Episode Notes
In this podcast, we ask Brad Johnson why financial advisors find it so difficult to build referral networks with lawyers. We also discovered some interesting parallels between financial advising firms and small law firms.
Brad Johnson is VP of Advisor Development at Advisors Excel and mentors a small group of the country’s most elite financial advisors, teaching them to maximize their marketing ROI, streamline their client acquisition process, and run their business like a CEO not a salesperson.If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap yet, get the first chapter right now for free!
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Your Hosts
Sam Glover
Sam Glover is the founder of lawyerist.com. He is the co-author of the bestselling book The Small Firm Roadmap and original host of the weekly Lawyerist Podcast.
Aaron Street
Aaron Street is the co-founder and CEO of dashboard.lawyerist.com, the largest online community of solo and small firm lawyers. He is the co-author of the bestselling book The Small Firm Roadmap and is the co-host of the weekly Lawyerist Podcast.
Featured Guests
Brad Johnson
Brad Johnson is VP of Advisor Development at Advisors Excel and mentors a small group of the country’s most elite financial advisors, teaching them to maximize their marketing ROI, streamline their client acquisition process, and run their business like a CEO not a salesperson.
Brad also hosts “The Elite Advisor Blueprint,” a podcast dedicated to sharing the “blueprint for success” in the independent financial advising world.
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Last updated June 28th, 2022
