For online results for Financial Advisors - Content is King..

The real secret to success is to get out there and work like hell… - Frank Kern

Create content that teaches. You can’t give up. You need to be consistently awesome. -Neil Patel

The general term “Content Marketing” has many facets.

First, it’s about articles, blogs, videos, streaming audio, and photos that are on your website to create a “web” of content to attract Google and the other search engines.

Second, Podcasts.?Podcasts are about being an information provider in locations that have traffic where you may be found.??With Podcasts you have many choices Apple Podcasts, Google Podcasts, Stitcher, Spotify, and other directories that will host streaming audio and streaming video shows ranging from 10-15 minutes to 2 – 3 hours or, even more.????

Third, essentially the same thing as a Podcast is streaming video platforms like, YouTube, Vimeo, and a variety of others with obviously YouTube as the “800 lb. gorilla.”

Fourth, Articles published on a variety of websites ranging from the high-end sites such as Wall Street Journal or other established news sites to smaller, even local, sites that attract an audience that’s a good fit with your focus.

Fifth, I’ll add a fifth as sites like PRWeb and others where press releases are published.?Many of the press releases are mostly expected not to be picked up by major news websites but, to be?found by the search engines.?Another advantage is to help with “linking strategies” posting links back to your website.

Finally, content shared via social media platforms.?This can range from a regular newsletter on LinkedIn and Live-Cast videos on Facebook to short videos on platforms ranging from Facebook to Tik-Tok.

Encouraging “Google” to Find You

SEO has changed an incredible amount through the years and continues to change.?

As the internet develops, the way we use it changes, SEO criteria adjusts, and we must move our content along with it. In the early days of SEO, it was all about spamming as many keywords into your content as possible, to get yourself high up the rankings when someone searched for that keyword.?

Now, techniques like that are extremely dated and not effective and, if you’re not careful, can leave your website in a void of nothingness with google dropping you from search results altogether. Unfortunately, many companies still use this form of search optimization. There are two main reasons for dated approaches. One, it is simple to do, and people don’t have a deep enough understanding of SEO to know it doesn’t work anymore. And two, there are a lot of SEO ‘professionals’ out there who promise to boost your search rankings, but actually just add a few extra keywords into your content which accomplishes nothing.

Google does not like this method, often referred to as “Black Hat SEO,” and will push that kind of content way down in the search results when discovered.?You’ll see online discussion of “Black Hat” versus “White Hat” approaches.?“Black Hat” are methods that attempt to “fool” the search engines.?Great when it works, dangerous since when discovered can get your site black-listed.

With regard to search,?Google is actively looking for QUALITY and SUBSTANCE.?If you have 100’s or even 1,000’s of pages of well written substantial articles, then Google interprets that as your website showing expertise.????

At the risk of repeating myself.?Let’s talk again about “key words” and how to position what needs to be found on your website.?With regard to this area specifically, there really isn’t much in the way of “guess work” involved.??There are a number of free and affordable tools available.??With Google Ad Words they provide a “Key Word Suggestion Tool.”?Another tool that I use is “SEMRUSH.”

Let me give you an example.?WE are going to start with something really simple and obvious.?“Retirement Planning.”?Now if I was planning on targeting this specific key word, let’s look at what we’re learning from “SEMrush.”

First, SEMRUSH is telling us that of many possible categories this one is going to be pretty tough to show up on page 1 with Google.?More on that in a minute.

As an aside:?We’re learning first that we can buy clicks for $7.18 (CPC aka Cost Per Click.).?So, If I were just going to go buy ads with Google Ad Words that I’d want to evaluate my conversion rates to see how my ratios work out to see if that makes financial sense.?For instance, if I paid $7.18 per click.?I need to track “conversion rate” of the “landing page” and, then I need to track conversion of those leads to appointment, and conversion of those appointments to becoming new clients.

