Extraordinary Marketing for Financial Advisors: Mile High Maverick Guide to Ultimate Marketing Success
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.
Most advisors have a "Manual Labor" sales job. Not a business. Not a career that can scale, expand, and survive without duplicating the "Manual Labor" sales job.

There is a BETTER Way!
Advisors seem to be having a contest to see who can be the least memorable.

There is a BETTER Way!
The big companies, who should know better do absolutely worthless advertising. Objectively making no effort to actually feed new quality prospects to their "sales team" of 6,000; 7,000; 10,000; or more advisors.

You Don't Have to Be TRAPPED into One-On-One MANUAL Labor!
"The Sales Prevention Department"

Pretty much everyone in this industry has a team of people "running blockers" to prevent hard chargers from doing much more than hitting up their warm list of friends and family.

You CAN do VERY Effective Advertising and Marketing WITHOUT running afoul of real compliance concerns.
"The Bozo Explosion" I'm sure I've upset any number of what I pretty uncharitably call the "Bozo Explosion" of coaches and consultants teaching stuff that doesn't work or which is extremely limiting.

NEVER take advice from someone who has not made sales face-to-face and belly-to-belly, and who has not been responsible for creating a huge flow of new clients for themselves.

To be consistently successful you must create a "Parthenon" of marketing systems. Many different feeders to create new clients.

Throughout this book, I'll discuss time-proven marketing principles, walk you through effective strategies, and share the key tactics that make them work when the "rubber meets the road."

* * * * * * * *
Financial advisors and wealth managers make sure to check the Advisor Wealth Mastery website at for great marketing tactics and strategies.
* * * * * * * *

Testimonial from Dan S. Kennedy, Author, No B.S.  Guide to Trust-Based Marketing - 5 STARTS

I am perpetually surprised at how comparatively primitive even high 6-figure income financial advisors are about marketing, making their attraction of ideal clients much harder than it needs to be... Stephen Oliver's book dismantles all of this brilliantly... I have known Stephen for many years and witnessed the profound impact he has had on business owners and practice professionals, not simply in dramatic income growth but in new satisfaction with the way that income is created. Think of this book as a golden door to a different kind of advisor business now.
1142946389
Extraordinary Marketing for Financial Advisors: Mile High Maverick Guide to Ultimate Marketing Success
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.
Most advisors have a "Manual Labor" sales job. Not a business. Not a career that can scale, expand, and survive without duplicating the "Manual Labor" sales job.

There is a BETTER Way!
Advisors seem to be having a contest to see who can be the least memorable.

There is a BETTER Way!
The big companies, who should know better do absolutely worthless advertising. Objectively making no effort to actually feed new quality prospects to their "sales team" of 6,000; 7,000; 10,000; or more advisors.

You Don't Have to Be TRAPPED into One-On-One MANUAL Labor!
"The Sales Prevention Department"

Pretty much everyone in this industry has a team of people "running blockers" to prevent hard chargers from doing much more than hitting up their warm list of friends and family.

You CAN do VERY Effective Advertising and Marketing WITHOUT running afoul of real compliance concerns.
"The Bozo Explosion" I'm sure I've upset any number of what I pretty uncharitably call the "Bozo Explosion" of coaches and consultants teaching stuff that doesn't work or which is extremely limiting.

NEVER take advice from someone who has not made sales face-to-face and belly-to-belly, and who has not been responsible for creating a huge flow of new clients for themselves.

To be consistently successful you must create a "Parthenon" of marketing systems. Many different feeders to create new clients.

Throughout this book, I'll discuss time-proven marketing principles, walk you through effective strategies, and share the key tactics that make them work when the "rubber meets the road."

* * * * * * * *
Financial advisors and wealth managers make sure to check the Advisor Wealth Mastery website at for great marketing tactics and strategies.
* * * * * * * *

Testimonial from Dan S. Kennedy, Author, No B.S.  Guide to Trust-Based Marketing - 5 STARTS

I am perpetually surprised at how comparatively primitive even high 6-figure income financial advisors are about marketing, making their attraction of ideal clients much harder than it needs to be... Stephen Oliver's book dismantles all of this brilliantly... I have known Stephen for many years and witnessed the profound impact he has had on business owners and practice professionals, not simply in dramatic income growth but in new satisfaction with the way that income is created. Think of this book as a golden door to a different kind of advisor business now.
29.97 In Stock
Extraordinary Marketing for Financial Advisors: Mile High Maverick Guide to Ultimate Marketing Success

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

by MBA Stephen Oliver
Extraordinary Marketing for Financial Advisors: Mile High Maverick Guide to Ultimate Marketing Success

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

by MBA Stephen Oliver

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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.
Most advisors have a "Manual Labor" sales job. Not a business. Not a career that can scale, expand, and survive without duplicating the "Manual Labor" sales job.

There is a BETTER Way!
Advisors seem to be having a contest to see who can be the least memorable.

There is a BETTER Way!
The big companies, who should know better do absolutely worthless advertising. Objectively making no effort to actually feed new quality prospects to their "sales team" of 6,000; 7,000; 10,000; or more advisors.

You Don't Have to Be TRAPPED into One-On-One MANUAL Labor!
"The Sales Prevention Department"

Pretty much everyone in this industry has a team of people "running blockers" to prevent hard chargers from doing much more than hitting up their warm list of friends and family.

You CAN do VERY Effective Advertising and Marketing WITHOUT running afoul of real compliance concerns.
"The Bozo Explosion" I'm sure I've upset any number of what I pretty uncharitably call the "Bozo Explosion" of coaches and consultants teaching stuff that doesn't work or which is extremely limiting.

NEVER take advice from someone who has not made sales face-to-face and belly-to-belly, and who has not been responsible for creating a huge flow of new clients for themselves.

To be consistently successful you must create a "Parthenon" of marketing systems. Many different feeders to create new clients.

Throughout this book, I'll discuss time-proven marketing principles, walk you through effective strategies, and share the key tactics that make them work when the "rubber meets the road."

* * * * * * * *
Financial advisors and wealth managers make sure to check the Advisor Wealth Mastery website at for great marketing tactics and strategies.
* * * * * * * *

Testimonial from Dan S. Kennedy, Author, No B.S.  Guide to Trust-Based Marketing - 5 STARTS

I am perpetually surprised at how comparatively primitive even high 6-figure income financial advisors are about marketing, making their attraction of ideal clients much harder than it needs to be... Stephen Oliver's book dismantles all of this brilliantly... I have known Stephen for many years and witnessed the profound impact he has had on business owners and practice professionals, not simply in dramatic income growth but in new satisfaction with the way that income is created. Think of this book as a golden door to a different kind of advisor business now.

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.
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