Advisory Practice | Top Advisor Podcast

Yohance Harrison has hit the trifecta for success. He’s focused on a clear and profitable target market. He’s getting a ton of right-fit referrals. And he’s identified and nurturing his advocates in a fun way.

He’s also become a master at bringing financial education to clients who think they already know it all.

In this episode, Referral Coach Bill Cates interviews Yohance Harrison, Founder and CEO of Money Script Wealth Management, PLLC, about the journey from financial illiteracy to financial empowerment. Yohance shares his methods for educating clients, the importance of targeting a specific market, and his powerful approach to generating referrals by nurturing client relationships.

You’ll learn actionable strategies for increasing client engagement and multiplying referrals by fostering strong connections and delivering compelling value.

Bill and Yohance discuss:

Yohance’s transition from a financially troubled upbringing to a thriving financial advisor.
Insights into the behavioral finance concepts that shape client decisions, and how to address them.
How he shows his highly educated clients that they are financially illiterate.
The importance of a defined target market and methods to effectively serve it – including joining their associations.
Yohance’s successful “Kings and Queens” referral strategy and how to nurture and celebrate top advocates.
…And more!

Resources:

Connect With Bill Cates:

Connect With Yohance Harrison:

About Yohance Harrison:

Yohance Harrison is the Founder and CEO of Money Script Wealth Management, PLLC, he began his financial services career 25 years ago in Charlotte, NC. In 2004 he moved to Los Angeles to manage an office of advisors for a Fortune 500 firm. After a decade in corporate America, he departed from his leadership role to pursue his entrepreneurial desire to start his own firm. Yohance is passionate about financial literacy and provides financial education courses for colleges and organizations across the United States. He currently resides in Dallas, TX with his wife Alicia and their two children. Yohance holds a Series 65 & 66 Securities License, is a Chartered Retirement Planning Counselor (CRPC®), and is a Behavioral Financial Advisor (BFA™). He also holds multiple board positions for other organizations across the country. Yohance is a contributor & speaker to the American College of Emergency Physicians, CV Roman Society, and is an SAEM Industry Advisory Council Member.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Are you looking for the secret to unlocking your client’s financial potential and taking your advisory business to the next level? Of course you are!

In this episode of Top Advisor Podcast, Bill Cates and guest Reese Harper – founder of Dentist Advisors – take a deep dive into the strategic benefits of niche marketing for financial advisors.

Reese shares his personal success story of targeting dentists and how it led to his hugely successful advisory business.

Reese Harper’s insights on niche marketing for financial advisors, the geographical expansion of his business, and the benefits of a centralized service model will revolutionize the way you approach serving your clients.

Reese and Bill discuss the financial diagnostic tool, “Elements.” This is like an EKG for your clients’ financial lives.

Bill and Reese discuss:

Niche Specialization & Mastery: Reese examines the benefits of niche marketing for financial advisors in the dental industry for a targeted advisory approach.
Strategic Journey: Strategies and takeaway action steps from Reese’s path to cultivating a flourishing niche advisory practice.
Podcast Insights: Reese explains how his podcast has been instrumental in growing his firm.
The “Elements” Methodology: A revelation of the Elements methodology and its profound influence on decision-making and client relationships.
Standing Out: Practical advice for advisors aiming to distinguish themselves in a competitive market through specialization and added value.
… And much more!

Resources:

Connect With Bill Cates:

Connect With Reese Harper:

About Reese Harper:

In 2007, Reese Harper founded Dentist Advisors with the aim of assisting dentists in making intelligent financial decisions and achieving financial independence. Since then, he has consulted with dentists across the country, helping them reach their personal and business financial goals using a scientific, data-driven decision-making methodology and technology he developed called Elements®.

Simultaneously, over the past several years, Harper’s team has been working to transform the Elements methodology into a turnkey system that can be utilized by financial advisors to provide a next-generation user experience and increased value for their clients.

The Elements Financial Planning System™ simplifies the process for financial advisors to organize and evaluate their clients’ comprehensive financial data at a glance. This enables them to focus on the functional and emotional jobs that drive results for their clients.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More