Welcome again to the 107th episode of Monetary Advisor Success Podcast!
My visitor on at present’s podcast is Roger Whitney. Roger is a accomplice with WWK Wealth Advisors, an impartial RIA primarily based in Fort Price, Texas, the place Roger works with a private consumer base of retirees with $75 million of property below administration.
What’s distinctive about Roger, although, is that he’s been in a position to entice nearly $50 million of these property in simply the previous 2 years by launching a distinct segment podcast on retirement that pulls prosperous child boomers making the transition to retirement.
On this episode, we discuss concerning the why and the way Roger constructed his “Retirement Reply Man” podcast, the model and format of his podcast and what he’s discovered works to draw listeners, the best way he transitions podcast listeners to a webinar that exhibits prospects a pattern consumer assembly after which invitations them to a schedule a match assembly, and the best way he treats his podcast advertising technique as an orchard to be nurtured and tended and never only a tactic to hunt for extra retired shoppers, although it’s producing numerous retired shoppers for him anyway.
We additionally speak about how Roger targeted his advisory agency into a distinct segment of working with retirees. Why his focus with shoppers is much less about monetary freedom and extra about time freedom, his distinctive Agile Retirement Administration method to working with retirees that’s much less about producing the great monetary plan and extra about producing what he calls a minimal viable plan after which participating in fixed iteration of what he calls SMART sprints to the following short-term aim or goal, and the way regardless of being what he calls a classically-trained monetary planner, that the majority of Roger’s conversations at present take extra of a training method with shoppers that focuses as a lot on human and social capital as their monetary capital.
And be sure to take heed to the top, the place Roger shares how the success of his podcast has now advanced into publishing a e book referred to as “Rock Retirement” and creating what he calls the Rock Retirement Membership as a technique to serve the subset of his listeners who won't ever realistically rent them to be his monetary advisor however are prepared to pay to affix a group he’s created that helps help them in their very own do-it-yourself journey via retirement.
So whether or not you’re keen on getting began with podcasting (or constructing a content material advertising technique), how Roger attracts new shoppers and builds enterprise via his podcast, why he creates content material just for a really particular viewers, or how he handles the compliance facet of the equation, then we hope you take pleasure in this episode of Monetary Advisor Success!
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