Complete Advisor

How I Do: Workshops

In this captivating episode of “The Complete Advisor,” your host Dennis Mattern sits down with Frank Oliver, President & Founder of Oliver Asset Management. Together, they dive deep into the intriguing world of financial advisory workshops, revealing Frank’s secrets to success and sharing anecdotes that will leave you both entertained and informed.

Discover how Frank has built a thriving financial practice, with 50% of his business coming from referrals, and the rest from his workshop strategy. Explore the art of engagement and interaction during workshops and learn why Frank believes in not asking for appointments during the event itself.

Join us for an insightful conversation that offers a behind-the-scenes look at what it takes to be a successful financial advisor, and why Frank’s workshop approach continues to bring in new clients and keep them engaged. Don’t miss out on this episode of “The Complete Advisor” – it’s packed with actionable insights and a touch of humor that will leave you wanting more!

Listen & Subscribe

Recent Episodes