Ex-MLB Player and Ponzi Scheme Victim Builds RIA, Shares Secrets for Success

After Kevin Thompson suffered a career-ending injury as a professional baseball player, he used his earlier experience as the victim of a Ponzi scheme to become a successful registered independent advisor. That's a combo of backgrounds we just had to know more about! In addition to sharing the #1 business lesson he learned while playing for the New York Yankees, Kevin describes his approach to lead generation and details how he operationalizes his unfaltering belief in the referral-generating power of keeping in consistent touch with his clients and sphere. Join us to better understand the value of providing free resources to attract your target audience, hear how you can effectively request referrals and connect with these leads, and discover a practical cadence that will keep you in front of clients without becoming overbearing—and how easy it really is to stay top of mind. Be sure to check out the show notes at staypaidpodcast.com for a complete summary and additional details not included in the episode. Connect | Resources ·      Website: 9I Capital Group ·      LinkedIn: Kevin Thompson, RICP®, CFP® ·      YouTube: The 9Innings Podcast ·      Social media: search 9I Capital Group ·      Kevin's book: MLB to CFP®: 90 Feet and Counting You can get free resources, including e-books, printables, and lead magnets to attract new leads, by visiting our Resource Library. We are a participant in the Amazon Services LLC Associates Program, an advertising program designed to provide a means for ReminderMedia to earn a small fee by linking to Amazon.com and affiliated sites.   0:00     Introduction 1:23     Kevin's backstory 2:15     Business lessons from the Yankees 4:29     Life-changing Ponzi scheme 7:17     The details matter     8:31     Starting an RIA | Your first client 10:40   Thoughts on referrals 12:44   Activities that generate referrals 16:05   How to ask for the referral 18:29   Success is driven by purpose 22:17   Coping with "no" 25:18   Action Item   Want Josh and Luke to help you with your marketing? Visit https://remindermedia.com/StayPaidMarketing/