Stephen Oliver’s Newsletter.

February 22, 2021

Is Money Laying Around In Your Business?

“That guy found tons of money laying around in my business that I didn’t know was there.” I had a conversation with…

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Standout from the Crowd; Be a Member of a Subculture

Be a Member of a Subculture and Standout from the Crowd. What most of us seem to try to do is to…

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Don’t Be Boring.

Don’t be boring. Put your personality into everything you do… Standout from the crowd, expanded. Back to Earl Nightingale: If you don’t…

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Frighten or Titillate

Frighten or Titillate, whatever you do, don’t be boring Ok, so Game Stop stock is going crazy. AMC Theaters. Apple – $100…

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A Rant on Client Communication

A Rant on Client Communication, Client Retention, and a Foundational Requirement to Generate Referrals. A friend and mentor that I’ve worked with…

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Can Financial Advisors Use Testimonials?

It’s my biggest criticism about many Financial Advisors that I talk with, an inability to “empty their cup” and look at their…

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Systems to Accelerate Referrals

What “Systems” are you using to accelerate your referrals? It’s always interesting when talking with advisors. There’s a huge number with frankly…

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Nurture, Educate, and Entertain your Prospects and Clients

Nurture, Educate, and Entertain your Prospects and Clients CONTINUALLY – Forever. Gee, it seems like I keep having this conversation with otherwise…

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Advertising Doesn’t Work for Financial Advisors?

Advertising Doesn’t Work for Financial Advisors? No, it works GREAT if you do it right. I’ve had several conversations with Advisors who…

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February 19, 2021

RIP Rush: And Now Time For An Obscene Profit Break

Just a quick note to Say Rest-in-Peace RUSH. So many things for the “Ditto Heads” to remember. I always chuckled at the…

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February 12, 2021

Your Marketing “To Do” List

I’ve talked with a number of Financial Advisors who could best be described as “marketing junkies.” They’ve read all of the stuff,…

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January 18, 2021

10 Quality Digital Marketing Strategies for Financial Advisors

When many of us think of marketing, we imagine television and radio spots, magazine advertisements, and billboards. You might think of cold-calling,…

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January 14, 2021

Always Have an Offer

Yesterday I talked about “call to action” in all of your marketing. Unfortunately way too many advisors think a call to action…

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January 13, 2021

Effective Sales Process for New Client Development

We just did a video that you may enjoy about effective lead follow-up along with effective new client sales process.   If you’ve…

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January 11, 2021

Problem Agitate Solve

Problem, Agitate, Solve A tried and true marketing formula for your advertising in any and all media could be summarized at “Problem,…

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