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Ep 221: Earning More Client Referrals By Cultivating Community Through Client Events with Miye Wire

Ep 221: Earning More Client Referrals By Cultivating Community Through Client Events with Miye Wire

FromFinancial Advisor Success


Ep 221: Earning More Client Referrals By Cultivating Community Through Client Events with Miye Wire

FromFinancial Advisor Success

ratings:
Length:
90 minutes
Released:
Mar 23, 2021
Format:
Podcast episode

Description

Miye Wire is the founder of an eponymous hybrid RIA that manages $200 million dollars for 250 young professional families and has become the go-to benefits and equity compensation expert for Microsoft employees. Miye has built her firm around a robust referral engine from her niche, thanks in part to the memorable client events she hosts throughout the year that create a unique sense of community for her clients. In this episode, she shares how her events and community strategy have led to her firm being built upon referrals, as well as why she has taken a team approach in her firm to make sure that not only are client inquiries handled promptly, but advisors are able to create more work-life balance. Listen in to learn how Miye shifted away from worrying about whether she was fitting into a certain financial advisor type and embraced what makes her—and her firm—different. For show notes and more visit: https://www.kitces.com/221
Released:
Mar 23, 2021
Format:
Podcast episode

Titles in the series (100)

The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an experienced advisor who's hit a wall, we're here to give you the insights and inspiration you need to break through and reach the level of success you want to achieve. Subscribe to the show, and get even more at the leading industry blog Nerd’s Eye View at www.Kitces.com.