In this podcast, we ask Brad Johnson why financial advisors find it so difficult to build referral networks with lawyers. We also discovered some interesting parallels between financial advising firms and small law firms.
Brad Johnson is VP of Advisor Development at Advisors Excel and mentors a small group of the country’s most elite financial advisors, teaching them to maximize their marketing ROI, streamline their client acquisition process, and run their business like a CEO not a salesperson.
Lawyerist Podcast