Voice of FinTech®
Trailer
Bonus
Episode 326
Season 6
How to grow your business if you are a financial advisor with Derrick Kinney (USA)
- Derrick's journey from financial advisor to leadership speaker and consultant
- What problem is Derrick helping financial advisors with, and why
- Some highlights of advice to financial advisors given by Derrick how to:
- Crush their revenue goals and build the business they've always wanted
- Discover their generosity purpose, so they experience purpose and meaning in their lives
- Become the sought-after specialist in their community by "owning a relatable problem."
- Attract ideal prospects and high-quality referrals that are excited to work with them
- Insulate client relationships from the competition
- They also discussed what's the best way to find HNWI client prospects today
- How to manage the conversion from a prospect to a client
- Derrick's thoughts on the retention of clients and managing churn
- How to reconcile financial advisors' goals and the suitability of financial products for their clients
- How to manage advisors' lives and careers and prevent burnout
- Can you recommend a favorite business book or another resource for continuous learning? The Richest Man in Babylon
- The best way to reach out and find out more is to find Derrick Kinney on LinkedIn