Blaine is a wealth management advisor in his early thirties who is often working 80 hours a week since he left company he worked for and began his own wealth management firm.
(A head’s up if you have kids listening with you: there’s a moment of swearing about 60% into this episode.)
He’s trying to figure out why he’s not able to close the deal as much as he did when he worked for a top company. Even though Blaine has a lot of experience, he wonders if his issue is perhaps the result of him being young; maybe potential clients perceive his young age to be an indicator of him not being able to adequately guide them in their financial decisions?
The sales process that worked well when he was with the prior company, but the process isn’t working well for him as a self-employed money manager and adviser and he feels frustrated and confused.
He wants to know when to begin focusing on getting higher income clients and where to find those income bracket clients.
He also wants to know if it would make sense for him as a wealth manager to create videos on You Tube and TikTok as a possible way to reach possible new clients. Blaine and I discuss all of this and a lot more in this episode.
