Monthly Archives: April 2023

Feature

Ep. #40 Explosive Growth and Getting Referrals Without Asking with Warren Brooks and Terry Parham Jr.



Imagine that you are getting so many unsolicited referrals that your new prospective clients are willing to be placed on a 4-month waiting list to see you. A pipe dream?  Not necessarily. Our featured guests on today’s show are experiencing this right now.  

How are they getting so many referrals without asking?  With strategic relationship building, minor celebrity status in their target market, and a dash of effective social media.

In this episode, Bill Cates interviews Warren Brooks and Terry Parham – Co-Founders of Innovative Wealth Building. They explain how they’ve built a steady flow of referrals without asking with a strong emphasis on building personal relationships with clients by going the extra mile. 

Bill, Warren, and Terry discuss:

  • The success resulting from their rapid growth – $100M in assets in their first year of going independent.
  • Their focus on building relationships with the extended family members of their clients.
  • How going above and beyond for clients and building personal relationships is the reason behind their explosion of referrals without asking.
  • How giving back to the community through sponsorships and participation in events can help build “celebrity status” that generates continual interest. 
  • How social media and their website actually converts prospects into clients.
  • …And more!

Resources: 

Connect With Bill Cates:

Connect With Warren Brooks: 

Connect With Terry Parham: 

About Warren Brooks:

Warren Brooks is the President, Chief Executive Officer (CEO), and one of the co-founders of Innovative Wealth Building In a world of tough financial choices, Warren has been a beacon of knowledge for his clients since 1999. 

​Warren has started over 1,000 new clients in his career and has amassed an impressive amount of knowledge over the years. As a result, Warren has become locally renowned as the go-to planner for Federal Employees and widows/ widowers that are navigating one of life’s biggest challenges.

What’s possibly most impressive is the relentless dedication that Warren has shown his clients over the years. When Warren says he will be there you know that he will, even if that means driving across the country or hopping on an airplane.

​Prior to becoming a financial planner, Warren honorably served 24 years in the United States Navy and retired as a Senior Chief Petty Officer. Additionally, Warren graduated from the University of Maryland University College with a Bachelor’s degree in Business Management.

About Terry Parham:

Terry is the Chief Financial Officer (CFO) and one of the co-founders of Innovative Wealth Building. Terry joined the financial services industry in 2011 and has held positions as a: Financial Planner, Corporate Trainer, and District Manager. Terry loves to talk about investments and also enjoys diving into the weeds of retirement income planning. When he’s not working directly with clients, Terry spends time mentoring other advisors and presenting financial education to individuals and organizations.

​Terry graduated from St. Lawrence University with a double major in Economics and Psychology and a minor in Mathematics. Always on the quest for knowledge, Terry has earned the following certifications: Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Wealth Management Certified Professional (WMCP), Retirement Income Certified Professional (RICP), and Chartered Life Underwriter (CLU).


Feature

Ep. #39 3 Strategies that Built a Multi-Million Dollar Firm with Todd Gillingham, JD, CFP®, ChFC, CLU



If you’ve ever wondered if sending video messages to your prospects and clients can actually produce tangible, profitable results; then you need to listen to this interview.  

Have you harnessed the power of a clear, well-defined, and reachable target market – that’s hungry for your value?  

Are you using client successes, your client-focused why, and other stories to convey your value to prospects and clients? 

In this episode, Bill Cates interviews Todd Gillingham, the founding partner of Landmark Wealth Management Group. In this high-content, real-world discussion, Todd reveals how he and his team are using video, target marketing, and storytelling to maintain continual growth with ideal clients.  

You’ll want to listen until the end to discover how Todd and his team help their clients determine what “abundance” means to them and how to achieve it.

Bill and Todd discuss how:

  • One simple video campaign went viral and generated $20 million in revenue.
  • He and his partner moved from generic seminars to events targeting a large employer in his area, converting 50 percent of the attendees into new clients.
  • They moved from formal presentations and “Death by Powerpoint” into more informal sessions, covering less information and telling more stories. This significantly increased their conversion rate.
  • The concept of “Your Client Focused Why” has helped Todd’s team to differentiate themselves, win new clients, and become super referable, with each advisor sharing their “why” in a video on their website.
  • The team focuses on helping their clients create and act on their own definition of abundance. This creates deeper and super-loyal client relationships.
  • …And more!

Resources: 

Connect With Bill Cates:

Connect With Todd Gillingham: 

About Our Guest:

Todd Gillingham has more than 30 years of experience advising clients on their investments, retirement planning and estate and charitable giving strategies. You are most likely to see him deep in conversation advising one of his clients, but he is a popular speaker as well, giving hundreds of presentations over the years to community groups, churches and pre-retiree audiences (particularly employees or recent retirees from 3M). He has been recognized as a 10-time recipient of the Five Star Wealth Manager award, given to professionals who show a commitment to clients and demonstrate strong industry credentials. Before joining the Landmark Wealth Management Group, Todd served as an assistant vice president at Lutheran Brotherhood’s corporate office, helping representatives across the country with advanced estate and charitable planning strategies.