From $0 to $1M in annual production in only 5 years sounds impossible, right? Think again.
Successful wealth advisor and certified divorce financial analyst, Nicole Middendorf, CDFA, joins us to share her journey from a troubled marriage to discovering her true purpose and helping others along the way – while building a truly Top Advisor practice.
To distract from her divorce, she created her Live It List to help her find joy by pursuing meaningful experiences. She now brings her Live It List concept to her clients to help them do the same.
During this lively conversation, Nicole shares her insights about combining financial planning with helping clients achieve their goals and dreams.
Nicole also discusses her decision to go independent and build a team around her, as well as her client acquisition strategies, including hosting events and utilizing LinkedIn.
Bill and Nicole discuss how Nicole:
- Transitioned from being a wirehouse advisor to running her own wealth management firm, building her team, and becoming a $1M producer in only 5 years.
- Uses her Live It List concept to add a comprehensive dimension to financial planning that very few advisors consider.
- Uses her Live It List concept as a tremendous referral generator, as well as creating a huge following on social media and in her community.
- Hosts Live It List events and utilizes LinkedIn to attract and win ideal clients.
- Leverages TV appearances to boost her client acquisition and overall reputation.
- …And so much more!
Rerlated: Can You Turn Down a Client Referral That Doesn’t Fit Your Business?