Get Advisor Fit

Episode 38 - Farewell by Olivia Luper

Episode 37 - Libby Griewe | by Olivia Luper

🔹Attention Financial Advisors!🔹 Ever thought about leveraging your CRM system to its full potential? Here's how you can step up your game: 👉

We had the pleasure of hosting Stephanie Dannebaum on our podcast "Get AdvisorFIT," where she shared valuable insights on how technology can enhance the client service experience in financial services.

📌 Key takeaways from our discussion:

1️⃣ A well-utilized CRM system can lead to proactive marketing and client service success.

2️⃣ Stephanie emphasizes on the importance of maximizing CRM software to streamline client data, optimize workflow, and enhance customer service.

3️⃣ Redtail Technology and Wealthbox CRM are some of the key tools she recommends for advisors looking to revolutionize their practice.

4️⃣ A shift from traditional roles to a tech-consultant role can be highly beneficial. Stephanie transitioned from roles in investment management and financial planning to leverage her passion for fintech.

Not just for Millennials, embracing fintech can lead to improved performance and a renewed passion for your role as an advisor!

Stay ahead of the curve by integrating technology into your practice. Your client base and your wellbeing will thank you!

Connect with Stephanie here:

Website: https://stephaniedannebaum.com/

LinkedIn: https://www.linkedin.com/in/stephaniedannebaum/

Youtube: https://www.youtube.com/channel/UC8n09JZjb7Wtp4-0XaQyEtQ

If you'd like to learn more about Lexicon's FinGrowth marketing plans, hop on our newsletter list: https://lexicon-advisor-marketing.ck.page/3b08474277

In this episode of Get AdvisorFIT, host and expert finance marketer, Olivia Luper, sits down with Eric Stein, a powerhouse in the investment industry and partner at East Bay Investment Solutions.

In this conversation, Eric and Olivia discuss:

• How outsourcing investment strategies can free up advisor capacity and help financial advisory firms achieve their growth goals.

• The challenges advisors face, the benefits of finding the right investment fit, and how strategic partnerships can ease the load.

• Unique insight into succession planning, vetting prospects, and the services provided by East Bay Investment Solutions.

Connect with Eric here:

Website: https://eastbayis.com/

LinkedIn: https://www.linkedin.com/in/ericsteincfa/

If you'd like to learn more about Lexicon's FinGrowth marketing plans, hop on our newsletter list: https://lexicon-advisor-marketing.ck.page/3b08474277

Join expert finance marketer Olivia Luper in an engaging conversation with Steven Jarvis, CEO of Retirement Tax Services, as they dive into the world of tax planning.

Discover how financial advisors can legally minimize tax liabilities for their clients, and learn valuable tips to incorporate tax strategies into your own marketing plans.

Olivia and Steven also share insights, experiences, and best practices to help you effectively communicate tax savings to your clients. Don't miss out on this must-watch discussion on optimizing tax efficiency in retirement!

#taxplanning #financialadvisormarketing

Connect with Steven here:

Website: https://retirementtaxservices.com/

LinkedIn: https://www.linkedin.com/in/stevenajarvis/

If you'd like to learn more about Lexicon's FinGrowth marketing plans, hop on our newsletter list: https://lexicon-advisor-marketing.ck.page/3b08474277

In this episode, Olivia Luper interviews Andrew McIntosh, creator of the 1st Gen Entrepreneurs community. They explore the experience of entrepreneurship, particularly for those who are the first in their families to own businesses.

Andrew shares the trials and tribulations he faced, as well as the marketing strategies and digital tactics he deployed to promote his community.

They also go over:

-The importance of good form in both marketing and bodybuilding

-The need to combine information with intuition to make meaningful business decisions

-The value of peer networking and advice in biz dev

-The influence of association and mentality on success

So, what are you waiting for? Let’s talk shop.

Learn more about 1st Gen Entrepreneurs and connect with Andrew.

Website: https://1stgen.biz/

LinkedIn: https://www.linkedin.com/in/andrew-drives/

If you'd like to learn more about Lexicon's FinGrowth marketing plans, hop on our newsletter list: https://lexicon-advisor-marketing.ck.page/3b08474277

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✅Website:

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https://www.linkedin.com/in/olivialuperlexicon

✅Twitter: https://www.twitter.com/olivialuper

▬ Contact Us ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬

30-Minute Zoom Call:

https://calendly.com/lexiconadvisormarketing/referraldiscovery?back=1&month=2023-08

✅Email:

[email protected]

#EntrepreneurshipJourney #BusinessGrowth #financialadvisormarketing

Calling all entrepreneurs, startup founders, and small business owners in FINANCE!!!!

💡Have you ever considered that your sales process could well be the cornerstone to your business success, not the aftermath?

✅ In Ep. 31 of my Get AdvisorFIT marketing podcast, top-notch business coach, Brittany Young, helps us explore the concept of treating the sales process as the foundation of entrepreneurship, rather than an end goal.

