This week we're doubling down on the Financial Planner Life with our guest duo, Nathan Waldron and Ryan Nobbs, co-directors and Financial Planners with Evergreen Financial Planning, a business with the objective of reaching the ~95% of people that don’t fit the typical client profile for Financial Advice, through understanding the long-term strategic approach to building introducer relationships.
This duo of Adviser/Directors are hell-bent on building up the Evergreen brand to become the go to firm for anyone looking for Financial Advice, whether that’s tomorrow, or ten years from now. They understand that although not everyone is ready to pay service fees and invest assets, education around Financial Planning for those who need it at a lower level, proves infinitely valuable for the clients of the future.
The Evergreen boys have built a business model that inspires collaboration, delegation and honesty, whilst also striving for solution based financial planning for clients, all starting with the question “What can WE do for YOU?”, an open question that gives clients a chance to speak freely and highlight their goals and concerns when it comes to managing wealth.
We get the feeling we’ll be seeing a lot more of Evergreen in the future, so watch this space.
Time Stamps
00:00:00 | Intro
00:01:18 | How are you feeling out of 10?
00:03:45 | What's exciting in financial planning now
00:05:38 | The next generation of clients
00:14:01 | Solutions to the advice gap
00:16:35 | How Evergreen Financial Planning started
00:20:18 | Partnering from across the country
00:24:20 | High performing strategy to attract clients
00:28:23 | Building trust
00:35:55 | Key processes
00:43:51 | The value of marketing
00:49:05 | Working with professional introducers
00:56:51 | Quick qualifying questions
00:58:36 | The outreach process
01:01:32 | Elevator pitch
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