Stephen Oliver's Financial Advisor Marketing Podcast
Stephen Oliver's Financial Advisor Marketing Podcast
Stephen Oliver, MBA
Stephen Oliver's Financial Advisor Marketing Podcasts offers a wide variety of marketing tools for business professionals.
Creating Trust - Why Every Financial Advisor Needs There Own Book
Financial Advisor Marketing Podcast with hosts Stephen Oliver and Michael Levin Creating Trust - Why Every Financial Advisor Needs There 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 Meeting Purpose:  Discuss the value of books for financial advisors, and how Michael can help advisors create effective books to build their brand and attract clients. Key Takeaways • Books build trust and credibility for advisors, helping them attract clients in a niche.  • The book allows the advisor to fully tell their story and express their uniqueness. • Compliance-friendly books can easily get approved if they avoid specific claims, touting products, or bashing competitors. • Marketing the book through the "Dream 100" strategy (sending copies to top prospects) is very effective. • Physical books make a bigger impact than PDFs - worth spending $10-15 to mail a copy. • Michael has extensive experience writing advisor books and makes the process quick and painless. Topics: Establishing Trust with Prospects • A book allows advisors to fully tell their story and express their uniqueness, instead of appearing generic. This builds trust.  • Advisors should explain what they stand for instead of being bland. Attract your niche instead of trying to appeal to everyone.  • The book helps advisors separate themselves from negative perceptions of Wall Street. Compliance Considerations • Michael knows how to write compliance-friendly books that avoid claims, touting products, or bashing competitors. • Books like this sail through compliance since the advisor clearly "gets it". Marketing the Book • The "Dream 100" strategy sends copies to top prospects with a personal note. Very effective but rarely followed up properly. • Physical books make a bigger impact than PDFs. Worth spending $10-15 to mail a copy to qualified prospects. • Books are great lead magnets and for sharing with clients to pass along. Michael's Experience • Michael has extensive experience writing advisor books and makes the process quick and painless. • He can create a 125-page book with just 8-10 hours of the advisor's time over 4 months. • His background in fiction helps create engaging stories and parables in the books.  
May 20, 2024
54 min
Email Marketing
Financial Advisor Marketing Podcast with hosts Stephen Oliver and Greg Moody Email Marketing * * * * * 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/
May 13, 2024
32 min
Online Financial Advisor Marketing - Podcasting, Videos, SEO, being an Author and much more.
Financial Advisor Marketing Podcast with hosts Stephen Oliver and Rob Anspach Online Financial Advisor Marketing - Podcasting, Videos, SEO, being an Author, and much more. * * * * * 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/     Online Financial Advisor Marketing - Podcasting, Videos, SEO, being an Author and much more.
May 6, 2024
1 hr 6 min
Effective Mindset for Dramatic Growth for Financial Advisors
Financial Advisor Marketing Podcast with hosts Stephen Oliver and Lee Milteer Effective Mindset for Dramatic Growth for Financial Advisors. * * * * * 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/
Apr 29, 2024
55 min
Positioning, Cloning Your Best Clients, and more
Financial Advisor Marketing Podcast with hosts Stephen Oliver and Robyn Crane Positioning, Cloning Your Best Clients, and more * * * * * 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/
Apr 22, 2024
49 min
Be a Maverick Advisor - Stand Out from the Crowd and GROW FAST
Financial Advisor Marketing Podcast with hosts Stephen Oliver, Mindi Godfrey and Greg Moody Be a Maverick Advisor - Stand Out from the Crowd and GROW FAST * * * * * 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/
Apr 15, 2024
56 min
Primer on Advertising: What's Working Now in Facebook and Other Media
Financial Advisor Marketing Podcast with hosts Stephen Oliver, Mindi Godfrey, Greg Moody Primer on Advertising: What's Working Now in Facebook and Other Media * * * * * 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/
Apr 8, 2024
1 hr 14 min
Direct Response Marketing via LinkedIn and Facebook for Finacial Advisors
Financial Advisor Marketing Podcast with hosts Stephen Oliver and Kate Gaudet Direct Response Marketing via LinkedIn and Facebook * * * * * 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/
Apr 1, 2024
32 min
Part 2, Direct Response Marketing via LinkedIn and Facebook
Part 2, Financial Advisor Marketing Podcast with hosts Stephen Oliver and Kate Gaudet and Greg Moody Direct Response Marketing via LinkedIn and Facebook, Part 2 * * * * * 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/
Mar 25, 2024
45 min
Referrals and More
Financial Advisor Marketing Podcast with hosts Stephen Oliver and Greg Moody Referrals and More * * * * * 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/
Mar 18, 2024
40 min
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