Today’s episode is a first as this is actually a guest appearance I had on The Lawyerist Podcast that’s run by Sam Glover and Aaron Street. I had a chance to get to know Aaron out at Jayson Gaynard’s Mastermind Talks event and they are really running a similar format to what we do here, only specifically designed to help lawyers grow their practices. They serve a massive audience of lawyers across the country, so what’s fun is you get some tremendous insight from Sam during this conversation on a lawyer’s perspective when it comes to referral relationships and why this often breaks down when dealing with financial advisors.

Also, over the last decade of conversations with financial advisors, I know this is often one of the biggest frustrations in our industry and I wanted to share this conversation with you to help you crack the code on attorney referrals.

 

Here are a just a handful of the things that you’ll learn:

 

  • The only 2 things driving revenue for your financial advisory firm and why everything else you do is costing you money. [04:38]
  • How to create referrals between financial advisors and lawyers—Don’t miss how you can integrate an attorney directly into your planning process to drive massive referrals.  [09:06]
  • Learn how “The First 100 Days” methodology can help you dramatically improve the client experience, increase client retention and maximize your bottom line! [18:25]
  • The one service a financial advisor can add to their practice to make their firm ultra attractive to any estate planning attorney in their market to cement that relationship. [26:55]

SHOW NOTES:

  • [04:38] Brad explains the only 2 things driving revenue for your financial advisory firm—learn why everything else is just costing you money!  
  • [09:06] Cracking the code on referrals between financial advisors and lawyers.
  • [18:25] Learn how you can design an incredible client experience that your clients will rave about for years to come.
  • [23:53] Tap into the power of gifting and learn how to say thank you in a meaningful way.
  • [26:55] Brad shares his advice for developing a seamless relationship between financial advisors, lawyers, and their clients.

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REVIEW OF THE WEEK

Thanks for checking out the latest show, here’s this weeks featured review! This one comes to us from user Team 46&2 who says:

Elite Advisor Blueprint - itunes review - Team 4642

Thanks for the review 46&2, I’m humbled by all the kind words and positive feedback I continue to get from you all on the show and I’ll do my best to keep getting content out there that serves all of you in financial services. Speaking of modern day influencers and out of the box thinking, if any of you listening in have connections to someone who you think would make a great guest, drop me a note out on Twitter. I’m @brad_johnson and would love to hear from you!

Already heard it once or twice? Please leave a short review here, and tell me which guests I should have on!

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TRANSCRIPTS

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