Stephen Oliver's Financial Advisor Marketing Podcast

Financial Advisor Marketing Podcast with hosts Stephen Oliver and Ben Glass

No BS Time Management For Entrepreneurs

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• Learn more and, receive our free practice growth package at:  https://www.AdvisorWealthMastery.com
• More marketing financial advisor podcasts can be found here: https://advisorwealthmastery.com/latestpodcasts/
• Or subscribe to our podcasts using your favorite platform: https://advisorwealthmastery.com/subscribe-to-podcasts

Meeting Purpose

Discuss Ben Glass's new book "No BS Time Management for Entrepreneurs" and share insights on effective time management and business practices for professional service providers.

Key Takeaways

• Effective time management is crucial for entrepreneurs to support their desired lifestyle and avoid stealing time from family/personal life
• Delegating tasks, setting boundaries on communication, and focusing on high-value activities are key strategies for maximizing productivity
• Regular, personalized client communication and showcasing one's unique personality/interests are important for building strong professional relationships
• Joining mastermind groups and seeking coaching can provide valuable accountability and perspective for business growth

Topics Book Overview: No BS Time Management for Entrepreneurs

• Co-authored by Ben Glass and Dan Kennedy, recently published (2-3 weeks ago)
• Fourth edition, expanding on previous versions with new insights
• Broke Amazon's inventory on launch day due to high demand
• Focuses on entrepreneur-specific time management strategies

Effective Delegation and Communication Boundaries

• Use technology (e.g. Loom) to create training materials and knowledge bases for team members
• Set clear expectations with clients about communication methods and response times
• Implement a "no unplanned inbound calls" policy, positioning it as a client benefit for focused work
• Utilize team members to handle routine client communications and process-driven tasks

Client Communication Strategies

• Maintain regular, personalized touchpoints (e.g. print newsletters, birthday cards, anniversary acknowledgments)
• Share personal interests and unique aspects of your life to build deeper connections
• Ask curious questions and listen actively to understand clients' lives and aspirations
• Use handwritten notes for a personal touch that stands out from automated communications

Time Blocking and Priority Management

• Schedule appointments with yourself for important tasks and strategic thinking
• Use time blocking to train your brain to focus and complete tasks within set timeframes
• Categorize tasks using the urgent/important matrix to prioritize effectively
• Limit to-do lists by scheduling tasks or delegating them by end of day

Mastermind Groups and Coaching

• Join or create mastermind groups for peer support and accountability
• Seek diverse perspectives from both within and outside your industry
• Consider working with a coach to help identify priorities and hold you accountable
• Use these resources to overcome "analysis paralysis" and take decisive action

Personal Branding for Professional Services

• Showcase unique interests and personality traits to stand out from competitors
• Share personal stories and experiences to make traditionally "boring" professions more relatable
• Use social media and content marketing to highlight your unique value proposition
• Don't be afraid to let your personality shine through in professional communications

Next Steps

• Purchase and read "No BS Time Management for Entrepreneurs" by Ben Glass and Dan Kennedy
• Leave an honest review on Amazon after reading the book
• Evaluate current time management and delegation practices, identifying areas for improvement
• Implement at least one new strategy from the discussion (e.g. time blocking, improved client communication)
• Consider subscribing to Ben Glass's newsletter for ongoing insights applicable to professional services

Financial Advisor Marketing Podcast with hosts Stephen Oliver and Dan Solin

Effective Selling with Dan Solin, author of ASK

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• Learn more and, receive our free practice growth package at:  https://www.AdvisorWealthMastery.com
• More marketing financial advisor podcasts can be found here: https://advisorwealthmastery.com/latestpodcasts/
• Or subscribe to our podcasts using your favorite platform: https://advisorwealthmastery.com/subscribe-to-podcasts

Meeting purpose

Impromptu discussion between Stephen Oliver and Dan Solin on financial advisor marketing, sales techniques, and SEO strategies.

Key Takeaways

• Effective sales in financial advising relies on listening, empathy, and genuine interest in clients rather than scripted pitches
• SEO is an underutilized but potentially effective marketing strategy for financial advisors, requiring patience and consistent investment
• Many financial advisors struggle with marketing due to risk aversion and lack of understanding of ROI in their own business
• Niche marketing and specialization can be highly effective for financial advisors to attract and retain clients

Topics Dan Solin's Background

• Started as a lawyer, eventually representing investors harmed by broker misconduct
• Transitioned to becoming a financial advisor to help prevent such mistakes
• Authored multiple books on investing and sales techniques
• Currently focuses on coaching advisors and providing SEO services

Effective Sales Techniques

• Emphasize listening over talking: "Be the most interested person in the room, not the most interesting"
• Avoid competitive listening; focus on understanding client needs
• Build emotional connections and rapport through genuine interest
• Adapt approach based on client preferences (e.g., engineers may prefer direct questions)
• Recognize the importance of likeability and trust in client acquisition

