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For today’s featured guest, rapid business growth began with the belief that it was possible, followed by:
- Keeping his pipeline full.
- Avoiding pressure on himself.
- Helping prospects feel valued and respected.
- Accentuating financial literacy.
- Avoiding rushing prospects into financial decisions.
- Treating prospects and clients like royalty.
In this episode, Referral Coach Bill Cates interviews Emanuel Jones II, MBA, Founder of Jones & Co Wealth Strategies, about his journey from aspiring doctor to achieving rapid business growth through client acquisition as a financial advisor.
Emanuel shares strategies for providing a high-quality client experience. He also highlights the importance of building trust, emphasizing education, and discusses his unique approach to using social media (compliance approved, of course).
Emanuel & Bill discuss:
- How Emanuel went from wanting to be a doctor, to starting several businesses, to finally doing what he was meant to do – helping others make smart financial decisions.
- The lack of trust that many people have in financial institutions.
- The important role financial advisors have in educating multicultural communities about the benefits and safety of investing.
- How Emanuel’s emphasis on providing a unique and high-quality experience for clients leads to high-quality, unsolicited referrals – which, in turn, resulted in rapid business growth.
- The tangible results Emanuel has experienced from his huge presence on Instagram.
- …And more!
Related: Can You “Re-Ask” a Referral Source for Introductions?