Eric Wulff is the CEO of Marcum Wealth, an RIA primarily based out of Cleveland that oversees $2.5 billion in property underneath administration for roughly 2,700 households. Eric has uniquely developed Marcum Wealth right into a multi-billion-dollar agency underneath 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 current companies to develop its consumer base and improve its monetary planning division.
Pay attention 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 exit planning companies that assist preserve CPA-client relationships past conventional enterprise wants. He additionally explains how his agency standardizes monetary planning throughout nationwide places of work by a centralized staff, 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 Like As we speak [6:35]
Utilizing A Staff-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 Purchasers By 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 the USA Securities and Change Fee. Registration doesn’t suggest a sure stage of talent or coaching. The statements herein are meant as model and basic academic and informational content material solely, and no viewer ought to construe any statements as a suggestion of Marcum Wealth’s advisory companies. Viewers are inspired to debate the content material of this broadcast with, and direct any inquiries to, the monetary skilled of their selecting.