IAM432- Founder Helps Financial Advisors Get More Clients

Podcast Interview with James Pollard

James is the founder of and he is dedicated to helping financial advisors get more clients. He's best known for his email marketing program, “Appointments On Autopilot”, which shows financial advisors how to leverage email marketing to set appointments with prospects. James is also the host of the “Financial Advisor Marketing” podcast, which releases new episodes every Monday morning.

  • CEO Hack: (1) Think and Grow Rich by Napoleon Hill (2) Toggl for time tracking
  • CEO Nugget: Focus on productivity – the task that moves the needle the most
  • CEO Defined: Influence


Additional helpful links

Check out one of our favorite CEO Hack’s Audible. Get your free audiobook and check out more of our favorite CEO Hacks HERE.

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Mercy - CBNation Team

This is a post from a CBNation team member. CBNation is a Business to Business (B2B) Brand. We are focused on increasing the success rate. We create content and information focusing on increasing the visibility of and providing resources for CEOs, entrepreneurs and business owners. CBNation consists of blogs(, podcasts, ( and videos ( CBNation is proudly powered by Blue16 Media.

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