The Influential Advisor Podcast

Ever wondered how to stand out in the field of finance? Stephen Oliver, the author of Extraordinary Marketing for Financial Advisors and host of the Financial Advisor Marketing Podcast, is here to provide some answers.

Marketing yourself by building personal authority can be a game-changer for financial advisors. Stephen guides us through the concept of authority marketing and shares insights on how to distinguish yourself from the crowd. From setting expectations with clients to valuing your time, he believes these are the building blocks to attract your ideal clients.

[00:58] Introduction to Steven Oliver
[01:18] Steven's background and trajectory to the financial advisor industry
[04:11] Steven's relationship with Dan Kennedy and his influence
[05:42] The concept of authority marketing
[06:03] The importance of authority marketing and its impact
[07:01] The playbook to go from A to B in authority marketing
[09:23] Creating distinctiveness and being memorable in the financial advisor industry
[10:41] The power of inaccessibility and being in high demand
[12:11] The importance of valuing your time and not giving in to scarcity mindset
[13:30] Strategies for generating demand and qualified leads for financial advisors
[16:44] Setting expectations and managing client behavior through authority marketing
[18:38] The impact of a long-term marketing approach and building trust over time
[19:23] The power of positioning and the influence of social proof
[21:49] The benefits of having a qualification process in sales to identify good fit clients
[23:40] The importance of patience and adopting a long-term mindset in marketing
[24:55] The significance of drip marketing and nurturing leads over time
[26:25] Overcoming the scarcity mindset and focusing on attracting the right clients
[29:45] Building multiple marketing pillars for a diverse range of lead generation
[32:17] The strength of physical deliverables and the impact of books in marketing
[34:10] The importance of multiple touchpoints and consistent follow-up
[37:39] The impact of building familiarity and trust over time with marketing strategies
[39:19] The significance of timing and the trust barrier in the buyer's journey
[42:20] The importance of nurturing warm leads and not writing them off too soon
[42:47] How to reach out to Steven Oliver and learn more about his services

To learn more about our guest Stephen Oliver and his services, you can visit his website at advisorwealthmastery.com.

About Your Host:  Paul G. McManus is an accomplished author and expert in helping financial professionals grow their businesses. With over eight years of experience working exclusively with financial professionals, Paul has helped his clients generate tens of millions of dollars in fees and commissions.

As the author of three books, including The Short Book Formula: A Financial Professional's Guide To Writing A Book In Six Weeks To Attract Ideal Clients, and Million Dollar Producer: The Secret Playbook For Financial Professional's To Land High-Value Clients Using LinkedIn, Paul has become a leading authority for financial professionals on using writing and LinkedIn to attract high-value clients

You can get a complimentary copy of Paul's book at: www.theshortbookformula.com

Claim your free audiobook copy at: www.theshortbookformula.com

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Want to revolutionize your advisory business? Join us as we sit down with Anton Anderson, CEO of Elite Resource Team, who shares his unique approach to forming strategic partnerships with CPAs. Anton, a trailblazer in his field, unpacks the profound differences between advisors and CPAs, breaking down stereotypes that have long hampered successful partnerships. With Anton's insights, we delve into understanding the CPA's mindset and how advisors can communicate value and foster trust.

In our thought-provoking conversation, Anton shares how a game-changing, team-based business model can redefine the way financial services are provided to clients. Anton's business model encourages a proactive, holistic planning approach, transcending the traditional client-advisor relationship. 

We discuss Anton's concept of a "virtual family office" and its five integral areas, offering valuable advice to advisors seeking to bring value to CPAs and their very best clients.

We delve into the mechanics of maximizing CPA partnerships for advisors. By setting realistic expectations and fostering a healthy relationship, Anton believes advisors can tap into the treasure trove of opportunities. 

About our Guest: Anton Anderson is the CEO of Elite Resource Team.

You can learn more about his work at:
 https://www.elitert.com  
https://www.linkedin.com/in/antonjanderson/
https://www.antonjanderson.com/

About Your Host:  Paul G. McManus is an accomplished author and expert in helping financial professionals grow their businesses. With over eight years of experience working exclusively with financial professionals, Paul has helped his clients generate tens of millions of dollars in fees and commissions.

As the author of three books, including The Short Book Formula: A Financial Professional's Guide To Writing A Book In Six Weeks To Attract Ideal Clients, and Million Dollar Producer: The Secret Playbook For Financial Professional's To Land High-Value Clients Using LinkedIn, Paul has become a leading authority for financial professionals on using writing and LinkedIn to attract high-value clients

You can get a complimentary copy of Paul's book at: www.theshortbookformula.com

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Ever wonder how you can revolutionize your business by zeroing in on a specific target market? In today's discussion, we are joined by the highly respected Bill Gates, sharing his wealth of knowledge on the concept of Radical Relevance. Bill helps us understand how to identify the right target market and navigate the challenges that come with it. He offers some practical examples from the financial services industry, busting the myth that focusing on a specific target sector means losing out on other potential opportunities.

