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Creating Trust - Why Every Financial Advisor Needs There Own Book
Manage episode 419252604 series 3560399
Treść dostarczona przez Stephen Oliver, MBA, Stephen Olikver, and MBA. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Stephen Oliver, MBA, Stephen Olikver, and MBA lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.
Financial Advisor Marketing Podcast with hosts Stephen Oliver and Michael Levin
Creating Trust - Why Every Financial Advisor Needs There Own Book
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Meeting Purpose: Discuss the value of books for financial advisors, and how Michael can help advisors create effective books to build their brand and attract clients.
Key Takeaways • Books build trust and credibility for advisors, helping them attract clients in a niche. • The book allows the advisor to fully tell their story and express their uniqueness. • Compliance-friendly books can easily get approved if they avoid specific claims, touting products, or bashing competitors. • Marketing the book through the "Dream 100" strategy (sending copies to top prospects) is very effective. • Physical books make a bigger impact than PDFs - worth spending $10-15 to mail a copy. • Michael has extensive experience writing advisor books and makes the process quick and painless. Topics: Establishing Trust with Prospects • A book allows advisors to fully tell their story and express their uniqueness, instead of appearing generic. This builds trust. • Advisors should explain what they stand for instead of being bland. Attract your niche instead of trying to appeal to everyone. • The book helps advisors separate themselves from negative perceptions of Wall Street. Compliance Considerations • Michael knows how to write compliance-friendly books that avoid claims, touting products, or bashing competitors. • Books like this sail through compliance since the advisor clearly "gets it". Marketing the Book • The "Dream 100" strategy sends copies to top prospects with a personal note. Very effective but rarely followed up properly. • Physical books make a bigger impact than PDFs. Worth spending $10-15 to mail a copy to qualified prospects. • Books are great lead magnets and for sharing with clients to pass along. Michael's Experience • Michael has extensive experience writing advisor books and makes the process quick and painless. • He can create a 125-page book with just 8-10 hours of the advisor's time over 4 months. • His background in fiction helps create engaging stories and parables in the books.
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