Get Advisor Fit

Episode 38 - Farewell by Olivia Luper

Episode 37 - Libby Griewe | by Olivia Luper

🔹Attention Financial Advisors!🔹 Ever thought about leveraging your CRM system to its full potential? Here's how you can step up your game: 👉 We had the pleasure of hosting Stephanie Dannebaum on our podcast "Get AdvisorFIT," where she shared valuable insights on how technology can enhance the client service experience in financial services. 📌 Key takeaways from our discussion: 1️⃣ A well-utilized CRM system can lead to proactive marketing and client service success. 2️⃣ Stephanie emphasizes on the importance of maximizing CRM software to streamline client data, optimize workflow, and enhance customer service. 3️⃣ Redtail Technology and Wealthbox CRM are some of the key tools she recommends for advisors looking to revolutionize their practice. 4️⃣ A shift from traditional roles to a tech-consultant role can be highly beneficial. Stephanie transitioned from roles in investment management and financial planning to leverage her passion for fintech. Not just for Millennials, embracing fintech can lead to improved performance and a renewed passion for your role as an advisor! Stay ahead of the curve by integrating technology into your practice. Your client base and your wellbeing will thank you! Connect with Stephanie here: Website: https://stephaniedannebaum.com/ LinkedIn: https://www.linkedin.com/in/stephaniedannebaum/ Youtube: https://www.youtube.com/channel/UC8n09JZjb7Wtp4-0XaQyEtQ If you'd like to learn more about Lexicon's FinGrowth marketing plans, hop on our newsletter list: https://lexicon-advisor-marketing.ck.page/3b08474277

In this episode of Get AdvisorFIT, host and expert finance marketer, Olivia Luper, sits down with Eric Stein, a powerhouse in the investment industry and partner at East Bay Investment Solutions. In this conversation, Eric and Olivia discuss: • How outsourcing investment strategies can free up advisor capacity and help financial advisory firms achieve their growth goals. • The challenges advisors face, the benefits of finding the right investment fit, and how strategic partnerships can ease the load. • Unique insight into succession planning, vetting prospects, and the services provided by East Bay Investment Solutions. Connect with Eric here: Website: https://eastbayis.com/ LinkedIn: https://www.linkedin.com/in/ericsteincfa/ If you'd like to learn more about Lexicon's FinGrowth marketing plans, hop on our newsletter list: https://lexicon-advisor-marketing.ck.page/3b08474277

Join expert finance marketer Olivia Luper in an engaging conversation with Steven Jarvis, CEO of Retirement Tax Services, as they dive into the world of tax planning. Discover how financial advisors can legally minimize tax liabilities for their clients, and learn valuable tips to incorporate tax strategies into your own marketing plans. Olivia and Steven also share insights, experiences, and best practices to help you effectively communicate tax savings to your clients. Don't miss out on this must-watch discussion on optimizing tax efficiency in retirement! #taxplanning #financialadvisormarketing Connect with Steven here: Website: https://retirementtaxservices.com/ LinkedIn: https://www.linkedin.com/in/stevenajarvis/ If you'd like to learn more about Lexicon's FinGrowth marketing plans, hop on our newsletter list: https://lexicon-advisor-marketing.ck.page/3b08474277

In this episode, Olivia Luper interviews Andrew McIntosh, creator of the 1st Gen Entrepreneurs community. They explore the experience of entrepreneurship, particularly for those who are the first in their families to own businesses. Andrew shares the trials and tribulations he faced, as well as the marketing strategies and digital tactics he deployed to promote his community. They also go over: -The importance of good form in both marketing and bodybuilding -The need to combine information with intuition to make meaningful business decisions -The value of peer networking and advice in biz dev -The influence of association and mentality on success So, what are you waiting for? Let’s talk shop. Learn more about 1st Gen Entrepreneurs and connect with Andrew. Website: https://1stgen.biz/ LinkedIn: https://www.linkedin.com/in/andrew-drives/ If you'd like to learn more about Lexicon's FinGrowth marketing plans, hop on our newsletter list: https://lexicon-advisor-marketing.ck.page/3b08474277 ▬ Social Media ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ✅Website: https://lexiconadvisormarketing.com ✅Facebook: https://www.facebook.com/2049494635095301 ✅Instagram: https://www.instagram.com/lexiconadvisormarketing/ ✅LinkedIn: https://www.linkedin.com/in/olivialuperlexicon ✅Twitter: https://www.twitter.com/olivialuper ▬ Contact Us ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ 30-Minute Zoom Call: https://calendly.com/lexiconadvisormarketing/referraldiscovery?back=1&month=2023-08 ✅Email: olivia@lexiconadvisormarketing.com #EntrepreneurshipJourney #BusinessGrowth #financialadvisormarketing

