Tag: Client Engagement
133: Creating A Visual Discovery Meeting Experience with David Armstrong

133: Creating A Visual Discovery Meeting Experience with David Armstrong

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If you want to grow your advisory business by bringing on new clients, you have to get three things right:

Your marketing, messaging and meetings.

Marketing: You have to attract the right prospects and repel the wrong ones.

Messaging: You have to connect with the prospect.

Meetings: You have to create an experience that infuses trust and clarity.

Most advisors execute one or two of these at a high level.

But those excelling at all three are growing the fastest. 

David Armstrong, President and Co-founder of Monument Wealth Management, shares how they have married all three to propel the firm’s growth.

You’ll Learn: 

  • Why SEO might be dying as a marketing strategy
  • The “Monument Blueprint Process” to go from prospect to client
  • The ‘Peanut Butter and Jelly’ fit strategy for ideal client relationships
  • The future of search and the importance of content in AI-driven results
  • How they use whiteboards for a collaborative and visual discovery meeting

*To sign up for Brendan’s newsletter packed with resources to master the human side of advice → Click Here

Resources:

Connect with Brendan Frazier: 

Connect with David Armstrong: 

About Our Guest: 

David Armstrong is the president and co-founder of Monument Wealth Management, an RIA based in the DC area, recognized as one of America’s top RIAs by Financial Advisor Magazine. Monument Wealth Management is dedicated to providing unfiltered opinions and straightforward advice, which sets them apart from the typical industry offerings. David also hosts the “Moments in Leadership” podcast, where he shares his expertise on leadership and wealth management. The firm’s approach focuses on delivering practical, no-nonsense advice to clients in an often crowded market.

To learn more about Monument Wealth Management and their unique approach to financial advisory, visit their website at www.monumentwealthmanagement.com.

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Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy.

Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources.

The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.

Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

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131: The Soul of Wealth: Connecting Money and Meaning with Dr. Daniel Crosby

131: The Soul of Wealth: Connecting Money and Meaning with Dr. Daniel Crosby

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We all know that true wealth goes far beyond money.

Yet, we all act as though money is the ultimate end game.

Like when your client says, “Once I get to $_____, then I’ll be ready.”

But money is simply a tool to fund the life you want to live.

And once you know how to use it, it’s a powerful tool for enhancing your happiness, meaning and fulfillment.

But what are the ways that money can buy happiness?

How can you use money to feel more fulfilled?

Fortunately, Dr. Daniel Crosby is a leading expert in behavioral finance and the author of “Soul of Wealth: 50 Reflections on Money and Meaning.” 

And, in this episode he’ll share specific ways you can use money to fund the life you want to live.

What You’ll Learn:

  • How and why you should use your money to buy time
  • A simple gratitude idea that instantly boosts your happiness
  • Ideas to help clients cope with the discomfort of market uncertainty
  • An exercise to determine whether your spending aligns with your values
  • A personal story that shook him to realize that true wealth is more than money

*To sign up for Brendan’s newsletter packed with resources to master the human side of advice → Click Here

Resources:

Connect with Brendan Frazier: 

Connect with Dr. Daniel Crosby: 

About Our Guest: 

Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. Dr. Crosby’s first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management, was a New York Times bestseller. His second book, The Laws of Wealth, was named the best investment book of 2017 by the Axiom Business Book Awards and has been translated into 12 languages. His third book, The Behavioral Investor, was Axiom’s best investment book of 2019 and is a comprehensive look at the neurology, physiology and psychology of sound financial decision-making. When he’s not decoding market psychology, Daniel is a husband and father of 3, a fanatical follower of the St. Louis Cardinals, an explorer of the American South, and an amateur hot sauce chef.

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Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy.

Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources.

The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.

Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

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124: A Step-By-Step Process For Conducting “Re-Discovery” Meetings With Long-Time Clients with Ben Haas

124: A Step-By-Step Process For Conducting “Re-Discovery” Meetings With Long-Time Clients with Ben Haas

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Here’s the outline for most review meetings with long-time clients:

  1. How is life? How is the family?
  2. Any major changes or updates?
  3. Here’s your situation. Everything looks good.
  4. See you next year.

And, that’s not bad. But there’s a better way.

It’s called a “Re-Discovery” meeting.

And, not only, does it keep your clients engaged while reinforcing your value. It deepens your relationship with them and enhances their life.

Most advisors love the idea. They just need to know how to do it.

In this episode, Ben Haas shares his step-by-step process for turning review meetings into “Re-Discovery” meetings.

You’ll Learn: 

  • How Covid reshaped how he viewed his role as an advisor
  • The thought process for deciding which clients to try this meeting with
  • Mental accounting strategies that empower clients to spend confidently
  • The “Wealth Management Audit” he sends out prior to a review meeting
  • The moment when Ben realized his review meetings needed a makeover

*To sign up for Brendan’s monthly newsletter focused on the human side of advice → Click Here

Resources:

Connect with Brendan Frazier: 

Connect with Benjamin Haas: 

About Our Guest: 

Benjamin Haas is a financial advisor who believes in the power of human connection in financial planning. With a passion for going beyond the numbers, he helps his clients build deeper, more meaningful relationships with their money. Through his approach, Benjamin empowers clients to not only feel financially safeguarded but also live purposefully. His practice focuses on promoting reflection, guiding clients from merely “fine” to fully flourishing in their lives and retirement.

–

Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. 

Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources.

The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.

Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

Podcast: Play in new window | Download | Embed

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