Shows
Business Innovators RadioInterview with Olivia Luper, Founder of Lexicon Advisor MarketingOlivia Luper founded Lexicon Advisor Marketing in 2018 with the desire to assist financial advisors grow their businesses by disseminating well-written, compelling content backed by the systems needed to generate new business online.She graduated from Florida Atlantic University in 2016 with her Master of Arts in English, where she concentrated on American Modern and Postmodern Literature. Her favorite books are LOLITA by Vladimir Nabokov and THE CRYING OF LOT 49 by Thomas Pynchon. She is also an aspiring memoirist and published poet. She began writing website content in 2013 while finishing her undergraduate studies.Olivia lives in South Florida...2025-03-1025 min
The Efficient Advisor: Tactical Business Advice for Financial Planners234: Package & Price Your Process and Build Your How Story - Level 3 of The Systems to Scale FrameworkIt’s Week 3 of the Systems to Scale Framework™ Podcast Series. As we move through the different levels of this roadmap, we’re divining into ALL the systems and micro systems that you need to create within your financial services business. It’s hard to believe we’re halfway through!In Week 3…it’s all about creating processes for ATTRACTING your ideal client avatar and making it EASY for them to choose to do business with you.This week we’ll talk about: Productizing your offerings (How to package and price your servic...2024-11-1933 min
The Finance Marketing PodcastUnderstanding Lead Generation and Full Marketing Funnels for Finance Professionals with Olivia LuperIn this episode of The Finance Marketing Podcast, Hillary sits down with Olivia Luper, Founder of Lexicon Advisor Marketing, a full-service, outsourced digital marketing agency that helps financial professionals build brand awareness, grow their network, and land more clients they love. Olivia shares her expertise on creating a well-rounded digital marketing strategy specifically tailored for financial advisors. She discusses the three essential stages of marketing—building awareness, capturing leads, and nurturing those leads to convert them into loyal clients.Olivia offers practical insights on effective lead generation techniques, the power of email marketing, and the role of au...2024-10-1842 min
Get Advisor FitEpisode 38 - FarewellEpisode 38 - Farewell by Olivia Luper2023-12-0613 minGet Advisor FitEpisode 37 - Libby Griewe |Episode 37 - Libby Griewe | by Olivia Luper2023-12-0645 min
Get Advisor FitEpisode 35 - Stephanie Dannebaum | Using Your CRM for Proactive Marketing and Client Service Success🔹Attention Financial Advisors!🔹 Ever thought about leveraging your CRM system to its full potential? Here's how you can step up your game: 👉
We had the pleasure of hosting Stephanie Dannebaum on our podcast "Get AdvisorFIT," where she shared valuable insights on how technology can enhance the client service experience in financial services.
📌 Key takeaways from our discussion:
1️⃣ A well-utilized CRM system can lead to proactive marketing and client service success.
2️⃣ Stephanie emphasizes on the importance of maximizing CRM software to streamline client data, optimize workflow, and enhance customer service.
3️⃣ Redtail Technology and Wealthbox CRM are some of the key tools she recommends for advis...2023-11-1739 min
Get Advisor FitEpisode 34 - Eric Stein and Olivia Luper | What Can an OCIO Do For You?In this episode of Get AdvisorFIT, host and expert finance marketer, Olivia Luper, sits down with Eric Stein, a powerhouse in the investment industry and partner at East Bay Investment Solutions.
In this conversation, Eric and Olivia discuss:
• How outsourcing investment strategies can free up advisor capacity and help financial advisory firms achieve their growth goals.
• The challenges advisors face, the benefits of finding the right investment fit, and how strategic partnerships can ease the load.
• Unique insight into succession planning, vetting prospects, and the services provided by East Bay Investment Solutions.
