Your first year as an independent financial advisor will offer no shortage of struggles (fear not, you'll also experience your fair share of successes!). Undoubtedly, new firm owners spend considerable time worrying about where and how they'll find their first clients, and rightfully so: building a client base in your first year is key to success and sustainability.
In this video, XYPN membersKristy Runzer and Trent Porter will share their first-year firm ownership journeys, diving into the details of how they built their client bases and set themselves up for success.
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1:00:54
Intros
Your prospecting plan
Fostering your pipeline
Fee structures and fee changes
Where to network
Biggest pain points in year one
CFP designation
Advice for introverts
Lead gen tactics that work
Most helpful XYPN resources
Preparing for income replacement
Lead gen tactics that didn't work
Follow up communication frequency
Current pain points
Time dedicated to prospecting in year one
Software tools
Office space
Handling prospect objections
Working with family and friends
Advice for mid-career changers
Best ways to meet allied professionals
Client capacity
Most successful tactics with prospects
Website costs
Words of Wisdom
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