Financial Advisor Success

Ep 118: Passion Prospecting To Small Business Owners Through A Niche With Bass Fishermen with Jared Reynolds

Apr 2, 2019
Jared Reynolds, a partner at Wilkerson & Reynolds, specializes in serving small business owners and has uniquely carved a niche with bass fishermen. He shares how his childhood ties to fishing inspired his career pivot to financial planning and the strategic value of attending niche industry events like the Bassmasters Classic. Jared discusses how organizing fishing and hunting trips fosters genuine relationships, emphasizing passion prospecting as a fun and effective networking strategy. He also reflects on balancing professional growth with personal passions.
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ADVICE

Organize Passion Trips For Prospecting

  • Use passion prospecting: organize trips or experiences tied to your hobby to build deep relationships.
  • Make events adventurous and higher-cost to attract wealthier, committed prospects.
ADVICE

Downplay The Firm On Trips

  • Don't brand or sell your firm during passion events; present yourself as a buddy organizing a trip.
  • Keep marketing subtle so conversations about business happen organically later.
ANECDOTE

Alligator Hunt That Became A Story

  • Jared told a dramatic alligator-hunting story where a bang stick failed and they finished the job themselves.
  • That extreme story spread and bolstered his reputation for adventurous, memorable trips.
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