Richard Weylman, bestselling author and Customer Experience Hall of Famer, joins Tim Flanagan to share battle-tested strategies for building a client-focused culture in financial services. Drawing from his remarkable journey—overcoming a childhood in 19 foster homes to leading sales for Rolls-Royce and The Robb Report—Weylman unpacks how intentional culture drives client acquisition and loyalty. From his books The Power of Why and 100 Proven Ways to Acquire and Keep Clients for Life, he reveals why emotional connection, not just features, wins clients and how advisors can stand out in a commoditized industry.

This episode is a roadmap to creating meaningful relationships and thriving practices. Weylman’s stories, from Freddy’s Steakburger’s $2.7 billion sale to his work with orphans, underscore the power of purpose and persistence in business and life.

Key Topics:

• Why intentional culture is the foundation for client trust and business growth
• The Power of Why: Connecting with clients’ emotional needs, not just financial ones
• Underrated client acquisition tactics, like leveraging clients’ networks and associations
• Simple touchpoints—using preferred names, avoiding “follow up”—to boost loyalty
• Personal habits like daily devotions and positive affirmations for staying purpose-driven

Related Content: High-Growth Strategies in Volatile Times with Dr. Rebecca Homkes | Being Intentional About Culture with Rob McKinnon

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This genuine content will provide you with opportunities, relationships, and a community to expand your personal and professional growth.

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• Tim Flanagan: LinkedIn | Instagram
• Amanda Kramer: LinkedIn
• Richard Weylman: LinkedIn | Website

• The Pelora Group

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