Managing over $100 million in client assets without making a single cold call…
Sounds like a dream, right?
For Mark Cecchini, Wealth Advisor & Director of Wealth Solutions at Quadrant Capital, this is the reality. And it’s the result of his focus, consistency, and knowing how to position himself in a noisy market.
In this episode, Mark shares the inflection points that got him here, and the ins and outs of his personal branding and social media strategy that allowed him to grow his book with no cold outreach.
If you’re a financial advisor looking to grow, or you run a firm and would love to attract more business without endless outreach, this conversation is essential listening.
Covered in this episode:
- How Mark Cecchini built a $100m+ advisory practice with zero cold outreach.
- How referrals, LinkedIn, and X can outperform traditional prospecting.
- Establishing a niche as a financial advisor: how deep should you go?
- Is AI coming for financial advisor jobs?
- The top three habits of a high performer.
- Making your personality an asset in an AI world.
- Which KPIs financial advisors should be tracking in 2025.
- How to leverage social media content to attract new business in the ChatGPT era.
- And more…
Be sure to subscribe to the High Performance Financial Advisor podcast on your favorite podcast platform, so you never miss an episode.
LEARN MORE
Radium Search - https://radiumsearch.com/
Quadrant Captital - https://quadcapco.com/
CONNECT
Tony Bates on LinkedIn - https://www.linkedin.com/in/tonybates/
Mark Cecchini on LinkedIn - https://www.linkedin.com/in/markcecchini/
LISTEN
Spotify - https://open.spotify.com/show/0xmUJfkTaCbnXLr1nxBsWG?si=2b3060f5bc03472d
Apple Podcasts - https://podcasts.apple.com/us/podcast/high-performance-financial-advisor/id1822236674
YouTube - https://www.youtube.com/@RadiumSearchUS