Connect with Eric here:
Website: https://eastbayis.com/
Linked...2023-10-0641 min
The Soap Box PodcastEpisode 12 - What if it turns out you don't really hate marketing?What is the bigger purpose behind your marketing?This is something that my guest this week has spent a lot of time thinking about. And it’s what she helps her clients uncover.Olivia Luper is the founder and Chief Strategist at Lexicon Advisor Marketing, a full-service digital marketing agency for financial professionals who want to align their values with their marketing to build a roster of ideal clients and feel good about what they do again. She is also a professional bodybuilder in the IFBB Pro League, a poet, an...2023-09-2046 min
Get Advisor FitEpisode 33 - Steven Jarvis, CEO, CPA | Marketing with Emotion: Taxes & Your MoneyJoin expert finance marketer Olivia Luper in an engaging conversation with Steven Jarvis, CEO of Retirement Tax Services, as they dive into the world of tax planning.
Discover how financial advisors can legally minimize tax liabilities for their clients, and learn valuable tips to incorporate tax strategies into your own marketing plans.
Olivia and Steven also share insights, experiences, and best practices to help you effectively communicate tax savings to your clients. Don't miss out on this must-watch discussion on optimizing tax efficiency in retirement!
#taxplanning #financialadvisormarketing
Connect with Steven here:
Website: https://retirementtaxservices.com/
LinkedIn: https://www.linkedin.com...2023-09-1536 min
BIF BitesLet's Build a Marketing Machine w/ Olivia LuperOlivia Luper stops by to talk marketing for Financial Advisors. We learned a lot in this episode. What strategies work best? What content are clients looking for? How do we convert prospects into full-fledged clients? Listen in and learn from a true marketing guru.2023-09-0853 min
Financial Advisor SuccessBuilding The Marketing System Around Your Advisor Content To Get Real Marketing Results With Olivia LuperOlivia Luper is the Founder of Lexicon Advisor Marketing, a virtual outsourced digital marketing company that specializes in working with financial advisors to generate a steady flow of prospects. Olivia is unique in that she initially began as a ghostwriter for financial advisors before soon realizing that quality content needed a robust marketing system to truly attract prospects. Consequently, she expanded her firm to offer comprehensive outsourced marketing services, encompassing everything from lead magnets and mailing lists to social media ads and effective email campaigns. Listen in as Olivia unveils her three-step marketing strategy, emphasizing the importance...2023-09-051h 44
Get Advisor FitEpisode 32 - Andrew McIntosh | Starting and Scaling a Successful BusinessIn this episode, Olivia Luper interviews Andrew McIntosh, creator of the 1st Gen Entrepreneurs community. They explore the experience of entrepreneurship, particularly for those who are the first in their families to own businesses.
Andrew shares the trials and tribulations he faced, as well as the marketing strategies and digital tactics he deployed to promote his community.
They also go over:
-The importance of good form in both marketing and bodybuilding
-The need to combine information with intuition to make meaningful business decisions
-The value of peer networking and advice in biz dev
-The influence of association and mentality on...2023-08-251h 18
B2B Content Show: A Podcast About the How, What, and Why of B2B Content MarketingPodcasting as a solopreneur w/ Olivia LuperI'm a big advocate for podcasting as a marketing channel, as you know. But I know that it can be a big lift for companies to get a show up and running and to build an audience. Podcasting is especially challenging for solopreneurs, who on top of running their business have to learn how to run a podcast and be a podcast host! Hats off to any solopreneur who can make it work, because podcasting can add tremendous value....2023-08-1733 min
Get Advisor FitEpisode 31 - Brittany Young | Permission-Based Sales & Women Empowerment in FinanceCalling all entrepreneurs, startup founders, and small business owners in FINANCE!!!!
💡Have you ever considered that your sales process could well be the cornerstone to your business success, not the aftermath?
✅ In Ep. 31 of my Get AdvisorFIT marketing podcast, top-notch business coach, Brittany Young, helps us explore the concept of treating the sales process as the foundation of entrepreneurship, rather than an end goal.
📍Here are some key takeaways from our talk:
- Rather than viewing the sales process as the final step after all the groundwork of projects and networking is completed, consider it as the basis of your business...2023-08-1156 min
Retirement Tax Services PodcastExpert Digital Marketing and Taxes with Olivia Luper In this week's episode, Steven takes a break from technical tax talks to welcome digital marketing expert Olivia Luper to the show. Olivia shares how she helps Financial Advisors level up their marketing efforts, including why taxes can be such a powerful topic when it comes to helping prospective clients move away from pain. Steven and Olivia share specific examples of ways they have found success incorporating taxes into their marketing messages and give advice on how listeners can do the same in their practices. https://bit.ly/3Ko0flC2023-08-0729 min
Get Advisor FitEpisode 30 - Jeremy Shere | Creating Authentic and Original Content via ConversationAre you tired of bland and repetitive content marketing?
