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.

No BS Time Management For Entrepreneurs 09/09/2024

Effective Selling with Stephen Oliver and Dan Solin, author of ASK 09/02/2024

Stephen Oliver and Paul G. McManus talk LinkedIn, Building Authority, and Why to have your own book 08/26/2024

Practice Management Secrets from the Top Producers 08/19/2024

Niche Marketing Done Right for Financial Advisors 08/12/2024

Be a BadAss Millionaire - Key Marketing and Positioning Lessons for Advisors 08/05/2024

Be a Maverick Advisor - Carving Out a Unique Position for Yourself. 07/29/2024

Magnetic Marketing Principles for Financial Advisors 07/22/2024

Targeting Your Ideal Prospects for Financial Advisors 07/15/2024

Effective Events for Financial Advisors 07/08/2024

The Rethink the Financial Advisor Podcast 07/01/2024

Disney Approach to Wow Clients 06/24/2024

Financial Advisor Marketing Live Events Effective 06/17/2024

Effective Facebook & LinkedIn Marketing for Financial Advisors 06/10/2024

Effective and Unique Direct Mail for Financial Advisors 06/03/2024

Why Advisors should have their own book - Paperback Expert Michael DeLon Joins Stephen Oliver 05/27/2024

Creating Trust - Why Every Financial Advisor Needs There Own Book 05/20/2024

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: More marketing financial advisor podcasts can be found here: Or subscribe to our podcasts using your favorite platform: 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. /episode/index/show/a9fde35c-6548-48af-99ed-710db19b58b6/id/31384412