Stephen Oliver's Financial Advisor Marketing Podcast Stephen Oliver, MBA

Financial Advisor Marketing Podcast with hosts Stephen Oliver and Michael Levin

Creating Trust - Why Every Financial Advisor Needs There Own Book
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Discuss the value of books for financial advisors, and how Michael can help advisors create effective books to build their brand and attract clients.
Key Takeaways
• Books build trust and credibility for advisors, helping them attract clients in a niche. 
• The book allows the advisor to fully tell their story and express their uniqueness.
• Compliance-friendly books can easily get approved if they avoid specific claims, touting products, or bashing competitors.
• Marketing the book through the "Dream 100" strategy (sending copies to top prospects) is very effective.
• Physical books make a bigger impact than PDFs - worth spending $10-15 to mail a copy.
• Michael has extensive experience writing advisor books and makes the process quick and painless.

Topics: Establishing Trust with Prospects

• A book allows advisors to fully tell their story and express their uniqueness, instead of appearing generic. This builds trust. 
• Advisors should explain what they stand for instead of being bland. Attract your niche instead of trying to appeal to everyone. 
• The book helps advisors separate themselves from negative perceptions of Wall Street.

Compliance Considerations
• Michael knows how to write compliance-friendly books that avoid claims, touting products, or bashing competitors.
• Books like this sail through compliance since the advisor clearly "gets it".

Marketing the Book
• The "Dream 100" strategy sends copies to top prospects with a personal note. Very effective but rarely followed up properly.
• Physical books make a bigger impact than PDFs. Worth spending $10-15 to mail a copy to qualified prospects.
• Books are great lead magnets and for sharing with clients to pass along.

Michael's Experience
• Michael has extensive experience writing advisor books and makes the process quick and painless.
• He can create a 125-page book with just 8-10 hours of the advisor's time over 4 months.
• His background in fiction helps create engaging stories and parables in the books.
 

Financial Advisor Marketing Podcast with hosts Stephen Oliver and Greg Moody

Email Marketing
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Financial Advisor Marketing Podcast with hosts Stephen Oliver and Rob Anspach

Online Financial Advisor Marketing - Podcasting, Videos, SEO, being an Author, and much more.
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Learn more and, receive our free practice growth package at:  https://www.AdvisorWealthMastery.com

More marketing financial advisor podcasts can be found here: https://advisorwealthmastery.com/latestpodcasts/

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Online Financial Advisor Marketing - Podcasting, Videos, SEO, being an Author and much more.

Financial Advisor Marketing Podcast with hosts Stephen Oliver and Lee Milteer

Effective Mindset for Dramatic Growth for Financial Advisors.
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Financial Advisor Marketing Podcast with hosts Stephen Oliver and Robyn Crane

Positioning, Cloning Your Best Clients, and more
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Financial Advisor Marketing Podcast with hosts Stephen Oliver, Mindi Godfrey and Greg Moody

Be a Maverick Advisor - Stand Out from the Crowd and GROW FAST
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Learn more and, receive our free practice growth package at:  https://www.AdvisorWealthMastery.com

More marketing financial advisor podcasts can be found here: https://advisorwealthmastery.com/latestpodcasts/

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