Imagine waking up to messaging that resonates with your target market, passes the ‘morning test,' and incites action. Using insights from Bill, we explore how to tap into your market's pain points, aspirations, and goals to craft empathetic messages that resonate. We spread light on how to view the world from your target market's perspective and utilize insights interviews to comprehend them better, all contributing to a more targeted and successful messaging strategy.

Plus, we tackle common misconceptions about asking for referrals and provide robust strategies for overcoming these. If you've ever grappled with fear when asking for help, you'll find our segment on promoting introductions and referrals particularly empowering. Get ready for an episode packed full of insights, practical tools, and strategies to integrate Radical Relevance into your marketing!

About our Guest: Bill Cates is the author of multiple books including Radical Relevance: Sharpen Your Marketing Message, Cut Through The Noise, and Win More Ideal Clients and the Host of The Top Advisor Podcast.

You can learn more about Bill at: http://billcatesresources.com/

About Your Host: Paul G. McManus is the author of The Short Book Formula: A Financial Professional's Guide To Writing A Book In 6 Weeks To Attract Ideal Clients

You can get a complimentary copy of Paul's book at: www.theshortbookformula.com

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Imagine having a personal, engaging book to share with potential clients that not only represents your beliefs but also serves as a powerful marketing tool. Join me as I chat with Paul H. Cook about his journey of writing The Wealth Builder: Essential Strategies for Business Owners, Entrepreneurs, and High Achievers, an insightful financial book that does just that. We explore the challenges and excitement of creating a book that demonstrates credibility and concern, revealing the impact it can have on one's marketing strategy.

Paul opens up about the collaborative process of writing and how he adjusted terminology to ensure his voice resonates throughout the book. We discuss the effectiveness of advertising versus writing a book, highlighting the importance of offering something tangible to potential clients. Don't miss this fascinating conversation about the power of writing a financial book and the benefits it can bring to both the author and the reader.

Get A Complimentary Audiobook Version of The Short Book Formula™ by going to: www.theshortbookformula.com

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Experience the power of self-publishing with "The Short Book Formula: A Financial Professional's Guide to Writing a Book in 6 Weeks to Attract Ideal Clients,"  by Paul G McManus, now available in audiobook format, narrated by Tony Maree Torrey.

Learn more by going to: www.theshortbookformula.com

Are you an astute financial professional - a financial advisor, a tax-planning CPA, a life insurance producer, or a business advisor? If so, this audiobook is precision-tailored for you. It illuminates the path for those eager to augment their professional influence and engage their ideal clients via the respected avenue of self-published authorship.

"The Short Book Formula" demystifies the intricate world of authorship. It empowers financial professionals to craft and publish insightful books expediently, without compromising on quality. As a strategic blueprint, it guides you in creating compelling narratives that magnetize your target clients and cement your status as an unrivaled authority in your field.

Embedded in this audiobook is a straight-forward, effective methodology for communicating your expertise in language that's both accessible and engaging. By eschewing overused jargon, it helps you fashion content that captivates your audience, irrespective of their time constraints.

Yet, the unique potency of "The Short Book Formula" extends beyond its writing and publishing philosophy. It cleverly weaves your products and services into your narrative, creating a tapestry of valuable insights that leave an indelible mark on your readers. By supplying invaluable content first and then elegantly linking it to your offerings, you generate a lasting impression that intrigues your readers and encourages them to seek your professional services.

What's more, "The Short Book Formula" isn't about making a profit from book sales. Rather, it unveils a book-centric marketing paradigm to identify your ideal readers, engage them effectively, and smoothly guide them from being intrigued listeners to gratified clients.

Join the adventure of self-publishing with "The Short Book Formula," as Tony Maree Torrey's adept narration brings the words off the page, offering you an immersive and enlightening auditory experience.

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It's my pleasure to introduce you to Michael Poisson, author of the groundbreaking new book "The ESG Data Revolution: Sustainable Fuel For Tomorrow's Business." ⭐ Michael is the Managing Director of Ideal Ratings, which provides financial data and analytics based on Environment, Social, and Governance (ESG).

I had the opportunity to interview Michael about his new book and why he decided to write it. 

Q: What inspired you to write your book?

A: I wanted to create a way to stand out from the crowd when it came to promoting the services at my company. My company, while very good at what they do, did not have the name brand recognition of the other ESG Data companies. I attended your complimentary Million Dollar Producer Author training program and as a result of that I decided to invest in your services to help me write, publish, and promote my own book. 

