Return on Relationship | Andrew Rafal | EP19

<p>Andrew Rafal has dedicated more than a decade to helping clients achieve their retirement dreams. He specializes in creating strategic financial plans and retirement income strategies for retirees and pre-retirees that preserve and maximize their retirement savings. It's not easy to break into the wealth management industry, especially in your early 20s. After all, what successful middle-aged+ man or woman is going to take advice from a fresh faced kid? Andrew overcame that obstacle through educating and developing deep bonds with leads and clients, as well as focusing tremendously on ROR.&nbsp;</p> <p><br></p> <p>During this episode, Andrew gets real on several topics, including:&nbsp;</p> <p>Bayntree’s new office location (2:10)</p> <p>Overcoming the youth objection (10:00)</p> <p>Breaking out on his own (12:20)</p> <p>Launching on the tails of the recession (15:50)</p> <p>Importance of team (19:00)</p> <p>Marketing/Branding (22:30)</p> <p>Pre (25:35)</p> <p>Giftology and Return on Relationships (34:30)</p> <p>Staying in touch with former clients; CRM (43:30)</p> <p>preparing for a podcast (55:16)</p> <p>favorite episodes (56:48)</p> <p>Brian Mohr – anthym (58:00) (include link)</p> <p>What you can learn from Grateful Dead in Business (1:01:54)</p> <p>Rapid Fire – Rejection, Authenticity, Work Ethic, James Michener (1:06:05)</p> <p><br></p> <p>EPISODE RESOURCES:</p> <p>Bayntree Wealth Advisors <a href="//">https://www.bayntree.com/</a>&nbsp;</p> <p>Check out Andrew's podcast, Your Wealth &amp; Beyond, available on Apple Podcasts, Libsyn, and Podbean. Specifically referenced on the show: Episode 40 - What the Grateful Dead Can Teach Us About Business <a href="//">https://www.bayntree.com/podcasts/what-the-grateful-dead-can-teach-us-about-business-with-brian-mohr/</a>&nbsp;</p> <p>anthym - a fresh new experience that creates authentic, long-lasting human connections essential to building cohesive, high-performing teams <a href="//">https://anthym.life/</a>&nbsp;</p> <p>Giftology by John Rulin <a href="//">http