In this episode, Jeff and Kirk discuss: 

• Kirk’s early desire to go into wealth management, even after a poor first internship experience.

• Why you may want to use alternative custodians.

• Finding where your audience is and meeting them there consistently.

• Focusing on the areas that you know.

Key Takeaways: 

• Novelty is about getting something different. It's about getting somebody interested enough to get them into the tent

• No matter how good you are (or you think you are), the prospect isn’t going to know that because they don’t know what they’re looking for.

• Create unique content, don’t just use canned content, to attract those who want to work with you.

• It is probably going to take you longer than you think it will, so throw out your notion of how long your ideas will take to come to fruition.

"The amount of opportunity out there is tremendous, and our firm, we're only scratching the surface of it. And if I could work with other people collaboratively...the sky’s the limit." —  Kirk Chisholm