Beyond the Advice Podcast Powered by 401kChampions.com

Derrick Kinney - How to Win Referrals, Warm Cold Leads, and Build a 4% Business

Most advisors chase leads with cold scripts and hope for referrals that never come. Derrick Kinney thinks differently—and built a wildly successful practice by connecting with pain, not pitching features. In this episode, we break down the mindset and daily disciplines behind real growth: * The mid-meeting referral script that actually works * How to disarm cold leads with one simple phrase * The difference between 4% work and frantic activity * Why comfort and reason beat logic and features * LinkedIn visibility, branding, and the power of being memorable Derrick also shares how handwritten notes, high-touch outreach, and personal discipline shaped his coaching philosophy—and why he believes memorable people make the most money. Grab Derrick’s free advisor growth guide: https://www.successforadvisors.com/free-guide [https://www.successforadvisors.com/free-guide] Want to grow your 401(k) business? Start here: Take the Your Next Five 401(k) Plans Assessment to discover where your biggest growth opportunities are hiding. https://www.401kchampions.com/ [https://www.401kchampions.com/]

Welcome to the Beyond the Advice Podcast, Powered by 401kChampions.com

Welcome to "Beyond the Advice," the podcast designed exclusively for financial advisors looking to excel in serving their clients beyond the advice given. Hosted by an industry expert, this show is your go-to resource for mastering client service, navigating regulatory landscapes, and maximizing your impact in the retirement planning market. Each episode, we'll be sharing real-life success stories and valuable insights from top-performing advisors as well as industry champions. We'll also explore the latest trends and innovations, helping you stay ahead of the curve and better serve your clients' needs. Whether you're a seasoned advisor or just starting in the industry, "Beyond the Advice" provides you with practical tips, expert advice, and proven techniques to grow your business and achieve unparalleled success. Tune in and take your business and your clients Beyond the Advice.