Stephen Oliver's Financial Advisor Marketing Podcast

303-808-8719 • Stephen Oliver's Advisor Wealth Mastery offers a wide variety of tools for financial advisors and other business professionals.

Positioning, Cloning Your Best Clients, and more 04/22/2024

Be a Maverick Advisor - Stand Out from the Crowd and GROW FAST 04/15/2024

Primer on Advertising: What's Working Now in Facebook and Other Media 04/08/2024

Direct Response Marketing via LinkedIn and Facebook for Finacial Advisors 04/01/2024

Part 2, Direct Response Marketing via LinkedIn and Facebook 03/25/2024

Referrals and More 03/18/2024

30+ Year Independent Advisor Marketing Strategies 03/11/2024

The Total Relationship 03/04/2024

Creating Consistent Lead Flow 02/26/2024

Assets Management and Portfolio Design 02/19/2024

Technology, Practice Leadership and Success Strategies for Advisors 02/12/2024

Technology, Practice Leadership and Success Strategies for Advisors Financial Advisor Marketing Podcast with hosts Stephen Oliver and Matt ReinerTechnology, Practice Leadership and Success Strategies for Financial Advisors * * * * * Learn more and, receive our free practice growth package at: More marketing financial advisor podcasts can be found here: Or subscribe to our podcasts using your favorite platform: 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. /episode/index/show/a9fde35c-6548-48af-99ed-710db19b58b6/id/29909048

Mindset Strategies for Financial Advisors 02/05/2024

Mindset Strategies for Financial Advisors Financial Advisor Marketing Podcast with hosts Stephen Oliver and Nina CookeMindset Strategies * * * * * Learn more and, receive our free practice growth package at: More marketing financial advisor podcasts can be found here: Or subscribe to our podcasts using your favorite platform: Key Takeaways • Limiting beliefs hold advisors back from taking action on marketing and sales • Advisors fear being visible and putting themselves out there • Successful advisors focus on niche marketing and outreach • Mindset work enables advisors to achieve the success they want Nina's Background • Nina helps advisors get "unstuck" when they've plateaued in business growth • She focuses on mindset work to address limiting beliefs and self-sabotage • Nina struggled with confidence issues from childhood bullying and worked for years to overcome this • She helps advisors take action on marketing outreach and sales conversations Advisor Limiting Beliefs • Advisors limit themselves due to fears of being visible, getting rejected, or coming across as a fraud • They avoid taking action on marketing and sales conversations • Advisors project their own limiting beliefs onto prospects and clients • Highly successful advisors still struggle with limiting beliefs around growth Overcoming Limiting Beliefs • Identify the specific beliefs holding you back from goals • Recognize patterns like procrastination that reinforce those beliefs • Dissolve the beliefs and replace them with empowering ones • Take tangible actions aligned with new beliefs for real change Marketing Tips • Niche marketing brings ideal clients who appreciate specialization • Focus on basic outreach and follow up, not complex funnels • Automate, outsource and delegate to focus time on high-value work • Iteratively test and improve your messaging for niche prospects Next Steps: • Share the podcast episode and Nina's book with the email list • Follow up with Nina on collaborating more • Read Nina's book "Renegade Mindset" • Have advisors examine their limiting beliefs /episode/index/show/a9fde35c-6548-48af-99ed-710db19b58b6/id/29805163

Capitalize Your Finance 01/29/2024

Investing and Controversy with Marketing 01/22/2024

Direct Mail Secrets for Finacial Advisors 01/15/2024

Direct Mail Secrets for Finacial Advisors Financial Advisor Marketing Podcast with hosts Stephen Oliver and Justin MillerDirect Mail Secrets for Finacial Advisors * * * * * Learn more and, receive our free practice growth package at: More marketing financial advisor podcasts can be found here: Or subscribe to our podcasts using your favorite platform: Podcast Guest: Justin Miller from Profit 911 - Jurassic Marketing - Meeting Purpose: Discuss direct mail marketing strategies and tactics for financial advisors. Key Takeaways: Direct mail gets more attention than email due to low volume of physical mail. Newsletters are an easy and effective tactic for client communication. Targeted, personalized direct mail works better than broad, generic campaigns. Ongoing prospect follow-up via direct mail is very effective but rarely done well. Tracking responses is critical to optimize campaigns over time. Topics: Introduction: Justin Miller is the founder of Jurassic Marketing, a direct mail marketing agency. They help advisors with newsletters, prospecting, and other direct mail services. Direct Mail vs. Email People get hundreds of emails daily but only a few pieces of mail. Physical mail stands out and gets more attention. Mail builds more trust as recipients know it cost money to send. Newsletters for Client Communication Monthly print newsletters are the easiest way to stay top of mind. Include community outreach, advisor activities rather than just technical info. Newsletters get calls even if contact info is saved elsewhere. Targeting and Personalization Target ideal niche, geo-expand, rather than broad demographics. Personalized mail with custom messaging converts better. Find targeted lists through magazines, associations etc. Ongoing Prospect Follow-up Consistent mail touchpoints over time work extremely well. Drip sequences with unique mail pieces build familiarity and trust. Prospects come back years later due to ongoing communication. Tracking and Optimization • Use unique phone numbers, URLs, QR codes to track responses. See what messaging and offers generate interest over time. Refine targeting and messaging for future campaigns. /episode/index/show/a9fde35c-6548-48af-99ed-710db19b58b6/id/29327418