Financial Advisor Success

Building a business is already hard. Building a successful wealth management business in a rural area, where there aren’t as many potential clients, is even harder. Meet Jeff Rose, the founder of Alliance Wealth Management, who will be sharing how his business is now managing over $40 million while making over $100k on the side from referrals and partnerships. Digital marketing is the main key to Jeff’s success. Ever since he got his first online client thanks to his blogging and online presence, his focus has shifted to taking advantage of the internet’s potential for connection. Jeff shares how he’s built up his online presence to make his business known locally and to a wider audience. He also gives us details on how he forged partnerships with insurance agencies and other services to provide more value to his customers while making money on the side. Get the full show notes and transcript for this episode at: www.kitces.com/33