Financial Advisor Success Ep 107: Using Podcasting As A Marketing Strategy To Attract (Retirement Niche) Clients with Roger Whitney
Jan 15, 2019
Roger Whitney, a partner at WWK Wealth Advisors and host of the Retirement Answer Man podcast, shares his journey in building a niche practice focused on retirees. He discusses how he successfully attracted nearly $50 million in assets through podcasting and emphasizes the importance of framing retirement as time freedom. Whitney also highlights the value of advising on life choices, creating interactive planning sessions, and treating advisors as life coaches. His insights on using podcasting as an educational tool for clients reveal effective strategies for advisors looking to grow their practice.
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Retirement Is About Time Freedom
- Retirees frame retirement as time freedom rather than lack of work.
- Roger shifted messaging to match listeners' language about dialing up time freedom.
Use Agile To Plan Retirement
- Use agile project management to deliver a minimal viable financial plan and iterate.
- Run frequent small 'sprints' focused on one prioritized goal rather than one giant plan.
Run 90-Day Smart Sprints
- Run regular 90-day 'smart sprints' with defined actions for client, advisor, and team.
- Prioritize one improvement per sprint to build momentum and client ownership.
