Marketing Magic for Financial Advisors
Playing around in Salem. Not a real witch to be found. Ok, we were playing around in Salem, MA. You know the somewhat famous home of the Salem Witch trials and, apparently more famous site for …
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Stephen Oliver's Advisor Wealth Mastery lessons and tactics for growing your business to a 7 figure income!
Zoomed Out
OMG, have you every been COMPLETELY “Zoomed out?” Well, hell I’m just totally zoomed out. You know what I mean I’m sure. I started on “Zoom” at 10 am and finished at 4 pm, with a …
Hack Away the Unessential.
Hone in to the essence of what you do Just a short note today. Trying to take most of the week on a bit of a “spring break” without the craziness going on in Miami. …
Keep the “Main Thing the Main Thing”
I talked to an advisor last week and he said something strange to me. I really don’t want to ‘Target my marketing and fish in the right pond’ as you suggest. I really don’t want to …
Found Money
“Found Money” I’ve always found it entertaining the things that people will say about you when you’re not listening. Recently I had a new client join our team. In the process he mentioned that he’d talked …
Manage Your Time, Live Your Life
When you successfully manage your time, you get to live your ideal life. In business operations, there are two major time-management problems business owners encounter. Working 9 to 5 First: Deciding their workday is from 9 …
Recommendations to My Financial Advisor Coaching Clients You Can Use
Recommendations to My Financial Advisor Coaching Clients You Can Use I want to share with you a few of the recommendations I have made to my coaching clients. They likely apply equally well to your situation. …
Illuminating Lessons for Financial Advisors
Allow me to share an email I received from one of the business owners I know because it provides several illuminating lessons for financial advisors: “I did two sales today that went well; and one Saturday …
What Gets Measured Gets Done
What gets measured gets done. Measuring things are a great way to keep track of your processes and analyze what’s going well, and what needs to change and adapt. Are you keeping accurate stats of your …
“Alarm Clock Army”
I’ve had in-depth conversations with approximately 15 business owners from different industries during the past week. Some are grossing $50,000 to $70,000 a month; two of them are down from $400,000 to $450,000 per year to …