Nerd's Eye View

APRIL 30, 2024

What's unique about Troy, though, is how his firm's emphasis on driving organic growth through a multi-pronged marketing strategy, including a radio show, in-person seminars, and most substantively and scalably, a YouTube channel, that has allowed the firm to grow its AUM from $85 million to $750 million during just the past 5 years.

Financial Advisor 189

Financial Advisor Clients Retirement Planning 189

Nerd's Eye View

MARCH 11, 2024

Referrals can play a vital role in the growth of financial advisory firms since finding prospective clients via referral requires virtually no hard-dollar costs, and it takes only a fraction of the time needed for other marketing channels like social media, blogging, and seminars.

Clients 227

Clients Media Accounting Management 227

Nerd's Eye View

MARCH 11, 2024

Referrals can play a vital role in the growth of financial advisory firms since finding prospective clients via referral requires virtually no hard-dollar costs, and it takes only a fraction of the time needed for other marketing channels like social media, blogging, and seminars.

Clients 220

Clients Media Accounting Management 220

Don Connelly & Associates

APRIL 29, 2024

I hope by now you've done a business plan. A business plan is how you're going to hit your goals. Inside your business plan has to be your marketing plan. You're driving from Bangor, Maine to San Diego, you're going to pass mile markers along the way. Those are your goals.

Business Planning 52

Business Planning Planning Marketing Marketing 52

Nerd's Eye View

JULY 13, 2023

For some, this means acquiring more credentials, while for others, it can mean devoting more time reading books and articles, listening to podcasts, and/or attending workshops or seminars.

Clients 199

Clients Financial Planning Financial Planner Communication 199

Nerd's Eye View

DECEMBER 13, 2022

In this episode, we talk in-depth about Terry’s approach to gaining more referrals (and minimizing any need for other prospecting efforts) by asking clients to commit in their initial introductory meeting that they would provide him a referral in the future if they found his financial planning recommendations to be valuable… and then followed (..)

Financial Advisor 130

Financial Advisor Financial Planning Clients Planning 130

Nerd's Eye View

SEPTEMBER 6, 2022

What's unique about Andy, though, is how, shortly after launching his practice, he created a Facebook group so that he could share his expertise directly with the types of clients he wanted to serve… which unexpectedly became so successful, that in just two short years, he reached the client capacity goal he set out as he went from $0 in AUM (..)

Tax Planning 246

Tax Planning Financial Advisor Financial Planner Retirement 246