Ep 033: Building An Online Marketing Machine That Takes Over Your Advisory Business with Jeff Rose
Financial Advisor Success
Michael Kitces
4.8 • 696 Ratings
🗓️ 15 August 2017
⏱️ 103 minutes
🧾️ Download transcript
Summary
Building a business is already hard. Building a successful wealth management business in a rural area, where there aren’t as many potential clients, is even harder. Meet Jeff Rose, the founder of Alliance Wealth Management, who will be sharing how his business is now managing over $40 million while making over $100k on the side from referrals and partnerships.
Digital marketing is the main key to Jeff’s success. Ever since he got his first online client thanks to his blogging and online presence, his focus has shifted to taking advantage of the internet’s potential for connection. Jeff shares how he’s built up his online presence to make his business known locally and to a wider audience. He also gives us details on how he forged partnerships with insurance agencies and other services to provide more value to his customers while making money on the side.
Get the full show notes and transcript for this episode at: www.kitces.com/33
Transcript
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| 0:00.0 | Welcome to the Financial Advisor Success Podcast, where you go behind the scenes with |
| 0:07.1 | financial planner, speaker, and consultant Michael Kitsis to hear stories of how leading |
| 0:12.5 | financial advisors navigated the inevitable challenges that arise on the path to success |
| 0:17.5 | and get insight from leading industry consultants about how to break through to the |
| 0:22.0 | next level in your advisory business. And now here's your host, Michael Kitsis. Welcome, everyone. |
| 0:29.0 | Welcome to the 33rd episode of the Financial Advisor Success podcast. My guest on today's podcast is |
| 0:35.4 | Jeff Rose. Jeff is the founder of Alliance Wealth Management, |
| 0:38.7 | a solo financial planning firm with just one support advisor that oversees more than $40 million |
| 0:43.5 | in client assets in Carmandale, Illinois, a rural town of just 5,000 people. |
| 0:48.7 | What's fascinating about Jeff's advisory business, no, is not just that he's been able to |
| 0:52.8 | successfully grow in an area with a |
| 0:54.9 | far more limited natural market than being in a dense metropolitan city, but that recognizing |
| 1:00.8 | the constraints of his local geography, Jeff decided to develop an online blogging strategy to get |
| 1:06.2 | more prospects back in 2008. And after nine months of toiling away with nothing to show for it, |
| 1:12.6 | he landed his first digital client, a widow with more than $2 million who had simply |
| 1:17.9 | Googled certified financial planner in Illinois and found him. And in the process, Jeff became |
| 1:24.4 | obsessed with digital marketing. Now nearly 10 years later, Jeff's online |
| 1:28.4 | marketing efforts have been so successful that he's generating more than $100,000 a month in revenue |
| 1:33.7 | from his online efforts and his powering leads not only to his own advisory firm, but also providing |
| 1:39.1 | a high volume of referrals to an outside insurance business for prospects who just need some term insurance, |
| 1:44.8 | and is also referring additional prospects to another of other financial services firms as well, |
| 1:49.3 | where he participates in the revenue for providing the referrals. |
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