Jan 21, 2022
The day of door-to-door financial planning is coming to an end. So how do you get your business to stand out from others? You have to be willing to enhance your practice and focus on factors that will bring your ideal client to you.
On today’s episode, we are joined by Ken Van Leeuwen of Van Leeuwen Company. They serve corporate executive clients with high-end financial planning and an elevated client experience. We are going to discuss how he’s differentiating his business through the Rembrandt Society, education, qualified financial professionals, and more.
More about our guest: https://www.vanleeuwenco.com/
1:48 – Welcome Ken!
3:16 – Segmenting his business
4:28 – Multi-generational planning
5:25 – Clients coming from referrals
6:41 – Executive compensation
7:33 – Active prospective systems
9:39 – The Rembrandt Society
12:55 – Keeping it simple and direct
14:45 – What makes them unique?
15:39 – Moving to a fee-based model
17:28 – Using a PR firm
10:31 – Paying an expert to do it
21:33 – Initiatives for the next year
24:39 – Focusing on qualifications
27:05 – Name your process
29:12 – Enhancing your practice