• Financial Advisor Live Q & A with Stephen Oliver and Mindi Godfrey

    Live Questions and Answers about marketing for Financial Advisors and Wealth Manager with Stephen Oliver and Mindi Godfrey.
  • Referral Systems for Financial Advisors and Wealth Managers

    Most financial advisors assume their referral process is as good as it can get if they are able to generate 1or 2 referrals a month. But what if you could have 1-2 quality referrals a week? Or even in a day? Many financial advisors assume that it’s not possible to generate more referrals than they already do… and they’re underestimating themselves and their clients. Referrals, when approached properly, are a natural part of the customer relationship. It’s just a matter of learning how it incorporate a referral process into the relationship from the start. In this episode, you’ll “tried and true” tips for implementing referral processes and systems that ensure you not only get the great referral, that referral is converted into a great client. Want to increase the number of referrals you’re getting without sounding desperate? Listen and learn! Episode highlights include: Why one great client event isn’t enough. (5:08) The reason you should write the book. (7:49) Why handwritten notes get the attention and the referral. (8:30) A weekly email isn’t enough contact for clients or for referral generation. (10:46) Personalizing the client experience will maximize the relationship (13:03) Client appreciation that has clients appreciating you (and telling their friends). (19:30) How to have the effective conversation that gets the referral in contact with you. (29:08) If you’re ready to create explosive growth in your practice and find more qualified prospects, Register for a FREE Advisor Success Package today. Go to https://advisorwealthmastery.com/ to register today by clicking the button, “Free Advisor Success Package”. For well qualified advisors, be sure to schedule your free practice evaluation (a $1,297 value) by calling 303-808-8719 or visiting https://advisorwealthmastery.com/contact-us/ and click “Schedule Now.” You’ll be connected to Mindi or Jennifer who will help you get started to exponentially grow your financial advisor practice. Discover how to get even better at gaining referrals with these resources: Develop a referral process: https://advisorwealthmastery.com/how-a-financial-advisor-developers-a-referral-follow-up-process-guide/ Family-based referrals: https://advisorwealthmastery.com/how-financial-advisors-can-retain-clients-through-multiple-generations/ Accelerate referrals: https://advisorwealthmastery.com/systems-to-accelerate-referrals/
  • Referral Systems for Financial Advisors and Wealth Managers [video]

    Most financial advisors assume their referral process is as good as it can get if they are able to generate 1or 2 referrals a month. But what if you could have 1-2 quality referrals a week? Or even in a day? Many financial advisors assume that it’s not possible to generate more referrals than they already do… and they’re underestimating themselves and their clients. Referrals, when approached properly, are a natural part of the customer relationship. It’s just a matter of learning how it incorporate a referral process into the relationship from the start. In this episode, you’ll “tried and true” tips for implementing referral processes and systems that ensure you not only get the great referral, that referral is converted into a great client. Want to increase the number of referrals you’re getting without sounding desperate? Listen and learn! Episode highlights include: Why one great client event isn’t enough. (5:08) The reason you should write the book. (7:49) Why handwritten notes get the attention and the referral. (8:30) A weekly email isn’t enough contact for clients or for referral generation. (10:46) Personalizing the client experience will maximize the relationship (13:03) Client appreciation that has clients appreciating you (and telling their friends). (19:30) How to have the effective conversation that gets the referral in contact with you. (29:08) If you’re ready to create explosive growth in your practice and find more qualified prospects, Register for a FREE Advisor Success Package today. Go to https://advisorwealthmastery.com/ to register today by clicking the button, “Free Advisor Success Package”. For well qualified advisors, be sure to schedule your free practice evaluation (a $1,297 value) by calling 303-808-8719 or visiting https://advisorwealthmastery.com/contact-us/ and click “Schedule Now.” You’ll be connected to Mindi or Jennifer who will help you get started to exponentially grow your financial advisor practice. Discover how to get even better at gaining referrals with these resources: Develop a referral process: https://advisorwealthmastery.com/how-a-financial-advisor-developers-a-referral-follow-up-process-guide/ Family-based referrals: https://advisorwealthmastery.com/how-financial-advisors-can-retain-clients-through-multiple-generations/ Accelerate referrals: https://advisorwealthmastery.com/systems-to-accelerate-referrals/
  • The Financial Advisor Lead Follow up And New Client Sales Process

    Stephen Oliver, Greg Moody, and Bob Dunne have conversations about marketing and lead follow-up process and sales process for financial advisors.
  • The Financial Advisor Lead Follow up And New Client Sales Process [video]

    Stephen Oliver, Greg Moody, and Bob Dunne talk about marketing and lead follow-up process and sales process for financial advisors.
  • 50 Different Ways to Create New Clients, Always be Marketing Part 1

    Building the Marketing Parthenon as a Financial Advisor. Marketing keys for building your practice with constant and powerful growth with Stephen Oliver and Lee Milteer
  • 50 Different Ways to Create New Clients, Always be Marketing, Part 1 [video]

    Building the Marketing Parthenon as a Financial Advisor. Marketing keys for building your practice with constant and powerful growth with Stephen Oliver and Lee Milteer
  • Create plenty of new client flow while managing your time effectively for Financial Advisors

    Financial Advisor Marketing Podcast Hosted by Stephen Oliver, Greg Moody, and Mindy Godfrey: Create plenty of new client flow while managing your time effectively for Financial Advisors.
  • Effective Referral Systems for Financial Advisors

    Episode 1. Learn how top financial advisors systematize marketing for dramatic increase in referrals resulting in maximum practice growth and optimal client retention. Most financial advisors rely on referrals as their primary source for new clients. Learning how to create marketing systems that drive referrals for financial advisors will generate the most successful outcomes for all parties: the financial advisor, the client who makes the referral, and the newly referred client.