Get Advisor Fit

In this episode of Get AdvisorFIT, Olivia has a great conversation with “The Tattoo Artist Advisor'', Colton Etherton. Colton is a financial advisor who specializes in working with tattoo artists - talk about niching down!

After growing tired of traditional firms where he seemed to only be helping people who were already wealthy, Colton decided to launch his own firm to be able work with the types of people he wanted to work with - tattoo artists.

The fact that he was not able to (literally) roll up his sleeve at work, even when clients weren't in the office, because it would expose his tattoo, was more motivation for Colton to open his own firm.

In this episode, Olivia and Colton cover:

-Common FA marketing challenges

-How often advisors should be posting on social media

-How to repurpose content to work less and smile more!

Plus, you’ll learn about Colton’s brilliant idea on how he gets a shoe in with some new leads!! I’m telling you, it’s brilliant.

Connect with Colton:

https://www.ootoplanning.com/

https://www.instagram.com/thetattooartistadvisor/

https://podcasts.apple.com/us/podcast/tattoo-wealth/id1598130771

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

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

Olivia has an insightful conversation with the person who helps make this show possible, Dan Marino from Orange Line Media Group. Dan, along with his wife Tiffany, offer a personalized, boutique experience to growing your business and reaching your business goals through internet presence.

Not only does Dan offer great advice for financial advisors (or anyone trying to expand their online

presence), but also explains why it’s so important to know your audience

when designing and creating content.

Plus, you'll learn 5 adjustments you can make to your ADVISOR WEBSITE TODAY that will improve your SEO and conversion rates immediately!!!!

If you have a budget set aside and think you’re ready to market your business online, listen to this show before you do!

Learn more about Dan at: https://orangelinemg.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/

In this episode, Olivia has a great conversation with Corey Keating, a financial services marketer based out of Philadelphia. Corey shares his insight on marketing from both sides. He works with boutique fund managers to build marketing programs on the firm level, and he also works one-on-one with financial advisors to help them stand out from the crowd.

Listen to find out:

- The #1 thing Corey does with new clients

- How he helps advisors who are struggling with their messaging

- The biggest objections financial advisors have to digital marketing

- Where he sees advisors having the most marketing success today!

Learn more about Corey at: https://www.linkedin.com/in/coreykeating/

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

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

Jeremy Keil and his team at Keil Financial Partners are retirement focused financial planners who manage over $100 million in assets for their 200 clients-- and are absolute rockstars at generating their own business through referral and digital marketing!

When it comes to advisor marketing, Jeremy just gets it!

In this episode Olivia goes on a deep dive to find exactly what Jeremy did to triple his referral rates after “making some pivotal marketing changes, " but they also explore:

-Why Jeremy suggests you BE YOURSELF and connect your professional image with what is unique about you

-How your lead magnets and emails HELP you land referrals (they are not mutually exclusive)

-3 CHEAP and EASY things you can do TODAY to boost your SEO, find your target audience, and bring in more leads

Olivia and Jeremy also break down brand, messaging, marketing, how to find your niche, how to boost your domain authority, and why local SEO is so important. Listen for a discussion on website keywords, title tags, meta description, lead capture marketing strategies, and more.

For templates, freebies, and pure gold content, connect with Olivia on LinkedIn: https://www.linkedin.com/in/olivialuperlexicon/

Learn more about Jeremy on his website: https://keilfp.com/

Listen to Jeremy’s podcast: https://keilfp.com/blogpodcast/

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

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

Gain valuable insight into running a successful financial advisory practice as Olivia and Libby discuss how Libby was able to triple her hourly revenue, triple her referral rate, and cut her hours back to 24 hours per week with three simple changes.

Libby walks us through her journey from being a financial advisor practice owner to a financial advisor coach by offering a consistent client experience backed by systems and processes. She also breaks down why it’s so important to create a standard service offering and a consistent process for delivering your products....AND how it all ties into marketing.

Get your free “How-Story Script” from Libby - a brief description of how to create processes and systems to back up the “how process”.

https://www.theefficientadvisor.com/howstoryscript

Learn more about Libby at on his website: https://www.theefficientadvisor.com/

Learn more about Libby at on Linkedin: https://www.linkedin.com/in/libby-greiwe/

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

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

This is one of Olivia’s most insightful podcasts yet!

