Thursday Email: Stephen Oliver

February 15, 2024

Bridging the Gap is a weekly podcast focused on evolving the wealth management industry.

Each week we look to inspire innovation and continued progression to serve more families via these transformative conversations with leaders both in and out of our industry.

Innovating Marketing and Building a Sustainable Brand with Stephen Oliver

In our latest Bridging the Gap episode, Stephen Oliver discussed the art of persistence, the importance of constant outreach through various channels, and the impact of showcasing personal interests on advisor-client engagement. He also delves into marketing strategies, emphasizing the significance of personal stories, community-building, and a strong online presence. Check out Stephen's recommended read, "Influence: Science and Practice" by Robert Cialdini, and accelerate your growth with his parting advice on staying opportunistic and creating authentic connections in a competitive market.

Jump to this:

[25:13] Stephen discusses the importance of recognizing a company's founding history and values, using the example of Dairy Queen featuring its evolution display. Stephen believes that this would make the theater experience more engaging.

[41:07] Consistent communication is crucial in online marketing. Engage with clients regularly through emails, texts, and valuable content to stay top of mind and foster strong relationships.

The best is ahead!

-Matt