Rod Gibbings's guest appearances

Rod Gibbings

Multiplier Mindset® with Dan Sullivan

Top Advisor Podcast

Scott Leibfried

Joe Polish

Chad Johnson

Dean Graziosi

Joe De Sena

Chris Johnson

Scott Miller

Tom Moore

Nick Nanton

Adam Schaeuble

Casey Cheshire

Lori Kennedy

Richard Wilson

Dan Sullivan

Dennis McIntee

OwlTail

Having a very specific financial advisor new client onboarding process can get your relationship off to a great start – help them feel good about choosing you and create referrals early in the new relationship. In this episode, Referral Coach Bill Cates is joined by Rod Gibbings CFP®, senior executive financial consultant with Gibbings and Associates Private Wealth Management. Rod discusses how he uses his proprietary Transition Navigator financial advisor new client onboarding process to deliver a wow experience. He also shares how he produces a regular flow of video messages to boost client engagement, gain new clients, and acquire more assets to manage. Rod discusses:   Why he created the Transition Navigator for his new client onboarding process. How he gets many great referrals within the first six months of a new relationship. What prompted him to start recording videos to send to his clients and prospects His amazingly simple production process for recording his videos.  Resources:   Radical Relevance by Bill Cates Related Podcast Interview:  Bryan Sweet’s 90-Day Dazzle Client Onboarding   Connect With Rod Gibbings:  LinkedIn: Rod Gibbings IG Private Wealth Management  Connect With Bill Cates:  BillCates@referralcoach.com (301) 497-2200  Referral Coach Homepage  Hire Bill for Coaching  Enroll in The Cates Academy  About Our Guest: As a Certified Financial Planner professional, Rod Gibbings provides sound financial advice and support for high net worth families and retirees. He specializes in the areas of intergenerational wealth transfer, comprehensive estate and retiree income planning. His philosophy is simple: “put people and service first.”

Having a very specific financial advisor new client onboarding process can get your relationship off to a great start – help them feel good about choosing you and create referrals early in the new relationship. In this episode, Referral Coach Bill Cates is joined by Rod Gibbings CFP®, senior executive financial consultant with Gibbings and Associates Private Wealth Management. Rod discusses how he uses his proprietary Transition Navigator financial advisor new client onboarding process to deliver a wow experience. He also shares how he produces a regular flow of video messages to boost client engagement, gain new clients, and acquire more assets to manage. Rod discusses:  <ul> <li>Why he created the Transition Navigator for his new client onboarding process.</li> <li>How he gets many great referrals within the first six months of a new relationship.</li> <li>What prompted him to start recording videos to send to his clients and prospects</li> <li>His amazingly simple production process for recording his videos.</li> </ul> Resources:  <ul> <li><a href="https://referralcoach.com/radical-relevance/" rel="nofollow" target="_blank">Radical Relevance</a> by Bill Cates</li> <li>Related Podcast Interview:  <a href="https://referralcoach.com/episode-5-90-day-dazzle-client-onboarding/" rel="nofollow" target="_blank">Bryan Sweet’s 90-Day Dazzle Client Onboarding</a> </li> </ul> Connect With Rod Gibbings: <ul> <li><a href="https://www.linkedin.com/in/rodgibbings/?originalSubdomain=ca" rel="nofollow" target="_blank">LinkedIn: Rod Gibbings</a></li> <li><a href="https://www.ig.ca/en" rel="nofollow" target="_blank">IG Private Wealth Management</a></li> </ul> Connect With Bill Cates: <ul> <li><a href="mailto:BillCates@referralcoach.com">BillCates@referralcoach.com</a></li> <li>(301) 497-2200</li> <li> <a href="http://www.referralcoach.com/" rel="nofollow" target="_blank">Referral Coach Homepage</a></li> <li> <a href="http://www.coachcates.com/" rel="nofollow" target="_blank">Hire Bill for Coaching</a></li> <li> <a href="http://www.catesacademy.com/" rel="nofollow" target="_blank">Enroll in The Cates Academy</a></li> </ul> About Our Guest: As a Certified Financial Planner professional, Rod Gibbings provides sound financial advice and support for high net worth families and retirees. He specializes in the areas of intergenerational wealth transfer, comprehensive estate and retiree income planning. His philosophy is simple: “put people and service first.”

Financial Advisor New Client Onboarding Process: How to Deliver a “Wow” Experience With Rod Gibbings, CFP® (Ep. 16)

Entrepreneur Rod Gibbings knew the impossible-sounding time management strategy introduced at his first Strategic Coach workshop was a “no-brainer.” Even when his goal of doubling his income meant doubling his days off first. Hear how it went!

Double Your Time Off And Your Revenue? Check! with Rod Gibbings