Calling all entrepreneurs, startup founders, and small business owners in FINANCE!!!! 💡Have you ever considered that your sales process could well be the cornerstone to your business success, not the aftermath? ✅ In Ep. 31 of my Get AdvisorFIT marketing podcast, top-notch business coach, Brittany Young, helps us explore the concept of treating the sales process as the foundation of entrepreneurship, rather than an end goal. 📍Here are some key takeaways from our talk: - Rather than viewing the sales process as the final step after all the groundwork of projects and networking is completed, consider it as the basis of your business activities. Why? Because it's this process that drives your revenue generation. - Spending time, effort, and money on various aspects of your business and then not focusing adequately on the sales process can be counterproductive. - An ironclad sales process not only gives you confidence but also ensures you are leveraging the prospects you have worked so hard to acquire. - Every entrepreneur evolves along their journey, and this may alter your original, effortless sales approach. This indicates the need for a structured, strategic sales process. 💼 In the finance sphere, the perennial quest for growth persists. Fostering a robust sales process from the get-go could make all the difference.

Are you tired of bland and repetitive content marketing? Do you want to create authentic and engaging content that resonates with your audience? Look no further! We have just the solution for you. In the latest episode of Get AdvisorFIT, marketing expert Olivia Luper sits down with Jeremy Shere to discuss the secrets of creating original and impactful content. They dive deep into the challenges faced by B2B marketers and share invaluable insights and strategies to overcome them. Here are the key takeaways from their conversation: - The importance of authenticity: Discover how to create content that genuinely connects with your target audience and builds trust in your brand. - Different types of content for different stages: Learn how to tailor your content to the different stages of the buyer's journey, ensuring maximum impact and relevance. - Feedback is key: Gain valuable insights from your audience by actively seeking feedback and conducting customer surveys. Understand what resonates and refine your content accordingly. - Leveraging conversation-based marketing: Explore the power of conversational content creation, which brings a genuine and dynamic touch to your messaging. - The business owner as a star: Find out how Jeremy can position yourself as the star of your content, as an expert interviewer there to unlock your expertise and create a range of valuable content assets for you. Listen to the full podcast episode now to gain valuable insights and unlock the potential of authentic content creation.

Scaling your Financial Advisory Firm? Have You Hit a Wall? In the journey of wealth management, scaling your firm can bring on a wave of challenges. In this episode of Get AdvisorFIT, Olivia Luper interviews Charesse Spiller, the brain behind Level Best, and the creator of the FinOps Co-Op. They discuss the challenges financial advisors face regarding marketing and operations. Charesse provides insight into the top operational problems financial advisors deal with and proposes solutions for them. These challenges include: ⭐ Capacity Constraints: - Whether you're a solopreneur or a multi-advisor firm, capacity can represent a make-or-break constraint. - The key? Efficient utilization of servicing teams & smart solutions to handle staffing fluctuations. ⭐ Innovation vs. Legacy: - As your firm grows, the innovation bug bites - new processes, better ways of dealing with clients crop up. - But what about your long-standing clients? The conundrum every firm faces - do you remodel old relationships or do you bring in new talent to accommodate? ⭐ Delegation Dilemma: - You were an incredible advisor. But now, you also need to lead a team. Delegating in such a setting can be a daunting task. Few have mastered it, many are learning. But the key to scaling lies in effective delegation. No journey is without its bumps. But being aware of the potential obstacles on your path to scaling can help you dodge them when they appear or even better - preempt them. So, what's your secret sauce to scaling? Share below 👇 If you'd like to learn more about Lexicon's FinGrowth marketing plans, hop on our newsletter list: https://lexicon-advisor-marketing.ck.page/3b08474277 Learn more about Level Best: https://www.getlevelbest.com/ Connect with Level Best on social media: LinkedIn: https://www.linkedin.com/company/getlevelbest/ Facebook: https://www.facebook.com/getlevelbest Twitter: https://twitter.com/getlevelbest Thanks for stopping by! And don't forget: Lift Heavy Invest Often Market Your A$$ Off

