For all participants of Wednesday's Webinar I wanted to share with you a "Pre-Publication" copy of my new book
Stephen Oliver, MBA
Founder - CEO @ Stephen Oliver's Advisor Wealth Mastery | Martial Arts Wealth Mastery | Mile High Karate
For all participants of Wednesday's Webinar I wanted to share with you a "Pre-Publication" copy of my new book - in exchange for your feedback on it. Here's a direct link to the digital copy of that book :
Here's some feedback about the book:
?"Once again Stephen Oliver has created a masterpiece of 'on the ground and in the trenches marketing know how.'?Stephen's knowledge of how to create floods of new prospects for any financial planning business is nothing less than breathtaking. Fair warning though, if you cut your marketing teeth in a classroom, or on Madison Ave in New York City - you will be very disturbed at what you read.?
There's a reason that Stephen is known as the Mile High Maverick. If, however, you are a practice owner who is striving for success - or has success and just wants to continue to grow your practice without the need to reinvent the wheel every month...?This book WILL change your life! He should be charging $1000 and 3% of your fees for the next 10 years for access to it. Heck, if you can't start making money in 60 days just with chapters 2 and 6 - you should just sell your book of business, turn in your license, and go get a job waiting tables at a high end restaurant."
Everette Farnell - Internationally Known Copywriter and direct response marketing expert.
Having done an enormous amount of work in the financial advisor industry over decades, I am perpetually surprised at how comparatively primitive even its high 6-figure income professionals are about marketing, thus making their attraction of ideal clients much harder than it needs to be, Many are trapped in a sales model, and in doing things they do not like doing, much the same as they were 10 or 20 years earlier in their careers.?Stephen Oliver's book dismantles all of this brilliantly and directs very different, more sophisticated thinking about self-marketing. I have known Stephen for many years and witnessed the profound impact he has had on business owners and practice professionals, not simply in dramatic income growth but in new satisfaction with the way that income is created.?Think of this book as a golden door to a different kind of advisor business now.
Dan S. Kennedy - Author, No B.S. Guide to Trust*Based Marketing, No B.S. Guide to Marketing to the Affluent and other No?Books
Extraordinary Marketing for Financial Advisors. By Stephen Oliver.??
Finally, someone who is willing and able to offer looking at your business with fresh eyes.?Stephen Oliver has both Book smarts and street smarts, and he shares his wisdom from both running a success chain of Martial arts schools and teaching marketing strategies and tactics and?has discovered a much better way for Financial Advisors to excel in helping their clients and themselves not to get trapped into one on one manual labor.?This new book will discuss time proven marketing principles, and easily walk you through effective strategies and share the key for you to create an easier path to generate quality prospects.?
Lee Milteer - Performance and Productively Coach
"Stephen's book is a breath of fresh air!?He tells the no-holds-bar truth about what it takes to thrive as a financial advisor.?The comprehensive?marketing system?he lays out is a surefire way for any advisor to massively grow their practice systematically and reliably. This book is a must-read" –?
Dave Dee? - Author of “Sales Stampede” – Internationally Recognized Marketing Expert
This book is gold!
Bruno Nicoletti, CEO. HummingBird Former Financial Advisor LinkedIn Marketing Automation for Advisors.
Stephen Oliver is one of those highly competent, hard working, visionary people who can literally make things happen by bringing all the resources he has to a project and by inspiring those around him to work synergistically in the effort. He consistently sees what is possible and works tirelessly for powerful results.??His new book is an inspiration and a powerful “reframe” for advisors who need a new and MUCH more productive way to build their book of business.???I highly recommend this as a starting point to doubling or tripling your business.
Joe Corley,?CEO. PKA Worldwide. Atlanta, GA
“All financial advisors need the same thing, a steady stream of new clients. The challenge is there are many so called coaches and organizations that over promise and under deliver. They don’t really produce results.?Stephen Oliver is a master marketer, coach and teacher with decades of experience and more importantly integrity.?If you want to fill your financial advisor practice with the best clients, he will show you exactly how to do it (and fast). If you’re ready to 10 times your practice, Stephen is your guy.”
Marty Fort, CEO?MAS, llc. IRMO, South Carolina.
A common thought among those in Marketing?are folks?in Sales?to?best leave that part of the business to those in the know—unfortunately?Sales thinking they, too, can drive new business.? In most cases I agree, few in Sales get Marketing right.?Marketing and Sales take different mind and skill sets. That said, an?exception is Stephen Oliver?and his?new work?Extraordinary Marketing for Financial Advisors.?Stephen truly understands both sides of the business—having run highly successful companies—and heading both the marketing and sales?teams.?
