Ep 228: Accelerating Growth By Paying To Outsource Prospecting And Lead Generation with Jeremy Keil
Financial Advisor Success
Michael Kitces
4.8 • 696 Ratings
🗓️ 11 May 2021
⏱️ 91 minutes
🧾️ Download transcript
Summary
Jeremy Keil is the founder of Keil Financial Partners, a hybrid RIA from Milwaukee that manages $85-million for 170 clients. Jeremy has leveraged two lead generation services to grow his firm by twice its size in only two years, and also outsources his lead follow-up so he only spends time meeting with the most qualified prospects.
Listen in as Jeremy shares why he chose to use an external lead generation and follow-up service, how this strategy has helped him scale faster, and how he has compounded the benefits of purchasing leads by nurturing those leads with high-value digital marketing content. We also discuss how he has increased his firm’s growth trajectory by focusing on meeting the unique planning challenges of Harley-Davidson employees, and he gives us insight into what he feels is his most valuable client deliverable.
For show notes and more visit: https://www.kitces.com/228
Transcript
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| 0:00.0 | Welcome to the Financial Advisor Success Podcast, where you go behind the scenes with |
| 0:07.1 | financial planner, speaker, and consultant Michael Kitsis to hear stories of how leading |
| 0:12.4 | financial advisors navigated the inevitable challenges that arise on the path to success, |
| 0:17.4 | and get insight from leading industry consultants about how to break through to the |
| 0:21.9 | next level in your advisory business. And now here's your host, Michael Kitsas. |
| 0:27.7 | Welcome, everyone. Welcome to the 228th episode of the Financial Advisor Success podcast. |
| 0:34.0 | My guest's podcast is Jeremy Kyle. Jeremy is the founder of Kyle Financial Partners, |
| 0:39.1 | a hybrid RIA in Milwaukee, Wisconsin that manages $85 million for all 170 clients. |
| 0:45.3 | What's unique about Jeremy, though, is that he's been able to double his firm size over just the |
| 0:49.6 | past two years, not by prospecting more aggressively, but by leveraging two external |
| 0:54.1 | lead generation |
| 0:54.9 | services, smart asset and wiser advisor, and then outsourcing all the follow-up outreach to those |
| 1:00.3 | leads, so he only spends time meeting with qualified prospects who want to meet with him, |
| 1:05.1 | in addition of focusing the rest of his time on existing clients and other needs of the business. |
| 1:09.9 | In this episode, we talk in depth about why Jeremy feels that spending as much as 15% of his time on existing clients and other needs of the business. In this episode, we talk in depth |
| 1:11.8 | about why Jeremy feels that spending as much as 15% of his gross revenue on marketing generates |
| 1:16.5 | a good ROI as long as he can get 15% organic growth from that marketing spend. Why Jeremy |
| 1:22.2 | focused on his branding and refining his retirement planning niche to make sure his messaging |
| 1:26.1 | resonated with his target audience first, and how Jeremy's been able to compound the benefits of purchasing leads |
| 1:31.7 | by publishing a wide array of digital marketing content to nurture those leads in his marketing |
| 1:36.3 | funnel. |
| 1:37.6 | We also talk about Jeremy's passion for helping his clients with retirement planning, how he differentiates |
... |
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