At the efficient advisor we talk a lot about ideal client avatars, elevated elevator pitches, and how to stand out from the competition. I love to share my experience and the experiences of advisors that I work with, but it is SO MUCH BETTER when you get a guest on who figured these things out and used them to start, build, and sell a super successful practice – and who is SO willing to share his journey!

Today’s guest, Derrick Kinney, host of the Good Money Podcast and author of Good Money Revolution, shares his journey as an advisor and how he cracked the code on the world of financial services.

Derrick shares with us:

How he stumbled across his ideal client avatar
His exercise to determine who he should be working with
Stories about how he honed his skills and focus
How a 5-day sabbatical every year transformed his business and his relationships
And, the way he uses his business experiences to teach his kids lessons about life

You are going to enjoy this dose of advisor inspiration and affirmation that you can grow your advisor business your way on your terms.

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LINKS FROM THIS EPISODE:

Grab Derrick's book here!

Check out Derrick on LinkedIn here!

Learn more about Derrick at his website!

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Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

Learn more about the Group Coaching & Mastermind HERE!

Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!

Learn more about Asset-Map financial planning software HERE!

Learn more about our sponsor Beemo Automation HERE!

Check out the Efficient Advisor YouTube Channel HERE!

Connect with Libby on LinkedIn HERE!

Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

110: Tips & Tricks from the Trenches - Advisor Success Story with Derrick Kinney

The Efficient Advisor: Tactical Business Advice for Financial Planners