044: Triad Member – Cracking the Code on Attorney Referrals & Casting a Vision that Inspires Your Team with Victor Medina

Do Business. Do Life. — The Financial Advisor Podcast — DBDL

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10M ago 1:43:16

MP3•בית הפרקים

Today, I’m joined by Triad Member Victor Medina, the founder of both Medina Law Group and Palante Wealth Advisors.

If you’re interested in cracking the advisor-attorney referral code — today’s episode is for you.

After years as an estate planning attorney, Victor realized he could better serve his clients if he was also able to address their wealth management needs. In 2014, he launched his own RIA, creating a holistic practice that allows him to better follow his north star — helping people lead a great retirement knowing the best is yet to come.

3 of the biggest insights from Victor Medina …

With experience on both sides of the advisor-attorney relationship, Victor shares the 2 paths advisors can take to build exclusive referral partnerships with attorneys.

How implementing a holistic planning approach helped Victor skyrocket his prospect conversion rates to 70%.

Tips and strategies for keeping your team and your actions aligned with your long-term purpose as you scale.

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