37 episodes
Get Advisor Fit Olivia Luper
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- Business
GetAdvisorFit with Olivia Luper is a series of interviews with financial consultants and industry experts helping financial advisors strategize, market and grow their business using core fitness values and analogies. Do something today that your future self will thank you for with GetAdvisorFit and listen today.
To learn more about Olivia and how her firm Lexicon Advisor Marketing can help you, visit https://lexiconadvisormarketing.com/. If you'd like to reach out to Olivia on Linkedin you can find her @olivialuperlexicon, and if you’d like to follow Olivia on Instagram you can find her @lexiconadvisormarketing.
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Episode 35 - Stephanie Dannebaum | 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
If you'd like to learn more about Lexicon's FinGrowth marketing plans, hop on our newsletter list: https://lexicon-advisor-marketing.ck.page/3b08474277 -
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.
Connect with Eric here:
Website: https://eastbayis.com/
LinkedIn: https://www.linkedin.com/in/ericsteincfa/
If you'd like to learn more about Lexicon's FinGrowth marketing plans, hop on our newsletter list: https://lexicon-advisor-marketing.ck.page/3b08474277 -
Episode 33 - Steven Jarvis, CEO, CPA | Marketing with Emotion: Taxes & Your Money
Join expert finance marketer Olivia Luper in an engaging conversation with Steven Jarvis, CEO of Retirement Tax Services, as they dive into the world of tax planning.
Discover how financial advisors can legally minimize tax liabilities for their clients, and learn valuable tips to incorporate tax strategies into your own marketing plans.
Olivia and Steven 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 on optimizing tax efficiency in retirement!
#taxplanning #financialadvisormarketing
Connect with Steven here:
Website: https://retirementtaxservices.com/
LinkedIn: https://www.linkedin.com/in/stevenajarvis/
If you'd like to learn more about Lexicon's FinGrowth marketing plans, hop on our newsletter list: https://lexicon-advisor-marketing.ck.page/3b08474277 -
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/
LinkedIn: https://www.linkedin.com/in/andrew-drives/
If you'd like to learn more about Lexicon's FinGrowth marketing plans, hop on our newsletter list: https://lexicon-advisor-marketing.ck.page/3b08474277
▬ Social Media ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
✅Website:
https://lexiconadvisormarketing.com
✅Facebook:
https://www.facebook.com/2049494635095301
✅Instagram:
https://www.instagram.com/lexiconadvisormarketing/
✅LinkedIn:
https://www.linkedin.com/in/olivialuperlexicon
✅Twitter: https://www.twitter.com/olivialuper
▬ Contact Us ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
30-Minute Zoom Call:
https://calendly.com/lexiconadvisormarketing/referraldiscovery?back=1&month=2023-08
✅Email:
olivia@lexiconadvisormarketing.com
#EntrepreneurshipJourney #BusinessGrowth #financialadvisormarketing
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