Eric Wulff is the CEO of Marcum Wealth, an RIA based mostly out of Cleveland that oversees $2.5 billion in property beneath administration for roughly 2,700 households. Eric has uniquely developed Marcum Wealth right into a multi-billion-dollar agency beneath the umbrella of a nationwide accounting agency, largely by fostering mutually useful relationships with inner CPAs to safe referrals of their accounting shoppers to his monetary planning enterprise. This technique has successfully built-in and leveraged the agency’s present providers to broaden its shopper base and improve its monetary planning division.
Hear in as Eric shares his strategic method to producing inner referrals at his agency, utilizing a “give to get” philosophy with CPAs to make sure his advisors are prime of thoughts for monetary planning referrals, particularly by means of exit planning providers that assist preserve CPA-client relationships past conventional enterprise wants. He additionally explains how his agency standardizes monetary planning throughout nationwide workplaces by means of a centralized workforce, the effectiveness of presenting detailed monetary plans to prospects earlier than they commit, and his focused acquisition technique specializing in growth-minded mid-career advisors.
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Headers:
What Marcum Wealth Seems to be Like In the present day [6:35]
Utilizing A Crew-Primarily based Method To Constructing Monetary Plans [16:10]
Linking Marcum Wealth’s Planning Course of To Its Asset Allocation Frameworks [28:44]
Changing Prospects Into Shoppers Via The Plan Supply Course of [33:06]
How Marcum Wealth Generates Referrals From Its Connected CPA Agency [46:10]
Dividing Advisory Groups By Geography And Shopper Segments [57:43]
Marcum Wealth’s Strategic Method To Acquisitions [1:04:21]
What Shocked Eric The Most Constructing An Advisory Enterprise [1:15:40]
The Low Level On Eric’s Journey [1:17:34]
What Eric Would Inform His Youthful Self [1:22:58]
Eric’s Recommendation For Youthful Advisors [1:24:15]
What Success Means To Eric [1:27:25]
The next comprises the ideas and opinions of Eric Wulff, CEO, of Marcum Wealth, LLC. Marcum Wealth is an funding adviser registered with america Securities and Alternate Fee. Registration doesn’t indicate a sure degree of ability or coaching. The statements herein are supposed as model and basic instructional and informational content material solely, and no viewer ought to construe any statements as a suggestion of Marcum Wealth’s advisory providers. Viewers are inspired to debate the content material of this broadcast with, and direct any inquiries to, the monetary skilled of their selecting.
