Stephen Oliver's Advisor Marketing podcast

Artwork

Financial Advisors

Player FM - Internet Radio Done Right

Lagt til one år siden

Innhold levert av Stephen Oliver, MBA, Stephen Olikver, and MBA. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Stephen Oliver, MBA, Stephen Olikver, and MBA eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

C

Carol Costello Presents: The God Hook

Carol Costello Presents: The God Hook podcast artwork

Carol Costello Presents: The God Hook podcast artwork

1
1 | The False Prophet 35:56

for 9 dager siden35:56

35:56

In this premiere episode of "The God Hook," host Carol Costello introduces the chilling story of Richard Beasley, infamously known as the Ohio Craigslist Killer. In previously unreleased jailhouse recordings, Beasley portrays himself as a devout Christian, concealing his manipulative and predatory behavior. As the story unfolds, it becomes clear that Beasley's deceitfulness extends beyond the victims he buried in shallow graves. Listen to the preview of a bonus conversation between Carol and Emily available after the episode. Additional info at carolcostellopresents.com . Do you have questions about this series? Submit them for future Q&A episodes . Subscribe to our YouTube channel to see additional videos, photos, and conversations. For early and ad-free episodes and exclusive bonus content, subscribe to the podcast via Supporting Cast or Apple Podcasts. EPISODE CREDITS Host - Carol Costello Co-Host - Emily Pelphrey Producer - Chris Aiola Sound Design & Mixing - Lochlainn Harte Mixing Supervisor - Sean Rule-Hoffman Production Director - Brigid Coyne Executive Producer - Gerardo Orlando Original Music - Timothy Law Snyder SPECIAL THANKS Kevin Huffman Zoe Louisa Lewis GUESTS Doug Oplinger - Former Managing Editor of the Akron Beacon Journal Volkan Topalli - Professor of Criminal Justice and Criminology Amir Hussain - Professor of Theological Studies Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://evergreenpodcasts.supportingcast.fm…

Stephen Oliver's Advisor Marketing Podcast

Del

Serier hjem•Feed

Innhold levert av Stephen Oliver, MBA, Stephen Olikver, and MBA. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Stephen Oliver, MBA, Stephen Olikver, and MBA eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Stephen Oliver's Financial Advisor Marketing Podcasts offers a wide variety of marketing tools for business professionals.

… continue reading

88 episoder

#Financial Advisors

Artwork

Stephen Oliver's Advisor Marketing Podcast

updated for ca. et år siden

Del

Serier hjem•Feed

Innhold levert av Stephen Oliver, MBA, Stephen Olikver, and MBA. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Stephen Oliver, MBA, Stephen Olikver, and MBA eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Stephen Oliver's Financial Advisor Marketing Podcasts offers a wide variety of marketing tools for business professionals.

… continue reading

88 episoder

#Financial Advisors

Alle episoder

×

S

Stephen Oliver's Advisor Marketing Podcast

Stephen Oliver's Advisor Marketing Podcast podcast artwork

1
No BS Time Management For Entrepreneurs 53:04

for 34 weeks siden53:04

53:04

Financial Advisor Marketing Podcast with hosts Stephen Oliver and Ben Glass No BS Time Management For Entrepreneurs * * * * * 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 Ben Glass's new book "No BS Time Management for Entrepreneurs" and share insights on effective time management and business practices for professional service providers. Key Takeaways Effective time management is crucial for entrepreneurs to support their desired lifestyle and avoid stealing time from family/personal life Delegating tasks, setting boundaries on communication, and focusing on high-value activities are key strategies for maximizing productivity Regular, personalized client communication and showcasing one's unique personality/interests are important for building strong professional relationships Joining mastermind groups and seeking coaching can provide valuable accountability and perspective for business growth Topics Book Overview: No BS Time Management for Entrepreneurs Co-authored by Ben Glass and Dan Kennedy, recently published (2-3 weeks ago) Fourth edition, expanding on previous versions with new insights Broke Amazon's inventory on launch day due to high demand Focuses on entrepreneur-specific time management strategies Effective Delegation and Communication Boundaries Use technology (e.g. Loom) to create training materials and knowledge bases for team members Set clear expectations with clients about communication methods and response times Implement a "no unplanned inbound calls" policy, positioning it as a client benefit for focused work Utilize team members to handle routine client communications and process-driven tasks Client Communication Strategies Maintain regular, personalized touchpoints (e.g. print newsletters, birthday cards, anniversary acknowledgments) Share personal interests and unique aspects of your life to build deeper connections Ask curious questions and listen actively to understand clients' lives and aspirations Use handwritten notes for a personal touch that stands out from automated communications Time Blocking and Priority Management Schedule appointments with yourself for important tasks and strategic thinking Use time blocking to train your brain to focus and complete tasks within set timeframes Categorize tasks using the urgent/important matrix to prioritize effectively Limit to-do lists by scheduling tasks or delegating them by end of day Mastermind Groups and Coaching Join or create mastermind groups for peer support and accountability Seek diverse perspectives from both within and outside your industry Consider working with a coach to help identify priorities and hold you accountable Use these resources to overcome "analysis paralysis" and take decisive action Personal Branding for Professional Services Showcase unique interests and personality traits to stand out from competitors Share personal stories and experiences to make traditionally "boring" professions more relatable Use social media and content marketing to highlight your unique value proposition Don't be afraid to let your personality shine through in professional communications Next Steps Purchase and read "No BS Time Management for Entrepreneurs" by Ben Glass and Dan Kennedy Leave an honest review on Amazon after reading the book Evaluate current time management and delegation practices, identifying areas for improvement Implement at least one new strategy from the discussion (e.g. time blocking, improved client communication) Consider subscribing to Ben Glass's newsletter for ongoing insights applicable to professional services…

