Jun 22, 2021
Will Richardson is a 7-figure entrepreneur, business and sales mentor, and podcaster who has been a financial advisor since 2008. After graduating from the School of Business Administration at the University of Mississippi with a degree in Marketing, Will started his professional career selling knives for Cutco, an experience that landed him a job (and taught him how to work) in the financial services industry. Will hosts the Crusheration Podcast, where he shares the lessons he learned from his years of experience as an advisor — and inspirational life lessons for the benefit of people both inside and outside of the financial services industry.
Will joins me today to discuss how financial advisors can connect with people, both potential clients and fellow advisors, through creating video and podcast content. He highlights the value of sharing ideas and explains the formula for creating engaging content. He also describes the impact advisors make whenever they embrace imperfection, and underscores the importance of being unique in creating content and when asking for client referrals and introductions.
“The techniques advisors are taught don’t feel authentic. Be unique in the way you ask for client introductions, in the way you are, and in your common interest with others.” - Will Richardson
This week on The Model FA Podcast:
Our Favorite Quotes:
Connect with Will Richardson:
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.
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.