Stephen Oliver’s Newsletter.
Keep the “Main Thing the Main Thing”
I talked to an advisor last week and he said something strange to me. I really don’t want to ‘Target my marketing…
Watch What Everyone Else Is Doing & Do the Opposite
Watch what everyone else is doing, and do the opposite. For, I guess 20 years more or less I’ve worked with Dan…
Everything Counts in Your Prospects & Clients Inbox
Everything Counts – Maybe it’s just me, or was 3rd World Country the look they were after? Maybe it’s just me. I…
Financial Advisors: A 2021 Rant
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….
How Is Your Closing Process?
How’s your closing process? As I’m sure you already know, technical knowledge of your craft, although necessary is far from adequate to…
Getting Your Name Out There
Getting Your Name Out There….. It’s more or less marketing 101, but it’s violated constantly. I hear Advisors talk about advertising to…
New Year’s Marketing Plan for Financial Advisor
You won’t get wise With the sleep still in your eyes No matter what your dream might be Hopefully, you have an…
Putting It All Together
Some food for thought on Friday. I’ve been doing a “Deep Dive” into “everyone else’s” podcasts and books in the past few…
Found Money
“Found Money” I’ve always found it entertaining the things that people will say about you when you’re not listening. Recently I had…
Manage Your Time, Live Your Life
When you successfully manage your time, you get to live your ideal life. In business operations, there are two major time-management problems…
Recommendations to My Financial Advisor Coaching Clients You Can Use
Recommendations to My Financial Advisor Coaching Clients You Can Use I want to share with you a few of the recommendations I…
New Year: Same but Different
We all know about setting New Year’s Resolutions. It’s obvious how those resolutions work out for most. In more normal times all…
Illuminating Lessons for Financial Advisors
Allow me to share an email I received from one of the business owners I know because it provides several illuminating lessons…
What Gets Measured Gets Done
What gets measured gets done. Measuring things are a great way to keep track of your processes and analyze what’s going well,…
“Alarm Clock Army”
I’ve had in-depth conversations with approximately 15 business owners from different industries during the past week. Some are grossing $50,000 to $70,000…