S

Stephen Oliver's Advisor Marketing Podcast

Stephen Oliver's Advisor Marketing Podcast podcast artwork

1
Effective Selling with Stephen Oliver and Dan Solin, author of ASK 1:08:42

for 35 weeks siden1:08:42

1:08:42

Financial Advisor Marketing Podcast with hosts Stephen Oliver and Dan Solin Effective Selling with Dan Solin, author of ASK * * * * * 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 Impromptu discussion between Stephen Oliver and Dan Solin on financial advisor marketing, sales techniques, and SEO strategies. Key Takeaways Effective sales in financial advising relies on listening, empathy, and genuine interest in clients rather than scripted pitches SEO is an underutilized but potentially effective marketing strategy for financial advisors, requiring patience and consistent investment Many financial advisors struggle with marketing due to risk aversion and lack of understanding of ROI in their own business Niche marketing and specialization can be highly effective for financial advisors to attract and retain clients Topics Dan Solin's Background Started as a lawyer, eventually representing investors harmed by broker misconduct Transitioned to becoming a financial advisor to help prevent such mistakes Authored multiple books on investing and sales techniques Currently focuses on coaching advisors and providing SEO services Effective Sales Techniques Emphasize listening over talking: "Be the most interested person in the room, not the most interesting" Avoid competitive listening; focus on understanding client needs Build emotional connections and rapport through genuine interest Adapt approach based on client preferences (e.g., engineers may prefer direct questions) Recognize the importance of likeability and trust in client acquisition Marketing Strategies for Financial Advisors SEO identified as an effective but underutilized strategy (only 14% of advisors engage in it) Requires consistent investment ($2,000/month) and patience (1+ year for ROI) Niche marketing can be highly effective (e.g., specializing in professional athletes) Many advisors lack an understanding of client lifetime value and marketing ROI Avoid "get rich quick" schemes and lead-buying programs Challenges in Financial Advisor Marketing Many advisors are risk-averse in their own business despite advising on risk Low marketing budgets (1-2% of revenue vs. recommended 5-7%) Skepticism due to past experiences with ineffective marketing schemes Difficulty in attracting quality prospects consistently SEO for Financial Advisors Combines technical backend (backlinks, etc.) with original, keyword-optimized content Aims to achieve page one Google rankings for specific, targeted phrases Can provide a steady stream of qualified leads once established Requires expertise in both the financial industry and SEO techniques Next Steps Explore the potential for future discussions on specific topics within financial advisor marketing Readers interested in Dan Solin's work can visit DanielSolin.com or email dan_solin@yahoo.com Financial advisors should consider investing in long-term marketing strategies like SEO Advisors should focus on developing listening skills and authentic client relationships…

S

Stephen Oliver's Advisor Marketing Podcast

Stephen Oliver's Advisor Marketing Podcast podcast artwork

1
Stephen Oliver and Paul G. McManus talk LinkedIn, Building Authority, and Why to have your own book 53:54

for 36 weeks siden53:54

53:54

Financial Advisor Marketing Podcast with hosts Stephen Oliver, Paul G. McManus Stephen Oliver and Paul G. McManus talk LinkedIn, Building Authority, and Why to have your 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/…

S

Stephen Oliver's Advisor Marketing Podcast

Stephen Oliver's Advisor Marketing Podcast podcast artwork

1
Practice Management Secrets from the Top Producers 1:09:54

for 37 weeks siden1:09:54

1:09:54

Financial Advisor Marketing Podcast with hosts Stephen Oliver, Grant Hicks Effective Practice Management - Lessons from the Top Advisors with Grant Hicks. Practice Management Secrets from the Top Producers - What's Working RIGHT now for 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/…

