7 Marketing Rules Of Thumb All Advisors Should Know

7 Marketing Rules Of Thumb All Advisors Should Know

March 9, 2026 · 24 min

About this episode

James Pollard shares 7 essential marketing rules of thumb for financial advisors to improve their marketing strategies and confidence.

Most of the so-called marketing advice that advisors get sold by other marketing gurus isn't just flat-out wrong… But it also makes you focus on the wrong things! This warped perception not only stunts your marketing efforts, but it derails your confidence, dupes you into believing certain tactics (or marketing as a whole) doesn't work, and causes you to toss and turn for hours each night as you drown in your own anxiety. That's the bad news. The good news? In today's show, I share 7 marketing rules of thumb that can help you prevent all of these problems mentioned above. Plus, it will help you avoid paying a marketing guru who's feeding on your insecurity. And yes, it will make every marketing campaign you set live more successful than what you're doing today. Listen now. Show highlights include: The ONLY marketing metric that actually matters that almost every advisor completely ignores (2:29) 3 metrics every financial advisor must know to determine the health of your marketing strategy (and they have nothing to do with cost per lead, open rates, or click rates) (5:26) The "brick method" for building trust that only the top 1% of financial advisors even think about, let alone…

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