(INTERVIEW) Advisor interview with Adam Bornn, CFP, CLU: Financial Planning Process, Prospecting, & Tech Stack (June 2024)
We are pleased to share this recorded interview with Advisor Adam Bornn.
In this discussion, Adam explains how he launched his Financial Planning business, adapted and expanded it during and after the pandemic. He also highlights how he utilized marketing resources and software tools to attract new prospects and generate referrals, contributing to the growth of his business. Additionally, he discusses the valuable lessons he learned from his mistakes and how he turned them into opportunities for growth.
About Adam: Adam has been dedicated to clients looking to build financial, retirement, and estate plans since 2006. After gaining years of experience and his Certified Financial Planner® designation, Adam ventured out and founded Parallel Wealth. Now, he partners with those who have worked hard saving for retirement but are looking for a trusted planner to walk with into and through retirement.
Adam answered the following question:
🌟 What is your financial planning process?
🌟 How do you convert prospects into clients?
🌟 How do you continue to get referrals?
🌟 What tech are you using to grow your business?
More Resources: The Financial Advisor's Marketing Guide
This Digital Marketing Guide was designed for Canadian Financial Advisors, Planners, and Investment Managers who want to grow their firms by building an online presence.
It was created to provide Financial Advisors & Planners with the foundational knowledge needed to build an online presence, create and share valuable content, and engage with prospects and clients through email marketing.
The goal of this guide is to provide independent Advisors and Planners with the actionable steps to:
- Identify goals and target audience
- Start creating content
- Grow and nurture an email list
- Create an online presence
- Attract and convert ideal prospects with valuable content