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.
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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 Lawyerist and co-author of the bestselling book The Small Firm Roadmap Revisited. Aaron is a true innovator, leading the business growth and vision. His career passion is building thriving culture- and impact-driven companies.
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 March 16th, 2023