Do you want to create authentic and engaging content that resonates with your audience?
Look no further! We have just the solution for you.
In the latest episode of Get AdvisorFIT, marketing expert Olivia Luper sits down with Jeremy Shere to discuss the secrets of creating original and impactful content.
They dive deep into the challenges faced by B2B marketers and share invaluable insights and strategies to overcome them.
Here are the key takeaways from their conversation:
- The importance of authenticity: Discover how to create content that genuinely connects...2023-07-281h 04The Efficient Advisor: Tactical Business Advice for Financial Planners127: Ideas to Implement - Level 3 Processes of the Systems to Scale Framework: ATTRACTEach week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Level 3 Processes of the Systems to Scale Framework: ATTRACT----------------------LINKS FROM THIS EPISODE:Sign Up for the Systems to Scale Group Coaching & Mastermind Here!Episode #052: Are You Confusing Your Clients? Focusing Your Planning Options to Reduce IndecisionEpisode #062 (and Download!): Systematizing Your Planning Process & "How Story" on Get Advisor Fi...2023-07-2111 minThe Efficient Advisor: Tactical Business Advice for Financial Planners126: Level 3 Processes of the Systems to Scale Framework: ATTRACTIt’s Week 3 of the Systems to Scale Framework™ Podcast Series. As we move through the different levels of this roadmap, we’re divining into ALL the systems and micro systems that you need to create within your financial services business. It’s hard to believe we’re halfway through!In Week 3…it’s all about creating processes for ATTRACTING your ideal client avatar and making it EASY for them to choose to do business with you. This week we’ll talk about: Productizing your offerings (How to package and price...2023-07-1825 min
Get Advisor FitEpisode 29 - Charesse Spiller | FA Operations: Problems & Solutions For Each Stage of BusinessScaling your Financial Advisory Firm?
Have You Hit a Wall?
In the journey of wealth management, scaling your firm can bring on a wave of challenges.
In this episode of Get AdvisorFIT, Olivia Luper interviews Charesse Spiller, the brain behind Level Best, and the creator of the FinOps Co-Op. They discuss the challenges financial advisors face regarding marketing and operations. Charesse provides insight into the top operational problems financial advisors deal with and proposes solutions for them.
These challenges include:
⭐ Capacity Constraints: - Whether you're a solopreneur or a multi-advisor firm, capacity can represent a make-or-break constraint. - The key? Ef...2023-07-0751 min
Get Advisor FitEpisode 28 - Stevyn Guinnip | Grow WellthyIn this episode of the Get AdvisorFIT Financial Advisor Marketing podcast, host Olivia Luper interviews Stevyn Guinnip, Founder and CEO of Grow Wellthy.
Together they explore the importance of financial advisors' physical health and how incorporating wellness webinars and resources into their marketing strategies can add value for their clients.
As Stevyn says, "Financial advisor health should be a top priority. Not just the health of their business, not just the health of their 401k, but their actual physical health."
In this episode, you'll gain valuable insights on:
- Seeing health as an asset
- The 3 dark horsemen threatening your...2023-06-2339 min
Get Advisor FitEpisode 27 - Jeremy Blubaugh | Coinflip MarketingIn this episode of Get AdvisorFIT, Olivia Luper interviews Jeremy Blubaugh, a retired sales rep, author, and founder of Coinflip Marketing.
Together they discuss the power of personalized gift-giving strategies and how it can make a significant impact on client retention and referrals.
Jeremy shares the framework of his USP gift-giving approach (Unique, Surprise, Personalized) and explains how to use this strategy to enhance your client relationships.
Curious about the art of personalization in financial advisor marketing?
