Exit Is Now - Plan Accordingly With Scott Snider Behind the Scenes of the Summit
Jun 22, 2023
Join financial advisor Justin from Arliss Wealth, who emphasizes life-centered financial planning and the power of collaborative communities among advisors. He shares insights from his book, "More Than Money," that illustrates dynamic planning stories. Meanwhile, marketing expert Michael from Microfame Media discusses the art of hype-driven marketing, unraveling how emotional storytelling can elevate exit planning services. Together, they reveal strategies that transform client engagement and personal branding in the financial world.
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Episode notes
Shift To Life-Centered Planning
- Shift from traditional financial planning to life planning by aligning money with clients' identity and goals.
- Build community among advisors to collaborate, refer, and improve client outcomes.
Collaborate With Competing Advisors
- Stop treating peers as competitors and start collaborating to serve clients better and expand reach.
- Refer clients outside your lane to trusted advisors so clients get the right care and your reputation grows.
Use Client Communities As A Growth Tool
- Create client-focused communities (in-person or platforms like Circle) to let owners trade best practices and become referral sources.
- Use community access as a gatekeeper by requiring clients to join, increasing trust and attraction.
