We have a special episode today as I’m joined by Triad members Jeremy Reiland, Nick Reiland and Tim Kuntz of Vantage Point Financial.
With offices in the Chicago, St. Louis and Detroit, Vantage Point Financial have set themselves apart by trademarking their holistic approach to retirement — The Elevated Retirement Plan™.
In 2022, Vantage Point brought in $58M of new assets. This year, they’re on pace for $80M - $100M. How? If you ask Jeremy, Nick and Tim, they’ll tell you it’s thanks to a combination of their trademarking, authentic client connections and financial planning that focuses on life goals — not numbers.
Join us as we discuss Vantage Point Financial’s best practices for rapid growth while maintaining a client-first focus. You’ll also hear about a simple change that makes sales presentations more effective, how to speak to older clients as a younger advisor, and how each of the guys defines “Do Business. Do Life.”
3 of the biggest insights from Vantage Point …
✅ Leadership, mindset and client interaction tips that have helped Vantage Point grow from $35M to $80M+ of new assets in only a few years.
✅ How advisors can avoid the curse of knowledge, adjust their language, and help their clients live beyond what they thought was possible in retirement.
✅ Gain unwavering clarity, boost client confidence, and stand out from the competition by trademarking your process!
KEY TAKEAWAYS:
00:00 The mindset for early-stage growth 13:25 From $35M to $80M+ of new assets 21:18 Shifting to a leadership mindset 24:42 Authentically connect with your clients 35:58 Reframing the job of a financial advisor 46:04 Building plans clients can understand & execute 52:17 Helping clients dream the impossible 56:55 How can advisors stand out from the masses? 1:09:33 Freedom, family and problem solving
DISCLOSURE: These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations.
