Financial Advisor Success Ep 228: Accelerating Growth By Paying To Outsource Prospecting And Lead Generation with Jeremy Keil
29 snips
May 11, 2021 
Jeremy Keil, founder of Keil Financial Partners, doubled his firm's size in two years by using lead generation services and outsourcing lead follow-up. He discusses how purchasing leads and nurturing them with digital marketing content has accelerated his firm's growth. He also focuses on meeting the unique planning challenges of Harley-Davidson employees and highlights his most valuable client deliverable.
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Steep Breakpoints At Lower AUMs
- Keil charges higher percentage fees on smaller accounts and lowers breakpoints quickly as AUM grows.
- He argues planning value doesn't scale linearly, so marginal fees should decline with size.
Screen Share For Faster Data Gathering
- Keil uses Zoom screen-share to log into client accounts and capture documents live.
- The pandemic accelerated this approach, improving data accuracy and client convenience.
Post-Meeting Email Is The Deliverable
- Jeremy Keil considers the post-meeting follow-up email his primary client deliverable.
- He uses that email to summarize decisions and assign clear next steps for both parties.