Stay Paid Podcast 345 - Sr. Financial VP Explains How to Get More A-List Clients
Before he joined ReminderMedia, Andrew Saska was the head of corporate finance for the largest Tier 3 broker-dealer in the country. Today, he is our vice president of financial services and the best there is at nurturing relationships, connecting people, and closing the big deals that take years to put into place. This week on Stay Paid, we ask Andrew to share his wisdom on topics ranging from how to get leads to what principals need to do to plan and execute an exit strategy. Remember you can always get more in-depth information and extra details not included in the episode from our show notes. Visit www.staypaidpodcast.com.
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Connect with Andrew on LinkedIn or call him at 484-804-2963
0:00 Introduction 2:37 Different types of salespeople 3:30 Andrew’s business bio 5:11 What are the first 3 things you recommend a new advisor do? [Golden Nugget] 9:09 What lesson can you teach someone now that would normally take years to learn? 11:14 You MUST niche down [Golden Nugget] 13:05 What are advisors telling you is their biggest challenge? 15:21 What lead generation strategy do you recommend to advisors? 18:47 What makes the difference between advisors who succeed and those who don’t? 21:34 As part of a succession plan, how do you ensure that clients stay with the new principal? 23:33 How to take advantage of the largest wealth transfer in history? 25:14 If you could only listen to one other podcast, what would it be? 27:17 Action Item