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Stephen Oliver's Advisor Wealth Mastery lessons and tactics for growing your business to a 7 figure income!

A Rant on Client Communication

Posted on February 22, 2021 by EditGuy

A Rant on Client Communication, Client Retention, and a Foundational Requirement to Generate Referrals. A friend and mentor that I’ve worked with for 20+ years has a phrase that is extremely useful to reframe your thinking. …

Can Financial Advisors Use Testimonials?

Posted on February 22, 2021 by EditGuy

It’s my biggest criticism about many Financial Advisors that I talk with, an inability to “empty their cup” and look at their business with fresh eyes, especially in light of new SEC rules and the ability …

Systems to Accelerate Referrals

Posted on February 22, 2021 by EditGuy

What “Systems” are you using to accelerate your referrals? It’s always interesting when talking with advisors. There’s a huge number with frankly limited interest in nor much going on when it comes to marketing their practice. …

Nurture, Educate, and Entertain your Prospects and Clients

Posted on February 22, 2021 by EditGuy

Nurture, Educate, and Entertain your Prospects and Clients CONTINUALLY – Forever. Gee, it seems like I keep having this conversation with otherwise really sharp people…. I keep repeating that Ogilvy Quote about a “moving parade of …

Advertising Doesn’t Work for Financial Advisors?

Posted on February 22, 2021 by EditGuy

Advertising Doesn’t Work for Financial Advisors? No, it works GREAT if you do it right. I’ve had several conversations with Advisors who tell me “Advertising Doesn’t Work.” Maybe it’s just me, but you have to just …

RIP Rush: And Now Time For An Obscene Profit Break

Posted on February 19, 2021 by EditGuy

Just a quick note to Say Rest-in-Peace RUSH. So many things for the “Ditto Heads” to remember. I always chuckled at the “Obscene Profit Break” and “Talent on Loan from God” There are so many things …

Your Marketing “To Do” List

Posted on February 12, 2021 by EditGuy

I’ve talked with a number of Financial Advisors who could best be described as “marketing junkies.” They’ve read all of the stuff, attended seminars, and in many cases are doing a bunch of stuff. Now those …

10 Quality Digital Marketing Strategies for Financial Advisors

Posted on January 18, 2021 by stickguy

When many of us think of marketing, we imagine television and radio spots, magazine advertisements, and billboards. You might think of cold-calling, asking for referrals, and attending trade shows to connect with new clients. But there’s …

Always Have an Offer

Posted on January 14, 2021 by EditGuy

Yesterday I talked about “call to action” in all of your marketing. Unfortunately way too many advisors think a call to action is call us to set an appointment when you’re ready. What you must have …

Effective Sales Process for New Client Development

Posted on January 13, 2021 by EditGuy

We just did a video that you may enjoy about effective lead follow-up along with effective new client sales process. If you’ve missed it, you can find it on our YouTube channel (click here), or at …