The Entrepreneurial Wealth Manager Podcast
About This Show
Are you a wealth manager or financial advisor who wants to grow your clientele and attract more affluent clients?
Join host Scott Sillari and producer Ralph Gramajo for in-depth interviews with wealth managers building thriving books of business. You’ll learn the best client attraction and business building strategies working for your colleagues so you build a sustainable and profitable financial advisory firm. Interviews are 100% educational and packed with helpful, educational content. Brought to you by Vyral Marketing – a marketing firm for entrepreneurs in professional services. Learn more at www.getvyral.com
Want to be a guest on our podcast? Email email@example.com.Read more »
Most Recent Episode
Episode 24: Lauryn Williams
Oct 31, 2017
You’ll learn how Lauryn Williams took initiative to build her own Financial Planning business and how you can model her approach to building your business one client at a time. She educated herself so that in turn she can help pro athletes, millennials and anyone that needs a Financial Plan. Lauryn discusses how to approach new clients and the importance of education and communication and what it means to add value.
- How to help Athletes and Millennials
- Importance of educating your clients about money so they understand what you are helping them do which builds trust and rapport
- Why 1 on 1 meetings are so important to get gauge where the client is financially so you know where to start
- How to give free education to build trust and add value
Lauryn Williams is a 4-time Olympian turned Registered Investment Advisor to help pro athletes and millennial clients. A 10-year veteran athlete, MBA and 3-time Olympic medalist, Lauryn found financial advice hard to come by in her athletic career, which led her to become the founder of Worth Winning, a financial planning/coaching company with an innovative, affordable model.
ABOUT THIS PODCAST
Are you a wealth manager or financial advisor who wants to grow your clientele and attract more affluent clients? Join host Scott Sillari for in-depth interviews with wealth managers & Coaches/Trainers striving to help you build your business in the right way. You’ll learn the best client attraction and business building strategies working with your colleagues so you build a sustainable and profitable financial advisory firm. Interviews are 100% educational and packed with helpful, educational content. Brought to you by Vyral Marketing – a marketing firm for entrepreneurs in professional services.
Learn more at www.getvyral.com.
Like Us on Facebook: goo.gl/dxDEJl
///The Entrepreneurial Professional Podcasts
Meet Your Producer:
Danny Sweis is apart of Vyral Marketing’s Business Development team. He edits the podcast and works with Scott Sillari to record an informative introduction so you know what to expect during the interview. Danny edits the podcast in Adobe Audition. The introduction is recorded using a Yeti USB microphone. The interview itself is coRead more »
Episodes of This Show
Oct 23, 2017
Oct 23, 2017
Oct 18, 2017
Oct 18, 2017