#96 Finding Clients in a 30-Mile Radius w/ Rob Hoxton, Founding Member, Hoxton Planning & Management
Description
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Rob Hoxton (https://hoxtonpm.com/) is a thirty-year veteran of the financial planning profession with more than twenty years as a CFP® professional. Before his current role, Rob was vice president and head of office for Goldman Sachs PFM and CEO and founder of Hoxton Financial, Inc./HFI Wealth Management in Shepherdstown, West Virginia, and Winchester, Virginia.
In this episode, Brian and Rob discuss:
1. Fee Compression: Myths, Realities, and Survival Strategies
2. How to Grow Without Minimums
3. How Podcasting Can Boost Your Financial Planning Practice
4. Client Referrals and Traditional Growth Strategies for Advisors
LinkedIn: https://www.linkedin.com/in/robhoxton/
Website: https://hoxtonpm.com/
Book: https://www.amazon.com/Think-Ahead-Reasons-Financial-Planner/dp/154562576X
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