In this episode of the Get AdvisorFIT Financial Advisor Marketing podcast, host Olivia Luper interviews Stevyn Guinnip, Founder and CEO of Grow Wellthy. Together they explore the importance of financial advisors' physical health and how incorporating wellness webinars and resources into their marketing strategies can add value for their clients. As Stevyn says, "Financial advisor health should be a top priority. Not just the health of their business, not just the health of their 401k, but their actual physical health." In this episode, you'll gain valuable insights on: - Seeing health as an asset - The 3 dark horsemen threatening your longevity - Key principles for maintaining physical and mental well-being - Sharing Stevyn's wellness content with clients to create raving fans Tune in to the Get Advisor Fit podcast for an engaging conversation that delves into the links between fitness, finance, and success! If you'd like to learn more about Lexicon's FinGrowth marketing plans, hop on our newsletter list: https://lexicon-advisor-marketing.ck.page/3b08474277 Learn more about Grow Wellthy: https://www.growwellthy.com/ Read all about Wellth Webinars: https://www.growwellthy.com/wellthwebinars.html Connect with Stevyn on LinkedIn: https://www.linkedin.com/in/stevyn-guinnip/ Thanks for stopping by! And don't forget: Lift Heavy Invest Often Market Your A$$ Off

In this episode of Get AdvisorFIT, Olivia Luper interviews Jeremy Blubaugh, a retired sales rep, author, and founder of Coinflip Marketing. Together they discuss the power of personalized gift-giving strategies and how it can make a significant impact on client retention and referrals. Jeremy shares the framework of his USP gift-giving approach (Unique, Surprise, Personalized) and explains how to use this strategy to enhance your client relationships. Curious about the art of personalization in financial advisor marketing? Tune in to this episode to learn more about creating a deeper connection with your clients, navigating changes within your own business, and practical tips for marketing success. If you'd like to learn more about Lexicon's FinGrowth marketing plans, hop on our newsletter list: https://lexicon-advisor-marketing.ck.page/3b08474277 Learn More About Coinflip Marketing: https://www.coinflipmarketing.com/ Connect with Jeremy on LinkedIn: https://www.linkedin.com/in/coinflipmarketing/ Thanks for stopping by! And don't forget: Lift Heavy Invest Often Market Your A$$ Off

Join us on a recent episode of Get AdvisorFIT, where Peta O'Brien-Day, founder of Words by Peta and a values-based messaging strategist, shares her experience and insights on creating value-driven content that resonates with the audience. In this episode, learn about the importance of values-based marketing, how to integrate it into your business, and the power in being authentic and empathetic in your online presence. Can sharing real-life struggles and situations help establish a connection with clients and attract ideal clients? Peta says, "When I help my clients to put more of themselves and more of their values in their content, they see the same things. Their visibility increases, their reach increases, and the people that want to connect with them are more their ideal client." Tune in to explore how to incorporate your personal values and principles effectively into your messaging and brand strategy and navigate the potential consequences of discussing certain topics. Here are some key takeaways from the conversation: - Incorporating personal values into your messaging can help you connect with your audience and build trust. - Being authentic and transparent is crucial for effective marketing and creating meaningful connections with your clients. - Defining personal boundaries when sharing values on social media is important, especially for those in sensitive fields like finance and wellness. - Sharing real-life experiences and struggles can help clients identify with you and your business, leading to increased visibility and reach. - Connection, not conformity, is the key to success. Engage your audience by creating a dialogue about your values and being open to other perspectives. Words By Peta: https://wordsbypeta.com/ Connect with Peta on Instagram at https://www.instagram.com/allwordsbypeta/ or on LinkedIn at https://www.linkedin.com/in/peta-o-brien-day-7088461b6/ And she's launched a membership, The Soap Box - a supportive community for business owners with a social conscience, designed to help you share your political and social values in your business messaging. Without pissing off all your potential clients! Check it out here: https://wordsbypeta.com/elementor-4539/ Learn more about Olivia and her firm Lexicon Advisor Marketing: https://lexiconadvisormarketing.com/

