Alec P. Tuckman, AIF®, ChFC®, CRC®, Accredited Investment Fiduciary®, Chartered Financial Consultant®, Certified Retirement Counselor®, is the founder and CEO of Wealth Management Partners of Los Angeles, Inc. He is a Wealth Advisor, Author, Speaker, Educator, and Podcast Personality.
- 00:30 Intro
- 1:30 Why did you become an FA?
- 3:00 Finding your ideal clients
- 4:30 Best way to find clients
- 6:00 How did you find and close your largest client?
- 8:30 What marketing works best for FAs?
- 11:00 Strategy for gaining more referrals
- 13:00 Secret to success as an FA
- 14:30 Ensuring clients avoid 201Ks (losing half of their 401Ks)
- 19:30 What are you working towards?
- 21:00 Strategies to 10X your business
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!
