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digital MARKETING FOR FINANCIAL ADVISORS done right
GET ADVISORFIT PODCAST
Episode 35 - Stephanie Dannenbaum | Using Your CRM for Proactive Marketing and Client Service Success
🔹Attention Financial Advisors!🔹 Ever thought about leveraging your CRM system to its full potential? Here's how you can step up your game: 👉
We had the pleasure of hosting Stephanie Dannebaum on our podcast Get AdvisorFIT, where she shared valuable insights on how technology can enhance the client service experience in financial services.
📌 Key takeaways from our discussion:
1️⃣ A well-utilized CRM system can lead to proactive marketing and client service success.
2️⃣ Stephanie emphasizes on the importance of maximizing CRM software to streamline client data, optimize workflow, and enhance customer service.
3️⃣ Redtail Technology and Wealthbox CRM are some of the key tools she recommends for advisors looking to revolutionize their practice.
4️⃣ A shift from traditional roles to a tech-consultant role can be highly beneficial. Stephanie transitioned from roles in investment management and financial planning to leverage her passion for fintech.
Not just for Millennials, embracing fintech can lead to improved performance and a renewed passion for your role as an advisor!
Stay ahead of the curve by integrating technology into your practice. Your client base and your wellbeing will thank you!
Connect with Stephanie here:
Website: https://stephaniedannebaum.com/
LinkedIn: https://www.linkedin.com/in/stephaniedannebaum/
Youtube: https://www.youtube.com/channel/UC8n09JZjb7Wtp4-0XaQyEtQ
Episode 34 - Eric Stein and Olivia Luper | What Can an OCIO Do For You?
In this episode of Get AdvisorFIT, host and expert finance marketer, Olivia Luper, sits down with Eric Stein, a powerhouse in the investment industry and partner at East Bay Investment Solutions.
In this conversation, Eric and Olivia discuss:
• How outsourcing investment strategies can free up advisor capacity and help financial advisory firms achieve their growth goals.
• The challenges advisors face, the benefits of finding the right investment fit, and how strategic partnerships can ease the load.
• Unique insight into succession planning, vetting prospects, and the services provided by East Bay Investment Solutions.
Don't miss this opportunity to unlock your true potential as a financial advisor!
Connect with Eric here:
Website: https://eastbayis.com/
Episode 33 - Steven Jarvis, CEO, CPA | Marketing with Emotion: Taxes & Your Money
Who said taxes have to be boring?
Join me, expert finance marketer Olivia Luper, in an engaging conversation with Steven Jarvis, CEO of Retirement Tax Services, as we talk about tax pain in your marketing.
Discover how you can put tax minimization at the forefront of your marketing, as well as examples you can steal and use today.
We also share insights, experiences, and best practices to help you effectively communicate tax savings to your clients.
Don't miss out on this must-watch discussion!
Connect with Steven here:
Website: https://retirementtaxservices.com/
Episode 32 - Andrew McIntosh | Starting and Scaling a Successful Business
In this episode, Olivia Luper interviews Andrew McIntosh, creator of the 1st Gen Entrepreneurs community. They explore the experience of entrepreneurship, particularly for those who are the first in their families to own businesses.
Andrew shares the trials and tribulations he faced, as well as the marketing strategies and digital tactics he deployed to promote his community.
They also go over:
-The importance of good form in both marketing and bodybuilding
-The need to combine information with intuition to make meaningful business decisions
-The value of peer networking and advice in biz dev
-The influence of association and mentality on success
So, what are you waiting for? Let’s talk shop.
Learn more about 1st Gen Entrepreneurs and connect with Andrew.
Website: https://1stgen.biz/
Episode 31 - Brittany Young | Permission-Based Sales & Women Empowerment in Finance
Calling all entrepreneurs, startup founders, and small business owners in FINANCE!!!!
💡Have you ever considered that your sales process could well be the cornerstone to your business success, not the aftermath?
✅ In Ep. 31 of my Get AdvisorFIT marketing podcast, top-notch business coach, Brittany Young, helps us explore the concept of treating the sales process as the foundation of entrepreneurship, rather than an end goal.
📍Here are some key takeaways from our talk:
- Rather than viewing the sales process as the final step after all the groundwork of projects and networking is completed, consider it as the basis of your business activities. Why? Because it's this process that drives your revenue generation.
- Spending time, effort, and money on various aspects of your business and then not focusing adequately on the sales process can be counterproductive.
- An ironclad sales process not only gives you confidence but also ensures you are leveraging the prospects you have worked so hard to acquire.
