Beyond the Advice Podcast Powered by 401kChampions.com

Derrick Kinney - How to Win Referrals, Warm Cold Leads, and Build a 4% Business


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Most advisors chase leads with cold scripts and hope for referrals that never come. Derrick Kinney thinks differently—and built a wildly successful practice by connecting with pain, not pitching features.

In this episode, we break down the mindset and daily disciplines behind real growth:


  • The mid-meeting referral script that actually works
  • How to disarm cold leads with one simple phrase
  • The difference between 4% work and frantic activity
  • Why comfort and reason beat logic and features
  • LinkedIn visibility, branding, and the power of being memorable


Derrick also shares how handwritten notes, high-touch outreach, and personal discipline shaped his coaching philosophy—and why he believes memorable people make the most money.


Grab Derrick’s free advisor growth guide:

https://www.successforadvisors.com/free-guide


Want to grow your 401(k) business? Start here:

Take the Your Next Five 401(k) Plans Assessment to discover where your biggest growth opportunities are hiding.

https://www.401kchampions.com/

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Beyond the Advice Podcast Powered by 401kChampions.comBy Andy Hudson