?What I feel the book captures best is a process where financial advisors can effectively?market their business?and?have a solid?sales channel?in place, too. In fact, by far the most comprehensive chart defining this process?can be found on?pages 14-15. That alone?is more than worth the book’s cost.?If I can offer?a few?words?of advice it is to immediately grab a copy of?Extraordinary Marketing for Financial Advisors—and read it,?and?put Stephen’s know-how?into action.
Don Southerton, C-Suite Executive and Business Consultant, Author of 10 Books on Business Growth
Extraordinary Marketing for Financial Advisors draws on not only Stephen Oliver’s deep understanding of what drives a market to beg for help from a financial advisor but also knowledge and advice from some of the “greats” from so many industries.?This is a “must-read” for any financial advisor that dreams of doing great things and reaching extraordinary success.
领英推荐
Walter Bergeron. Lafayette, Louisiana. Investor and Business Mentor that helps grow successful thriving Practices. Author of 5 Books on Practice Marketing and Development
I’ve been a practicing financial services professional for more than 30 years, and in all that time I've read more than my share of books and articles on different aspects of practice management, but?none more comprehensive and helpful than Stephen Oliver’s book?– “Extraordinary Marketing for Financial Advisors”.?It offers insights and suggestions that had me wondering – “Why didn’t I think of that?” and “I used to do that; why did I stop?”.?This book is well organized, thought provoking, and inspires action.?I’m please to recommend this book for advisors looking to raise their business to the next level.
Michael Graff??Chartered Tax Advisor?, Investment Advisor Representative, Author of “6 Steps to Retirement”? Walpole MA?
The real task of your business is to create and retain a client. But with all the promises of “magic pills” and “guru approved gimmicks” where do you turn? Well for one I highly recommend, “Extraordinary Marketing For Financial Advisors - Mile High Maverick Guide To Ultimate Marketing Success”, and yes?it truly is that book that gives you all the secrets, tools, ideas and roadmaps to attract and keep customers coming back for life.?–
Rob Anspach?–? Marketer, Host of the E-Heroes? Podcast and author/coauthor/producer of 36 books.
Combining Extraordinary Marketing for Financial Advisors with the Stephens Wealth Mastery Coaching program has taken my business to a new level.
"I have known Stephen Oliver for a very long time from the martial arts community. Stephen had one of the most successful martial arts programs in the world.?When I found out Stephen was also involved in the Financial Industry as a coach, I reached out to him.?
New to the financial industry, I needed to know what I did not know, I called a trusted source Stephen Oliver. I started his coaching program and applied the principles of Extraordinary Marketing for Financial Advisors to my business, I had immediate and significant success.?
I used the principles of this book to grow my brokerage, recruit financial advisors and licensed agents and increase my AUM.?
Combining Extraordinary Marketing for Financial Advisors with the Stephens Wealth Mastery Coaching program has taken my business to a new level.?
We opened a second office and hired 22 licensed agents and three advisors to our team. We plan to open five additional offices in Cincinnati and Northern Kentucky in the next 12 to 18 months.?
If you are looking to increase your AUM and grow your team while helping families, Extraordinary Marketing for Financial Advisors is a must-read."
Dr. Daniel Hect?Ed.D, MLS - PFS Investments - Financial Advisor - Recruiter?
We have been a partner with Stephen Oliver and the Advisor Wealth Mastery team for a man years now. He is extremely knowledgeable on how to grow a financial advisor firm - and their tactics are not just your run of the mill marketing tactics. By working with the Wealth Mastery team, you can implement a system that has worked for many other advisors to get your business to the next level.?If you're tired of constantly just relying on referrals and dragging yourself to dozens of networking events to try to pick up clients, then this new book is for you.
Kate Gaudet - Director of Agency, Ads?-?LinkedSelling 96 South George St, Ste 410 York, PA 17401
If you're a financial advisor looking for a book that will help you take your business to the next level, look no further,?this is must-read.?Author Stephen Oliver delivers the reality of what is missing in the financial industry.?
This book is full of valuable insights and advice from someone who knows the industry inside out, and it's guaranteed to give you the cutting edge you need to succeed.
While an extremely?practical and inspiring read, this book is also a real?game-changer for advisors. You'll come away from this book with a?renewed sense of purpose and direction, and you'll be armed with the tools you need to make your vision a reality. If you're serious about taking your financial advisory business to new heights. Stephen?offers actionable advice?that takes advisors from where they are, to where they want to be, and more importantly, where they need to be with their business.?
Tracy Lee Thomas, Author, Stacking The Success Business Secrets - Founder | Rev Marketing, Go2Karate, Local Trust Navigator