Do Business. Do Life. — The Financial Advisor Podcast — DBDL 024: Triad Member - Shifting to a Leadership Mindset and on Pace to Reach $80M+ of New Assets in 2023 with Jeremy Reiland, Nick Reiland and Tim Kuntz
We have a special episode today as I’m joined by Triad members Jeremy Reiland, Nick Reiland and Tim Kuntz of Vantage Point Financial.
With offices in the Chicago, St. Louis and Detroit, Vantage Point Financial have set themselves apart by trademarking their holistic approach to retirement — The Elevated Retirement Plan™.
In 2022, Vantage Point brought in $58M of new assets. This year, they’re on pace for $80M - $100M. How? If you ask Jeremy, Nick and Tim, they’ll tell you it’s thanks to a combination of their trademarking, authentic client connections and financial planning that focuses on life goals — not numbers.
Join us as we discuss Vantage Point Financial’s best practices for rapid growth while maintaining a client-first focus. You’ll also hear about a simple change that makes sales presentations more effective, how to speak to older clients as a younger advisor, and how each of the guys defines “Do Business. Do Life.”
3 of the biggest insights from Vantage Point …
- Leadership, mindset and client interaction tips that have helped Vantage Point grow from $35M to $80M+ of new assets in only a few years.
- How advisors can avoid the curse of knowledge, adjust their language, and help their clients live beyond what they thought was possible in retirement.
- Gain unwavering clarity, boost client confidence, and stand out from the competition by trademarking your process!
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