10 Things I've Learned From 10+ Years Of Helping Advisors

Podcast: Financial Advisor Marketing Podcast · James Pollard

Opublikowano: 2026-06-29

I'm feeling extra generous and reflective in this episode because the July Inner Circle newsletter, my 100th straight issue, is the single best newsletter I've ever written. The process of writing this celebratory issue has left me overflowing with ideas. Which means you're in for a treat in today's show. I'm giving you 10 of my best secrets I've learned from spending more than a decade helping financial advisors grow their businesses. You'll leave knowing what separates the top advisors from the meddling ones… why 90% of advisors shoot themselves in the foot with marketing befor...