- Every entrepreneur evolves along their journey, and this may alter your original, effortless sales approach. This indicates the need for a structured, strategic sales process.
💼 In the finance sphere, the perennial quest for growth persists. Fostering a robust sales process from the get-go could make all the difference.
Connect with Brittany here:
Book a call: https://calendly.com/brittanyyoungwealth/sales
Check out her talk at Harvard: https://youtu.be/TfvXV0tUX4Y
LinkedIn: https://www.linkedin.com/in/%F0%9F%94%A5brittany-young%F0%9F%94%A5-7aa2775a/
Episode 30 - Jeremy Shere | Creating Authentic and Original Content via Conversation
Are you tired of bland and repetitive content marketing?
Do you want to create authentic and engaging content that resonates with your audience?
Look no further! We have just the solution for you. In the latest episode of Get AdvisorFIT, marketing expert Olivia Luper sits down with Jeremy Shere to discuss the secrets of creating original and impactful content.
They dive deep into the challenges faced by B2B marketers and share invaluable insights and strategies to overcome them.
Listen to the full podcast episode now to gain valuable insights and unlock the potential of authentic content creation.
Learn more about Connversa and connect with Jeremy:
Website: https://connversa.com/
LinkedIn: https://www.linkedin.com/in/jeremy-shere-phd-7640934/
Email: jeremy@connversa.com
Episode 29 - Charesse Spiller | FA Operations: Problems & Solutions For Each Stage of Business
Scaling your Financial Advisory Firm?
Have You Hit a Wall?
In the journey of wealth management, scaling your firm can bring on a wave of challenges.
In this episode of Get AdvisorFIT, Olivia Luper interviews Charesse Spiller, the brain behind Level Best, and the creator of the FinOps Co-Op. They discuss the challenges financial advisors face regarding marketing and operations. Charesse provides insight into the top operational problems financial advisors deal with and proposes solutions for them.
These challenges include:
⭐ Capacity Constraints: - Whether you're a solopreneur or a multi-advisor firm, capacity can represent a make-or-break constraint. - The key? Efficient utilization of servicing teams & smart solutions to handle staffing fluctuations.
⭐ Innovation vs. Legacy: - As your firm grows, the innovation bug bites - new processes, better ways of dealing with clients crop up. - But what about your long-standing clients? The conundrum every firm faces - do you remodel old relationships or do you bring in new talent to accommodate?
⭐ Delegation Dilemma: - You were an incredible advisor. But now, you also need to lead a team. Delegating in such a setting can be a daunting task. Few have mastered it, many are learning. But the key to scaling lies in effective delegation.
No journey is without its bumps. But being aware of the potential obstacles on your path to scaling can help you dodge them when they appear or even better - preempt them.
Learn more about Level Best: https://www.getlevelbest.com/
Connect with Level Best on social media:
LinkedIn: https://www.linkedin.com/company/getlevelbest/
Facebook: https://www.facebook.com/getlevelbest
Twitter: https://twitter.com/getlevelbest
Episode 28 - Stevyn Guinnip | Grow Wellthy
In this episode of the Get AdvisorFIT Financial Advisor Marketing podcast, host Olivia Luper interviews Stevyn Guinnip, Founder and CEO of Grow Wellthy.
Together they explore the importance of financial advisors' physical health and how incorporating wellness webinars and resources into their marketing strategies can add value for their clients.
As Stevyn says, "Financial advisor health should be a top priority. Not just the health of their business, not just the health of their 401k, but their actual physical health."
In this episode, you'll gain valuable insights on:
- Seeing health as an asset
- The 3 dark horsemen threatening your longevity
- Key principles for maintaining physical and mental well-being
- Sharing Stevyn's wellness content with clients to create raving fans
Tune in to the Get Advisor Fit podcast for an engaging conversation that delves into the links between fitness, finance, and success!
Learn more about Grow Wellthy: https://www.growwellthy.com/
Read all about Wellth Webinars: https://www.growwellthy.com/wellthwebinars.html
Connect with Stevyn on LinkedIn: https://www.linkedin.com/in/stevyn-guinnip/
Episode 27 - Jeremy Blubaugh | Coinflip Marketing
In this episode of Get AdvisorFIT, Olivia Luper interviews Jeremy Blubaugh, a retired sales rep, author, and founder of Coinflip Marketing.
Together they discuss the power of personalized gift-giving strategies and how it can make a significant impact on client retention and referrals.
Jeremy shares the framework of his USP gift-giving approach (Unique, Surprise, Personalized) and explains how to use this strategy to enhance your client relationships.
Curious about the art of personalization in financial advisor marketing?