Q: Can you tell us a little bit about your book?

A: The book is called "The ESG Data Revolution: Sustainable Fuel For Tomorrow's Business." It's about how businesses can use data to make more sustainable decisions. It includes case studies of companies that are using data in innovative ways to create opportunities to reduce environmental impact, and improve social outcomes. 

Q: What has been the biggest accomplishment or opportunity that has come as a result of writing your book?

A: Since publishing the book, it has become an Amazon best seller. It has also opened up doors for me to do more speaking both at ESG related conferences and podcasts.

Don’t miss out on your chance to become a published author! Go to www.theshortbookformula.com to learn more. 

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In this episode, I discuss my new book:

"The Short Book Formula: A Financial Professional's Guide To Writing A Book In 6 Weeks To Attract Ideal Clients" which you can get by going here.

Summary of Book:

We both know time is precious, and I surely do not want to waste your time if The Short Book Formula: A Financial Professional’s Guide to Writing a Book in 6 Weeks to Attract Ideal Clients is not for you. Therefore, let me be upfront and crystal clear on exactly who I wrote this book for.

I wrote The Short Book Formula for financial professionals - mainly financial advisors, tax-planning-focused CPAs, life insurance producers, and business advisors - who want to leverage the speed, control, and autonomy of being a self-published author. These men and women are skilled in financial planning, tax planning, exit planning, and other business advisory services. They play a crucial role in the success of business owners and high-net-worth individuals.

The Short Book Formula is for the financial professional who would like a quick and effective way to become a published author so that they can then get their book out into the world to help them attract their ideal clients.

I believe that writing and publishing a book should be a quick, efficient, and profitable process. That's why I have developed a unique approach that allows financial professionals to write and publish their books in record time, without sacrificing quality.

By following the methods in this book, you’ll discover how to make it blindingly obvious to your ideal prospects that you are the only logical choice for them, and that you have a tremendous amount of value to bring to the table.

Our approach to writing and publishing is designed to help our authors create books that are focused, concise, and easy to understand. We believe that by using simple, clear language and avoiding unnecessary jargon or complexity we can help our authors create books that are accessible and enjoyable to read, even for those with limited time.

But the real value of our approach is in the way it connects your book to your products and services. By offering helpful information first, and then carefully connecting the dots to your offerings, you can make a lasting impression on your readers and entice them to want to do business with you.

And the best part? You don't have to rely on selling books to make money. Instead, our book-centric sales and marketing approach will help you target the right readers, have them raise their hands when the time is right, and help you easily convert them into paying clients.

So, if all this sounds good to you, this book is for you.

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Liz Briggson is the Director of Education and partnerships at Encoursa. Encoursa is an industry-leading online learning platform designed for CPAs and the companies who serve them. They specialize in demand generation webinars designed to enhance your content marketing strategy and are a NASBA-approved sponsor of continuing professional education (CPE) credit for CPAs.

Episode Sponsor:

More Clients More Fun is a lead generation and content marketing agency, focused on helping financial advisors, life insurance producers, and elite CPAs land high-value clients using LinkedIn. 

What you’ll learn from this episode:

• How Liz transitioned from working in corporate finance to starting her own business
• How a financial advisor can successfully build relationships with CPAs that are based on trust
• Why creating a program that allows CPAs to earn continuing education credit is an important element to consider 
• How to monetize in a way that's natural and leads to both the short term and longer-term outcomes that you seek
• How it’s important to think more about defining a niche based on something you're passionate about instead of geography
• How Liz partnered with The Due Diligence Project to create a very successful virtual summit with a 60-70% show-up rate

Resources Discussed:

The Due Diligence Project
https://encoursa.com/present-with-us

Connect with Liz Briggson:

Website: https://encoursa.com/
LinkedIn: https://www.linkedin.com/in/lizbriggsoncpa/
Email: [email protected]

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Mike Jesowshek is the Founder of Jetro, a modern day, innovative accounting firm servicing small business owners across the country. 

Episode Sponsor:

More Clients More Fun is a lead generation and content marketing agency, focused on helping financial advisors, life insurance producers, and elite CPAs land high-value clients using LinkedIn. 

What you’ll learn from this episode:

• Mike’s experience niching down (to attorneys and fitness studios)
• His insights into using podcasting as a marketing tool
• How he has been operating a digital CPA firm for the past 7 years
• His partnership with the Virtual Family Office (VFO) Hub to provide sophisticated tax planning solutions

Resources Discussed:

Virtual Family Office (VFO) Hub

Connect with Mike Jesowshek:

Website: www.JETROtax.com
LinkedIn: https://www.linkedin.com/in/mikejesowshek/
Podcast: https://podcasts.apple.com/us/podcast/small-business-tax-savings-podcast-jetro/id1377376636

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