Webinar: Successful Client Meetings With Frank Oliver by CreativeOne

About This Webinar

The Essentials wasn’t the usual hum-drum talk about new programs or what we thought you should be doing. It was about you, for you, put on by top advisors just like you. It was a place where you talked to one another—we didn’t talk at you.

When it came to Client Meetings, Frank dove deep and shared what he was doing that’s working, his pandemic practices, how he's finding new clients and more importantly, how he gets noticed in a world inundated with financial professionals.

Join us as we catch up with Frank to talk in more details about the tactics and tools that make him the success that he is.

You’ll have the opportunity to get your questions answered and to be open to that one idea that could spark something great.

Agenda

To Charge a Fee or Not to Charge a Fee...
Important process points for continuity and consistency.
What to do...and what not to do.

Presenters

The Essentials

The Essentials: An Advisor Idea Exchange

Each session is led by top advisors from coast to coast. And we’re not kidding when we say “top advisors.” This event boasts more than $1 billion in non-AUM production alone, so yeah, they know their stuff.

Frank Oliver

Founder & CEO ~ Oliver Asset Management

Frank has always had a passion for helping people as it pertains to their finances, so he opened a specialized financial firm that provides customized retirement strategies. Frank’s extensive education and experience working with hundreds of clients for nearly 2 decades, positions him to have very clear insight into effective planning procedures.

Along with creating the T.I.M.E.™ process, Frank is a member of the nation’s most exclusive group of financial advisors: Ed Slott’s Master Elite IRA Advisor Group. In addition to Frank’s IRA knowledge, he has spent significant time educating himself on advanced Social Security strategies, greatly aiding him in designing the most efficient retirement plans. Frank has also trained and coached fellow financial advisors across the country on advanced planning techniques, so they too can assist their clients as efficiently as possible.

Frank maintains both his securities and life insurance licenses in order to offer a diverse selection of investment and insurance options for his clients.

Dennis Mattern

VP ~ Training & Development

As an educator and strategist, Dennis believes in helping advisors become the best possible version of themselves. Throughout his career, Dennis has worked in the financial services industry—salesman, financial advisor, recruiter, sales consultant, team manager, regional sales director, and even a founding member of a financial services firm. Every role has taught him something about the industry and together they add up to more than 26 years of invaluable experience.