83 episodes

Stephen Oliver's Financial Advisor Marketing Podcasts offers a wide variety of marketing tools for business professionals.

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

    • Business
    • 4.7 • 17 Ratings

Stephen Oliver's Financial Advisor Marketing Podcasts offers a wide variety of marketing tools for business professionals.

    30+ Year Independent Advisor Marketing Strategies

    30+ Year Independent Advisor Marketing Strategies

    Financial Advisor Marketing Podcast with hosts Stephen Oliver and Joe Roseman, Jr.

    30+ Year Independent Advisor Marketing Strategies
    * * * * *
    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/

    Or subscribe to our podcasts using your favorite platform:  https://advisorwealthmastery.com/subscribe-to-podcasts

    • 1 hr 4 min
    The Total Relationship

    The Total Relationship

    Financial Advisor Marketing Podcast with hosts Stephen Oliver and Tyson Ray
    The Total Relationship
    * * * * *
    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/

    Or subscribe to our podcasts using your favorite platform:  https://advisorwealthmastery.com/subscribe-to-podcasts

    • 50 min
    Creating Consistent Lead Flow

    Creating Consistent Lead Flow

    Financial Advisor Marketing Podcast with hosts Stephen Oliver, Mindi Godfrey and Greg Moody
    Creating Consistent Lead Flow
    * * * * *
    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/

    Or subscribe to our podcasts using your favorite platform:  https://advisorwealthmastery.com/subscribe-to-podcasts

    • 45 min
    Assets Management and Portfolio Design

    Assets Management and Portfolio Design

    Financial Advisor Marketing Podcast with hosts Stephen Oliver and David Marra
    Assets Management and Portfolio Design
    * * * * *
    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/

    Or subscribe to our podcasts using your favorite platform:  https://advisorwealthmastery.com/subscribe-to-podcasts

    • 50 min
    Technology, Practice Leadership and Success Strategies for Advisors

    Technology, Practice Leadership and Success Strategies for Advisors

    Financial Advisor Marketing Podcast with hosts Stephen Oliver and Matt Reiner
    Technology, Practice Leadership and Success Strategies for Financial Advisors
    * * * * *
    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/

    Or subscribe to our podcasts using your favorite platform:  https://advisorwealthmastery.com/subscribe-to-podcasts  
    Key Takeaways
    Innovation is a mindset, not just technology. It involves processes, workflows, and technology. Artificial intelligence will augment advisors, not replace them. It allows advisors to focus on building relationships. Advisors should have a clear, authentic brand and target niche markets. This attracts ideal clients. Take risks and be okay with failing. It leads to valuable learning. Topics:
    Introductions and Backgrounds
    Stephen Oliver is based in Colorado, Matt Reiner is in Atlanta Matt's father started a wealth management firm 27 years ago, Matt joined 15 years ago Matt struggled with imposter syndrome initially in the family business 8 years ago Matt's firm started a technology business, which failed but taught him a lot Now Matt focuses on leadership, innovation and technology for his firm Matt's Books and Content
    Matt has written books focused on budgeting, and recently a series called "Dr. Cole Cash" which is a business fable for advisors He has a podcast called Bridging the Gap and a weekly email newsletter called The Circle His content focuses on leadership, innovation and technology Innovation and Technology
    Innovation is a mindset, not just technology. It involves processes and workflows too. AI will augment advisors, not replace them. It allows more focus on relationships. Regulation needs to keep up with technology innovations in the industry. Marketing and Branding
    Advisors should have an authentic brand and niche target market to stand out. Can't be all things to all people. Content should be authentic - write what you are passionate about. Team Building
    As firms grow, founders struggle to systematize and document processes that had been in their heads. There is a gap between current state and the desired state. Firms try to jump to technology before fully understanding and documenting processes. Taking Risks
    Advisors should take risks and be okay with failing sometimes. It leads to valuable learning.  

    • 49 min
    Mindset Strategies for Financial Advisors

    Mindset Strategies for Financial Advisors

    Financial Advisor Marketing Podcast with hosts Stephen Oliver and Nina Cooke
    Mindset Strategies
    * * * * *
    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/

    Or subscribe to our podcasts using your favorite platform:  https://advisorwealthmastery.com/subscribe-to-podcasts  
    Key Takeaways
    •    Limiting beliefs hold advisors back from taking action on marketing and sales
    •    Advisors fear being visible and putting themselves out there
    •    Successful advisors focus on niche marketing and outreach
    •    Mindset work enables advisors to achieve the success they want

    Nina's Background
    •    Nina helps advisors get "unstuck" when they've plateaued in business growth
    •    She focuses on mindset work to address limiting beliefs and self-sabotage
    •    Nina struggled with confidence issues from childhood bullying and worked for years to overcome this
    •    She helps advisors take action on marketing outreach and sales conversations
    Advisor Limiting Beliefs
    •    Advisors limit themselves due to fears of being visible, getting rejected, or coming across as a fraud
    •    They avoid taking action on marketing and sales conversations
    •    Advisors project their own limiting beliefs onto prospects and clients
    •    Highly successful advisors still struggle with limiting beliefs around growth
    Overcoming Limiting Beliefs
    •    Identify the specific beliefs holding you back from goals
    •    Recognize patterns like procrastination that reinforce those beliefs
    •    Dissolve the beliefs and replace them with empowering ones
    •    Take tangible actions aligned with new beliefs for real change
    Marketing Tips
    •    Niche marketing brings ideal clients who appreciate specialization
    •    Focus on basic outreach and follow up, not complex funnels
    •    Automate, outsource and delegate to focus time on high-value work
    •    Iteratively test and improve your messaging for niche prospects
    Next Steps:
    •    Share the podcast episode and Nina's book with the email list
    •    Follow up with Nina on collaborating more
    •    Read Nina's book "Renegade Mindset"
    •    Have advisors examine their limiting beliefs

    • 43 min

Customer Reviews

4.7 out of 5
17 Ratings

17 Ratings

DaveDee4 ,

Counter-Intuitive Advice For Advisors

What’s nice about this podcast is that Stephen gives actionable strategies that few financial advisors are aware of. This is NOT marketing and business building advice you’ll get from your IMO or FMO. This podcast is breath of fresh air for open-minded advisors looking to grow their businesses.

Bretnjodi ,

Highest recommendation for financial advisors

Great marketing contact for successful financial advisors!!!

DLux karate ,

Listen

I have know grand Master Oliver for almost 15 years over last 5 have got to know him on a one on one. Listen to what he says if you want to grow your business. Great advice in this podcast

Top Podcasts In Business

The Ramsey Show
Ramsey Network
Money Rehab with Nicole Lapin
Money News Network
The Diary Of A CEO with Steven Bartlett
DOAC
NerdWallet's Smart Money Podcast
NerdWallet Personal Finance
Planet Money
NPR
The Money Mondays
Dan Fleyshman

You Might Also Like

The Efficient Advisor: Tactical Business Advice for Financial Planners
Libby Greiwe
Top Advisor Podcast
Bill Cates
Financial Advisor Success
Michael Kitces
Spittin Chiclets
Barstool Sports