Do Business. Do Life. — The Financial Advisor Podcast — DBDL 008: Triad Member - Referral Strategy, Lead Generation, Writing Books, & Systematizing Your Business with Dan DeVerna
In a saturated industry, relying on the same old lead generation tactics can make it difficult to stand out.
But when earning referrals and bringing in new assets are your lifeblood, blending in isn’t an option. So how can you set yourself apart?
Today, I’m talking with Triad member Dan DeVerna, the founder of DeVerna & Co Financial, to talk about the referral and new business success he’s found through a unique approach — writing books.
Instead of spending money on fancy business cards, Dan started writing books to wrangle new business, leading to an influx of $36M in new assets and the onboarding of 130 new households in 2022.
Today, you’ll hear exactly how Dan does it—and why you don’t actually need to be a writer to author a book!
You’ll also gain insights into using checklists to scale your practice, how to personalize your follow-up process to close new clients, and how meditation can lead to more engaging client interactions.
3 of the biggest insights from Dan DeVerna …
#1 How creating systematized processes can lead to greater consistency, scalability and success for both your practice and your clients.
#2 The supercharged lead generation and referral strategy that helped Dan bring in $36 million of organic new assets in 2022.
#3 Finding enjoyable life outlets that can also benefit your professional practice and client relationships.
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SHOW NOTES
To get access to today's show notes, including links to all the resources mentioned, visit https://bradleyjohnson.com/8
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DISCLOSURE
These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.
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