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James Pollard

Delaware
As seen in: Financial Advisor Marketing Podcast, MSN, MSN Australia, MSN UK, MSN Malaysia, MSN Philippines, MSN South Africa, The Independent (UK), The Washington Post, Yahoo Canada, Yahoo News Australia and
Host of "Financial Advisor Marketing" podcast. 🎙️ Founder of TheAdvisorCoach.com. 📈 I've helped 50,000+ financial advisors with their marketing.

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Articles

12 Reasons Prospects Hire Another Advisor Instead Of You

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By James Pollard
| Advisorpedia's The Week Ahead Podcast, Powered by Tematica Research
Have you ever lost a highly qualified and interested prospect to a competing financial advisor? (If you answered "no," then you should know that you're lying to yourself…) Almost every advisor has lost a prospect to another advisor. Problem is, your prospects who choose another advisor over you never tell you why they decided to go with that advisor. In fact, you'll likely never hear from that prospect ever again.
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The Gates Foundation met with Epstein about 30 times despite staff concerns, an external review says

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By James Pollard
| The Virgin Islands Daily News Verified
NEW YORK — Bill Gates and the staff of his charitable foundation met with convicted sex offender Jeffrey Epstein more than two dozen times even as employees expressed concerns about the reputational risk of working with him, an external review commissioned by the Gates Foundation found. The conversations appeared to focus on a public health fund that never materialized and a grant to the International Peace Institute, which was run by an associate of Epstein.
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The Gates Foundation Met With Epstein About 30 Times Despite Staff Concerns, an External Review Says

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By James Pollard
| Edge Media Network Verified
Bill Gates, co-founder of Microsoft, leaves after a closed-door interview with the House Oversight Committee investigating convicted sex offender Jeffrey Epstein, on Capitol Hill, June 10, 2026, in Washington.
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