In this episode, Olivia Luper is joined by Niki Clark to discuss the importance of Google My Business profiles for financial advisors in 2023. Together they highlight: • Benefits of having a Google Business profile • Key features of the platform • How to set yours up • How to optimize visibility and credibility Additionally, they delve into the topic of *advisor reviews* and provide guidelines for soliciting and utilizing client feedback. Connect with Niki on LinkedIn at https://www.linkedin.com/in/nikiclark/ or on Twitter at https://twitter.com/nikicl

In this podcast episode, Olivia interviews Nora DiNuzzo of Pitcher to explore *Naming, Branding, Marketing Consistency, and Keeping the Human Element in Your Marketing*. In this episode, you'll learn: -Why a strong brand identity is critical for financial advisors -What branding goals you should shoot for -Common branding mistakes and how to avoid them -Why the human element should be front and center in your marketing Their conversation also included the frequency of adjusting branding strategies for continuous improvement and future trends in business marketing to help business owners stay ahead of the curve. Contact Nora at https://www.pitchergrowth.com/ Connect with Nora on Instagram at https://www.instagram.com/pitchergrowth/ or on LinkedIn at https://www.linkedin.com/company/pitchergrowth/

Financial advisors: Are you tired of spinning your wheels and missing your revenue goals? Frustrated that you’re not attracting the most profitable clients you want to work with? You may be starting to realize that the old ways of building your business aren’t working anymore—like rehearsed referral scripts and cheesy company branded T-shirts that leave you feeling empty. Derrick Kinney and I understand this more than anyone, which is why I jumped at the opportunity to have him on the Get AdvisorFIT podcast. Meet Derrick Kinney, author of the Wall Street Journal’s and USA TODAY’s national bestselling book, Good Money Revolution. Two years ago, Derrick sold his multimillion-dollar financial planning business to teach more people how to make more good money (he was named a 2020 Forbes Best-In-State Wealth Advisor). But why? Derrick's HOT take: The world needs you to make a LOT more money. Money is GOOD (not bad!) and it's the greatest lever for change in the world. And he’s teaching financial advisors how to build their businesses so they enjoy more meaning and freedom in their lives. Mel Robbins, Donald Miller, Jon Gordon, John Lee Dumas, and Sharon McMahon + CNBC, FOX, CNN, and the Wall Street Journal love Derrick’s message. And now countless financial advisors are using Derrick’s Good Money principles to make more money — and do incredible things with it. In this exclusive Lexicon Advisor Marketing interview, Derrick shares with us: • The “Aha” moment Derrick had as a financial advisor that had such a huge impact on his business • One of the biggest challenges financial advisors face today is standing out in their local areas. Derrick discovered a solution to that problem and tells us all about it. • What advisors “who feel stuck” can do to transform their business and create a raving fan base (with a generosity purpose). • An exercise to help advisors be more memorable in social settings (HINT: It has to do with your messaging!) • 7-Step Framework Every Financial Advisor Needs to Increase their Revenue NOW! • Bonus: Why Derrick loves Jeep Rides and Elvis! Connect with Derrick on Instagram at https://www.instagram.com/derricktkinney/ or on LinkedIn at https://www.linkedin.com/in/derrickkinney/ Check out Derrick's book, Good Money Revolution, and also listen to his Good Money Podcast here: https://goodmoneychapters.com/ Learn more about Olivia and her firm Lexicon Advisor Marketing: lexiconadvisormarketing.com/

In this episode, my guest is Dave Poulos, Global Marketing Executive for over 40 years, marketing thought leader, speaker, and author. This episode started out as a conversation on how to market your firm pre-transition to improve your valuation, but quickly turned to so much more. Not only do we cover this info for the transitioning advisor, but we also go over: • Why advisors have a hard time with marketing (and why this means they need outside help) • How to use client events and email to get the perfect referrals • What marketing IS and IS NOT • How to perform market research • Developing a message that supports client acquisition …and so much more! Find Dave on LinkedIn at https://www.linkedin.com/in/dgpoulos/ Learn more about Olivia and her firm Lexicon Advisor Marketing: https://lexiconadvisormarketing.com/

