24. From Assumptions to Assertions: How Advisors Achieve Their Next Level with Brandon McFadden

About this episode

Jamie and Brodrick discuss foundational issues holding financial advisors back with insights from Brandon McFadden.

In this episode, Jamie and special co-host Brodrick Lothringer explore what’s really holding financial advisors back—with insight from Brandon McFadden, CWS®, AIF®, MBA , Wealth Director and Vice President at Bryn Mawr Capital Management. While industry events often focus on better prospecting or marketing tactics, Brandon points to something more foundational: most advisors simply don’t ask for what they need. From clear communication with clients to directly requesting referrals, success o...

People in this episode

Hosts: Jamie Hopkins, Dr. David Rhoiney

Guest: Brandon McFadden

Topics covered

• financial advising
• communication
• referrals
• success strategies
• professional development

Keywords

• financial advisors
• client communication
• referrals
• success
• prospecting
• marketing tactics

Mentioned in this episode

Organizations: Bryn Mawr Capital Management

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