GET ADVISORFIT PODCAST

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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 it 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:

mattreiner.com 

https://twitter.com/mattreiner 

https://www.linkedin.com/in/matt-rein... 

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 

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 to 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 sleeves 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/ 

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/ 

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.   

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

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

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/h... 

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

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

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 Kindnesses by Danusha Laméris: https://womensvoicesforchange.org/sma... 

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

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/ 

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/

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... 

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/ 

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... 

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.  

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. 

Nurturing Leads Beyond Social Media

Advisor Marketing Hypertrophy: How to Grow Your Advisory Business Using the Principles of Bodybuilding  

Increase engagement with your target audience by isolating that "muscle group" in your content. Narrow your focus and create content based on that niche. Be mindful in your messaging to reinforce the prospect connection.