Marketing Strategies for Financial Advisors

• SEO identified as an effective but underutilized strategy (only 14% of advisors engage in it)
• Requires consistent investment ($2,000/month) and patience (1+ year for ROI)
• Niche marketing can be highly effective (e.g., specializing in professional athletes)
• Many advisors lack an understanding of client lifetime value and marketing ROI
• Avoid "get rich quick" schemes and lead-buying programs

Challenges in Financial Advisor Marketing

• Many advisors are risk-averse in their own business despite advising on risk
• Low marketing budgets (1-2% of revenue vs. recommended 5-7%)
• Skepticism due to past experiences with ineffective marketing schemes
• Difficulty in attracting quality prospects consistently

SEO for Financial Advisors

• Combines technical backend (backlinks, etc.) with original, keyword-optimized content
• Aims to achieve page one Google rankings for specific, targeted phrases
• Can provide a steady stream of qualified leads once established
• Requires expertise in both the financial industry and SEO techniques

Next Steps

• Explore the potential for future discussions on specific topics within financial advisor marketing
• Readers interested in Dan Solin's work can visit DanielSolin.com or email [email protected]
• Financial advisors should consider investing in long-term marketing strategies like SEO
• Advisors should focus on developing listening skills and authentic client relationships

 

 

Financial Advisor Marketing Podcast with hosts Stephen Oliver, Paul G. McManus

Stephen Oliver and Paul G. McManus talk LinkedIn, Building Authority, and Why to have your own book

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• Learn more and, receive our free practice growth package at:  https://www.AdvisorWealthMastery.com
• More marketing financial advisor podcasts can be found here: https://advisorwealthmastery.com/latestpodcasts/
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Financial Advisor Marketing Podcast with hosts Stephen Oliver, Grant Hicks

Effective Practice Management - Lessons from the Top Advisors with Grant Hicks. Practice Management Secrets from the Top Producers - What's Working RIGHT now for Advisors.

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• Learn more and, receive our free practice growth package at:  https://www.AdvisorWealthMastery.com
• More marketing financial advisor podcasts can be found here: https://advisorwealthmastery.com/latestpodcasts/
• Or subscribe to our podcasts using your favorite platform:  https://advisorwealthmastery.com/subscribe-to-podcasts/

 

 

 

Financial Advisor Marketing Podcast with hosts Stephen Oliver, Mindi Godfrey and Greg moody

Niche Marketing Done Right for Financial Advisors

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• Learn more and, receive our free practice growth package at:  https://www.AdvisorWealthMastery.com
• More marketing financial advisor podcasts can be found here: https://advisorwealthmastery.com/latestpodcasts/
• Or subscribe to our podcasts using your favorite platform:  https://advisorwealthmastery.com/subscribe-to-podcasts/

Financial Advisor Marketing Podcast with hosts Stephen Oliver and Michael McClean

Be a BadAss Millionaire with Michael McClean - Key Marketing and Positioning Lessons for Advisors

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• Learn more and, receive our free practice growth package at:  https://www.AdvisorWealthMastery.com
• More marketing financial advisor podcasts can be found here: https://advisorwealthmastery.com/latestpodcasts/
• Or subscribe to our podcasts using your favorite platform:  https://advisorwealthmastery.com/subscribe-to-podcasts/

Financial Advisor Marketing Podcast with hosts Stephen Oliver, Greg Moody and Mindi Godfrey

Be a Maverick Advisor - Carving Out a Unique Position for Yourself.

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• Learn more and, receive our free practice growth package at:  https://www.AdvisorWealthMastery.com
• More marketing financial advisor podcasts can be found here: https://advisorwealthmastery.com/latestpodcasts/
• Or subscribe to our podcasts using your favorite platform:  https://advisorwealthmastery.com/subscribe-to-podcasts/

Financial Advisor Marketing Podcast with hosts Stephen Oliver and Darcy Juarez

Magnetic Marketing Principles for Financial Advisors.

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• Learn more and, receive our free practice growth package at:  https://www.AdvisorWealthMastery.com
• More marketing financial advisor podcasts can be found here: https://advisorwealthmastery.com/latestpodcasts/
• Or subscribe to our podcasts using your favorite platform:  https://advisorwealthmastery.com/subscribe-to-podcasts/

Financial Advisor Marketing Podcast with hosts Stephen Oliver and Angela York

Targeting Your Ideal Prospects for Financial Advisors.

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• Learn more and, receive our free practice growth package at:  https://www.AdvisorWealthMastery.com
• More marketing financial advisor podcasts can be found here: https://advisorwealthmastery.com/latestpodcasts/
• Or subscribe to our podcasts using your favorite platform:  https://advisorwealthmastery.com/subscribe-to-podcasts/

Financial Advisor Marketing Podcast with hosts Stephen Oliver and Elyse Stoner

Effective Events for Financial Advisors.

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• Learn more and, receive our free practice growth package at:  https://www.AdvisorWealthMastery.com
• More marketing financial advisor podcasts can be found here: https://advisorwealthmastery.com/latestpodcasts/
• Or subscribe to our podcasts using your favorite platform:  https://advisorwealthmastery.com/subscribe-to-podcasts/