I have a great conversation with Bill Cates and unpack a practical, human system for multiplying right-fit clients through comfortable introductions, clear value conversations, and a referral mindset that will compound growth over time. We also explore The Hidden Heist (new book) and how money beliefs quietly sabotage wealth.

• Compounding effect of referral-sourced clients
• Engagement across prospect, onboarding and ongoing stages
• Value delivered, value recognized as the referability trigger
• VIPS method for inviting introductions with confidence
• How to reframe your referral mindset
• Intro to Bill's new book, The Hidden Heist

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On this episode I catch up with Travis Jensen, an advisor I helped transition from Edward Jones to launch his independent firm, Jensen Complete Wealth. Travis shares his journey which highlights his desire for business ownership and overcoming the challenges from his previous firm. Travis transitioned in March of 2024, and within 45 days, his business had already surpassed its previous size. Throughout our conversations, Travis emphasizes the importance of client relationships, retaining 95% of his clients, and onboarding 13 new households within eight weeks. His firm now manages $85 million, up from $40 million a year ago. Travis credits the independence for better client service, marketing flexibility, and efficiency gains through technology.

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A clip episode highlighting some emotionally honest moments from the Firm Transitions podcast: Includes various excerpts of high-profile advisors and guests that I've had on the show over the past many months.

It's a good listen—easy.

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