Welcome to the Financial Advisor Success Podcast, where you go behind the scenes with

financial planner, speaker, and consultant Michael Kitsis to hear stories of how leading

financial advisors navigated the inevitable challenges that arise on the path to success

and get insight from leading industry consultants about how to break through to the next

level in your advisory business. And now here's your host, Michael Kitsas. Welcome, everyone.

Welcome to the 178th episode of the Financial Advisor Success Podcast. My guest on today's podcast is

Daniel Zajek. Daniel is a financial advisor and partner with Simone Zajek, a hybrid advisory firm on the

Lincoln Investments platform that oversees nearly 250 million of assets on our management

for nearly 300 clients.

What's unique about Daniel, though, is the way he's driven in evolution and how the

advisory firm markets itself, from the traditional approach of

networking with local centers of influence and relying on existing client referrals, to developing

a blog for those earning significant equity compensation from their employers that is turned

into one to three new digital prospects for the firm every week, many of whom are bringing seven-figure

accounts to the firm, even in the midst of the coronavirus pandemic. In this episode, we talk in

depth about how Daniel built and developed a niche in working with those who received significant

equity compensation, including the years it took early on for Daniel to gain any traction with

his blogging efforts,

how pivoting to focus more narrowly on equity compensation accelerated his positive results,

how Daniel selected equity compensation as his emerging niche in the first place,

what Daniel focused on the early years to figure out if he was on track when there were a lot of

new clients coming through yet.

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