In this episode, Olivia and Anthony share valuable insight in the advisory space while discussing the process of onboarding new clients in-person and online, and how nerve-racking it can be for a new client to come onboard. Their discussion includes: - How Anthony built his brand and why he identified himself as an individual - Deciding on his targeted audience - Why business and personal finances shouldn’t commingle and how to find access - Marketing to business owners - Mental health and how it ties in - The stigma that comes along with being a financial advisor - How to lead by example - The benefits of putting out literature as a financial advisor Connect with Anthony: https://www.linkedin.com/in/planningwithant/ Vivid Advisory: https://www.northwesternmutual.com/financial/advisor/anthony-williams/ Learn more about Olivia and her firm Lexicon Content Marketing: https://lexiconcontentdevelopment.com/ Follow Lexicon Content Marketing on Instagram: https://www.instagram.com/lexiconcontentdevelopment/

You might not find another guy more immersed in the financial services industry than Matt Reiner. Not only is he an advisor, but he advises other advisors, and recently started a fintech company, Benjamin (amongst other things which you can find in his LinkedIn profile). On the episode, Matt and Olivia discuss: -What is means to have a personal brand -The benefits of putting out literature as a financial advisor -The stigma that comes along with being a financial advisor -Why he believes every person in America should have a financial advisor -Why you should always be yourself and exercise vulnerability in your business relationships Connect with Matt Reiner: www.mattreiner.com https://twitter.com/mattreiner https://www.linkedin.com/in/matt-reiner-cfa-cfp%C2%AE-35159216/ Learn more about Olivia and her firm Lexicon Content Development: https://lexiconcontentdevelopment.com/ Follow Lexicon Content Development on Instagram: https://www.instagram.com/lexiconcontentdevelopment/

If you’re Interested in starting a podcast, this is a great resource for you! In this episode, Olivia talks with Justin Peters, a professional in the podcast space who helps brands launch high-quality podcasts. Justin is the Co-Founder of SimplePod Studios and the host of The Struggle is Real podcast. Olivia and Justin break down the podcast process from A to Z, covering everything from: -Start-up microphone recommendations -Sound quality and environment -Podcast host and players -Where and how to find guest speakers -Defining the goal of your podcast -Building credibility and trust -Creating a process for you and your guests -Justin’s three general categories of creation, distribution, and promotion If you’ve been thinking about starting your own podcast, or would like some tips for your existing podcast, this is the episode for you. Connect with Justin Peters linkedin.com/in/justinleepeters https://www.tsirpodcast.com/ https://twitter.com/JustinLeePeters Justin's Podcast Spreadsheet: https://linktr.ee/simplepod Learn more about Olivia and her firm Lexicon Content Marketing: https://lexiconcontentdevelopment.com/ Follow Lexicon Content Marketing on Instagram: https://www.instagram.com/lexiconcontentdevelopment/

In this episode, Olivia has a great conversation with Daniel Keever - President and Founder of Evergreen Financial Marketing based out of Wilmington, DE. As a specialized financial advisor marketer, Daniel explains how he quickly realized that he’s less like a marketing vendor and more like a fitness coach. Daniel walks Olivia through his approach on how he creates a process with his advisors to create content specifically for them, and why he changed what he used to call “Marketing Strategy” to “Client Relationship Strategy”. There are many great takeaways from this episode, like when Daniel shares what he would tell an advisor who wants to start marketing but not sure where to turn. You’ll want to listen for the details on his 4-stage plan. Download Guide mentioned in the show: https://www.evergreenfm.com/content-engine Connect with Daniel Keever https://www.evergreenfm.com/ Learn more about Olivia and her firm Lexicon Content Marketing: https://lexiconcontentdevelopment.com/ Follow Lexicon Content Marketing on Instagram: https://www.instagram.com/lexiconcontentdevelopment/