Work-At-Home Success Profile: James Pollard Created His Own WAH Opportunity by Helping Financial Professionals Stay On Track


James Pollard is  a marketing consultant who works specifically with financial services professionals over at

1) How did you get started working from home? 

I got started working from home when I decided that I didn’t want to be stuck in traffic every single day, nor did I want the headache of commuting to and from an office. I realized that my time was valuable, and it was much better spent doing things that actually matter, not sitting in a car.

2) How did you choose the work-at-home career you do? 

I chose my work at home career because I saw a need in the marketplace. Financial services professionals have a high failure rate, and a big reason for that is because they don’t know how to market their services. I figured that if I could show financial advisers how to successfully go out into the marketplace and generate business, I could do that.

3) How did you get started (basic initial steps)? 

I got started by reaching out to financial advisers and offering to consult with them for free. Once I figured out my process and saw that it
worked, I started charging big bucks.

4) How did you get your first client or customer or job? 

I actually had someone reach out to me. He saw my LinkedIn profile, my website, etc. and really liked the content that I was putting out.
5) How do you market your business? 

Most of my business comes to me now, but sometimes I run some ads on Facebook or LinkedIn to capture some email leads. Other than that, I am constantly putting content on LinkedIn, updating my website, and sending emails. People can tell that I really care about financial advisers, so they gravitate to me.

6) What does your usual day look like? 

My usual day is spent on the phone, consulting with various clients. I’m also responding to the dozens of emails I get per day.

7) What do you know now that you wish you knew when you started? 

I wish I had known to price my services higher at first. People don’t really care what they pay as long as the value they get in return exceeds
the price. Looking back, I was definitely charging too little.

8) What advice would you give someone who wants to work from home? 

I would advise someone to pick a target market and go where they are. Don’t follow the build it and they will come type thinking. You have to go to them.

Find Him Online:

Twitter: @theadvisorcoach 

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