Get Advisor Fit

In this episode Olivia has a great conversation with Justin Green, CFP®, MSPFP and founder of AssistFP . Justin’s mission with AssistFP is to help online fitness coaches and fitness entrepreneurs navigate the financial challenges associated with being a business owner.

Growing up in a small New York town and being the first in his family to go to college, Justin learned the financial industry on his own and found his niche through fitness.

Justin and Olivia discuss the commonalities between financial planners and fitness coaches, how to market yourself on instagram and other social media outlets, finding your audience, outsourcing time consuming tasks and many more takeaways that can help you and your business succeed.

Learn more about Justin at: https://assistfp.com

Listen to Justin’s Podcast - Dollars and Dumbbells:

https://podcasts.apple.com/us/podcast/dollars-dumbbells/id1589797297

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 chats with James Pollard, the host of Financial Advisor Marketing Podcast and the founder of The Advisor Coach LLC, a company that helps financial advisors grow their businesses and get more clients.

James is an expert in his field for a reason. In this show he breaks down the dos and don’ts of marketing - like, why you should set up an autoresponder sequence. He also goes over writing for short attention spans, and how to get more engagement from your blog, Facebook ads, holiday cards and more.

James and Olivia also dive into the reason most top executives and CEOs outsource their tasks - this is so important -find out why in this episode!

Learn more about James at: https://www.theadvisorcoach.com/

Listen to his podcast “Financial Advisor Marketing Podcast” at: https://podcasts.apple.com/us/podcast/financial-advisor-marketing-podcast/id1448057390

Follow James on Linkedin at: https://www.linkedin.com/in/theadvisorcoach/

Handwrytten website: https://www.handwrytten.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/

Prior to the COVID-19 pandemic, Kurt’s main way of establishing himself in the local community was by participating in a lot of in-person networking events, but that came to an end for everyone in the beginning of 2019.

In this episode Olivia and Kurt discuss the best path for someone who is considering a career as an independent RIA. Is the independent model for you?

Kurt explains how the financial planning industry generally is not very good at training, his criteria for his ideal clients, how to be consistent in your messaging, how to work with your compliance office, and his philosophy “You’re either all in or you’re all out”.

Learn more about Kurt at: https://apollonwealthmanagement.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/

Find your middle ground - that’s what Olivia and Jen come full circle on in this episode.

Olivia wants to know the number one struggle advisors are facing right now while Jen connects the dots with why we struggle to attract and retain great staff. Is it culture, is it your website, is it your messaging, is it your aura, marketing or lack of - Jen says the problem was there well before COVID and explains exactly what we’re not doing.

Olivia and Jen also discuss if you should include a salary range for the position you're offering, as well as if you should be marketing to the individuals you would like to attract to work for your business.

Listen to episodes for some amazing takeaways that can help your business grow.

Learn more about Jennifer at: https://www.jennifergoldmanconsulting.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 chats with Jason Berube, founder of Cornerstone Wealth Consulting Services, LLC based out of Beverly, MA.

Coming from a family of construction company owners, and a mason by trade, Jason’s niche is to help construction entrepreneurs permanently pay less taxes and build more wealth for generational growth.

Content development can be extremely difficult and putting yourself out there isn’t easy, Jason explains, but if you don’t put yourself out there, you won’t get noticed. Jason reveals how staying consistent and having intent helps him generate business.

Expectations of how much content you put out has changed over the years, but from Olivia’s experience the more you show up the more calls that get booked through the website. Olivia says make the time, even if it is while you're doing your business!

Learn more about Brian at: https://cornerstonewealthllc.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 discusses the current hiring conditions in today’s market and the symptoms of the industry that pull employees away from advisory firms with Brian Luper, Esq/Partner of The Strategic Implementer - strategic planning and hiring assistance for financial advisors.

Brian explains how to expand your hiring pool exponentially and how he has seen some firms successfully go from 150 candidates to 750 candidates. What candidates are looking for sometimes isn’t all about the money, especially gen x, millennials, and gen z. Not offering permanent positions can be a deal breaker for most.

He also gives us a preview of his latest project “The Hiring Range” - a series of short videos offering advisors bits of information on specific parts of the hiring process.

Learn more about Brian at: https://www.thestrategicimplementer.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 interviews Founder and CEO Johnny Sandquist of Three Crowns Copyright and Marketing, a full service creative agency, primarily for Fintec and RIA firms.

Johnny shares with Olivia how he uses a similar approach as the Wu-Tang Clan: instead of cash ruling everything, it’s content that rules everything. Johnny explains how his evolution flipped from spending most of his time on strategy and little time on content to the exact opposite.

Johnny shares helpful tips like how to think of marketing as an investment, how you communicate, who you communicate with and what you communicate about.

Listen today to Olivia’s first episode and learn how to overcome the biggest challenges most financial advisors are faced with in their everyday life, and much more..

Learn more about Johnny at: https://www.threecrownsmarketing.com/

Find Johnny on Linkedin: https://www.linkedin.com/in/johnny-sandquist-marketing/

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

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