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