Tune in to this episode to learn more about creating a deeper connection with your clients, navigating changes within your own business, and practical tips for marketing success.
Learn More About Coinflip Marketing: https://www.coinflipmarketing.com/
Connect with Jeremy on LinkedIn: https://www.linkedin.com/in/coinflipmarketing/
Episode 26 - Peta O'Brien-Day | Words By Peta
Join us on a recent episode of Get AdvisorFIT, where Peta O'Brien-Day, founder of Words by Peta and a values-based messaging strategist, shares her experience and insights on creating value-driven content that resonates with the audience.
In this episode, learn about the importance of values-based marketing, how to integrate it into your business, and the power in being authentic and empathetic in your online presence.
Can sharing real-life struggles and situations help establish a connection with clients and attract ideal clients? Peta says, "When I help my clients to put more of themselves and more of their values in their content, they see the same things. Their visibility increases, their reach increases, and the people that want to connect with them are more their ideal client."
Tune in to explore how to incorporate your personal values and principles effectively into your messaging and brand strategy and navigate the potential consequences of discussing certain topics.
Here are some key takeaways from the conversation:
- Incorporating personal values into your messaging can help you connect with your audience and build trust.
- Being authentic and transparent is crucial for effective marketing and creating meaningful connections with your clients.
- Defining personal boundaries when sharing values on social media is important, especially for those in sensitive fields like finance and wellness.
- Sharing real-life experiences and struggles can help clients identify with you and your business, leading to increased visibility and reach.
- Connection, not conformity, is the key to success. Engage your audience by creating a dialogue about your values and being open to other perspectives.
Words By Peta: https://wordsbypeta.com/
Connect with Peta on Instagram at https://www.instagram.com/allwordsbypeta/ or on LinkedIn at https://www.linkedin.com/in/peta-o-brien-day-7088461b6/
Episode 25 - Niki Clark | Get More Clients with Google My Business Profile for Financial Advisors
In this episode, Olivia Luper is joined by Niki Clark to discuss the importance of Google My Business profiles for financial advisors in 2023.
Together they highlight:
• Benefits of having a Google Business profile
• Key features of the platform
• How to set yours up
• How to optimize visibility and credibility
Additionally, they delve into the topic of *advisor reviews* and provide guidelines for soliciting and utilizing client feedback.
Connect with Niki on LinkedIn at https://www.linkedin.com/in/nikiclark/ or on Twitter at https://twitter.com/nikicl
Episode 24 - Nora DiNuzzo | Pitcher
In this podcast episode, Olivia interviews Nora DiNuzzo of Pitcher to explore *Naming, Branding, Marketing Consistency, and Keeping the Human Element in Your Marketing*.
In this episode, you'll learn:
-Why a strong brand identity is critical for financial advisors
-What branding goals you should shoot for
-Common branding mistakes and how to avoid them
-Why the human element should be front and center in your marketing
Their conversation also included the frequency of adjusting branding strategies for continuous improvement and future trends in business marketing to help business owners stay ahead of the curve.
Contact Nora at https://www.pitchergrowth.com/
Connect with Nora on Instagram at https://www.instagram.com/pitchergrowth/ or on LinkedIn at https://www.linkedin.com/company/pitchergrowth/
Episode 23 - Derrick Kinney | Author of Good Money Revolution
Meet Derrick Kinney, author of the Wall Street Journal’s and USA TODAY’s national bestselling book, Good Money Revolution.
Two years ago, Derrick sold his multimillion-dollar financial planning business to teach more people how to make more good money (he was named a 2020 Forbes Best-In-State Wealth Advisor).
In this exclusive Lexicon Advisor Marketing interview, Derrick shares with us:
• The “Aha” moment Derrick had as a financial advisor that had such a huge impact on his business
• One of the biggest challenges financial advisors face today is standing out in their local areas. Derrick discovered a solution to that problem and tells us all about it.
• What advisors “who feel stuck” can do to transform their business and create a raving fan base (with a generosity purpose).
• An exercise to help advisors be more memorable in social settings (HINT: It has to do with your messaging!)
• 7-Step Framework Every Financial Advisor Needs to Increase their Revenue NOW!
• Bonus: Why Derrick loves Jeep rides and Elvis!
Connect with Derrick on Instagram at https://www.instagram.com/derricktkinney/ or on LinkedIn at https://www.linkedin.com/in/derrickkinney/
Check out Derrick's book, Good Money Revolution, and also listen to his Good Money Podcast here: https://goodmoneychapters.com/
Episode 22 - Dave Poulos | Global Marketing Executive
In this episode, my guest is Dave Poulos, Global Marketing Executive for over 40 years, marketing thought leader, speaker, and author.
