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

How Can Financial Advisors Improve Client Satisfaction?

Posted on March 14, 2021March 26, 2021 by stickguy

Just how important is customer experience in the wake of COVID-19? Consider these fascinating facts from a 2020 survey: 86% of buyers will pay more to receive stellar customer service 32% of buyers will switch brands …

How a Financial Advisor Developers a Referral Follow-Up Process Guide

Posted on March 11, 2021May 5, 2021 by stickguy

When starting as a financial advisor, it can be challenging to find new clients. That’s why many financial advisors tend to start with a referral from a friend, neighbor, or family member. However, consistently generating referrals can …

How can financial advisors improve client satisfaction

Posted on March 10, 2021March 26, 2021 by stickguy

The career of a financial advisor is one that must stand the test of time. Markets change and financial trends are constantly evolving. What remains is the importance of a financial advisor’s role in helping people …

The Economy Sucks? Really?

Posted on March 2, 2021 by EditGuy

I’ve had the interesting and simultaneously annoying experience of car shopping recently. A couple of months ago I was running errands — trying to find copies of The E-Myth at various bookstores around Denver since I …

How Financial Advisors Can Retain Clients Through Multiple Generations

Posted on February 28, 2021 by stickguy

As a wealth manager, you know that an important part of your job goes beyond the actual managing of wealth. It is about managing the client. It’s also about retaining the client so they continue to …

How Financial Advisors Onboard Clients

Posted on February 27, 2021 by stickguy

Over 90% of clients think that companies could “do better” when it comes to the onboarding process. This stat from Hubspot refers to client onboarding in general, but think about the implication for you as a …

Increasing Assets Under Management With Existing Clients

Posted on February 25, 2021 by stickguy

What goals have you set for increasing assets under management in 2021? Here’s what other financial advisors are hoping to achieve in the near future: They expect their managed assets to grow by 7.2% in the …

The Art of the Referral Follow up Process for Financial Advisors

Posted on February 19, 2021 by stickguy

When you’re trying to grow your business, client referrals can be one of your best resources. You get the benefit of trust between colleagues or friends, and you can avoid the discouraging cold call process. But …

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 …

Changes for More Productive Client Review Meetings

Posted on January 7, 2021 by EditGuy

Client review meetings are usually all about the numbers. You bring out the reports and you discuss performance with your clients. Then you talk about improving that performance. While this is the norm, it’s not the …