The Influential Advisor

022: Authority Marketing for Financial Advisors with Stephen Oliver


Listen Later

Ever wondered how to stand out in the field of finance? Stephen Oliver, the author of Extraordinary Marketing for Financial Advisors and host of the Financial Advisor Marketing Podcast, is here to provide some answers.

Marketing yourself by building personal authority can be a game-changer for financial advisors. Stephen guides us through the concept of authority marketing and shares insights on how to distinguish yourself from the crowd. From setting expectations with clients to valuing your time, he believes these are the building blocks to attract your ideal clients.

[00:58] Introduction to Steven Oliver
[01:18] Steven's background and trajectory to the financial advisor industry
[04:11] Steven's relationship with Dan Kennedy and his influence
[05:42] The concept of authority marketing
[06:03] The importance of authority marketing and its impact
[07:01] The playbook to go from A to B in authority marketing
[09:23] Creating distinctiveness and being memorable in the financial advisor industry
[10:41] The power of inaccessibility and being in high demand
[12:11] The importance of valuing your time and not giving in to scarcity mindset
[13:30] Strategies for generating demand and qualified leads for financial advisors
[16:44] Setting expectations and managing client behavior through authority marketing
[18:38] The impact of a long-term marketing approach and building trust over time
[19:23] The power of positioning and the influence of social proof
[21:49] The benefits of having a qualification process in sales to identify good fit clients
[23:40] The importance of patience and adopting a long-term mindset in marketing
[24:55] The significance of drip marketing and nurturing leads over time
[26:25] Overcoming the scarcity mindset and focusing on attracting the right clients
[29:45] Building multiple marketing pillars for a diverse range of lead generation
[32:17] The strength of physical deliverables and the impact of books in marketing
[34:10] The importance of multiple touchpoints and consistent follow-up
[37:39] The impact of building familiarity and trust over time with marketing strategies
[39:19] The significance of timing and the trust barrier in the buyer's journey
[42:20] The importance of nurturing warm leads and not writing them off too soon
[42:47] How to reach out to Steven Oliver and learn more about his services

To learn more about our guest Stephen Oliver and his services, you can visit his website at advisorwealthmastery.com.

About Your Host:  Paul G. McManus is an accomplished author and expert in helping financial professionals grow their businesses. With over eight years of experience working exclusively with financial professionals, Paul has helped his clients generate tens of millions of dollars in fees and commissions.

As the author of three books, including The Short Book Formula: A Financial Professional's Guide To Writing A Book In Six Weeks To Attract Ideal Clients, and Million Dollar Producer: The Secret Playbook For Financial Professional's To Land High-Value Clients Using LinkedIn, Paul has become a leading authority for financial professionals on using writing and LinkedIn to attract high-value clients

You can get a complimentary copy of Paul's book at: www.theshortbookformula.com

Claim your free audiobook copy at: www.theshortbookformula.com

Claim your free audiobook copy at: www.theshortbookformula.com

Support the show

...more
View all episodesView all episodes
Download on the App Store

The Influential AdvisorBy Paul G. McManus

  • 5
  • 5
  • 5
  • 5
  • 5

5

3 ratings


More shows like The Influential Advisor

View all
Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

189 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

733 Listeners

The Cardone Zone by Grant Cardone

The Cardone Zone

3,913 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

504 Listeners

Tax Smart Real Estate Investors Podcast by Hall CPA

Tax Smart Real Estate Investors Podcast

417 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

937 Listeners

Inside Strategic Coach: Connecting Entrepreneurs With What Really Matters by Dan Sullivan and Shannon Waller

Inside Strategic Coach: Connecting Entrepreneurs With What Really Matters

127 Listeners

White Coat Investor Podcast by Dr. Jim Dahle of the White Coat Investor

White Coat Investor Podcast

2,429 Listeners

Capital Ideas Podcast by Capital Group

Capital Ideas Podcast

279 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

562 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

1,992 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

454 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,045 Listeners

The Long View by Morningstar

The Long View

880 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

118 Listeners