Get Advisor Fit

In this episode of Get AdvisorFIT, Olivia Luper interviews Jeremy Blubaugh, a retired sales rep, author, and founder of Coinflip Marketing.

Together they discuss the power of personalized gift-giving strategies and how it can make a significant impact on client retention and referrals.

Jeremy shares the framework of his USP gift-giving approach (Unique, Surprise, Personalized) and explains how to use this strategy to enhance your client relationships.

Curious about the art of personalization in financial advisor marketing?

Tune in to this episode to learn more about creating a deeper connection with your clients, navigating changes within your own business, and practical tips for marketing 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 Coinflip Marketing: https://www.coinflipmarketing.com/

Connect with Jeremy on LinkedIn: https://www.linkedin.com/in/coinflipmarketing/

Thanks for stopping by! And don't forget:

Lift Heavy

Invest Often

Market Your A$$ Off

Join us on a recent episode of Get AdvisorFIT, where Peta O'Brien-Day, founder of Words by Peta and a values-based messaging strategist, shares her experience and insights on creating value-driven content that resonates with the audience.

In this episode, learn about the importance of values-based marketing, how to integrate it into your business, and the power in being authentic and empathetic in your online presence.

Can sharing real-life struggles and situations help establish a connection with clients and attract ideal clients? Peta says, "When I help my clients to put more of themselves and more of their values in their content, they see the same things. Their visibility increases, their reach increases, and the people that want to connect with them are more their ideal client."

Tune in to explore how to incorporate your personal values and principles effectively into your messaging and brand strategy and navigate the potential consequences of discussing certain topics.

Here are some key takeaways from the conversation:

- Incorporating personal values into your messaging can help you connect with your audience and build trust.

- Being authentic and transparent is crucial for effective marketing and creating meaningful connections with your clients.

- Defining personal boundaries when sharing values on social media is important, especially for those in sensitive fields like finance and wellness.

- Sharing real-life experiences and struggles can help clients identify with you and your business, leading to increased visibility and reach.

- Connection, not conformity, is the key to success. Engage your audience by creating a dialogue about your values and being open to other perspectives.

Words By Peta: https://wordsbypeta.com/

Connect with Peta on Instagram at https://www.instagram.com/allwordsbypeta/ or on LinkedIn at https://www.linkedin.com/in/peta-o-brien-day-7088461b6/

And she's launched a membership, The Soap Box - a supportive community for business owners with a social conscience, designed to help you share your political and social values in your business messaging. Without pissing off all your potential clients! Check it out here: https://wordsbypeta.com/elementor-4539/

Learn more about Olivia and her firm Lexicon Advisor Marketing: https://lexiconadvisormarketing.com/

In this episode, Olivia Luper is joined by Niki Clark to discuss the importance of Google My Business profiles for financial advisors in 2023.

Together they highlight:

• Benefits of having a Google Business profile

• Key features of the platform

• How to set yours up

• How to optimize visibility and credibility

Additionally, they delve into the topic of *advisor reviews* and provide guidelines for soliciting and utilizing client feedback.

Connect with Niki on LinkedIn at https://www.linkedin.com/in/nikiclark/ or on Twitter at https://twitter.com/nikicl

In this podcast episode, Olivia interviews Nora DiNuzzo of Pitcher to explore *Naming, Branding, Marketing Consistency, and Keeping the Human Element in Your Marketing*.

In this episode, you'll learn:

-Why a strong brand identity is critical for financial advisors

-What branding goals you should shoot for

-Common branding mistakes and how to avoid them

-Why the human element should be front and center in your marketing

Their conversation also included the frequency of adjusting branding strategies for continuous improvement and future trends in business marketing to help business owners stay ahead of the curve.

Contact Nora at https://www.pitchergrowth.com/

Connect with Nora on Instagram at https://www.instagram.com/pitchergrowth/ or on LinkedIn at https://www.linkedin.com/company/pitchergrowth/

Financial advisors: Are you tired of spinning your wheels and missing your revenue goals?

Frustrated that you’re not attracting the most profitable clients you want to work with?

You may be starting to realize that the old ways of building your business aren’t working anymore—like rehearsed referral scripts and cheesy company branded T-shirts that leave you feeling empty.

Derrick Kinney and I understand this more than anyone, which is why I jumped at the opportunity to have him on the Get AdvisorFIT podcast.

Meet Derrick Kinney, author of the Wall Street Journal’s and USA TODAY’s national bestselling book, Good Money Revolution.

Two years ago, Derrick sold his multimillion-dollar financial planning business to teach more people how to make more good money (he was named a 2020 Forbes Best-In-State Wealth Advisor).

But why? Derrick's HOT take: The world needs you to make a LOT more money. Money is GOOD (not bad!) and it's the greatest lever for change in the world. And he’s teaching financial advisors how to build their businesses so they enjoy more meaning and freedom in their lives.

Mel Robbins, Donald Miller, Jon Gordon, John Lee Dumas, and Sharon McMahon + CNBC, FOX, CNN, and the Wall Street Journal love Derrick’s message. And now countless financial advisors are using Derrick’s Good Money principles to make more money — and do incredible things with it.

In this exclusive Lexicon Advisor Marketing interview, Derrick shares with us:

• The “Aha” moment Derrick had as a financial advisor that had such a huge impact on his business

• One of the biggest challenges financial advisors face today is standing out in their local areas. Derrick discovered a solution to that problem and tells us all about it.

