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!
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Connect with Libby on LinkedIn HERE!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
