The Model FA
David DeCelle
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Building Client Trust and Relationships with Jordan Montgomery
• 57 minJordan Montgomery is a performance coach, speaker, and the Founder and CEO of Montgomery Companies, a coaching and consulting organization. Jordan serves a diverse range of clients, including business executives from Fortune 500 companies, professional athletes, salespeople, and entrepreneurs. Jordan, a highly-regarded keynote speaker, has traveled the country and shared the stage with esteemed people such as NFL official Sarah Thomas, and best-selling author Ben Newman. In addition to his work as a coach and speaker, Jordan is a successful business leader who has managed top-performing sales teams in the financial services industry. He graduated with a Business degree from the University of Iowa and currently resides in Tiffin. Jordan joins me today to discuss how financial advisors can build relationships with clients based on trust. He shares how he got into financial services and started his own consulting business. He explains why he focuses on adding value to people before asking for introductions and describes how this process helps him grow his network and business. He also highlights the power of social media and how financial advisors can leverage it to build relationships and trust with prospects and clients. “People buy who you are, not what you do. Lead with who you are, and if people trust you, they’ll work with you and give you their business.” - Jordan Montgomery This week on The Model FA Podcast: How Jordan got started in financial services and what prompted him to transition to consulting The power of asking for help and how Jordan built a successful consulting business The different ways to add value to other people What psychological income is and why asking for help is beneficial to the person you’re approaching The difference between being teachable and being coachable How Jordan leveraged his experience in financial services to work in collegiate and pro sports, as well as sales organizations The greatest reward for a person’s hard work and the best part about giving back Helping people move past complacency Prospecting up and using the “two camps” principle when asking for referrals and introductions The exponential relationship system and the importance of adding value inside and outside of business Why advisors need to increase their touchpoints with their clients Using social media to add value and build trust with prospects Our Favorite Quotes: “Advisors need to practice patience more and do the right thing — instead of immediately going in to do sales.” - David DeCelle “We’re in the relationship business first, before we’re in the financial planning business.” - Jordan Montgomery “There are multiple ways you can market or brand, but the best clients come from referrals.” - David DeCelle Connect with Jordan Montgomery: Montgomery Companies Montgomery Companies on Facebook Montgomery Companies on YouTube Jordan Montgomery on LinkedIn Jordan Montgomery on Instagram Jordan Montgomery on Twitter About the Model FA Podcast The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams. Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guest
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