• What advisors “who feel stuck” can do to transform their business and create a raving fan base (with a generosity purpose).

• An exercise to help advisors be more memorable in social settings (HINT: It has to do with your messaging!)

• 7-Step Framework Every Financial Advisor Needs to Increase their Revenue NOW!

• Bonus: Why Derrick loves Jeep Rides and Elvis!

Connect with Derrick on Instagram at https://www.instagram.com/derricktkinney/ or on LinkedIn at https://www.linkedin.com/in/derrickkinney/

Check out Derrick's book, Good Money Revolution, and also listen to his Good Money Podcast here: https://goodmoneychapters.com/

Learn more about Olivia and her firm Lexicon Advisor Marketing: lexiconadvisormarketing.com/

In this episode, my guest is Dave Poulos, Global Marketing Executive for over 40 years, marketing thought leader, speaker, and author.

This episode started out as a conversation on how to market your firm pre-transition to improve your valuation, but quickly turned to so much more.

Not only do we cover this info for the transitioning advisor, but we also go over:

• Why advisors have a hard time with marketing (and why this means they need outside help)

• How to use client events and email to get the perfect referrals

• What marketing IS and IS NOT

• How to perform market research

• Developing a message that supports client acquisition

…and so much more!

Find Dave on LinkedIn at https://www.linkedin.com/in/dgpoulos/

Learn more about Olivia and her firm Lexicon Advisor Marketing: https://lexiconadvisormarketing.com/

In this episode, Olivia and Anthony share valuable insight in the advisory space while discussing the process of onboarding new clients in-person and online, and how nerve-racking it can be for a new client to come onboard.

Their discussion includes:

- How Anthony built his brand and why he identified himself as an individual

- Deciding on his targeted audience

- Why business and personal finances shouldn’t commingle and how to find access

- Marketing to business owners

- Mental health and how it ties in

- The stigma that comes along with being a financial advisor

- How to lead by example

- The benefits of putting out literature as a financial advisor

Connect with Anthony:

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

Vivid Advisory: https://www.northwesternmutual.com/financial/advisor/anthony-williams/

Learn more about Olivia and her firm Lexicon Content Marketing: https://lexiconcontentdevelopment.com/

Follow Lexicon Content Marketing on Instagram: https://www.instagram.com/lexiconcontentdevelopment/

You might not find another guy more immersed in the financial services industry than Matt Reiner. Not only is he an advisor, but he advises other advisors, and recently started a fintech company, Benjamin (amongst other things which you can find in his LinkedIn profile).

On the episode, Matt and Olivia discuss:

-What is means to have a personal brand

-The benefits of putting out literature as a financial advisor

-The stigma that comes along with being a financial advisor

-Why he believes every person in America should have a financial advisor

-Why you should always be yourself and exercise vulnerability in your business relationships

Connect with Matt Reiner:

www.mattreiner.com

https://twitter.com/mattreiner

https://www.linkedin.com/in/matt-reiner-cfa-cfp%C2%AE-35159216/

Learn more about Olivia and her firm Lexicon Content Development: https://lexiconcontentdevelopment.com/

Follow Lexicon Content Development on Instagram: https://www.instagram.com/lexiconcontentdevelopment/

If you’re Interested in starting a podcast, this is a great resource for you!

In this episode, Olivia talks with Justin Peters, a professional in the podcast space who helps brands launch high-quality podcasts. Justin is the Co-Founder of SimplePod Studios and the host of The Struggle is Real podcast.

Olivia and Justin break down the podcast process from A to Z, covering everything from:

-Start-up microphone recommendations

-Sound quality and environment

-Podcast host and players

-Where and how to find guest speakers

-Defining the goal of your podcast

-Building credibility and trust

-Creating a process for you and your guests

-Justin’s three general categories of creation, distribution, and promotion

If you’ve been thinking about starting your own podcast, or would like some tips for your existing podcast, this is the episode for you.

Connect with Justin Peters

linkedin.com/in/justinleepeters

https://www.tsirpodcast.com/

https://twitter.com/JustinLeePeters

Justin's Podcast Spreadsheet: https://linktr.ee/simplepod

Learn more about Olivia and her firm Lexicon Content Marketing: https://lexiconcontentdevelopment.com/

Follow Lexicon Content Marketing on Instagram: https://www.instagram.com/lexiconcontentdevelopment/

In this episode, Olivia has a great conversation with Daniel Keever - President and Founder of Evergreen Financial Marketing based out of Wilmington, DE. As a specialized financial advisor marketer, Daniel explains how he quickly realized that he’s less like a marketing vendor and more like a fitness coach.

Daniel walks Olivia through his approach on how he creates a process with his advisors to create content specifically for them, and why he changed what he used to call “Marketing Strategy” to “Client Relationship Strategy”.

There are many great takeaways from this episode, like when Daniel shares what he would tell an advisor who wants to start marketing but not sure where to turn. You’ll want to listen for the details on his 4-stage plan.

Download Guide mentioned in the show:

https://www.evergreenfm.com/content-engine

Connect with Daniel Keever

https://www.evergreenfm.com/

Learn more about Olivia and her firm Lexicon Content Marketing: https://lexiconcontentdevelopment.com/

Follow Lexicon Content Marketing on Instagram: https://www.instagram.com/lexiconcontentdevelopment/