Let’s take a hypothetical:?If I had a 25% conversion rate from click to opt-in and, then a 50% conversion from opt-in to appointment and, then a 25% conversion to client just as a basis to run numbers.?What’s it look like??Well, a $7.18 click leads to a $28.72 per opt-in.?That leads to a $57.44 appointment.?Then $229.76 per new client.??Assuming that our hypothetical numbers were somewhere in the range my evaluation comes back to how much revenue will I make quickly and long-term (life-time value of a client.).???If I’m able to acquire a client who’s going to pay me as an example $5,000 in the early months of us working together and, it’s going to cost $200-$300 to acquire them, would you do it???Well, obviously it doesn’t take a CFP, RICP, and CPA or MBA to figure out that a 17 to 1 return (or, better) is a hell of a deal.

Obviously, you have to figure out your compensation and likely financial return based upon that but, in the above example I’d be willing to pay $500, $1,000 even $2,500 to get the sale, especially if it ended up with a 5, 10, or even 20-year ongoing relationship.

But anyway, back to the SEO example above.

As far as the difficulty let’s take a look at the major players in the top ten slots for this particular search.?It’s a pretty tough group.?I would have to be competing with media outlets such as Forbes and CNBC, Lead sites who are selling advisor leads, AARP, and the Schwab, Vanguard, and Fidelity.?That report is telling us about the effort that they’ve undertaken to create incoming links, referring sites, and the amount of traffic to a specific page.

Clearly, we’re seeing that there is huge traffic on this keyword but the real secret for a smaller RIA or individual advisor come in the categories along the bottom.?What are “Keyword Variations,” “Questions,” and Related Keywords.?Note that this report is showing over 63,000 variations.?It’s showing how much traffic there is on each iteration as well as the relative difficulty of positioning your page under that term or question (KD %.)

With both Pay-Per-Click and with search, you’ll have the quickest results by working your way down the list looking at the variations with perhaps less traffic, but with a lot less competition.

As I work my way down that list, I organized by Keyword difficulty then I can find a BUNCH of subjects for specific articles.?They’ll be easier to position and therefore, of course more likely to be found by Google.??Here’s that example:

This report is showing various Google searches on “Retirement and lets you know ranking for various phrases as well as total searches for that term.

With regard to the content there are a number of tools that help you evaluate the proper structure, the writing level, the key word density, the meta-tags and more.??Although their criteria often change, generally longer articles written at more or less a “middle school” level generally works best.??Often sites have lots of pages with a couple of paragraphs on a topic.?More and more, articles in the 1,000 words (more or less the length of a column in a magazine) to 3,000 to 4,000 words seem to be working best.

Obviously, it would great to end up with a “following” of people who look forward to your successive columns.?And, once an individual is interested in your subject finds you that will start to happen.?However, for every “superstar” blogger with a large following (such as perhaps Perez Hilton) there are 1,000’s or even 10’s of thousands of sites with growing blog sections with each page designed to be one more node of content targeted to be found by Google.

Generally, with content you can think generally of two reasons to have lots of material online:????

First, content with relevant key words to be found by the search engines.??

Second, for YOU to be found “everywhere.”???

Just about anyone who’s going to do business with you is going to start by “Googling You.”?The basic logic of content is that there are a lot of places you can be found and seen as an expert. There are also places where if a prospect doesn’t even find you independently, you can still use your content to run an ad to point them there.?

Beyond Blogging – let’s look at two other types of content creation:???

Podcasting and YouTube

I’d recommend that you take a look at the various materials that I have online.?Interestingly Stephen (and, Steve) Oliver is fairly common but, google me (Stephen Oliver) with some combination of Financial Advisor, Marketing, Coaching, and such (the Podcast is Stephen Oliver’s Financial Advisor Marketing.) You’ll see a plethora of material.?By the way add in Martial Arts or similar and you’ll find a huge amount of content about or by me in that realm as well.

