Return on Relationship | Andrew Rafal | EP19

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. During this episode, Andrew gets real on several topics, including: Bayntree's new office location (2:10) Overcoming the youth objection (10:00) Breaking out on his own (12:20) Launching on the tails of the recession (15:50) Importance of team (19:00) Marketing/Branding (22:30) Pre (25:35) Giftology and Return on Relationships (34:30) Staying in touch with former clients; CRM (43:30) preparing for a podcast (55:16) favorite episodes (56:48) Brian Mohr – anthym (58:00) (include link) What you can learn from Grateful Dead in Business (1:01:54) Rapid Fire – Rejection, Authenticity, Work Ethic, James Michener (1:06:05) EPISODE RESOURCES: Bayntree Wealth Advisors https://www.bayntree.com/ Check out Andrew's podcast, Your Wealth & Beyond, available on Apple Podcasts, Libsyn, and Podbean. Specifically referenced on the show: Episode 40 - What the Grateful Dead Can Teach Us About Business https://www.bayntree.com/podcasts/what-the-grateful-dead-can-teach-us-about-business-with-brian-mohr/ anthym - a fresh new experience that creates authentic, long-lasting human connections essential to building cohesive, high-performing teams https://anthym.life/ Giftology by John Rulin https://giftologygroup.com/giftologybook/ REAL TALK IS SPONSORED BY: VIP Mortgage https://ryanmadrid.vipmtginc.com/ sGrow CRM https://sgrowcrm.com/ Xunami https://xunami.net/ --- Send in a voice message: https://anchor.fm/intothestorm/message