Gain valuable insight into running a successful financial advisory practice as Olivia and Libby discuss how Libby was able to triple her hourly revenue, triple her referral rate, and cut her hours back to 24 hours per week with three simple changes.
Libby walks us through her journey from being a financial advisor practice owner to a financial advisor coach by offering a consistent client experience backed by systems and processes. She also breaks down why it’s so important to create a standard service offering and a consistent process for delivering your products....AND how it all ties into marketing.
Get your free “How-Story Script” from Libby - a brief description of how to create processes and systems to back up the “how process”: https://www.theefficientadvisor.com/h...
Learn more about Libby on her website: https://www.theefficientadvisor.com/
Learn more about Libby on Linkedin: https://www.linkedin.com/in/libby-gre...
This is one of Olivia’s most insightful podcasts yet!
In part two of Olivia’s conversation with Derek Pollard, Olivia explains how inbound marketing is taking over (versus outbound marketing), and how this connection is not just in the financial advisor space, it’s literally everywhere! Throw a dead cat in any direction and you'll run into an inbound marketing funnel.
As Derek put it - “The obvious is always a great place to spend a little time. Writing is difficult and not everyone can become an expert at it.”
This episode is packed with great information like:
-How to get out of your own way
-Content multiplication = closest thing you'll get to a silver bullet
-The irony of “final” drafts
-Creating a digital media library of assets
-How to get your money’s worth from content
-The power of intellectual property
...and so much more they had to record a second show!
Learn more about Derek at on his website: https://constellarcreative.com/
Learn more about Derek at on Linkedin: https://www.linkedin.com/in/derekpoll...
In this episode, Olivia has an amazing conversation with Derek Pollard of Constellar Creative.
As two academics both coming from the field of English Literature and Creative Writing, they discuss the art of copy and content writing and how the end goal should always be to connect with people.
Not everyone can write, Derek explains, but if you do it often enough you can teach yourself to write effectively.
In this episode, you'll also learn:
Why Derek suggests you always "start with the obvious" and go from there.
How Derek's workflow allows him to create messaging that really resonates.
Why creating connections between people and ideas is so important.
You'll see that empowering advisors is really at the heart of what both Olivia and Derek do as content writers for financial advisors.
To close, Olivia & Derek also dive into the need for connections and deconstruct a poem by Danusha Laméris titled “Small Kindnesses."
Small Kindnesses by Danusha Laméris: https://womensvoicesforchange.org/sma...
Learn more about Derek at: https://constellarcreative.com/
What's better than having one content marketer on the Get AdvisorFIT podcast? Having two, of course!
In this episode, Olivia invites a true collaborator and industry colleague she's always looked up to, Zoë Meggert, to come talk shop. Zoë is the founder and CEO of Perfectly Planned Content, an agency offering content marketing and coaching for financial advisors. Because producing a high volume of content is necessary in the current marketplace, Zoë steps through a few non-negotiables that you can apply to your workflow to help get more traction online.
This powerhouse duo also does a deep dive on financial advisor bio best practices, answering questions like: Does your bio accurately represent what you do today, who you are, and who you want to work with? Should you be writing your bio differently for different spaces, and are you communicating in a relatable way? What other information should you include in your bios that are featured on third party sites such as NAPFA, XY Planning, or Wealthramp?
Learn all this and more in this jam-packed episode of Get AdvisorFIT.
Learn more about Zoë at: https://perfectlyplannedcontent.com/
Connect with Zoë on Linkedin: https://www.linkedin.com/in/zoe-meggert-a22a486a/
In this episode, Matt Halloran, co-founder of ProudMouth, explains how professionals need to believe in everything they do surrounding their expertise. “In the world we live in today, if you're not doing it someone else is, and your clients are paying attention.”
Olivia and Matt discuss why creating organic content is non-negotiable, and how Matt and his partner Kirk came up with PodRocket, courses and office hours led by professional podcast producers & digital marketers that help you scale your credibility and accelerate your influence.
There are some amazing takeaways in this episode for any solo professional wanting to grow their social media presence and market to their ideal client.
Learn more about Matt at: https://proudmouth.com/
Learn more about PodRocket Academy at : https://proudmouth.com/academy/
Check out Matt’s Podcast “Top Advisor Marketing” at: https://proudmouth.com/get-started/top-advisor-marketing-podcast/
Rob Isbitts is an investment strategist, former advisor, researcher, thought-leader and journalist - as he likes to call himself, an “Investment Lifer.” Rob started his career working for the Japanese Bank on Wall Street in 1986. He experienced 5 bull markets, while he grew his own practice to $80 mIllion dollars, and ultimately sold it. During that time Rob published 2 books. He has also written for Market Watch, Forbes, The Street, US News & World Report, and SungardenInvestment.com, among others.
Listen in on this episode to hear Olivia and Rob discuss “Big Time Wall Street'', the reason why advisors need to be able to educate retail investors, what they think are the industry's biggest problems, and more.
Learn more about Robert at: https://www.sungardeninvestment.com/
Connect with Rob on Linkedin: https://www.linkedin.com/in/rob-isbitts-73b0751/
In this episode Olivia has a great conversation with Justin Green, CFP®, MSPFP and founder of AssistFP. Justin’s mission with AssistFP is to help online fitness coaches and fitness entrepreneurs navigate the financial challenges associated with being a business owner.
