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#145: Why it's Hard for Financial Advisors to Build Referral Networks with Lawyers, with Brad Johnson
Season 1 · Episode 145

#145: Why it's Hard for Financial Advisors to Build Referral Networks with Lawyers, with Brad Johnson

In this podcast, we ask Brad Johnson why financial advisors find it so difficult to build referral networks with lawyers. We also discovered some interesting parallels between financial advising firms and small law firms. Brad Johnson is VP of Advisor...

Lawyerist Podcast · Lawyerist.com

November 8, 201739m 9s

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Show Notes

In this podcast, we ask Brad Johnson why financial advisors find it so difficult to build referral networks with lawyers. We also discovered some interesting parallels between financial advising firms and small law firms.

Brad Johnson is VP of Advisor Development at Advisors Excel and mentors a small group of the country’s most elite financial advisors, teaching them to maximize their marketing ROI, streamline their client acquisition process, and run their business like a CEO not a salesperson.