Imagine building a business that not only thrives but also leaves a lasting impact on your community.
In this inspiring episode of Full Advisor Coaching, host Kristin Harad speaks with Derrick Kinney, a former financial advisor and CEO who successfully built and sold a multimillion-dollar advisory business. Derrick shares his personal journey and discusses actionable strategies to help financial advisors stand out by building trust quickly, connecting deeply with clients, and integrating causes they care about into their business model. Packed with practical tips, this episode is perfect for advisors looking to build lasting client relationships while creating a purpose-driven business.
Key Highlights:
- Build Trust Through Shared Values: Derrick explains how understanding and connecting with clients over shared values can help financial advisors foster deeper, more enduring relationships
- Align Your Business with a Cause: Advocating for “radical generosity,” Derrick shows how aligning your business with a meaningful cause can attract like-minded clients and give greater meaning to your work
- Purpose-Driven Marketing: Derrick stresses the importance of shifting from generic job titles to problem-solving conversations, using storytelling to build client trust and create emotional connections
- Empowering Your Team: Ensure your entire team is aligned with your key messaging. Derrick shares tips on how to train your team to consistently communicate your firm’s mission, which enhances client engagement and brand cohesion
- Passion-Driven Success: Derrick demonstrates how integrating personal passions into your business model not only helps differentiate your brand but also strengthens relationships with clients who value authenticity and purpose
For more insights, tune in to the episode and start aligning your business with what matters most.
Resources:
Connect with Kristin Harad:
Connect with Derrick Kinney:
About our Guest:
Derrick Kinney is changing how you feel about money. He believes money is not bad and good people should have more of it. Derrick is the author of the Wall Street Journal and USA TODAY national bestseller, Good Money Revolution.
After applying these proven principles with thousands of clients, Derrick sold his multimillion-dollar financial advisory business to teach these success principles to all financial advisors. As CEO of Success for Advisors, Derrick and his team teach independent financial advisors a 5-step marketing framework to build 7-figure businesses that impact the world.
Known for making complex financial and business topics easy to understand, Derrick has been interviewed on CNBC, FOX News, CNN, FOX Business, Yahoo Finance!, PBS, Wall Street Journal, among others. As host of the top-rated Good Money podcast, he inspires business owners and entrepreneurs to make more money to do more good. His guests include Matthew McConaughey, Mel Robbins, Ed Mylett, Jon Gordon, Daymond John, and Sharon McMahon.
Recently Derrick set a big goal to positively impact one-million teens by giving them money, business, and life skills that aren’t taught in schools. As a passion project, he founded SimpleTeenSuccess.com, a new online program for teens to become money and business smart, build trust with adults, and stand out for the best opportunities.
