Vince Giardini is a Registered Representative and Financial Advisor working with IronLife Financial and PFS Investments. Vince has a strong background in finance, with an MBA in Banking & Finance, and a PhD in Behavioral Finance and is fully licensed in financial services.
- 00:13 Intro
- 1:25 Simplifying your message to maximize engagement with ideal clients
- 3:15 Schools don’t teach personal finance
- 4:21 How to understand where your client’s financial worries are coming from
- 6:00 Pulling a client back from the ledge
- 8:30 Are we through the recession?
- 10:18 Why Vincent chose the independent route
- 15:30 Why Vince serves middle America
- 20:25 How to find clients thru referrals
- 22:16 Best way to ask current clients for referrals
- 25:30 Why RIA’s shouldn’t consider themselves sales people
- 26:52 How Vincent found and closed his largest client
- 31:16 Using the STAR personality tool to best relate to clients
- 34:35 What is Vincent working towards
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Chris Brodhead helps growth minded Financial Advisors find more clients and grow their assets under management using strategic content creation and content distribution strategies.
If you are a financial advisor looking to grow your AUM this is the strategy for you!
