Do Business. Do Life. — The Financial Advisor Podcast — DBDL

044: Triad Member – Cracking the Code on Attorney Referrals & Casting a Vision that Inspires Your Team with Victor Medina

Dec 27, 2023

01:43:16

Today, I’m joined by Triad Member Victor Medina, the founder of both Medina Law Group and Palante Wealth Advisors.

If you’re interested in cracking the advisor-attorney referral code — today’s episode is for you.

After years as an estate planning attorney, Victor realized he could better serve his clients if he was also able to address their wealth management needs. In 2014, he launched his own RIA, creating a holistic practice that allows him to better follow his north star — helping people lead a great retirement knowing the best is yet to come.

3 of the biggest insights from Victor Medina …

With experience on both sides of the advisor-attorney relationship, Victor shares the 2 paths advisors can take to build exclusive referral partnerships with attorneys.

How implementing a holistic planning approach helped Victor skyrocket his prospect conversion rates to 70%.

Tips and strategies for keeping your team and your actions aligned with your long-term purpose as you scale.

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DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.

The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.

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