Extraordinary Marketing for Financial Advisors: Mile High Maverick Guide to Ultimate Marketing Success

by MBA Stephen Oliver

Overview

This is an "Out-of-the-Box" outsider/insider's take on effective direct response marketing, positioning and sales for Wealth Managers, Financial Advisors, and Life Agents.

It covers online marketing, social media marketing, direct mail, email, host-parasite (COI, ) Referral Systems, Live Events and much, much more.

It will show you how to massively increase your flow of qualified prospects without filling rooms with "plate-lickers" or looking needy and desperate by begging your clients for their friends (or, working your warm list of friends and family.)

This is invaluable too if you want to rapidly scale your practice with clients that are a delight to work with.

If you want to be bland, no worse than anyone else, then this isn't for you. If you would be happy to just add a trickle of new clients to your practice that's on a plateau, then frankly this isn't for you, either.

This material is for the top 1%-for those "Maverick Advisors" who hit the highest rungs. It's for you if you're ready to hit those levels and beyond.

If you're ready to grow, let's do a bit of a mental catharsis together. Together we'll look at your business with fresh eyes.

Product Details

ISBN-13:	9798823176927
Publisher:	Barnes & Noble Press
Publication date:	01/11/2023
Pages:	354
Product dimensions:	7.00(w) x 10.00(h) x 0.74(d)

About the Author

Stephen Oliver attended Georgetown University, earning an honor’s degree in international economics, expecting to head on to Harvard or Wharton for an MBA on the wall to Wall Street. He’d worked his way through college running a Martial Arts School for the most successful organization in that field in North America and training to be a professional Kick-Boxer.

Along the way, best-laid plans were derailed and instead of going directly to graduate school, he ended up opening 6 Martial Arts Schools in Denver, Colorado. Along the way, he did complete an Executive MBA while becoming a National Event Promoter and an internationally recognized Marketing Expert in that field. He served on the Board of Directors on a Financial company that worked in that field and for a National Sanctioning Organization. He developed and franchise organization that opened locations throughout the United States, Canada, New Zealand, and Australia.

He ended up helping business owners ranging from Law Firms, to international consulting organizations, martial arts schools, to Wealth Managers with grass roots marketing, sales, internet marketing and organization management systems. He’s written 7 books on management and marketing and, co-authored a book with Marketing Guru Dan Kennedy. As a speaker, he’s shared the stage with Dan Kennedy, Brian Tracy, Jay Abraham, Lee Milteer, Tony Robbins, Chuck Norris, former NYC Police Commissioner Bernard Kerik, and others ranging from business leaders to retired professional football players and actors.

Stephen Oliver is a noted author, speaker, and entrepreneur. He founded Mile High Karate in 1983 now Internationally Franchising Martial Arts Schools with a focus on Character Development for Kids and Families and is a noted speaker, author, and consultant to Martial Arts School Owners and other entrepreneurs.

Editorial Reviews

As a financial advisor, this is a great look into serious marketing that drives new clients and explosive AUM growth. It totally shifted my thinking about growing a new business. You must get this book if you want to grow to a seven or eight-figure earner.

Verified Purchaser - Jodi Nissen

Don't delay any longer.
Reading and applying the concepts presented in this book will provide you with an array of powerful marketing strategies that work together to create a cohesive plan. By utilizing this comprehensive method, you can showcase yourself to potential high-level clients who need help managing their finances and wealth. You will also learn how to fish in the right pond and stand out as unique to well-qualified prospective clients.

Verified Purchaser - Jeffrey Konich

Hits all the right spots.
Stephen Oliver did a great job in getting to the problem for financial advisors and their marketing. He then details how to overcome those problems and move ahead with market-proven duplicatable systems that make sense and are actually usable to get a real result; more clients and more money. this is a must-buy for every financial advisor that wants to have a business with an endless stream of Clients.

Verified Purchaser - Dr. Fred Rouse

Must Read for Financial Advisors and Everyone Else In The Biz of Attracting and Keeping Customers.
This book is universal; as I am reading it I just substitute the words "martial arts professional" for "financial advisor" and the marketing gold in the book applies to me. I highly recommend this book to financial advisors, martial arts professionals, and everyone else interested in attracting and keeping new customers!

Verified Purchaser - J. Del Castillo

I couldn't recommend "Extraordinary Marketing for Financial Advisors" more. It's the most complete guide in the industry with everything A to Z for an advisor to build their practice. After speaking with many, many advisors, this is the missing piece to help with getting more referrals, improving their online marketing, doing seminars and events effectively and a lot more - frankly just getting high-quality leads and prospects. If you're in the financial services industry you need to read this!

Verified Purchaser - Greg Moody