Top Advisor Podcast

Top Advisor Podcast


Episode #66 Strategies for Attracting, Converting, and Accelerating Client Relationships with Tony Maree Torrey

June 05, 2024

Tired of blending into the crowd? Discover the strategies that will help you forge solid client relationships and become a standout financial advisor.


In this episode, Referral Coach Bill Cates interviews Tony Maree Torrey, author of Your Million Dollar Accelerator: Six Proven Strategies to Grow a 7-Figure Financial Practice, and Business Coach for Financial Professionals, to explore strategies to help financial advisors grow their practices. Tony shares her six core strategies for attracting, converting, and accelerating client relationships.


Bill and Tony emphasize the importance of clarity in targeting the right market, establishing expert authority, and leveraging networks. 


Bill and Tony discuss: 



  • The aspiration of financial professionals to achieve a seven-figure practice.
  • The 6 core strategies to help financial professionals build client relationships that are covered in Tony’s book.
  • The challenge of standing out in a crowded marketplace, and the need for financial professionals to be seen as thought leaders and trusted experts.
  • The value of producing a book so as to establish authority and expert status.
  • Examples of clients who benefited from implementing Tony’s strategies.
  • The benefits that come from focusing on a niche market.
  • …And more!

 


Resources: 



Connect With Bill Cates:



Connect With Tony Maree Torrey:



 


About Tony Maree Torrey:


For 20 years, Tony Maree Torrey has been hired by Financial Professionals, Founding CEOs, celebrities, athletes, and other top performers who want to make a difference for themselves, their businesses, and the future. 


With the power of traditional coaching and psychology, evidence-based, advanced modalities, and smart business strategies clients learn to win from within, activate their highest impact, and expand personal fulfillment.



  • Clients have generated multiple 7-figures
  • Fast-tracked or turned-around businesses
  • Built real estate empires from scratch
  • Written best-selling books
  • Landed TV and movie roles
  • Launched professional speaking careers…

Australian-born, she arrived in the US in 1989 with nothing but a backpack. Tony Maree climbed the corporate ladder to lead global teams and a $25 M product portfolio. A chronic overachiever, she was simultaneously investing in real estate, building an executive coaching practice, and juggling a busy family life.


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