Category Archives: Client Experience

#82 Financial Focus for College Athletes: A Winning Game Plan with Jeff Durr

Client Experience, Client Experience & Loyalty, Creating Advocates, Education, Finance, Leadership, Marketing, Practice Management, Prospecting, Speaking, Top Advisors, , , , , , , , ,

Ever wondered how financial advisors can truly connect with niche markets? What if we told you the secret lies in a unique combination of athletics, education, and strategic branding?

In this episode, Referral Coach Bill Cates interviews Jeff Durr from RU Financial Athletic Department, revealing how he’s turning the world of financial planning on its head by focusing on college athletes. Jeff explains his unique “Lighthouse Effect” strategy, which leverages student-athlete commonality to foster long-term trusting relationships. A former college athlete himself, Jeff understands the critical importance of financial literacy among young sports enthusiasts and shares how he’s built a brand that resonates deeply with this audience. This episode dives into the art of relationship building and brand growth through speaking engagements, alongside practical insights into successful LinkedIn strategies and social media presence development.

Jeff discusses: 

  • (05:30) The origins of RU Financial Athletic Department and its mission
  • (07:51) Overcoming misconceptions about young athletes lacking financial worth
  • (10:44) The structure of his team and the Lighthouse Effect marketing
  • (17:14) The role of speaking engagements in building brand awareness and client relationships
  • (19:31) Effective LinkedIn networking techniques
  • …And more!

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Resources: 

Connect With Bill Cates:

Connect With Jeff Durr:

About Jeff Durr:

Jeff Durr brings his passion for athletics into the financial advisory industry, drawing from his experience as a college football player at the University of Maine. As the Senior Partner at RU Financial Athletic Department and Senior Vice President and Chief Development Officer at MassMutual, he leads the training and development of financial advisors across the country. Since 1988, Jeff has leveraged his extensive experience in financial services to provide personalized coaching and guidance to both current advisors and college athletes transitioning into financial advisor roles.

Jeff is deeply committed to educating and empowering college athletes by equipping them with financial literacy to make informed decisions upon graduation. He designs tailored programs that help athletes create financial game plans, preparing them to “win” in life after sports. For former athletes, Jeff guides them in building long-term financial strategies and actively recruits them to impact athletic departments and alumni networks across universities nationwide.

His core competencies include business development, mentoring, team building, and specialized financial advising, with a focus on retirement, estate planning, and risk management. Jeff emphasizes the transferable skills athletes bring to the profession, helping them secure necessary licenses, gain hands-on experience, and understand the fundamentals of financial advising. His leadership is centered on trust-building, ethical practices, and continuous learning, fostering a collaborative environment that promotes professional growth and client success. Jeff is passionate about creating a supportive network where former athletes can uplift one another while making a meaningful impact in the financial advisory field.

He holds a BA in Psychology from the University of Maine, where he played college football. Jeff has three children: Sophia, a Rutgers University graduate; Olivia, a Kutztown University graduate; and Jeffrey Jr., who attends Kean University.

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#81 Generational Wealth Transfer: The 100 Year Family Strategy with Josh Kanter, JD

Client Experience, Client Experience & Loyalty, Creating Advocates, Education, Finance, Leadership, Marketing, Practice Management, Prospecting, Speaking, Top Advisors, , , , , , , , , , , , ,

In today’s episode, we dive deep into the world of multigenerational wealth management and generational wealth transfer with esteemed guest Josh Kanter, JD, a family office executive, advisor, and founder of leafplanner. 

We explore the groundbreaking “100-Year Family” concept, emphasizing the importance of maintaining family legacy and wealth across generations.

Josh shares invaluable insights on orchestrating effective family meetings to prepare for the $84 trillion generational wealth transfer. 

We’ll also delve into the complexities of family financial ecosystems and how leafplanner revolutionizes holistic family advisory services.

Drawing from his personal journey through a Supreme Court tax case, Josh discusses his motivation in shaping better financial outcomes for families.

In this episode, Referral Coach Bill Cates interviews Josh Kanter, JD, an attorney and founder of Leaf Planner, about managing family wealth. Josh brings a unique perspective gained from his own family’s legal challenges. You’ll learn about the concept of the “100-year family,” how to conduct family meetings that foster communication and involvement, and delve into leafplanner, a tool designed to simplify complex family enterprises.

Bill Cates & Josh Kanter discuss:   

  • The 100-Year Family Concept: Emphasizes multigenerational wealth preservation, legacy building, and aligns with Simon Sinek’s “Infinite Game” philosophy.
  • Family Meetings: Critical for managing generational wealth transfer, though often challenging due to complexity and lack of direct compensation for advisors.
  • Facilitation of Family Meetings: Requires in-depth preparation, individual interviews, travel, meeting facilitation, and detailed follow-up.
  • Leafplanner:  A tool that simplifies complex financial scenarios with tools like the Complexity Calculator and provides a “single family office” perspective for holistic management.
  • Josh Kanter’s Family Consulting: Josh works with select families on a referral basis while maintaining a collaborative, non-competitive approach with existing advisors.
  • The Supreme Court:  How Josh won a case in The United States Supreme Court and how that shaped the mission for his business. 

Resources: 

Connect With Bill Cates:

Connect With Josh Kanter:

About Josh Kanter:

Josh Kanter is the Founder & CEO at leafplanner & Principal at Josh Kanter Wealth Advisory Services.

Through leafplanner and Josh Kanter Wealth Advisory Services, Josh Kanter’s goal is to share his experience, knowledge, and tools to help the 100-year family survive and thrive by providing thoughtful, personalized family, business, and legal consulting services to his clients.

Following several years in the legal space, he decided to focus on his family business, where he currently serves as President of Chicago Financial, Inc., a single-family office overseeing a complex organization of trusts, investment, and philanthropic entities for a multi-branch and multi-generational family. With experience in areas including hedge fund investments, private equity, real estate, venture capital, and art, he continues to help direct these entities.

In 2011, he founded Alliance for a Better Utah (ABU) to fulfill his passion for giving back. ABU is committed to improving the lives of all Utahns by ensuring balance, transparency, and accountability in Utah politics, policy, and government. In addition, he currently serves as the Chair Emeritus of the International Sculpture Center and is a board member of Action Utah.

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