Now, search for Images.?Then search for Videos.?You find stuff literally EVERYWHERE.?YouTube videos, books listed for sale on Amazon, sometimes my stuff sold by others on eBay, Podcasts on all major directories, many pages of blogs, articles by me, articles about me, director listings, Press Releases and more.?That’s obviously intentionally.?You can accomplish the same with your practice.

Creating a “Personal Relationship.”

If you listen to podcasts or YouTube videos from a person, you start to feel a sense of their personality and who they are. As such, if you ever get to meet them face-to-face, it already feels as if you know them well. Audio/video is a much more human way of interacting with someone, which becomes even more effective when that person is really engaging.?

Too many people come across as stiff, overly professional, and closed off when they create their content. This can have the opposite effect as, when someone meets you in real life, they will assume you are equally closed off. Sometimes, they may avoid you altogether because of that. And they certainly won’t revisit your podcasts and YouTube videos if they do not feel engaged.????

The key is to mix personal and professional.?Talk about the kids, your dog(s), about a recent vacation.?Give your “origin story,” See any popular comic book character as an excellent example.?We all know for example Spiderman’s or Batman’s “origin story.” Create that discussion about yourself.?Talk about politics, religion, and other controversial things if they both fit into what makes you a unique individual and, to the degree that it helps attract the “right fit clients,” and repel others.

Be yourself, but only a bigger version.??

Of course, this doesn’t mean you have to follow a set formula with your content.?There is no one way to be engaging and appealing. When we talk about being engaging, we mean showcasing your own individual personality, something that is unique to you. If you look at the two top radio hosts in the last 20 years, it's Howard Stern and Rush Limbaugh, and you can't get much more polarizing than those guys. People who love them, love them and people who hate them, hate them.?Regardless they were the two highest paid radio personalities.

But creating your engaging audio and/or video content is only the first step. You could have the best content in the world,?but if you don’t use it effectively, it becomes useless. And there is nothing more sad than great content going to waste when it could be used to boost your business. With our content, we always host it on our website and then branch out from there. Once the audio/video is up on the site, it then gets fed to the major podcast directories via RSS feed.?Apple, Google, Spotify, Stitcher, IHeartRadio, Amazon and a bunch of others – all the big services.?See as an example:??https://advisorwealthmastery.com/subscribe-to-podcasts/

What happens then is we want people to watch (or listen) to the podcasts. There are ways to push these out to the public, your prospects and to your clients. That's important because we want listeners to boost your Google ranking. However, Google is also indexing these platforms, and during this process Google knows that they are connected to the podcasts on your website. This gives you authority in terms of Google. Essentially, Google thinks your website is more important because you've got this podcast sitting on it that feeds out via RSS feed to all of the major podcast directories.

In addition to Google.?prospective clients will be researching via Searching the various directories.?YouTube is the largest search engine for Entertainment and Education.?Millions search the major podcast directories daily for subject matter that’s of interest to them.?It’s important to set up each video and audio feed to be found easily with in search.

Now, go back to that list of keywords and “key word difficulty.” It’s a great way to generate ideas for topics, titles, and focus of all of your materials.?You could do a series of videos each focusing on one of the questions suggested.?Suddenly the individual podcasts, videos or blogs become much more likely to be found.

If you are podcasting on a weekly basis, that already ticks a couple of boxes for Google. Not only are you connected to known large platforms, but the content is also new and reoccurring. Another important box to tick is the content subject itself. Is the content connected to your niche and the people you want to attract??

If you asked us a couple of years ago, podcasting would not have been that big of a deal. However, it has come on leaps and bounds of late and it is something we really like at the moment. It adds a lot of value to your business, and it is easier to do that ever. With services like Zoom, jumping on and recording for 30 minutes or an hour is now extremely easy. Wherever you happen to be working from or doing meetings from, you can just log in, put a background up, and talk about your niche in an engaging way.

As an aside….

