Feb 7, 2023
Andrew Saksa is a media marketing and business development expert. He is the Senior Vice President for Business Development at ReminderMedia, a company dedicated to empowering clients to close more deals and retain more business. Before joining the ReminderMedia team, Andrew was the co-founder of Mypistevo.com and formerly served as the Vice President for Institutional Sales and West Coast Corporate Finance at Joseph Charles. He holds a Bachelor of Business Administration degree from Strayer University.
Andrew joins me today to discuss why building strong relationships is paramount to any business’s success. He describes his professional journey from being a financial advisor to becoming a media marketing and business development expert. He offers advice on getting a client’s spouse involved in financial planning and discusses how financial advisors can engage the next generation. Andrew also explains the importance of personalizing your interactions with clients and highlights and having a service mindset.
“The nature of any successful business comes down to one thing: relationships.” - Andrew Saksa
This week on The Model FA Podcast:
- Andrew’s background and journey to joining ReminderMedia
- His work at Mypistevo.com and New Hope for Kids and career as financial advisor
- How Andrew maintains the personal connections in his life
- Finding and serving a charity and the value of service
- How financial advisors can get their client’s spouse involved in financial planning
- The importance of personalizing interactions with clients
- Generational financial planning and how financial advisors can connect with the newer generation
- Curating content and connecting with clients on their level
Resources Mentioned:
- Book: Conversations: How to Manage Your Business Relationships One Conversation at a Time by Ivan Farber
- Book: Think and Grow Rich by Napoleon Hill
- Book: Outwitting the Devil: The Secrets to Freedom and Success by Napoleon Hill
- Book: The Power of One More: The Ultimate Guide to Happiness and Success by Ed Mylett
Our Favorite Quotes:
- “When financial advisors have a scarcity mindset, they never get what they want.” - David DeCelle
- “If you’re helping people in different ways outside the scope of what you’re compensated to do, you will be elevated in the minds of the people you serve.” - David DeCelle
- “If you want to separate yourself from your competition, figure out what your top clients are into and what’s dear to their hearts. Support their initiatives and they’ll help you grow your business.” - Andrew Saksa
Connect with Andrew Saksa:
- ReminderMedia
- ReminderMedia on LinkedIn
- ReminderMedia on Instagram
- ReminderMedia on Facebook
- ReminderMedia on Twitter
- ReminderMedia on YouTube
- Andrew Saksa on LinkedIn
About the Model FA Podcast
The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.
Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered.
Our Team:
President of Model FA, David DeCelle
If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.