Tune in to this episode to learn more about creating a deeper connection with your clients, navigating changes within your own business, and...2023-06-0945 min
Get Advisor FitEpisode 26 - Peta O'Brien-Day | Words By PetaJoin us on a recent episode of Get AdvisorFIT, where Peta O'Brien-Day, founder of Words by Peta and a values-based messaging strategist, shares her experience and insights on creating value-driven content that resonates with the audience.
In this episode, learn about the importance of values-based marketing, how to integrate it into your business, and the power in being authentic and empathetic in your online presence.
Can sharing real-life struggles and situations help establish a connection with clients and attract ideal clients? Peta says, "When I help my clients to put more of themselves and more of their values in their...2023-05-2643 min
Get Advisor FitEpisode 25 - Niki Clark | Get More Clients with Google My Business Profile for Financial AdvisorsIn this episode, Olivia Luper is joined by Niki Clark to discuss the importance of Google My Business profiles for financial advisors in 2023.
Together they highlight:
• Benefits of having a Google Business profile
• Key features of the platform
• How to set yours up
• How to optimize visibility and credibility
Additionally, they delve into the topic of *advisor reviews* and provide guidelines for soliciting and utilizing client feedback.
Connect with Niki on LinkedIn at https://www.linkedin.com/in/nikiclark/ or on Twitter at https://twitter.com/nikicl2023-05-1240 min
Get Advisor FitEpisode 24 - Lora DiNuzzo | PitcherIn this podcast episode, Olivia interviews Nora DiNuzzo of Pitcher to explore *Naming, Branding, Marketing Consistency, and Keeping the Human Element in Your Marketing*.
In this episode, you'll learn:
-Why a strong brand identity is critical for financial advisors
-What branding goals you should shoot for
-Common branding mistakes and how to avoid them
-Why the human element should be front and center in your marketing
Their conversation also included the frequency of adjusting branding strategies for continuous improvement and future trends in business marketing to help business owners stay ahead of the curve.
Contact Nora at https://www.pitchergrowth...2023-04-281h 06Get Advisor FitEpisode 23 - Derrick Kinney | Author of Good Money RevolutionFinancial advisors: Are you tired of spinning your wheels and missing your revenue goals?
Frustrated that you’re not attracting the most profitable clients you want to work with?
You may be starting to realize that the old ways of building your business aren’t working anymore—like rehearsed referral scripts and cheesy company branded T-shirts that leave you feeling empty.
Derrick Kinney and I understand this more than anyone, which is why I jumped at the opportunity to have him on the Get AdvisorFIT podcast.
Meet Derrick Kinney, author of the Wall Street Journal’s and USA TODAY’s national b...2023-04-1453 min
Corey Keating – UnfilteredGenerate Conversations — Clip with Olivia Luper (072)How financial advisors and the financial industry as a whole can change the trajectory of their business through content marketing. A clip from the Get Advisor Fit podcast with Olivia Luper.
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Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com
Engage with me on LinkedIn and make sure you’re subscribed to my channel on YouTube!
Cheers,
Corey2023-04-1003 min
Get Advisor FitEpisode 22 - Dave Poulos | Global Marketing ExecutiveIn this episode, my guest is Dave Poulos, Global Marketing Executive for over 40 years, marketing thought leader, speaker, and author.
This episode started out as a conversation on how to market your firm pre-transition to improve your valuation, but quickly turned to so much more.
Not only do we cover this info for the transitioning advisor, but we also go over:
• Why advisors have a hard time with marketing (and why this means they need outside help)
• How to use client events and email to get the perfect referrals
• What marketing IS and IS NOT
• How to perform market research
• Developing...2023-03-281h 04
Get Advisor FitEpisode 21 - Anthony Williams | Vivid AdvisoryIn this episode, Olivia and Anthony share valuable insight in the advisory space while discussing the process of onboarding new clients in-person and online, and how nerve-racking it can be for a new client to come onboard.
Their discussion includes:
- How Anthony built his brand and why he identified himself as an individual
- Deciding on his targeted audience
- Why business and personal finances shouldn’t commingle and how to find access
- Marketing to business owners
- Mental health and how it ties in
- The stigma that comes along with being a financial advisor
- How to...2023-02-2235 minGet Advisor FitEpisode 20 - Matt Reiner | CFA, CFPYou might not find another guy more immersed in the financial services industry than Matt Reiner. Not only is he an advisor, but he advises other advisors, and recently started a fintech company, Benjamin (amongst other things which you can find in his LinkedIn profile).
