Brad Williams: Transforming Financial Advice with Dynamic Client Engagement

The Purpose Focused Advisor

In this episode, Rob sits down with Brad Williams, a financial advisor who transitioned from a bank setting to launching an independent firm, Highlands Wealth Group. Brad shares his insights on creating a dynamic, comprehensive financial planning experience for clients, leveraging social media to grow his business, and maintaining a healthy work-life balance as a business owner. This conversation offers valuable lessons for financial advisors looking to build a purposeful, client-centric practice.

In this episode, Rob and Brad talk about:

• Brad’s transition from a bank advisor to opening his independent firm
• The dynamic financial planning process at Highland Wealth Group
• The role of social media, especially LinkedIn, in business growth
• The importance of building a supportive community among financial advisors
• Balancing professional success with personal life and family commitments

Key Takeaways:

• Understanding clients' qualitative and quantitative needs leads to more personalized and effective financial advice.
• Consistent and genuine posting on LinkedIn can significantly grow your client base and professional network.
• Engaging with other financial advisors can enhance your practice and offer valuable support.
• Maintaining personal well-being and family commitments can positively impact professional growth and client relationships.

"It's vital to ask yourself the right questions and continuously refine your approach to ensure you're offering the best to your clients." - Rob Brown

“That trust-building process that's so important for financial advisors can begin (on social media) before the advisor is even aware of the prospect because they're out there consuming your content, they're reading what you're posting, they may never comment on it, they may never like it, you may have no idea that they exist, and then suddenly, they reach out because they already know your value proposition because they’ve been following you.” – Brad Williams

"The only certainty is that things are going to change. Clients need to know they have a partner to talk through those changes." – Brad Williams

About Brad Williams: Brad Williams is a Financial Planner with Highlands Wealth Group in Greenville, South Carolina. He spent a decade in Private Banking before choosing to start what he feels is the ideal wealth management practice. He and his business partner, Terrell Boone, made the leap to independence in early 2021 and haven’t looked back. Brad’s wife, Jenni, is an Executive Producer at Greenville’s NBC affiliate news station. They have a 1-year-old daughter named Cora. Brad is passionate about music. He sings in his church choir, plays the banjo & guitar, and is a self-proclaimed country music encyclopedia.

Connect with Brad Williams:

Website: https://highlandswealthgroup.com/

LinkedIn: https://www.linkedin.com/in/bradwilliamssc/

Episode References:

• The Truest Fan Mastermind

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