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!----- ----- -----This podcast is for financial professional use only and not for use with the general public. The information provided herein is the exclusive property of CreativeOne and is protected by copyright and other intellectual property laws of the United States. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax, or investment advice. CreativeOne is not responsible for the results of programs discussed on this podcast or any liability stemming from the use of it. Although we may promote and or recommend the services offered by this company, agents are ultimately responsible for the use of any materials or services and agree to comply with the compliance requirements of their broker-dealer and registered investment adviser, if applicable, and the insurance carriers they represent.Copyright 2023 Creative One Marketing Corporation.

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