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100: How this Advisor Turned his Marketing Strategy into an Endless Line of Ideal Prospects with Ben Brandt

100: How this Advisor Turned his Marketing Strategy into an Endless Line of Ideal Prospects with Ben Brandt

FromThe Efficient Advisor: Tactical Business Advice for Financial Planners


100: How this Advisor Turned his Marketing Strategy into an Endless Line of Ideal Prospects with Ben Brandt

FromThe Efficient Advisor: Tactical Business Advice for Financial Planners

ratings:
Length:
46 minutes
Released:
Mar 7, 2023
Format:
Podcast episode

Description

One of my favorite things to talk about is how to get to a place where ideal clients are finding their way to you. I remember, early on in my business, doing all the things: cold calls, events at my church, taking any scraps of clients I could get from my mentor... That eventually evolved into workshops and more sophisticated marketing, then that evolved into our referral events, and then that evolved into eventually just getting inbound referrals. It took a long time for me. It was a process that I had to test, I had to tweak, I had to refine… over years and years and years. And, let’s be honest, the environment now is so different than when I started my business back in 2004. So, if I had to start my business over in today’s environment, knowing what I know now, what would I do differently?Well, to help me answer that question, today I have Ben Brandt, financial advisor and podcast host extraordinaire, to help me answer that question. Ben’s experience of turning his marketing strategy into an endless line of qualified prospects is a good one. And, I think any and every advisor can benefit from his story. LINKS FROM THIS EPISODE:Listen to Ben's podcasts Retirement Starts Today and Retirement Tax Podcast.Check out Ben's advisory business, Capital City Wealth Management, here! Connect with Ben on LinkedIn here. Grab the 37-Point Tax Checklist Here!Email  your receipt to efficientadvisor@gmail.com to get your BONUS.Check out my Episode with Steven #040: Tax Returns--What to ACTUALLY Do with Them to Add Value Check out Steven's tax content here!Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Released:
Mar 7, 2023
Format:
Podcast episode

Titles in the series (100)

Ever wish you knew an Advisor who built a 7-figure practice--while only working 3 days a week--that was willing to share her systems, processes, and business hacks with you? Meet the Efficient Advisor Podcast host Libby Greiwe. Her specialty? Breaking down the functions of a financial planning practice into actionable step-by-step processes designed to get you results and get you out of overwhelm. Expert interviews, done-for-you templates, and easy to implement solutions… all tied together by her MISSION to create ease in your business. She promises to deliver actionable step-by-step solutions you can implement right away to save time, money, and frustration. The goal--to lead you from overwhelm to efficiency. She started her own financial planning business in 2004. And, over the years she scaled into a 7-figure single-advisor firm while working only 25-hours a week so she could be super involved while raising her kiddos and loving on her hubby. She knows what it takes to build a 100% referral-only practice and to not have to GRIND out the hours to be successful. She ran her own planning business for 16 years culminating in a sale to an enterprise firm in 2019. Now, she’s simply just obsessed with helping other amazing advisors do the same thing. So if you’re an advisor who’s got the hang of planning and is now looking to grow to that first 500k of take-home pay… you are in the right place!