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

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

June 29, 2026 · 24 min

About this episode

James Pollard shares ten key insights gained from over a decade of helping financial advisors improve their marketing and business strategies.

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 before they even get started… how your righteous skepticism of marketing is slowly killing your business… and a whole lot more that you can immediately apply to your business and marketing. Listen now. Show highlights include: The #1 deadliest mistake advisors who have been burned by scummy marketing agencies make (6:11) 5 words that can answer almost any marketing question you ever have and turn your confusion into confidence (6:59) A subtle mindset shift that helps you look forward to marketing instead of dreading it (7:41) How to override a natural human glitch that tricks you into procrastination and…

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