How to grow your business if you are a financial advisor with Derrick Kinney (USA)
Derrick Kinney, founder of Success For Advisors, Top Leadership Voice for financial advisors on LinkedIn, spoke to Rudolf Falat, founder of the Voice of FinTech podcast, about how financial advisors can grow their business.
Here is what they covered:
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