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.
AI Snips
Chapters
Transcript
Episode notes
Niche: Pre-Retirees Age 54 And 62
- Jeremy Keil discovered most clients arrive at two life stages: age 54 or 62.
- He refined his practice to focus on those pre-retiree and imminent-retiree needs.
Five-Step Retirement Decision Framework
- Keil frames retirement planning as five sequential decisions about spending, income, buffers, long-term money, and legacy.
- He prioritizes controllable choices first, then turns to investments.
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.