Show notes
In this episode, Jeff and Jeremy discuss:
- Being creative and innovative as an independent advisor.
- Building a client book within the cogs of the big wirehouses.
- Digital growth in the wealth management industry.
- Why consistency is the key to success.
Key Takeaways:
- Being inquisitive as to how you can best help your clients is the key to finding creative solutions that can change the industry.
- Having a good digital footprint will help you serve clients internationally, not just within your limited geographic area.
- When someone goes to your website, in the first 3 seconds, they need to know who you are and what you do.
- Things worth learning to take time. Take that time, as most people won’t take it. But know where the money and time balance is and know where your dollars are going.
"If someone is asking a question in the chat feature, we are responding live. I want to be able to connect when someone is within our ecosystem. I want them to have their questions answered in the most efficient way possible." — Jeremy Finger
Connect with Jeremy Finger:
Website: https://riverbendwealthmanagement.com/
LinkedIn: linkedin.com/in/jeremy-finger-cfp%C2%AE-cima%C2%AE-crpc%C2%AE-400b9926/
Facebook: https://www.facebook.com/riverbendwealthmanagement/
Connect with Jeffrey Concepcion:
Website: https://www.stratoswealthpartners.com
Contact: https://www.stratoswealthpartners.com/contact
Twitter: https://twitter.com/Stratos_Wealth