Cracking the Client Acquisition Code with Carl Richards (Ep. 60)

Breakthrough Advisor

Are you struggling to attract clients and close acquisition gaps? It might be time to rethink your marketing approach.

Join Jack Martin and Carl Richards, creator of The Behavior Gap and founder of The Society of Advice, to learn how to foster genuine new connections by taking micro-actions every day. The episode addresses the core struggles faced by advisors in growing organically.

Carl discusses:

• Why many marketing strategies are failing
• How to conduct problem-solving interviews with potential clients
• Embracing experimentation and creative destruction in business development
• Why advisors should “play in traffic” and increase their “luck surface area”
• And more!

Resources:

• Winning at the Intersection of Annuities and Wealth Management
• Founders Podcast: Episode 286 with Warren Buffet and Charlie Munger

Connect with Carl Richards:

• LinkedIn: Carl Richards
• The Society of Advice (Get your first month free!)

Connect with Jack Martin:

• LinkedIn: Jack Martin
• InsurMark
• Contact Form

About Our Guest:

Carl Richards, a Certified Financial Planner, is renowned for his Sketch Guy column in The New York Times, simplifying complex financial concepts through sketches. Featured on platforms like Marketplace Money and Oprah.com, Carl is also a keynote speaker at global financial planning conferences. Author of “The One-Page Financial Plan” and “The Behavior Gap,” his sketches have been exhibited worldwide, including at the Kimball Art Center in Utah and Parsons School of Design in NYC. Additionally, he founded The Society of Advice, a monthly membership that provides access to highly curated conversations between Carl and prominent guests.

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