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Yohance Harrison has hit the trifecta for success. He’s focused on a clear and profitable target market. He’s getting a ton of right-fit referrals. And he’s identified and nurturing his advocates in a fun way.
He’s also become a master at bringing financial education to clients who think they already know it all.
In this episode, Referral Coach Bill Cates interviews Yohance Harrison, Founder and CEO of Money Script Wealth Management, PLLC, about the journey from financial illiteracy to financial empowerment. Yohance shares his methods for educating clients, the importance of targeting a specific market, and his powerful approach to generating referrals by nurturing client relationships.
You’ll learn actionable strategies for increasing client engagement and multiplying referrals by fostering strong connections and delivering compelling value.
Bill and Yohance discuss:
- Yohance’s transition from a financially troubled upbringing to a thriving financial advisor.
- Insights into the behavioral finance concepts that shape client decisions, and how to address them.
- How he shows his highly educated clients that they are financially illiterate.
- The importance of a defined target market and methods to effectively serve it – including joining their associations.
- Yohance’s successful “Kings and Queens” referral strategy and how to nurture and celebrate top advocates.
- …And more!
Related: 7 Reasons Niche Markets Boost Your Reputation Marketing Results