When it comes to creating video content, the visual aspect is obviously really important. That’s the whole thing that makes it more engaging than audio. People can see your face and hear your voice, instantly getting more of an idea about who you are. Humans are wired to be more engaged by a human face than a blank screen.?However, viewers of your content will also explore the background, so you need to think about what is there. If you are presenting yourself as a financial expert and asking people to trust you with their finances, your background should not look like a 14-year-old YouTuber’s bedroom. Your background needs to come across as professional but not sterile. It needs to be relevant to you, while also standing out and showing personality. If you are a financial advisor who specializes in working with dentists but also has a passion for Porches, you could have a model Porsche in the background, as well as some dentistry-related items, for example.?In all cases for video, you want a decent camera.?In many cases a good HD webcam is fine.?The next step up is an entry level DSLR camera.?I have both set up at my desk for video shoots.?Regardless, lighting is crucial.?The basic lighting for video is represented by this simple diagram of a 3-point system.?Two lights in front both at angles and, then a back light to set you apart from the background.?In the photo of Kevin O’Leary, you see him using the webcam from a Mac Pro Laptop.??In my case I’m running a 4K Webcam (Logitech Brio) shown in the photo I also have a Canon DSLR wired to use as well for a higher quality image (with depth of field control.)

The other important consideration comes with using a quality microphone.?Many of the most widely listened to podcasts you’ll see the hosts and their guests using a Shure SM7B Microphone.??That’s one that you’ll see Joe Rogan among others using.?In the photo of my set-up above I’m using an Elector-Voice RE 20 Broadcast Microphone.?That’s the same one that Rush Limbaugh (famously gold plated) used as well as Dan Bongino.?There are some great choices, but frankly for less than $1,000 you can have an extremely professional set-up.??

Having met with 100’s of financial advisors via Zoom, I can tell you the difference in spending a bit of time on background, lighting, quality Camera, and quality microphone makes a HUGE difference in the appearance of professionalism.

Podcasts are essentially long-form on-demand radio shows. You have your niche, you create your long-form content on that niche, and you share the RSS feed to the major podcast directories and to various other places to ensure it is on-demand.?With each it’s important to have good descriptions, excerpts, links back to your website and a clear picture in your mind of who would be looking for your content and the key words they would likely use to find you.

Make no mistake, podcasts are huge right now. However, with this popularity and this potential for success and traffic comes a lot of competition. There are millions of podcasts and probably hundreds or thousands within your sector. There may still even be a load within your niche. So what you have to do is get creative.?

As we explained before, the quality of the content is only half the battle. How you market that content is just as important. So be creative with the title, the topics, and how you position it. If people are looking to solve a problem they have, they should be able to find you. Not only can it be used to source new clients, but plenty of businesses successfully use podcasts to keep existing clients engaged. If they come on board and hear you talking about their niche, their problems, and the solutions they need on a regular weekly basis, that keeps the client confident in you and engaged by you. This can also serve as an extra little meeting between you and the client, even though it is not live, in-person, or interactive.?They can still have access to your face, your voice, and your information on-demand, which is a valuable and engaging asset. In fact, you can prompt them to subscribe to the podcast so they get alerts when new episodes come out.?

One of the best things about podcasting, if you haven’t done it before, is that it is free. The only thing that may cost you something is a little bit of the hosting, but that is very inexpensive.

Now let’s take a look into the actual content itself and the structure of your podcast. In some cases, especially when there is compliance involved, people like to have a script prepared or even a teleprompter next to the camera. However, we find that you get much better results if you have a more relaxed and unscripted chat, if possible. The basic podcast format should be welcoming a guest or a second host onto the show and chatting about a particular subject within your niche. If you can get a celebrity or high-profile name on there with you, even better. The bigger the name, the more clicks you will likely get. The number one box to tick is ensuring the person is important to talk to and can offer something to your listeners/viewers. It could be someone in your field, it could even be a client who can chat about their experienced and promote their business.?

