072: Triad Member – Referral Secrets for Gathering $60M of New Assets Annually with Andy Heese

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

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8M ago 1:00:56

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Today, I’m excited to chat with Triad Member Andy Heese, the president and founder of The Guardian Group.

This year, Andy and his team are on track to bring in $60 million in new assets—all without relying on a traditional marketing funnel. Instead, they focus on building strong client relationships and leveraging referrals. Andy’s “secret” isn’t a sophisticated referral program, but something much simpler: consistently showing up for clients in unexpected and meaningful ways.

In this episode, Andy shares the profound impact of prioritizing people over profits. You’ll learn about the transition from being a solo advisor to leading a successful team, effective leadership strategies to help others achieve their goals, and the inspiring story behind the Heese family’s non-profit, “Club Vallarta,” which provides low-income children in Mexico with access to educational and recreational opportunities.

3 of the biggest insights from Andy Heese …

The powerful referral strategy and people-first philosophy that drives $60M in new assets annually for his firm.

How to transition from solo advisor to true leader by empowering your team with humility, service, and authenticity.

Hear about the Heese family’s non-profit, ‘Club Vallarta,’ which provides educational opportunities to low-income children in Mexico and creates a lasting community legacy.

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DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.

The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.

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