why I consider it the “nuclear option” for when you want to get more clients, fast.

I can’t guarantee it will work every time… and it’s very situationally dependent…

But I do know it can sometimes create “miracles” and get even the most indifferent, skeptical, and downright cold prospects to perk up and pay attention to you.

The good news? Anyone can master the concepts inside “The Big Book”, and once you do, your ability to generate clients on demand soars.

And all of that is just the tip of the iceberg because I’m also revealing…

• How to inoculate – like a vaccine – your clients from being swept away by some hotshot competitor. (Even though they may believe otherwise, most financial advisors are in danger of having their clients stolen by competitors. Follow my strategy inside, and you may never have to worry about it happening to you.)
• Why trying to get the “biggest bang for your buck” is one of deadliest mistakes a financial advisor can make. (In fact, trying to get the “biggest bang for the buck” is one of the reasons otherwise intelligent, determined, and competent financial advisors fail to meet their income goals.)
• 5 “quick and easy” ways to improve your elevator speech. (The second and third tips are things almost nobody mentions, yet they are proven to have your prospects hanging onto every word.)
• An old marketing strategy which makes it almost neurologically impossible for people to ignore your prospecting messages. (I gave this advice to a new financial advisor who struggled to make cold calls and he was setting appointments by the end of the day.)
• My “eccentric” morning habit, which has allowed me to tap into a steady stream of ideas, motivation, and inspiration. (I’ve used this technique to create several products, dozens of podcast episodes, and thousands of pages of written content – financial advisors can use it to grow their businesses.)
• 3 easy ways to get more traffic to your website. (Nothing you do with your website matters until you have traffic, so do these three things and prepare for a flood of new visitors and leads.)
• How you can literally force people to like you. (Warning: this advice is deceptively powerful and should be used with caution, as it can cause prospects to form a nearly unbreakable bond with you in a short period of time.)
• How to use “Chinese water torture” methods to improve your marketing. (This advice has allowed big banks and credit card companies to rake in billions of dollars in profits over the past few decades. Ignore it at your own risk.)
• 3 referral request examples which will make you cringe. (Unfortunately, a large percentage of financial advisors are asking for referrals in one or more of these three ways. Eliminate them from your repertoire and watch your referrals soar.)
• Bruce Lee’s “leverage” secret which can help financial advisors squeeze the most out of the existing marketing strategies. (In fact, if you aren’t using this technique, I can promise you that you aren’t operating anywhere near your true potential.)
• How “John’s way” can put your business light years ahead of other financial advisors in terms of appointments and new clients. (This wisdom was taught by one of the world’s richest men… and it’s so effective for financial advisors, it’ll feel like you’re mashing the accelerator of a Porsche while everyone else is driving a clunky old station wagon.)
• 3 things nearly all prospects look for when evaluating financial advisors. (If you’re dealing with prospects who “shop around” or interview multiple financial advisors before hiring one, these tips can give you an immediate – and almost unfair – advantage.)
• 5 reasons why financial advisors should NEVER buy leads. (Reason #1 is that they typically provide a poor return on investment… the other four reasons explain why that’s the case.)
• A simple “add-on” you can put on your calendar which can help you double – even triple – your productivity as early as this week. (This takes about five minutes to do but could revolutionize your business, especially if you rely on your calendar to keep track of appointments and other activities.)
• How to “jimmy” your referral marketing strategy to get people to (literally) grab their friends by the arm and drag them to meet with you. (Do it right, and they’ll provide you with a warm introduction the very first time you ask, even if they’ve never provided a referral before.)
• An easy-to-model marketing technique used by one of the world’s biggest retailers which can create a “feeding frenzy” of prospects trying to set appointments with you. (If you’ve ever done any online shopping – especially on Cyber Monday – you’ve probably been a “victim” of this technique.)
• The best time of year to ramp up your marketing. (This is 100% opposite of what practically every financial advisor does… but the smart financial advisors who pay attention can get 2-3X more clients every single year, like clockwork.)
• How to get more clients by refusing to let certain people set appointments with you. (A lot of advisors resist doing this but if you can make this simple adjustment to how you set appointments, you can make you and your services more attractive to prospects.)

Still not convinced? Don’t worry…

Because remember, it’s guaranteed to be worth 10 times its cost, or you pay nothing.

Why? Because I want this information to pay you back many times what you paid for it as fast as possible.

That way, it’s like it doesn’t “cost” you any money.

If anything, it’s like giving money to you.

And to really hammer this point home, think about this…

If you make or seek to make $100,000 per year, this investment is recouped by a 0.6% increase. If $250,000, only a 0.24% increase.

Think… is it even possible to have the information I’ve described so far and not get such a piddly increase? To not boost your income by 1% or less?

If, on the other hand, you boost a $250,000 income by a rather trivial 5%, you get about a 2,100% return on your investment. Wherever you have your money, is it multiplying 21X this year?

Nonetheless, I realize that some people will think this offer is “too good to be true”. And I understand why they will think that way…

Because if you were walking down the street and saw someone on a corner offering to give away $100 bills, you’d probably be leery. You’d figure, “There must be a catch, so I’m going to ignore him.”

Well, the same thing happens with financial advisors and their prospects…

In fact, some prospects think financial advisors are “too good to be true”.

That’s why one of the greatest techniques ever devised for effective selling is simple candor. It’s so rare that when people encounter it, they’re taken aback and lower their guard.

That’s why pointing out the flaws of a product or service is a phenomenal way to build trust. For example, you can explain to your prospects that your services aren’t for everyone… or that you’re still working on improving yourself… or that no financial plan is perfect. Then, watch how your prospects start opening up to you.

Isn’t that a wonderful insight? And isn’t it a refreshingly honest way to do business? In “The Big Book”, I’ll show you several examples of how admitting a minor flaw can greatly increase your credibility.

And if you’re someone devoted, as I am, to selling honestly, this will be one of the most important tools in your arsenal.

Let me get specific…