275 - How Marc Minor Built a $500M Book Using Referrals

Image what life would be like if your current clients brought you all the leads you’d ever need. It’s not only possible—it’s been done! Marc Minor is the founder and CEO of Legacy Investment Services, which serves financial advisors and investors through its businesses, including Advisor Nation and Advisor Controls™. In this episode, Marc talks about the massive success he’s achieved by creating exceptional client experiences through client events. What’s super valuable about this interview is that he doesn’t simply talk about strategy—he gives our listeners specific instructions for how to plan and execute events that are repeatable and profitable.

And don’t forget to check out the show notes for more in-depth information and added details not included in the episode. Visit www.staypaidpodcast.com.

 

Connect | Resources

Listener Survey at staypaidpodcast.com/survey.

Website: Legacy Investment Services, Inc.

Website: Advisor Nation

Website: Advisor Controls™

 

To learn how to generate more referrals and repeat business, visit: www.remindermedia.com

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