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.” "....covers self-marketing, which, in the case of a financial advisor, is crucial. Oliver discusses why it's important to be distinctly different and to stand apart from the competition, but also how to become perceived as an expert and how to target the appropriate audience. .....As a discussion of online marketing could easily fill an entire book, the author does an admirable job of touching on all of the basics. Oliver also makes a compelling case for financial advisors to use direct mail, pointing out that financial advisors are "in an industry where almost everyone is HORRIBLE at follow-up A treasure trove of marketing tips for financial advisors." - Kirkus Reviews "Having done an enormous amount of work in the financial advisor industry over decades, I am perpetually surprised at how comparatively primitive even its high 6-figure income professionals are about marketing, thus making their attraction of ideal clients much harder than it needs to be, Many are trapped in a sales model, and in doing things they do not like doing, much the same as they were 10 or 20 years earlier in their careers. Stephen Oliver's book dismantles all of this brilliantly and directs very different, more sophisticated thinking about self-marketing. 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." -- Dan S. Kennedy. Author, No B.S. Guide to Trust Based Marketing, and Best Selling NO B.S. Series, Founder Magnetic Marketing & GKIC "Stephen's book is a breath of fresh air! He tells the no-holds-bar truth about what it takes to thrive as a financial advisor. The comprehensive marketing system he lays out is a surefire way for any advisor to massively grow their practice systematically and reliably. This book is a must-read" - Dave Dee Author of "Sales Stampede" - Internationally Recognized Marketing Expert "I've been a practicing financial services professional for more than 30 years, and in all that time I've read more than my share of books and articles on dif