Let's Build a Marketing Machine w/ Olivia Luper

Posted by Adam Scherer, CFP®, MS

Sep 7, 2023

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Olivia Luper stops by to talk marketing for Financial Advisors. We truly learn 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.

The BIF Bites podcast covers topics that are important to those seeking CFP® certification and really anyone that wants to better understand the financial services industry in general.

Olivia Luper founded Lexicon Advisor Marketing in 2018 with the desire to assist financial advisors grow their businesses by disseminating well-written, compelling content.

Adam Scherer, MS, CFP®, EA is the Vice President of Product Development & Innovation at BIF.

Jerry Mee, CFP® is the Director of Student Support at BIF.

Topics: BIF Bites Podcast