IGO Ep. 20 | The Advisors Winning the Next Decade Do This Differently | Derick Kinney episode artwork

EPISODE · May 7, 2026 · 38 MIN

IGO Ep. 20 | The Advisors Winning the Next Decade Do This Differently | Derick Kinney

from IGO — In Good Order with Ben Braverman · host Ben Braverman

Most financial advisors are missing one simple but powerful growth secret: connecting with clients—and prospects—through their pain points, not just their portfolio. In this eye-opening episode, Derek Kinney, a former top financial advisor turned growth strategist, reveals how mastering the art of pain-based conversations can skyrocket your client referrals, attract higher-net-worth clients, and turn you into a recognized specialist — even if you're just starting out.You'll discover how focusing on specific problems rather than just offerings creates a magnetic pull that prospects and clients can’t ignore.We explore proven tactics for turning casual social encounters into referral goldmines, including how to craft laminated tear sheets with your targeted pain points and use them as pattern interrupts. Derek also delves into the often-overlooked opportunity of younger advisors who leverage their age as a superpower—by positioning themselves as the perfect guide to the next generation of wealth transfer.Plus, learn why asking the RIGHT questions at strategic moments—like "What’s the greatest service we could provide for you?"—can significantly improve your conversion rate and prevent prospects from slipping away. Derek emphasizes that the most successful advisors focus on simplicity, emotional connection, and consistency, transforming how they talk, listen, and ultimately, serve.Ideal for anyone in wealth management, early-career advisors, or established professionals craving a fresh approach, this episode is packed with actionable insights to revolutionize your growth strategy. If you’re serious about making a lasting impact while building a thriving, referral-generating practice, these principles will elevate your game—starting tomorrow.Derek Kinney is a former top financial advisor, founder of Successful Advisors, and a sought-after growth strategist known for helping advisors land high-net-worth clients faster by centering conversations on what truly matters: clients' pain points. His proven frameworks are transforming practices across the industry.If you want to move beyond generic pitches and start turning prospects into lifelong clients, listen now. Connect with Derek’s free resources at SuccessfulAdvisors.com or on LinkedIn for daily tips that make your messaging more impactful. To grow your practice and amplify your impact, this episode is non-negotiable.

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IGO Ep. 20 | The Advisors Winning the Next Decade Do This Differently | Derick Kinney

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This episode was published on May 7, 2026.

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