📍Here are some key takeaways from our talk:

- Rather than viewing the sales process as the final step after all the groundwork of projects and networking is completed, consider it as the basis of your business activities. Why? Because it's this process that drives your revenue generation.

- Spending time, effort, and money on various aspects of your business and then not focusing adequately on the sales process can be counterproductive.

- An ironclad sales process not only gives you confidence but also ensures you are leveraging the prospects you have worked so hard to acquire.

- Every entrepreneur evolves along their journey, and this may alter your original, effortless sales approach. This indicates the need for a structured, strategic sales process.

💼 In the finance sphere, the perennial quest for growth persists. Fostering a robust sales process from the get-go could make all the difference.

Are you tired of bland and repetitive content marketing?

Do you want to create authentic and engaging content that resonates with your audience?

Look no further! We have just the solution for you.

In the latest episode of Get AdvisorFIT, marketing expert Olivia Luper sits down with Jeremy Shere to discuss the secrets of creating original and impactful content.

They dive deep into the challenges faced by B2B marketers and share invaluable insights and strategies to overcome them.

Here are the key takeaways from their conversation:

- The importance of authenticity: Discover how to create content that genuinely connects with your target audience and builds trust in your brand.

- Different types of content for different stages: Learn how to tailor your content to the different stages of the buyer's journey, ensuring maximum impact and relevance.

- Feedback is key: Gain valuable insights from your audience by actively seeking feedback and conducting customer surveys. Understand what resonates and refine your content accordingly.

- Leveraging conversation-based marketing: Explore the power of conversational content creation, which brings a genuine and dynamic touch to your messaging.

- The business owner as a star: Find out how Jeremy can position yourself as the star of your content, as an expert interviewer there to unlock your expertise and create a range of valuable content assets for you.

Listen to the full podcast episode now to gain valuable insights and unlock the potential of authentic content creation.

Scaling your Financial Advisory Firm?

Have You Hit a Wall?

In the journey of wealth management, scaling your firm can bring on a wave of challenges.

In this episode of Get AdvisorFIT, Olivia Luper interviews Charesse Spiller, the brain behind Level Best, and the creator of the FinOps Co-Op. They discuss the challenges financial advisors face regarding marketing and operations. Charesse provides insight into the top operational problems financial advisors deal with and proposes solutions for them.

These challenges include:

⭐ Capacity Constraints: - Whether you're a solopreneur or a multi-advisor firm, capacity can represent a make-or-break constraint. - The key? Efficient utilization of servicing teams & smart solutions to handle staffing fluctuations.

⭐ Innovation vs. Legacy: - As your firm grows, the innovation bug bites - new processes, better ways of dealing with clients crop up. - But what about your long-standing clients? The conundrum every firm faces - do you remodel old relationships or do you bring in new talent to accommodate?

⭐ Delegation Dilemma: - You were an incredible advisor. But now, you also need to lead a team. Delegating in such a setting can be a daunting task. Few have mastered it, many are learning. But the key to scaling lies in effective delegation.

No journey is without its bumps. But being aware of the potential obstacles on your path to scaling can help you dodge them when they appear or even better - preempt them. So, what's your secret sauce to scaling? Share below 👇

If you'd like to learn more about Lexicon's FinGrowth marketing plans, hop on our newsletter list: https://lexicon-advisor-marketing.ck.page/3b08474277

Learn more about Level Best: https://www.getlevelbest.com/

Connect with Level Best on social media:

LinkedIn: https://www.linkedin.com/company/getlevelbest/

Facebook: https://www.facebook.com/getlevelbest

Twitter: https://twitter.com/getlevelbest

Thanks for stopping by! And don't forget:

Lift Heavy

Invest Often

Market Your A$$ Off

In this episode of the Get AdvisorFIT Financial Advisor Marketing podcast, host Olivia Luper interviews Stevyn Guinnip, Founder and CEO of Grow Wellthy.

Together they explore the importance of financial advisors' physical health and how incorporating wellness webinars and resources into their marketing strategies can add value for their clients.

As Stevyn says, "Financial advisor health should be a top priority. Not just the health of their business, not just the health of their 401k, but their actual physical health."

In this episode, you'll gain valuable insights on:

- Seeing health as an asset

- The 3 dark horsemen threatening your longevity

- Key principles for maintaining physical and mental well-being

- Sharing Stevyn's wellness content with clients to create raving fans

Tune in to the Get Advisor Fit podcast for an engaging conversation that delves into the links between fitness, finance, and success!

If you'd like to learn more about Lexicon's FinGrowth marketing plans, hop on our newsletter list: https://lexicon-advisor-marketing.ck.page/3b08474277

Learn more about Grow Wellthy: https://www.growwellthy.com/

Read all about Wellth Webinars: https://www.growwellthy.com/wellthwebinars.html

Connect with Stevyn on LinkedIn: https://www.linkedin.com/in/stevyn-guinnip/

Thanks for stopping by! And don't forget:

Lift Heavy

Invest Often

Market Your A$$ Off