In this episode, Jeff and Chandon discuss:
• Chandon’s passion for the financial industry from a young age and his exposure to high and ultra-high net worth clients from early in his career.
• Being intimate and available for your clients with your service in your niche.
• Leveraging your team to increase your bandwidth.
• How Stratos was able to help with the transition to an individual firm.
Key Takeaways:
• Build your book of business through referrals, your network, and the network of the firm you are working with.
• Being in front of clients is critical. Find ways to connect with those clients as often as you reasonably can. Be diligent in scheduling your time.
• It is critical to know your partner (if you choose to have a business partner) extremely well. It is also important to have the same goals in the business and be working toward the same thing.
• Focus on a discipline to deliver wealth management to your clients. Don’t try and be all things to all people.
"The touch is critical. Everybody says they do it and they service the heck out of their clients, but the execution of it is critical. One truly needs to stay focused on making sure that clients are touched, because if not, someone else will." — Chandon Simonis
