Stephen Oliver’s Newsletter.

May 19, 2022

Super Charge Your Results

Super Charge your Results – Immediately   The key components are simple: know what you want to accomplish, learn the necessary skills,…

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October 29, 2021

Scary Bad at Effective Marketing Processes

Maybe it’s just my “Outsider’s View,” but this industry is scary bad at understanding and implementing effective marketing processes. Something I’ve noticed…

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October 7, 2021

Are you no worse than anyone else?

As a quick follow-up from this morning. Most advisors seem to set their “Elevator Pitch” or, as Chet Holmes used to say…

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October 6, 2021

Is Your Marketing On Target?

Are you “All over the Place” with your Marketing Efforts? All over the place. Having talked with a bunch of financial advisors…

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October 5, 2021

A Calmer 2021?

I’m so glad that things have settled down for 2021 compared to last year, aren’t you? Ok, just kidding. Market’s way up….

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September 27, 2021

Busy Weekend

Wow, Busy Weekend – I’m Exhausted Nothing like a 6 am flight to top off a busy weekend and add to my…

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One of “THOSE” Days

I imagine you’ve been there done that, but geez yesterday was one of “those day’s !” So, I get up and go…

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Time Management

We had a great live “Zoom” meeting of my newest members today focusing on Time-Management. There are many great books on the…

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Which Clients Should I Fire Today?

Cut from the bottom, add to the top A friend and mentor of mine, many years ago used to repeat this phrase…

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Taking Time to Smell the Roses

I’m off to Boston. I’m leaving on a jet airplane with the family at the literal crack of dawn…. geez I hate…

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A Surreal Experience

The above quote is one of my favorites. I know that we’re in the “money” business, but there are still a number…

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September 13, 2021

Marketing Magic for Financial Advisors

Playing around in Salem. Not a real witch to be found. Ok, we were playing around in Salem, MA. You know the…

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September 8, 2021

Zoomed Out

OMG, have you every been COMPLETELY “Zoomed out?” Well, hell I’m just totally zoomed out. You know what I mean I’m sure….

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September 3, 2021

Hack Away the Unessential.

  Hone in to the essence of what you do Just a short note today. Trying to take most of the week…

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September 1, 2021

Get inside the Conversation “Going on in their Head”

 – Don’t be afraid of having and opinion and being Polarizing Get inside the Conversation “Going on in their Head” In the…

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