Ep 107: Using Podcasting As A Marketing Strategy To Attract (Retirement Niche) Clients with Roger Whitney
Financial Advisor Success
Michael Kitces
4.8 • 696 Ratings
🗓️ 15 January 2019
⏱️ 115 minutes
🧾️ Download transcript
Summary
Roger Whitney is a partner with WWK Wealth Advisors, an independent RIA where he works with a personal client base of retirees with $75 million of assets under management. Perhaps even more impressively, he’s been able to attract almost $50 million of those assets in just the past two years by launching a niche podcast on retirement.
In this episode, Roger shares why and how he built his Retirement Answer Man podcast, as well as how he transitions listeners into prospects. Tune in to learn what makes his unique approach to retirement management so effective, what he’s doing to serve the subset of podcast listeners who are unlikely to hire him as their financial advisor, and advice for up-and-coming advisors who hope to follow a similar path to success.
For show notes and more visit: https://www.kitces.com/107
Transcript
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| 0:00.0 | Welcome to the Financial Advisor Success Podcast, where you go behind the scenes with |
| 0:07.2 | financial planner, speaker, and consultant Michael Kitsis to hear stories of how leading financial |
| 0:13.0 | advisors navigated the inevitable challenges that arise on the path to success and get insight |
| 0:18.7 | from leading industry consultants about how to break through to the |
| 0:22.1 | next level in your advisory business. And now here's your host, Michael Kitsis. Welcome, everyone. |
| 0:28.4 | Welcome to the 107th episode of the Financial Advisor Success Podcast. My guest on today's podcast is |
| 0:34.1 | Roger Whitney. Roger is a partner with WWK wealth advisors and independent |
| 0:38.3 | RA based in Fort Worth, Texas, where Roger works with a personal client base of retirees |
| 0:42.9 | with $75 million of assets under management. What's unique about Roger, though, is that |
| 0:47.4 | he's been able to attract almost 50 million of those assets in just the past two years by launching |
| 0:52.9 | a niche podcast on retirement that attracts |
| 0:55.7 | to him affluent baby boomers making the transition to retirement. In this episode, we talk about |
| 1:02.1 | the why and how Roger built his retirement answer man podcast, the style and format of his podcast |
| 1:08.1 | and what he's found works to attract listeners. |
| 1:15.9 | The way he transitions podcast listeners to a webinar that shows prospects a sample client meeting and then invites them to a schedule a fit meeting. |
| 1:19.2 | And the way he treats his podcast marketing strategy as an orchard to be nurtured intended |
| 1:24.6 | and not just a tactic to hunt for more retired clients, even though |
| 1:28.4 | it's generating a lot of retired clients for him anyways. We also talk about how Rogers |
| 1:32.8 | focuses advisory firm into a niche of working with retirees, why his focus with clients is less |
| 1:38.5 | about financial freedom and more about time freedom, his unique agile retirement management |
| 1:43.7 | approach to working with retirees that's |
| 1:45.7 | less about producing the comprehensive financial plan and more about producing what he calls |
... |
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