This episode started out as a conversation on how to market your firm pre-transition to improve your valuation, but quickly turned to so much more.
Not only do we cover this info for the transitioning advisor, but we also go over:
• Why advisors have a hard time with marketing (and why this means they need outside help)
• How to use client events and email to get the perfect referrals
• What marketing IS and IS NOT • How to perform market research
• Developing a message that supports client acquisition
…and so much more!
Find Dave on LinkedIn at https://www.linkedin.com/in/dgpoulos/
Episode 21 - Anthony Williams | Vivid Advisory
In this episode, Olivia and Anthony share valuable insight in the advisory space while discussing the process of onboarding new clients in-person and online, and how nerve-racking it can be for a new client to come onboard.
Their discussion includes:
- How Anthony built his brand and why he identified himself as an individual
- Deciding on his targeted audience
- Why business and personal finances shouldn’t commingle and how to find access
- Marketing to business owners
- Mental health and how it ties in
- The stigma that comes along with being a financial advisor
- How to lead by example
- The benefits of putting out literature as a financial advisor
Connect with Anthony: https://www.linkedin.com/in/planningw...
Vivid Advisory: https://www.northwesternmutual.com/fi...
Episode 20 - Matt Reiner | CFA, CFP
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:
Episode 19 - Justin Peters | The Struggle is Real
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://twitter.com/JustinLeePeters
Justin's Podcast Spreadsheet: https://linktr.ee/simplepod
Episode 18 - Daniel Keever - Evergreen Financial Marketing
In this episode, Olivia has a great conversation with Daniel Keever - President and Founder of Evergreen Financial Marketing based out of Wilmington, DE. As a specialized financial advisor marketer, Daniel explains how he quickly realized that he’s less like a marketing vendor and more like a fitness coach.
Daniel walks Olivia through his approach on how he creates a process with his advisors to create content specifically for them, and why he changed what he used to call “Marketing Strategy” to “Client Relationship Strategy”.
There are many great takeaways from this episode, like when Daniel shares what he would tell an advisor who wants to start marketing but not sure where to turn. You’ll want to listen for the details on his 4-stage plan.
Download Guide mentioned in the show: https://www.evergreenfm.com/content-e...
Connect with Daniel Keever https://www.evergreenfm.com/
Episode 17 - Colton Etherton | The Tattoo Artist Advisor
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/
Episode 16 - Dan Marino | Orange Line Media Group
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/
Episode 15 - Corey Keating | A Financial Services Marketer
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/coreykeat...
Episode 14 - Jeremy Keil | Keil Financial Partners
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/
Episode 13 - Libby Greiwe | The Efficient Advisor
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...
Episode 12 - Derek Pollard | Constellar Creative (Part 2 of 2)
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/derekpoll...
Episode 11 - Derek Pollard | Constellar Creative (Part 1 of 2)
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/
Episode 10 - Zoë Meggert | Perfectly Planned Content
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/
Episode 9 - Matt Halloran | Co-founder ProudMouth
In this episode, Matt Halloran, co-founder of ProudMouth, explains how professionals need to believe 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 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/
Episode 8 - Rob Isbitts | Sungarden Investment
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/
Episode 7 - Justin Green | AssistFP
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...
Episode 6 - James Pollard | The Advisor Coach
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/
Episode 5 - Kurt Mueller | Apollon Wealth Management
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/
Episode 4 - Jennifer Goldman, CFP | Jennifer Goldman Consulting
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...
Episode 3 - Jason Berube | Cornerstone Wealth Consulting Services, LLC
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 should 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 Jason at: https://cornerstonewealthllc.com/
Episode 2 - Brian Luper | The Strategic Implementer
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.
Episode 1 - Johnny Sandquist | Three Crowns Copywriting and Marketing
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.
Get AdvisorFIT Podcast
Are you ready? Because it’s coming in 🔥 hot.
The Get AdvisorFIT video and podcast are set to launch in October 2021.
Here my love of fitness and finance will converge to help Financial Advisors market and grow their advisory businesses. What is it? I’ll be interviewing top financial services industry professionals from:
✅Marketing firms
✅Business transformation specialists
✅Top talent recruiters
✅Money managers
✅Top-performing advisors …and more!
The goals are to educate you, connect you, and ultimately help you get more clients.
Get AdvisorFIT: Abs Are Made in the Kitchen
Nurturing Leads Beyond Social Media
Get AdvisorFIT: Targeting Your Ideal Client via Isolation
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.
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