Ep 293: Jumpstarting Growth By Showing Up Differently Where Prospects Are (Digitally) Concentrated with Anna N'Jie-Konte

Financial Advisor Success

Michael Kitces

News, Business, Entrepreneurship, Business News

4.8 • 696 Ratings

🗓️ 9 August 2022

⏱️ 95 minutes

🔗️ Recording | iTunes | RSS

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Summary

Anna N’Jie-Konte is the founder of Dare to Dream Financial Planning, an independent RIA based out of the New York City that has grown to more than $400,000 in annual revenue in only 3 years by having a base of 32 ongoing clients and more than a dozen project-based planning clients who go through her one-day financial planning intensive. Anna has been able to accelerate her firm’s growth by leveraging her reach through appearing on podcasts with sizeable audiences and by developing her own virtual conference that allows her to get in front of the audiences of financial influencers.

Listen in as Anna shares how she used a network of 19 financial influencers to get in front of more than 1,000 highly engaged prospects during her free 5-day virtual conference, and how she vets podcasts to appear on and targets those that have not directly featured financial experts previously. We also discuss why she decided to leave her position at a broker-dealer to launch her own firm and find better work/life balance, what she believes the keys are to creating a successful career path as a financial advisor, and why it’s important to know when to ask for help to avoid serious burnout.

For show notes and more visit: https://www.kitces.com/293

Transcript

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0:00.0	Welcome to the Financial Advisor Success Podcast, where you go behind the scenes with
0:06.8	financial planner, speaker, and consultant Michael Kitsas to hear stories of how leading financial
0:12.7	advisors navigated the inevitable challenges that arise on the path to success and get insight
0:18.4	from leading industry consultants about how to break through to the next
0:22.0	level in your advisory business. And now here's your host, Michael Kitsis. Welcome, everyone.
0:28.7	Welcome to the 293rd episode of the Financial Advisor Success Podcast. My guest on today's podcast is
0:34.6	Anna and Jay Conte. Anna is the founder of Dare to Dream Financial Planning, an independent RIA based in New York
0:40.6	that has grown to more than 400,000 of annual revenue in barely three years by building
0:45.3	a focused base of 32 ongoing clients coupled with more than a dozen project-based
0:49.7	planning clients who go through a unique one-day financial planning intensive.
0:54.2	What's really unique about Anna, though, is how she accelerated her growth to 400,000 of revenue
0:58.8	by not just trying to build her own podcast audience, but leveraging her reach by appearing on
1:03.8	other existing podcasts that already had a sizable audience, coupled with developing our own
1:08.6	virtual conference that worked with financial influencers
1:11.5	to, again, leverage her reach through their audiences, all to get in front of as many of her
1:16.5	ideal clientele as she could as quickly as she could in her early years.
1:21.3	In this episode, we talk in depth about how Anna build a network of 19 financial influencers
1:26.1	to launch a free five-day virtual conference
1:28.8	in order to get her name out in front of more than a thousand engaged prospects.
1:32.9	The way that Ana determined the ideal podcasts to target to get the word out about our advisory
1:37.1	business by intentionally choosing over 70 podcasts that discuss economic or business issues
1:42.2	but have not directly featured financial experts before.
	...

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