Vince Giardini (https://livemore.net/giardinijr) is a Registered Representative and Financial Advisor working with IronLife Financial and PFS Investments. Vince has a strong background in finance, with an MBA in Banking & Finance, and a PhD in Behavioral Finance and is fully licensed in financial services.

00:13 Intro

1:25 Simplifying your message to maximize engagement with ideal clients

3:15 Schools don't teach personal finance

4:21 How to understand where your client's financial worries are coming from

6:00 Pulling a client back from the ledge

8:30 Are we through the recession?

10:18 Why Vincent chose the independent route

15:30 Why Vince serves middle America

20:25 How to find clients thru referrals

22:16 Best way to ask current clients for referrals

25:30 Why RIA's shouldn't consider themselves sales people

26:52 How Vincent found and closed his largest client

31:16 Using the STAR personality tool to best relate to clients

34:35 What is Vincent working towards

Preferred Links:

LinkedIn: https://www.linkedin.com/in/vincegiardini/

Website: https://livemore.net/giardinijr

Twitter: https://twitter.com/ProfVinceG

Facebook: https://www.facebook.com/ProfVinceG/

Youtube: https://www.youtube.com/channel/UCuxfBok8N1V8zJEzeEi5aoA

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DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.