Phil Weiss: Life Planning to Help Clients Thrive

0:00

0:34:55

Phil Weiss: Life Planning to Help Clients Thrive

Apple Podcasts Google Podcasts Spotify Amazon Music

In this episode Rob, Phil, and Steve discuss:

How Steve differentiates himself as both an attorney and a financial advisor.
Building a networking partnership that works and isn’t lopsided.
Making it clear what you’re looking for with referrals.
Key steps to building a more purpose-focused RIA.

Key Takeaways:

The importance of building a repeatable Game Plan for your clients.
Networking partners are all about the person, not about the industry. You want to partner with someone who sees value in giving referrals, not just receiving them.
Marketing a niche is defining what you’re best at. This will encourage people to refer to you because they know exactly what you do best.
Stop doing the things you don’t want to do. Find a way to delegate those things to someone in your team or an outsourced person.

“Focus on all the people in your firm around you. Because with the right people, anything’s possible, but with the wrong people nothing is possible.” – Steve Taylor

About Steve Taylor: After nearly two decades in the legal and financial services industry, I took the true step towards independence and made Merited Wealth, LLC, a Registered Investment Advisor, in 2019. My passion is to help the busy entrepreneurs and executives simplify and coordinate their financial lives to allow them to most effectively move forward with their growth with all aspects being addressed. I made the conscious decision for my business to be my own and not affiliated with a large bank, brokerage firm or insurance company to truly be able to “walk the walk and talk the talk” which sets me apart from the employees of those large institutions who are told exactly what they can and cannot do and the limited scope of investment solutions they can offer. I am married to my fabulous, tremendous star of my life, Susie. I am blessed with two wonderful kids, Jaedon and Mason.

Episode References: