Financial Advisor's Workshop with Brian Kasal #4 Client Retirement Planning Secrets w/ Jeremy Keil, Retirement Planner & Podcast Host
Apr 5, 2022
Jeremy Keil, retirement planner and podcast host, shares his journey in financial planning and specialization in retirement planning. They discuss the importance of selling a service, strategies to minimize taxes in retirement planning, opportunity zones, personalized pension projections, and the benefits of using a podcast as a tool to reach clients.
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Sell Your Process, Not A Product
- Sell your process, not a product; get clients to commit to a repeatable way of making decisions.
- Jeremy uses a five-step retirement income plan as the core service he offers.
Becoming The Office Expert
- Jeremy built credibility by sharing technical tax ideas with colleagues, like net unrealized appreciation, before others knew about it.
- Other advisors then brought him into client meetings where that expertise mattered.
Client Onboarding Peaks At Two Ages
- Clients tend to engage at predictable ages, revealing natural service lanes.
- Jeremy found most clients became clients at about ages 54 and 62 and tailored offerings to each group.