On the episode, Matt and Olivia discuss:
-What is means to have a personal brand
-The benefits of putting out literature as a financial advisor
-The stigma that comes along with being a financial advisor
-Why he believes every person in America should have a financial advisor
-Why you should always be yourself and exercise...2023-02-0139 minGet Advisor FitEpisode 19 - Justin Peters | The Struggle is RealIf you’re Interested in starting a podcast, this is a great resource for you!
In this episode, Olivia talks with Justin Peters, a professional in the podcast space who helps brands launch high-quality podcasts. Justin is the Co-Founder of SimplePod Studios and the host of The Struggle is Real podcast.
Olivia and Justin break down the podcast process from A to Z, covering everything from:
-Start-up microphone recommendations
-Sound quality and environment
-Podcast host and players
-Where and how to find guest speakers
-Defining the goal of your podcast
-Building credibility and trust
-Creating a process for you and yo...2023-01-0459 min
Get Advisor FitEpisode 18 - Daniel Keever - Evergreen Financial MarketingIn this episode, Olivia has a great conversation with Daniel Keever - President and Founder of Evergreen Financial Marketing based out of Wilmington, DE. As a specialized financial advisor marketer, Daniel explains how he quickly realized that he’s less like a marketing vendor and more like a fitness coach.
Daniel walks Olivia through his approach on how he creates a process with his advisors to create content specifically for them, and why he changed what he used to call “Marketing Strategy” to “Client Relationship Strategy”.
There are many great takeaways from this episode, like when Daniel shares what he would tell...2022-12-0837 min
Corey Keating – UnfilteredThe State of Financial Marketing with Olivia Luper (063)Full episode from my conversation with Olivia Luper: The State of Financial Marketing.
What to grow your business?
What I wish I could solve?
Where to start?
Where to stay focused?
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Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com
Engage with me on LinkedIn and make sure you’re subscribed to my channel on YouTube!
Cheers,
Corey2022-11-3022 minGet Advisor FitEpisode 17 - Colton Etherton | The Tattoo Artist AdvisorIn this episode of Get AdvisorFIT, Olivia has a great conversation with “The Tattoo Artist Advisor'', Colton Etherton. Colton is a financial advisor who specializes in working with tattoo artists - talk about niching down!
After growing tired of traditional firms where he seemed to only be helping people who were already wealthy, Colton decided to launch his own firm to be able work with the types of people he wanted to work with - tattoo artists.
The fact that he was not able to (literally) roll up his sleeve at work, even when clients weren't in the office, because it...2022-11-1748 minThe Efficient Advisor: Tactical Business Advice for Financial Planners062: Systematizing Your Planning Process & "How Story" on Get Advisor Fit w/ Olivia LuperCreating systems and processes to back your financial planning process is how you reduce overwhelm, scale your business… and straight up work less. In this episode of Get Advisor Fit Libby makes a guest appearance to discuss how she was able to triple her hourly revenue, triple her referral rate, and cut her hours back to 24 hours per week with three simple changes.Libby walks us through her journey from being a financial advisor practice owner to a financial advisor coach by offering a consistent client experience backed by systems and processes. She also breaks dow...2022-09-2045 min
FutureProof Advisor PodcastUsing Content to Attract the Right Clients with Olivia LuperJoining me from South Florida today on Bridging the Gap is Olivia Luper. Olivia is a writer and content marketer for financial advisor, and she’s also the host of Get AdvisorFIT Podcast. We discuss the importance of learning from others’ content and putting your own spin on it to make it yours, the difference between evergreen content vs. timely content, lead magnets and the benefits of having these on your website, and how to build your email campaign to produce traction to your content. Olivia also shares the creative side and the technical side of blog posts...2022-09-1442 minGet Advisor FitEpisode 16 - Dan Marino | Orange Line Media GroupOlivia has an insightful conversation with the person who helps make this show possible, Dan Marino from Orange Line Media Group. Dan, along with his wife Tiffany, offer a personalized, boutique experience to growing your business and reaching your business goals through internet presence.