In part two of Olivia’s conversation with Derek Pollard, Olivia explains how inbound marketing is taking over (versus outbound marketing), and how this connection is not just in the financial advisor space, it’s literally everywhere! Throw a dead cat in any direction and you'll run into an inbound marketing funnel.

As Derek put it - “The obvious is always a great place to spend a little time. Writing is difficult and not everyone can become an expert at it.”

This episode is packed with great information like:

-How to get out of your own way

-Content multiplication = closest thing you'll get to a silver bullet

-The irony of “final” drafts

-Creating a digital media library of assets

-How to get your money’s worth from content

-The power of intellectual property

...and so much more they had to record a second show!

Learn more about Derek at on his website: https://constellarcreative.com/

Learn more about Derek at on Linkedin: https://www.linkedin.com/in/derekpollard-phd/

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 an amazing conversation with Derek Pollard of Constellar Creative.

As two academics both coming from the field of English Literature and Creative Writing, they discuss the art of copy and content writing and how the end goal should always be to connect with people.

Not everyone can write, Derek explains, but if you do it often enough you can teach yourself to write effectively.

In this episode, you'll also learn:

Why Derek suggests you always "start with the obvious" and go from there.

How Derek's workflow allows him to create messaging that really resonates.

Why creating connections between people and ideas is so important.

You'll see that empowering advisors is really at the heart of what both Olivia and Derek do as content writers for financial advisors.

To close, Olivia & Derek also dive into the need for connections and deconstruct a poem by Danusha Laméris titled “Small Kindnesses."

Small Kindness by Danusha Laméris:

https://womensvoicesforchange.org/small-kindnesses-by-danusha-lameris.htm

Learn more about Derek at: https://constellarcreative.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/

What's better than having one content marketer on the Get AdvisorFIT podcast? Having two, of course!

In this episode, Olivia invites a true collaborator and industry colleague she's always looked up to, Zoë Meggert, to come talk shop. Zoë is the founder and CEO of Perfectly Planned Content, an agency offering content marketing and coaching for financial advisors. Because producing a high volume of content is necessary in the current marketplace, Zoë steps through a few non-negotiables that you can apply to your workflow to help get more traction online.

This powerhouse duo also does a deep dive on financial advisor bio best practices, answering questions like: Does your bio accurately represent what you do today, who you are, and who you want to work with? Should you be writing your bio differently for different spaces, and are you communicating in a relatable way? What other information should you include in your bios that are featured on third party sites such as NAPFA, XY Planning, or Wealthramp?

Learn all this and more in this jam-packed episode of Get AdvisorFIT.

Learn more about Zoë at: https://perfectlyplannedcontent.com/

Connect with Zoë on Linkedin: https://www.linkedin.com/in/zoe-meggert-a22a486a/

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, Matt Halloran, co-founder of ProudMouth, explains how professionals need to behave in everything they do surrounding their expertise. “In the world we live in today, If you're not doing it someone else is, and your clients are paying attention”.

Olivia and Matt discuss why creating organic content is a non-negotiable, and how Matt and his partner Kirk came up with PodRocket, courses and office hours led by professional podcast producers & digital marketers that help you scale your credibility and accelerate your influence.

There are some amazing takeaways in this episode for any solo professional wanting to grow their social media presence and market to their ideal client.

Learn more about Matt at: https://proudmouth.com/

Learn more about PodRocket Academy at : https://proudmouth.com/academy/

Check out Matt’s Podcast “Top Advisor Marketing” at: https://proudmouth.com/get-started/top-advisor-marketing-podcast/

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

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

Rob Isbitts is an investment strategist, former advisor, researcher, thought-leader and journalist - as he likes to call himself, an “Investment Lifer.” Rob started his career working for the Japanese Bank on Wall Street in 1986. He experienced 5 bull markets, while he grew his own practice to $80 mIllion dollars, and ultimately sold it. During that time Rob published 2 books. He has also written for Market Watch, Forbes, The Street, US News, World Report, and SungardenInvestment.com, among others.

Listen in on this episode to hear Olivia and Rob discuss “Big Time Wall Street'', the reason why advisors need to be able to educate retail investors, what they think are the industry's biggest problems, and more.

Learn more about Robert at: https://www.sungardeninvestment.com/

Connect with Rob on Linkedin: https://www.linkedin.com/in/rob-isbitts-73b0751/

Connect with Rob by email: [email protected]

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

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