As a new(ish) self-employed financial advisor, Ron Pratap (LinkedIn: /ronaldpratap) has discovered his keys to success include having a strong licensee relationship, spending plenty of time investing in education and taking on the role of president of the BNI Narellan chapter.
Ron opened the doors of RP Wealth Management (www.rpwealthmanagement.com.au) nearly two years ago and has put a lot of effort into growing his referral reach and online strategy organically. We asked Ron to swing by the studio and give us an update on how things are tracking in his business since jumping on one of our earliest XY Live episodes back in April 2017.
Here’s what you’ll learn:
2:30 – The target market Ron is focusing on at the moment
6:00 – How a typical RP Wealth Management review meeting starts
7:25 – What’s the metric you look at to measure performance in your business?
11:37 – How did you get started in your own business?
16:00 – At what point in the advice process do you ask clients to review you online, and how do you start that conversation?
24:00 – Being a coach vs being a technical advice specialist
35:28 – Why Ron loves helping younger advisers and his ‘pay it forward’ mentality
RP Wealth Management – www.rpwealthmanagement.com.au
Ronald Pratap LinkedIn – www.linkedin.com/in/ronaldpratap
XY Adviser Online Training Platform – www.xyadviser.com
This podcast is proudly supported by Netwealth (www.netwealth.com.au), an ASX listed company ranked #1 for overall platform functionality and user satisfaction by Investment Trends for the past three years.
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