Not only does Dan offer great advice for financial advisors (or anyone trying to expand their online
presence), but also explains why it’s so important to know your audience
when designing and creating content.
Plus, you'll learn 5 adjustments you can make to your ADVISOR WEBSITE TODAY that will improve your SEO and conversion rates immediately!!!!
If...2022-07-0642 minGet Advisor FitEpisode 15 - Corey Keating | A Financial Services MarketerIn this episode, Olivia has a great conversation with Corey Keating, a financial services marketer based out of Philadelphia. Corey shares his insight on marketing from both sides. He works with boutique fund managers to build marketing programs on the firm level, and he also works one-on-one with financial advisors to help them stand out from the crowd.
Listen to find out:
- The #1 thing Corey does with new clients
- How he helps advisors who are struggling with their messaging
- The biggest objections financial advisors have to digital marketing
- Where he sees advisors having the most marketing...2022-06-1543 minGet Advisor FitEpisode 14 - Jeremy Keil | Keil Financial PartnersJeremy Keil and his team at Keil Financial Partners are retirement focused financial planners who manage over $100 million in assets for their 200 clients-- and are absolute rockstars at generating their own business through referral and digital marketing!
When it comes to advisor marketing, Jeremy just gets it!
In this episode Olivia goes on a deep dive to find exactly what Jeremy did to triple his referral rates after “making some pivotal marketing changes, " but they also explore:
-Why Jeremy suggests you BE YOURSELF and connect your professional image with what is unique about you
-How your lead magnets and emails HE...2022-05-2536 minGet Advisor FitEpisode 13 - Libby Greiwe | The Efficient AdvisorGain valuable insight into running a successful financial advisory practice as Olivia and Libby discuss how Libby was able to triple her hourly revenue, triple her referral rate, and cut her hours back to 24 hours per week with three simple changes.
Libby walks us through her journey from being a financial advisor practice owner to a financial advisor coach by offering a consistent client experience backed by systems and processes. She also breaks down why it’s so important to create a standard service offering and a consistent process for delivering your products....AND how it all ties into marketing.
Ge...2022-05-1142 minGet Advisor FitEpisode 12 - Derek Pollard | Constellar Creative (Part 2 of 2)This is one of Olivia’s most insightful podcasts yet!
In part two of Olivia’s conversation with Derek Pollard, Olivia explains how inbound marketing is taking over (versus outbound marketing), and how this connection is not just in the financial advisor space, it’s literally everywhere! Throw a dead cat in any direction and you'll run into an inbound marketing funnel.
As Derek put it - “The obvious is always a great place to spend a little time. Writing is difficult and not everyone can become an expert at it.”
This episode is packed with great information like:
-How to get out...2022-04-2023 minGet Advisor FitEpisode 11 - Derek Pollard | Constellar Creative (Part 1 of 2)In this episode, Olivia has an amazing conversation with Derek Pollard of Constellar Creative.
As two academics both coming from the field of English Literature and Creative Writing, they discuss the art of copy and content writing and how the end goal should always be to connect with people.
Not everyone can write, Derek explains, but if you do it often enough you can teach yourself to write effectively.
In this episode, you'll also learn:
Why Derek suggests you always "start with the obvious" and go from there.
How Derek's workflow allows him to create messaging that really resonates.
Why...2022-04-0643 minThe Efficient Advisor: Tactical Business Advice for Financial Planners021: How To Follow Up Without Sounding Desperate (Using a Nurture Sequence!) with Guest Olivia LuperLooking for a technique to follow up with prospects that doesn’t feel icky or desperate? Well, today is all about exactly that. Enter: The Nurture Sequence. Today I am talking with marketing expert Olivia Luper and we are going to get into how to follow up and create more inbound calls. In this episode you will learn: What is a nurture sequence?What is the anatomy of a well-crafted & effective nurture sequence?Tips & Tricks to improve your response rate. Do’s and Don’ts of creating captivating copy AND - Olivia shares AN EXACT SCRIP...2022-03-291h 07