How often does this podcast release new episodes?

This podcast is currently inactive and not releasing new episodes.

Where can I listen to this podcast?

This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

No, this podcast does not typically feature guests.

Get Advisor Fit

Claim This Podcast

by Olivia Luper

5.0(2 reviews)

37 episodes

Updated Inactive

Accepts GuestsHas SponsorsLocation 🇺🇸

Podcast Overview

GetAdvisorFit with Olivia Luper is a series of interviews with financial consultants and industry experts helping financial advisors strategize, market and grow their business using core fitness values and analogies. Do something today that your future self will thank you for with GetAdvisorFit and listen today. To learn more about Olivia and how her firm Lexicon Advisor Marketing can help you, visit https://lexiconadvisormarketing.com/. If you'd like to reach out to Olivia on Linkedin you can find her @olivialuperlexicon, and if you’d like to follow Olivia on Instagram you can find her @lexiconadvisormarketing.

Language

🇺🇲

Publishing Since

10/6/2021

Visit Website View on Apple Podcasts RSS Feed

1 verified contact email on file for Get Advisor Fit

Pitch yourself as a guest, propose sponsorships, or reach out directly to the host.

See contact details

Recent Episodes

December 6, 2023

Episode 38 - Farewell

Episode 38 - Farewell by Olivia Luper

December 6, 2023

Episode 37 - Libby Griewe |

Episode 37 - Libby Griewe | by Olivia Luper

November 17, 2023

Episode 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 advisors looking to revolutionize their practice. 4️⃣ A shift from traditional roles to a tech-consultant role can be highly beneficial. Stephanie transitioned from roles in investment management and financial planning to leverage her passion for fintech. Not just for Millennials, embracing fintech can lead to improved performance and a renewed passion for your role as an advisor! Stay ahead of the curve by integrating technology into your practice. Your client base and your wellbeing will thank you! Connect with Stephanie here: Website: https://stephaniedannebaum.com/ LinkedIn: https://www.linkedin.com/in/stephaniedannebaum/ Youtube: https://www.youtube.com/channel/UC8n09JZjb7Wtp4-0XaQyEtQ If you'd like to learn more about Lexicon's FinGrowth marketing plans, hop on our newsletter list: https://lexicon-advisor-marketing.ck.page/3b08474277

37 total episodes available

Deep-dive analytics for Get Advisor Fit

Frequently asked questions

Have a different question and can't find the answer you're looking for? Reach out to our support team by sending us an email and we'll get back to you as soon as we can.

What is Get Advisor Fit?: GetAdvisorFit with Olivia Luper is a series of interviews with financial consultants and industry experts helping financial advisors strategize, market and grow their business using core fitness values and analogies. Do something today that your future self will thank you for with GetAdvisorFit and listen today.

To learn more about Olivia and how her firm Lexicon Advisor Marketing can help you, visit https://lexiconadvisormarketing.com/. If you'd like to reach out to Olivia on Linkedin you can find her @olivialuperlexicon, and if you’d like to follow Olivia on Instagram you can find her @lexiconadvisormarketing.
How often does this podcast release new episodes?: This podcast updates inactive.
Where can I listen to this podcast?: This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: No, this podcast does not typically feature guests.

Legal Disclaimer

Pod Engine is not affiliated with, endorsed by, or officially connected with any of the podcasts displayed on this platform. We operate independently as a podcast discovery and analytics service.

All podcast artwork, thumbnails, and content displayed on this page are the property of their respective owners and are protected by applicable copyright laws. This includes, but is not limited to, podcast cover art, episode artwork, show descriptions, episode titles, transcripts, audio snippets, and any other content originating from the podcast creators or their licensors.

We display this content under fair use principles and/or implied license for the purpose of podcast discovery, information, and commentary. We make no claim of ownership over any podcast content, artwork, or related materials shown on this platform. All trademarks, service marks, and trade names are the property of their respective owners.

While we strive to ensure all content usage is properly authorized, if you are a rights holder and believe your content is being used inappropriately or without proper authorization, please contact us immediately at hey@podengine.ai for prompt review and appropriate action, which may include content removal or proper attribution.

By accessing and using this platform, you acknowledge and agree to respect all applicable copyright laws and intellectual property rights of content owners. Any unauthorized reproduction, distribution, or commercial use of the content displayed on this platform is strictly prohibited.