Capitalize Your Finance
Stephen Oliver's Financial Advisor Marketing Podcast
Release Date: 01/29/2024
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info_outlineFinancial Advisor Marketing Podcast with hosts Stephen Oliver and Christopher Panagiotu
Capitalize Your Finance
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- 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/
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Meeting Purpose:
Podcast interview to discuss financial advising, marketing, and Chris' book "Capitalize Your Finances"
Key Takeaways
- Chris started investing at 10 years old and worked his way up to managing $140M in assets
- He left big firms like UBS and Morgan Stanley because he didn't like their sales-focused culture and restrictive investment options
- He launched his own practice, Capitalize Your Finances, focused on financial planning and education through his book, podcast, and upcoming masterclass
- Marketing should focus on building genuine connections and relationships, not just gathering assets
- New advisors should focus on learning planning, networking, and educating vs selling
Topics:
Chris' Background
- Started investing at 10 years old, became youngest advisor at UBS at 18
- Left UBS after 3 years because he didn't like their sales coaching and limited investment options
- Went to Morgan Stanley but realized it was more of the same, so left to start his own practice
- Now runs Capitalize Your Finances managing $140M in assets for high net worth clients
Issues with Big Firms
- Very sales and asset gathering focused rather than client focused
- Restrictive in terms of investment options and ability to give best advice
- Want advisors to promote the brand over themselves
- Poor marketing focused on cold calling and LinkedIn outreach vs relationship building
Launching His Own Brand
- Wanted to spread his knowledge and help more people with financial planning
- Launched nationally syndicated podcast and wrote bestselling book "Capitalize Your Finances"
- Forthcoming masterclass to educate people on financial planning framework
- Focus on networking, building relationships, and educating vs selling
Tips for Advisors
- New advisors should spend 3 months intensively learning planning fundamentals
- Attend networking events and meet with prospects to educate, not sell
- Ask who else would benefit from your services, don't directly sell
- Experienced advisors should examine their marketing and business practices
- Meet with clients quarterly, focus on building genuine relationships
Next Steps:
- Share podcast episode and promote Chris' book, podcast, and masterclass
- Explore collaborating on future projects to grow our audiences