98 min listen
Ep 249: Going Beyond Client Experience With Client Adventures To Drive Organic Growth with Drew Waldron
Ep 249: Going Beyond Client Experience With Client Adventures To Drive Organic Growth with Drew Waldron
ratings:
Length:
90 minutes
Released:
Oct 5, 2021
Format:
Podcast episode
Description
Drew Waldron is the co-founder of Canvas Wealth Advisors, an RIA based out of Kansas that manages $455-million for 150 families. Drew and his partner have taken the client experience to a whole new level by not only reinvesting into client services and better technology, but also by executing once-in-a-lifetime excursions exclusively for clients of the firm. Listen in as Drew shares how he and his partner have differentiated their firm by leveraging client excursions and experiences, the different kinds of adventures his firm executes for clients, and the strategy they employ to assemble clients together to foster introductions and networking opportunities. We also dive into how this unique experiences-based marketing strategy has catapulted the firm to north of $450-million in assets in just over two years and why they place so much emphasis on constantly providing added value to clients and prospects. For show notes and more visit: https://www.kitces.com/249
Released:
Oct 5, 2021
Format:
Podcast episode
Titles in the series (100)
Ep 011: How Launching An Advisory Business Can Be Safer Than Working In One with Alan Moore: Alan Moore of XY Planning Network stops by the show to tell us about his experiences as a young advisor, and why he wanted to launch his own business rather than work for someone else. by Financial Advisor Success