Cross Promotion

If you can get someone on who has a big client base, that can be a nice bonus. It’s likely that they will promote their appearance across their social media, website, etc., getting more potential prospects for you. For example, we have a financial podcast that serves the Seattle area. We could reach out to someone and say, “You have a great reputation. We would love to have you on the podcast, and we will happily promote it to all our clients and listeners.” This is a lot more effective than reaching out to someone and asking them to refer clients to you.?

Reusing Content and “Syndicating it Broadly”

Of course, it is worth noting that podcasts are not the only way forward and you should be producing different kinds of content. You could have a podcast, you could make videos for YouTube, you could write a text blog, you could have an email newsletter, you could have a mailing newsletter, you could write interesting threads on Twitter, etc. You can really branch out and get creative, while ensuring that all your content is multi-purpose.?

For example, you could record all of your podcasts to video. While recording you can broadcast it live on Facebook and on YouTube, Linked In, and other platforms. Then you can upload it so that the RSS feed goes to all of the podcast directors as both video and audio, you could put the video on YouTube and on Vimeo and other video platforms.?Then you could cut video into shorter clips for social media.?Then you could convert the text transcript into a blog.?The transcript can go to a writer that can clean it up for “Special Reports,” chapters for a book, or other purposes.?All of that material can go on Facebook, Twitter, LinkedIn, and more.?

That one piece of content can have a multitude of uses. Getting podcasts or videos transcribed is very cheap online and this text can be repurposed in a load of different ways.?(See Rev.Com as one inexpensive but, high quality source.)??

Getting that content rewritten as a special report, chapter in a book or other use is also very easy.?One place to look is Fiverr.com for outsourced talent.?See also UpWork.com and Guru.com for quick and relatively inexpensive outsourcing.

You can even add photo content to the text for an online blog, making it more engaging for your readers. We recommend that you tag all photos when uploading them to your website. This should be automatic with everything you do.?

If you record a podcast once per week, you should be converting it into all these other streams of content once per week too. Once you do this for long enough, you can even turn the text blogs into a book every quarter books you can then use to market to new prospects. The important thing is to design this process from recording to video to transcription to text to blog, etc. Then stick with it!?Put it into your calendar in whatever fashion works best for you.?If you work better that way then just set aside a couple of days a quarter to get everything “In the can,” then you don’t have to worry about scheduling things in every week.

You want to be FOUND EVERYWHERE

With more the content you have out there, not only will existing clients remain engaged, but potential prospects will also keep stumbling across you. Not only that, but prospects who find you via other routes will likely check you out and validate you before signing up as a client. If they Google you and find nothing, it’s a bad look. If they Google you and just find a website, it is still a bit lacking.?

If they Google you and instantly find these videos, podcasts, blogs, photo blogs, social media posts, books and more, it instantly makes you look like an expert in your field. Believe it or not, around 80% of people will go and Google you before committing to anything. You can do all this other marketing, like Facebook marketing, that you think is driving traffic to you and you will get results from it, but the fact is they are still Googling you and making a judgement off that. If you are not doing all the stuff we mentioned, but they find someone else who is, they may just go with that person.?

For many years I used to spend a fortune on Television Advertising.?What I knew was that if I was not in the right place in the yellow pages and then later found easily on Google and all of the other or previous search engines, all I was going to be doing was buying traffic for my competitors.?

Of course, marketing techniques and trends have come on a long way since then, but the core concept remains the same. In those days, the idea was that if you spent a lot on TV marketing, you would get calls. If ten people saw you on TV, and four ended up calling you, you would think your TV marketing was a big success. However, the other six probably saw you on TV, checked the yellow pages and saw that you were not the most prominent person. While your advertising triggered them to think of your service, their background research led them to a more prominent person. In those cases, you have essentially paid a TV advertising fee just to hand a new client to a rival company. On the other hand, if you are the most prominent person, that little check of the yellow pages would have worked in your favor.?

