The BamCam

Is This Advisor Right For You? (Ep. 2)

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Finding the right client can be just as hard as finding the right advisor. Are they the right demographic for our expertise? Can our financial knowledge help with their specific needs?

In this episode, Jack Burnette and Alison Castellano dive into their perspective as advisors looking for the right clients for their business. They touch on both sides of the coin, from what they offer clients that are unique to them to what they look for in a client.

Jack and Alison discuss: 

  • How the difference in generations impact their financial strategies and needs
  • Why accountability is important for the younger generation of clientele
  • The importance of consistent communication with advisors when life throws a curveball
  • How the Iter Financial Wellness subscription model works
  • How advisor-client contact changed with the later generations
  • And more

    • Connect with Jack Burnette:

    • LinkedIn: Jack Burnette
    • Email: Jack Burnette
    • RFG Advisory
    • LinkedIn: RFG Advisory
    • Phone Number: 205-613-4994
    • Office Number: 205-510-9072

      • Connect with Alison Castellano:

      • LinkedIn: Alison Castellano
      • Phone Number: (205) 504-9868
        • ...more
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        The BamCamBy Jack Burnette, CFP® and Alison Castellano