Building a business is already hard. Building a successful wealth management business in a rural area, where there aren’t as many potential clients, is even harder. Meet Jeff Rose, the founder of Alliance Wealth Management, who will be sharing how his business is now managing over $40 million while making over $100k on the side from referrals and partnerships.
Digital marketing is the main key to Jeff’s success. Ever since he got his first online client thanks to his blogging and online presence, his focus has shifted to taking advantage of the internet’s potential for connection. Jeff shares how he’s built up his online presence to make his business known locally and to a wider audience. He also gives us details on how he forged partnerships with insurance agencies and other services to provide more value to his customers while making money on the side.
Get the full show notes and transcript for this episode at: www.kitces.com/33
In this episode, Brittney Castro shares why and how she’s diversified her business and how she’s found great success in all three pillars.
Brittney radiates passion for finance, marketing, and entrepreneurship as she talks about her business and the strategies she used to get where she is today. Her financial planning practice, Financially Wise Women, has successfully resonated with her niche due to her attention to what really matters. Brittney keeps things simple, from the fees she charges to the processes she uses to plan.
By being in tune with her customers’ needs and maintaining personal limits on time and focus, Brittney has been able to build a reputable and successful brand. She shares the numbers with us and gives a closer look at what she has paid for projects and employees and how she has set up her massively successful marketing outreach. She also digs into the details of how she gets paid to represent brands and the process she went through, and is currently going through, to develop her own online content and courses.
Get the full show notes and transcript for this episode at: www.kitces.com/32
When it’s time to hire a new financial planner to help grow the business and build your team, the task can seem overwhelming. Trusting your clients with just anyone isn’t an option, so how do you go about finding and recruiting the best of the best of today’s talented financial planners? Today we have Caleb Brown joining us on the show and sharing his tips for finding the top candidates to join your firm.
Caleb is the co-founder of New Planner Recruiting Firm and has many years of both financial planning and strategic recruiting under his belt. He emphasizes the importance of looking beyond skill and diving into the deeper corners of applicants’ resumes and personalities to find any unteachable traits. From different testing methods to case studies and various interview techniques, Caleb teaches managers different tactics for finding trustworthy go-getters who can get clients to take action.
Get the full show notes and transcript for this episode at: www.kitces.com/31