Growing up in a small New York town and being the first in his family to go to college, Justin learned the financial industry on his own and found his niche through fitness.
Justin and Olivia discuss the commonalities between financial planners and fitness coaches, how to market yourself on Instagram and other social media outlets, finding your audience, outsourcing time-consuming tasks, and many more takeaways that can help you and your business succeed.
Learn more about Justin at: https://assistfp.com
Listen to Justin’s Podcast - Dollars and Dumbbells: https://podcasts.apple.com/us/podcast...
In this episode, Olivia chats with James Pollard, the host of Financial Advisor Marketing Podcast and the founder of The Advisor Coach LLC, a company that helps financial advisors grow their businesses and get more clients.
James is an expert in his field for a reason. In this show he breaks down the dos and don’ts of marketing - like, why you should set up an autoresponder sequence. He also goes over writing for short attention spans, and how to get more engagement from your blog, Facebook ads, holiday cards and more.
James and Olivia also dive into the reason most top executives and CEOs outsource their tasks - this is so important -find out why in this episode!
Learn more about James at: https://www.theadvisorcoach.com/
Prior to the COVID-19 pandemic, Kurt’s main way of establishing himself in the local community was by participating in a lot of in-person networking events, but that came to an end for everyone in the beginning of 2019.
In this episode Olivia and Kurt discuss the best path for someone who is considering a career as an independent RIA. Is the independent model for you? Kurt explains how the financial planning industry generally is not very good at training, his criteria for his ideal clients, how to be consistent in your messaging, how to work with your compliance office, and his philosophy “You’re either all in or you’re all out”.
Learn more about Kurt at: https://apollonwealthmanagement.com/
Find your middle ground - that’s what Olivia and Jen come full circle on in this episode.
Olivia wants to know the number one struggle advisors are facing right now while Jen connects the dots with why we struggle to attract and retain great staff. Is it culture, is it your website, is it your messaging, is it your aura, marketing or lack of - Jen says the problem was there well before COVID and explains exactly what we’re not doing.
Olivia and Jen also discuss if you should include a salary range for the position you're offering, as well as if you should be marketing to the individuals you would like to attract to work for your business.
Listen to episodes for some amazing takeaways that can help your business grow.
Learn more about Jennifer at: https://www.jennifergoldmanconsulting...
In this episode Olivia chats with Jason Berube, founder of Cornerstone Wealth Consulting Services, LLC based out of Beverly, MA.
Coming from a family of construction company owners, and a mason by trade, Jason’s niche is to help construction entrepreneurs permanently pay less taxes and build more wealth for generational growth.
"Content development can be extremely difficult and putting yourself out there isn’t easy", Jason explains, "but if you don’t put yourself out there, you won’t get noticed." Jason reveals how staying consistent and having intent helps him generate business.
Expectations of how much content you should put out has changed over the years, but from Olivia’s experience the more you show up the more calls that get booked through the website. Olivia says make the time, even if it is while you're doing your business!
Learn more about Jason at: https://cornerstonewealthllc.com/
In this episode Olivia discusses the current hiring conditions in today’s market and the symptoms of the industry that pull employees away from advisory firms with Brian Luper, Esq/Partner of The Strategic Implementer - strategic planning and hiring assistance for financial advisors.
Brian explains how to expand your hiring pool exponentially and how he has seen some firms successfully go from 150 candidates to 750 candidates. What candidates are looking for sometimes isn’t all about the money, especially gen x, millennials, and gen z. Not offering permanent positions can be a deal breaker for most.
He also gives us a preview of his latest project “The Hiring Range” - a series of short videos offering advisors bits of information on specific parts of the hiring process.
In this episode Olivia interviews Founder and CEO Johnny Sandquist of Three Crowns Copyright and Marketing, a full service creative agency, primarily for Fintec and RIA firms.
Johnny shares with Olivia how he uses a similar approach as the Wu-Tang Clan: instead of cash ruling everything, it’s content that rules everything. Johnny explains how his evolution flipped from spending most of his time on strategy and little time on content to the exact opposite.
Johnny shares helpful tips like how to think of marketing as an investment, how you communicate, who you communicate with and what you communicate about.
Listen today to Olivia’s first episode and learn how to overcome the biggest challenges most financial advisors are faced with in their everyday life, and much more.
Are you ready? Because it’s coming in 🔥 hot.
The Get AdvisorFIT video and podcast are set to launch in October 2021.
Here my love of fitness and finance will converge to help Financial Advisors market and grow their advisory businesses. What is it? I’ll be interviewing top financial services industry professionals from:
✅Business transformation specialists
✅Top talent recruiters
✅Top-performing advisors …and more!
The goals are to educate you, connect you, and ultimately help you get more clients.
Nurturing Leads Beyond Social Media
Advisor Marketing Hypertrophy: How to Grow Your Advisory Business Using the Principles of Bodybuilding
Increase engagement with your target audience by isolating that "muscle group" in your content. Narrow your focus and create content based on that niche. Be mindful in your messaging to reinforce the prospect connection.