Financial Decisions | 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.

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Have you ever wondered if the hosts of financial advisor podcasts actually get new clients from it? Is all the effort worth it?

And, by the way, do many of your prospects and clients seem to have limiting beliefs and mistaken assumptions about money?

In this episode, Referral Coach Bill Cates and his guest Misty Lynch, CFP®, author of the book Demystifying Money and host of the Demystifying Money Podcast have a lively discussion on these two (and other) topics.

Misty shares her journey from a financially struggling family to becoming a top financial advisor, highlighting the power of a positive money mindset.

She explains how her unique blend of financial planning and life coaching helps clients overcome financial challenges and make informed decisions.

Additionally, Misty discusses the power of financial advisor podcasts, and reveals how podcasting has helped her acquire more ideal clients and bring great value to many listeners.

Bill and Misty discuss:

Her personal story of how her interest in finance started in grade school and was solidified by her parents’ financial struggles.
Her decision to marry become both a Certified Financial Planner AND a Certified Life Coach.
Why she wrote her book Demystifying Money and how it serves as a credibility builder, lead magnet, and referral tool.
How she went from hosting a Radio Show to her current podcast, and how it helps her attract ideal new clients.
The two effective strategies to monetize financial advisor podcasts.
Her experience as the host of the television show HeartBroke, a money-makeover show with ten different couples – revealing their money mindsets and improving their financial situation.
…And more!

Resources:

Connect With Bill Cates:

Connect With Misty Lynch:

About Misty Lynch:

Misty Lynch, CFP®, is a personal finance expert and the Owner and CEO of Sound View Financial Advisors, LLC. Misty hosts the unscripted reality show HEARTBROKE and the Demystifying Money podcast. She is also the author of DEMYSTIFYING MONEY and a personal finance expert and resource for media outlets, including The New York Times, Cosmopolitan, CNBC, CNN, Investopedia, Real Simple, Student Loan Hero, and many others.

Investopedia named her one of the Top 100 Financial Advisors in 2021, and US News and World Report called her one of the 9 Women in Finance to Follow “because sometimes you need life advice, not just financial advice.”

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