Stephen Oliver's Financial Advisor Marketing Podcast

By: Stephen Oliver MBA
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  • Summary

  • Stephen Oliver's Financial Advisor Marketing Podcasts offers a wide variety of marketing tools for business professionals.
    © Advisor Wealth Mastery
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Economics Management Marketing
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Episodes
  • No BS Time Management For Entrepreneurs

    No BS Time Management For Entrepreneurs
    Sep 9 2024
    Financial Advisor Marketing Podcast with hosts Stephen Oliver and Ben Glass No BS Time Management For Entrepreneurs * * * * * Learn more and, receive our free practice growth package at: https://www.AdvisorWealthMastery.com More marketing financial advisor podcasts can be found here: https://advisorwealthmastery.com/latestpodcasts/ Or subscribe to our podcasts using your favorite platform: https://advisorwealthmastery.com/subscribe-to-podcasts Meeting Purpose Discuss Ben Glass's new book "No BS Time Management for Entrepreneurs" and share insights on effective time management and business practices for professional service providers. Key Takeaways Effective time management is crucial for entrepreneurs to support their desired lifestyle and avoid stealing time from family/personal lifeDelegating tasks, setting boundaries on communication, and focusing on high-value activities are key strategies for maximizing productivityRegular, personalized client communication and showcasing one's unique personality/interests are important for building strong professional relationshipsJoining mastermind groups and seeking coaching can provide valuable accountability and perspective for business growth Topics Book Overview: No BS Time Management for Entrepreneurs Co-authored by Ben Glass and Dan Kennedy, recently published (2-3 weeks ago)Fourth edition, expanding on previous versions with new insightsBroke Amazon's inventory on launch day due to high demandFocuses on entrepreneur-specific time management strategies Effective Delegation and Communication Boundaries Use technology (e.g. Loom) to create training materials and knowledge bases for team membersSet clear expectations with clients about communication methods and response timesImplement a "no unplanned inbound calls" policy, positioning it as a client benefit for focused workUtilize team members to handle routine client communications and process-driven tasks Client Communication Strategies Maintain regular, personalized touchpoints (e.g. print newsletters, birthday cards, anniversary acknowledgments)Share personal interests and unique aspects of your life to build deeper connectionsAsk curious questions and listen actively to understand clients' lives and aspirationsUse handwritten notes for a personal touch that stands out from automated communications Time Blocking and Priority Management Schedule appointments with yourself for important tasks and strategic thinkingUse time blocking to train your brain to focus and complete tasks within set timeframesCategorize tasks using the urgent/important matrix to prioritize effectivelyLimit to-do lists by scheduling tasks or delegating them by end of day Mastermind Groups and Coaching Join or create mastermind groups for peer support and accountabilitySeek diverse perspectives from both within and outside your industryConsider working with a coach to help identify priorities and hold you accountableUse these resources to overcome "analysis paralysis" and take decisive action Personal Branding for Professional Services Showcase unique interests and personality traits to stand out from competitorsShare personal stories and experiences to make traditionally "boring" professions more relatableUse social media and content marketing to highlight your unique value propositionDon't be afraid to let your personality shine through in professional communications Next Steps Purchase and read "No BS Time Management for Entrepreneurs" by Ben Glass and Dan KennedyLeave an honest review on Amazon after reading the bookEvaluate current time management and delegation practices, identifying areas for improvementImplement at least one new strategy from the discussion (e.g. time blocking, improved client communication)Consider subscribing to Ben Glass's newsletter for ongoing insights applicable to professional services
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    53 mins
  • Effective Selling with Stephen Oliver and Dan Solin, author of ASK

    Effective Selling with Stephen Oliver and Dan Solin, author of ASK
    Sep 2 2024
    Financial Advisor Marketing Podcast with hosts Stephen Oliver and Dan Solin Effective Selling with Dan Solin, author of ASK * * * * * Learn more and, receive our free practice growth package at: https://www.AdvisorWealthMastery.com More marketing financial advisor podcasts can be found here: https://advisorwealthmastery.com/latestpodcasts/ Or subscribe to our podcasts using your favorite platform: https://advisorwealthmastery.com/subscribe-to-podcasts Meeting purpose Impromptu discussion between Stephen Oliver and Dan Solin on financial advisor marketing, sales techniques, and SEO strategies. Key Takeaways Effective sales in financial advising relies on listening, empathy, and genuine interest in clients rather than scripted pitchesSEO is an underutilized but potentially effective marketing strategy for financial advisors, requiring patience and consistent investmentMany financial advisors struggle with marketing due to risk aversion and lack of understanding of ROI in their own businessNiche marketing and specialization can be highly effective for financial advisors to attract and retain clients Topics Dan Solin's Background Started as a lawyer, eventually representing investors harmed by broker misconductTransitioned to becoming a financial advisor to help prevent such mistakesAuthored multiple books on investing and sales techniquesCurrently focuses on coaching advisors and providing SEO services Effective Sales Techniques Emphasize listening over talking: "Be the most interested person in the room, not the most interesting"Avoid competitive listening; focus on understanding client needsBuild emotional connections and rapport through genuine interestAdapt approach based on client preferences (e.g., engineers may prefer direct questions)Recognize the importance of likeability and trust in client acquisition Marketing Strategies for Financial Advisors SEO identified as an effective but underutilized strategy (only 14% of advisors engage in it)Requires consistent investment ($2,000/month) and patience (1+ year for ROI)Niche marketing can be highly effective (e.g., specializing in professional athletes)Many advisors lack an understanding of client lifetime value and marketing ROIAvoid "get rich quick" schemes and lead-buying programs Challenges in Financial Advisor Marketing Many advisors are risk-averse in their own business despite advising on riskLow marketing budgets (1-2% of revenue vs. recommended 5-7%)Skepticism due to past experiences with ineffective marketing schemesDifficulty in attracting quality prospects consistently SEO for Financial Advisors Combines technical backend (backlinks, etc.) with original, keyword-optimized contentAims to achieve page one Google rankings for specific, targeted phrasesCan provide a steady stream of qualified leads once establishedRequires expertise in both the financial industry and SEO techniques Next Steps Explore the potential for future discussions on specific topics within financial advisor marketingReaders interested in Dan Solin's work can visit DanielSolin.com or email dan_solin@yahoo.comFinancial advisors should consider investing in long-term marketing strategies like SEOAdvisors should focus on developing listening skills and authentic client relationships
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    1 hr and 9 mins
  • Stephen Oliver and Paul G. McManus talk LinkedIn, Building Authority, and Why to have your own book

    Stephen Oliver and Paul G. McManus talk LinkedIn, Building Authority, and Why to have your own book
    Aug 26 2024

    Financial Advisor Marketing Podcast with hosts Stephen Oliver, Paul G. McManus

    Stephen Oliver and Paul G. McManus talk LinkedIn, Building Authority, and Why to have your own book

    * * * * *

    • Learn more and, receive our free practice growth package at: https://www.AdvisorWealthMastery.com

    • More marketing financial advisor podcasts can be found here: https://advisorwealthmastery.com/latestpodcasts/

    • Or subscribe to our podcasts using your favorite platform: https://advisorwealthmastery.com/subscribe-to-podcasts/
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    54 mins

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The A-Z's of Mastering New Client Acquisition

For Financial Advisors, the A-Z's of fully compliant marketing for Financial Advisors. Stephen Oliver and his team discuss automation, Facebook, LinkedIn, Direct Mail, Sales Processes, Stirring up large numbers of referrals, being the "GoTo" Expert in your field and more.

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