Jun 17, 2021
Listeners, you're in for a treat! Josh and Jay welcome in
James Pollard, the Host of the Financial Advisor Marketing Podcast and founder
of TheAdvisorCoach.com. James is a proven expert in
the field of helping financial advisors grow their business and get
more clients through high level but practically implemented
marketing tactics and concepts. James joins us to share his "Man
Who Has Helped Thousands of Financial Advisors Reveals His 5
Biggest Money Tips", a topic we discovered in our podcast
conversation that not only applies to financial advisors but is
great advice for their clients.
Tune in to learn more about James' 5 tips:
- Wealth is what you can't see.
- Saving money is sexy, but making money is the workhorse.
- Conservative estimates can save your butt.
- Dogma is dangerous.
- Personal finance is truly personal.
Action Items:
For the financial advisors in our podcast audience, you can reach James by visiting http https://www.theadvisorcoach.com/ or by finding him on LinkedIn at TheAdvisorCoach.com.
You can reach out to Gulf Coast Financial Advisors to set up a no-cost, no-obligation discussion about your particular needs by call 251-327-2124, emailing jnull@gulfcoastfa.com, or setting an appointment on our website at Gulf Coast Financial.
Disclosure:
Advisory services offered through Prime Capital Investment Advisors, LLC (“PCIA”) a federally registered investment adviser. PCIA: 6201 College Blvd., 7th Floor, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management (“PCWM”) and Qualified Plan Advisors (“QPA”). PCIA and Gulf Coast Financial Advisors are not affiliated.
Gulf Coast Financial Advisors (GCFA) , Prime Capital Investment Advisors (PCIA), Prime Capital Wealth Management (PCWM) and Qualified Plan Advisors (QPA) do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. The information provided herein is not a complete analysis of every material fact regarding any strategy; it is intended only to provide insight into the opinions of the author. You should consult your own tax, legal and accounting advisors before engaging in any transaction.