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#4 How to Avoid a 201K (Losing Half Of Your 401K) w/ Alec Tuckman, Wealth Management Partners of LA
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/
Alec P. Tuckman (https://WMPLAinc.com/), AIF®, ChFC®, CRC®, Accredited Investment Fiduciary®, Chartered Financial Consultant®, Certified Retirement Counselor®, is the founder and CEO of Wealth Management Partners of Los Angeles, Inc. He is a Wealth Advisor, Author, Speaker, Educator, and Podcast Personality.
00:30 Intro
1:30 Why did you become an FA?
3:00 Finding your ideal clients
4:30 Best way to find clients
6:00 How did you find and close your largest client?
8:30 What marketing works best for FAs?
11:00 Strategy for gaining more referrals
13:00 Secret to success as an FA
14:30 Ensuring clients avoid 201Ks (losing half of their 401Ks)
19:30 What are you working towards?
21:00 Strategies to 10X your business
Website: https://WMPLAinc.com/ (check out our blog)
Facebook: https://www.facebook.com/WMPLAinc
LinkedIn: https://www.linkedin.com/in/alectuckman/
Twitter: https://twitter.com/WMPLAinc
YouTube: https://www.youtube.com/watch?v=7e9uXNhpofE
Yelp Reviews (5-star rating): https://www.yelp.com/biz/wealth-management-partners-of-los-angeles-torrance
Google Reviews (5-star rating): Google the following search string: "alec tuckman financial advisor"
Book on https://www.amazon.com/Retire-Like-Shark-Insights-Authorities-ebook/dp/B0BLWGDLVD/ref=sr_1_1?crid=1ALXX7H4H6HD1&keywords=retire+like+a+shark&qid=1680287224&sprefix=retire+like+a+sha%2Caps%2C589&sr=8-1
Podcast: https://podcasts.apple.com/us/podcast/the-financial-fundamentals-show/id1612201898
Maximize your marketing, close more clients, and amplify your AUM by following us on:
Instagram: https://instagram.com/ultrahighnetworthclients
TikTok: https://tiktok.com/ultrahighnetworthclients
YouTube: https://www.youtube.com/@uhnwc
Facebook: https://www.facebook.com/UHNWCPodcast
Twitter: https://twitter.com/uhnwcpodcast
iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400 Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr
Website: https://uhnwc.com
Work with us: https://famousfounder.com/fa
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.
View all episodes
By Chris Brodhead
5
6363 ratings
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/
Alec P. Tuckman (https://WMPLAinc.com/), AIF®, ChFC®, CRC®, Accredited Investment Fiduciary®, Chartered Financial Consultant®, Certified Retirement Counselor®, is the founder and CEO of Wealth Management Partners of Los Angeles, Inc. He is a Wealth Advisor, Author, Speaker, Educator, and Podcast Personality.
00:30 Intro
1:30 Why did you become an FA?
3:00 Finding your ideal clients
4:30 Best way to find clients
6:00 How did you find and close your largest client?
8:30 What marketing works best for FAs?
11:00 Strategy for gaining more referrals
13:00 Secret to success as an FA
14:30 Ensuring clients avoid 201Ks (losing half of their 401Ks)
19:30 What are you working towards?
21:00 Strategies to 10X your business
Website: https://WMPLAinc.com/ (check out our blog)
Facebook: https://www.facebook.com/WMPLAinc
LinkedIn: https://www.linkedin.com/in/alectuckman/
Twitter: https://twitter.com/WMPLAinc
YouTube: https://www.youtube.com/watch?v=7e9uXNhpofE
Yelp Reviews (5-star rating): https://www.yelp.com/biz/wealth-management-partners-of-los-angeles-torrance
Google Reviews (5-star rating): Google the following search string: "alec tuckman financial advisor"
Book on https://www.amazon.com/Retire-Like-Shark-Insights-Authorities-ebook/dp/B0BLWGDLVD/ref=sr_1_1?crid=1ALXX7H4H6HD1&keywords=retire+like+a+shark&qid=1680287224&sprefix=retire+like+a+sha%2Caps%2C589&sr=8-1
Podcast: https://podcasts.apple.com/us/podcast/the-financial-fundamentals-show/id1612201898
Maximize your marketing, close more clients, and amplify your AUM by following us on:
Instagram: https://instagram.com/ultrahighnetworthclients
TikTok: https://tiktok.com/ultrahighnetworthclients
YouTube: https://www.youtube.com/@uhnwc
Facebook: https://www.facebook.com/UHNWCPodcast
Twitter: https://twitter.com/uhnwcpodcast
iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400 Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr
Website: https://uhnwc.com
Work with us: https://famousfounder.com/fa
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.