Regardless of what media you are using to market, online, off-line, social media, direct mail whatever it might be, unless you are being found online you are missing out on 80% of the potential targets, or at least missing an opportunity to create credibility.?Somewhere around 80% of people, when they see your media marketing, are going to?go search for you, typically on Google. There is a slight skew based on age, gender, sector, etc. but this is enough to be worried about and definitely enough to warrant your focus.?They’re going to look for reviews.?For everything they can find about you online.?That’s going to either verify you as the expert or make them suspect that you aren’t.

The path to turning a potential prospect into a client can often have two key steps. The first is reaching them with your marketing or content – that puts you on their radar. The second is having an impressive online presence that withstands a Google search. If they type your name into a search engine, you want to make sure they are met with loads of great content, five-star reviews, and a good website. You should also provide some attractive free stuff that shows up when you Google your name as a bit of a sweetener. A great example of this could be a free book, which was written using the blog transcripts from your podcast. Which is another prime example of reusing content in a creative and helpful way.?

If someone Googles you, it should go something like this:?

1.?????They are going to find a bunch of podcasts.?

2.?????They are going to find YouTube videos.?

3.?????They are going to find all kinds of different blogs.?

4.?????They are going to find a LinkedIn profile.?

5.?????They are going to find news articles.?

6.?????They are going to find PR web releases.?

They are going to find you as an expert all over the internet.?And?their reaction is if they find you 32 times is going to be “wow, this is the expert! This guy is everywhere!” On the other hand, if they find a mediocre rating, a mediocre website, and a LinkedIn profile that you put a mugshot picture up on and barely filled in, you are not going to appear credible.?

Think about how you are with a new client, how you talk to them, and how you make sure to present yourself as an engaging expert with lots of personality. That should be your exact approach to content too. Just because you can’t see the reader, viewer, or listener in front of you when you create the content does not mean you should forget about them entirely. Remember, this content is being made for consumption and it is being made with one clear idea in mind, to hook people in and to keep them engaged. Think about what makes you interesting and unique, then bring it to the forefront.?

What makes content?engaging is stories, personality, and origin stories. Look at how many billions the Marvel franchise has brought in. A key to all of these comic books and movies is the?origin story. It's how did Batman become Batman? How did Spider-Man become Spider-Man? How did Ironman become Ironman? And if we carry on this comparison, look at the difference between DC and Marvel. Both had a platform of near-endless numbers of comics to work with. However, one has created a cinematic universe that has become the most successful franchise in the history of movies. The other has tried to replicate the same idea but the backstories and characters were nowhere near engaging or personal or relatable enough.?

Don’t be afraid to share everything you have to offer in your content either. Don’t hold back. Some people get nervous handing out their ‘secrets’, but believe us, there are not that many secrets in the world. If people want to get information on the secrets to retirement, you are not the only source out there. If you put out a webinar or podcast or video talking people through the secrets to retirement and how your business can help them,?they are more likely to be interested in you.?They will see you as the expert and instinctively place their trust in you. Handing them the information up front is not a negative – it just?legitimizes you. After all, just knowing certain information doesn’t mean they have the expertise and experience to apply it themselves. They still need you and your services, so don’t be afraid to really showcase every single thing that you can offer.

To summarize.

Effectively positioning yourself as an expert online requires creating content that gets found in many places online.?Regularly posting blogs on your website showcases your expertise.?Having a regular podcast and interviewing a variety of experts and celebrities is a great way to be seen as an industry leader.?Prospective clients will almost always “Google You” to evaluate your reviews, figure out what others are saying about you, and to determine your level of knowledge and credibility.

The other key element is that being found on search in your area of expertise increasing requires a prodigious output of quality content.?That content should be focused on what you know through research that your prospects search for online and be unique and original.

?"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.

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.

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