Financial Advisor Success Ep 228: Accelerating Growth By Paying To Outsource Prospecting And Lead Generation with Jeremy Keil
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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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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.
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.