Technology, Practice Leadership and Success Strategies for Advisors
Stephen Oliver's Financial Advisor Marketing Podcast
Release Date: 02/12/2024
Stephen Oliver's Financial Advisor Marketing Podcast
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Technology, Practice Leadership and Success Strategies 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
Key Takeaways
- Innovation is a mindset, not just technology. It involves processes, workflows, and technology.
- Artificial intelligence will augment advisors, not replace them. It allows advisors to focus on building relationships.
- Advisors should have a clear, authentic brand and target niche markets. This attracts ideal clients.
- Take risks and be okay with failing. It leads to valuable learning.
Topics:
Introductions and Backgrounds
- Stephen Oliver is based in Colorado, Matt Reiner is in Atlanta
- Matt's father started a wealth management firm 27 years ago, Matt joined 15 years ago
- Matt struggled with imposter syndrome initially in the family business
- 8 years ago Matt's firm started a technology business, which failed but taught him a lot
- Now Matt focuses on leadership, innovation and technology for his firm
Matt's Books and Content
- Matt has written books focused on budgeting, and recently a series called "Dr. Cole Cash" which is a business fable for advisors
- He has a podcast called Bridging the Gap and a weekly email newsletter called The Circle
- His content focuses on leadership, innovation and technology
Innovation and Technology
- Innovation is a mindset, not just technology. It involves processes and workflows too.
- AI will augment advisors, not replace them. It allows more focus on relationships.
- Regulation needs to keep up with technology innovations in the industry.
Marketing and Branding
- Advisors should have an authentic brand and niche target market to stand out. Can't be all things to all people.
- Content should be authentic - write what you are passionate about.
Team Building
- As firms grow, founders struggle to systematize and document processes that had been in their heads. There is a gap between current state and the desired state.
- Firms try to jump to technology before fully understanding and documenting processes.
Taking Risks
- Advisors should take risks and be okay with failing sometimes. It leads to valuable learning.