S

Stephen Oliver's Advisor Marketing Podcast

Stephen Oliver's Advisor Marketing Podcast podcast artwork

1
Niche Marketing Done Right for Financial Advisors 1:01:55

for 38 weeks siden1:01:55

1:01:55

Financial Advisor Marketing Podcast with hosts Stephen Oliver, Mindi Godfrey and Greg moody Niche Marketing Done Right 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/…

S

Stephen Oliver's Advisor Marketing Podcast

Stephen Oliver's Advisor Marketing Podcast podcast artwork

1
Be a BadAss Millionaire - Key Marketing and Positioning Lessons for Advisors 1:05:32

for 39 weeks siden1:05:32

1:05:32

Financial Advisor Marketing Podcast with hosts Stephen Oliver and Michael McClean Be a BadAss Millionaire with Michael McClean - Key Marketing and Positioning Lessons for 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/…

S

Stephen Oliver's Advisor Marketing Podcast

Stephen Oliver's Advisor Marketing Podcast podcast artwork

1
Be a Maverick Advisor - Carving Out a Unique Position for Yourself. 1:02:02

for 40 weeks siden1:02:02

1:02:02

Financial Advisor Marketing Podcast with hosts Stephen Oliver, Greg Moody and Mindi Godfrey Be a Maverick Advisor - Carving Out a Unique Position for Yourself. * * * * * 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/…

S

Stephen Oliver's Advisor Marketing Podcast

Stephen Oliver's Advisor Marketing Podcast podcast artwork

1
Magnetic Marketing Principles for Financial Advisors 1:02:27

for 41 weeks siden1:02:27

1:02:27

Financial Advisor Marketing Podcast with hosts Stephen Oliver and Darcy Juarez Magnetic Marketing Principles 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/…

S

Stephen Oliver's Advisor Marketing Podcast

Stephen Oliver's Advisor Marketing Podcast podcast artwork

1
Targeting Your Ideal Prospects for Financial Advisors 58:38

for 42 weeks siden58:38

58:38

Financial Advisor Marketing Podcast with hosts Stephen Oliver and Angela York Targeting Your Ideal Prospects 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/…

S

Stephen Oliver's Advisor Marketing Podcast

Stephen Oliver's Advisor Marketing Podcast podcast artwork

1
Effective Events for Financial Advisors 56:45

for 43 weeks siden56:45

56:45

Financial Advisor Marketing Podcast with hosts Stephen Oliver and Elyse Stoner Effective Events 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/…

S

Stephen Oliver's Advisor Marketing Podcast

Stephen Oliver's Advisor Marketing Podcast podcast artwork

1
The Rethink the Financial Advisor Podcast 55:08

for 44 weeks siden55:08

55:08

Financial Advisor Marketing Podcast with hosts Stephen Oliver and H.Adam Holt of Asset+Map The Rethink the Financial Advisor Podcast. * * * * * 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/…

S

Stephen Oliver's Advisor Marketing Podcast

Stephen Oliver's Advisor Marketing Podcast podcast artwork

1
Disney Approach to Wow Clients 55:43

for 45 weeks siden55:43

55:43

Financial Advisor Marketing Podcast with hosts Stephen Oliver and Mike Vance Disney Approach to Wow Clients * * * * * 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/…

S

Stephen Oliver's Advisor Marketing Podcast

Stephen Oliver's Advisor Marketing Podcast podcast artwork

1
Financial Advisor Marketing Live Events Effective 57:56

for 46 weeks siden57:56

57:56

Financial Advisor Marketing Podcast with hosts Stephen Oliver and Mindi Godfrey Financial Advisor Marketing Live Events Effective * * * * * 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/…

S

Stephen Oliver's Advisor Marketing Podcast

Stephen Oliver's Advisor Marketing Podcast podcast artwork

1
Effective Facebook & LinkedIn Marketing for Financial Advisors 1:07:34

for 47 weeks siden1:07:34

1:07:34

Financial Advisor Marketing Podcast with hosts Stephen Oliver, Kate Gaudet and Tanner Stolte Effective Facebook & LinkedIn Marketing 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/…

S

Stephen Oliver's Advisor Marketing Podcast

Stephen Oliver's Advisor Marketing Podcast podcast artwork

1
Effective and Unique Direct Mail for Financial Advisors 54:15

for 48 weeks siden54:15

54:15

Financial Advisor Marketing Podcast with hosts Stephen Oliver and Travis Lee of 3D Mail Effective and Unique Direct Mail 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/…

Velkommen til Player FM!

Player FM scanner netter for høykvalitets podcaster som du kan nyte nå. Det er den beste podcastappen og fungerer på Android, iPhone og internett. Registrer deg for å synkronisere abonnement på flere enheter.

Lytt til 500+ tema

Lytt til dette showet mens du utforsker