The Model FA
David DeCelle
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The Pillars of Relationship-Building with Luke Acree
• 59 minLuke Acree is the President of ReminderMedia, a sales and marketing company that helps businesses generate leads, develop repeat clients, and capture referrals. Luke specializes in lead generation and has helped more than a hundred thousand entrepreneurs and small businesses grow their companies. Under Luke’s leadership, ReminderMedia has earned its place in Inc’s 5,000 List of Fastest-Growing Private Companies in America for four consecutive years. Luke is passionate about teaching the principles of relationship marketing, and hosts Stay Paid, a podcast ranked among the top 30 marketing podcasts on Apple Podcasts. Luke joins me today to discuss the keys to building a deep relationship with clients and prospects. He reveals the pain points financial advisors encounter in marketing and discusses how ReminderMedia can help them turn clients into raving fans. He defines the “FIT” and “FORWARD” marketing principles and describes how financial advisors can use different social media platforms to become more visible to their existing clients. He also underscores the rise of print in the age of digital media and highlights the value of actively engaging with others on social media platforms. “There are three elements you need to have with your marketing to produce referrals, repeat business, and new businesses: frequency, impact, and trust.” - Luke Acree This week on The Model FA Podcast: Luke’s background and how he started his first business, NextMark Design Joining ReminderMedia and the challenges Luke faced in building and growing a business The impact of enforcing and maintaining KPIs Identifying “quarterly rocks” and the role of accountability in business and life ReminderMedia’s services and how they help financial advisors Why advisors need to add value to their clients beyond financial management and advisory ReminderMedia’s print marketing strategy to promote financial advisors The FIT marketing methodology and the factors that drive impact The norm of reciprocity and how magazines can help build credibility for financial advisors Why advisors need to build more touch points with their clients How to connect with clients and prospects on a personal level on social media platforms The “FORWARD” principle and the keys to cultivating relationships with clients How to influence social media algorithms in your favor Resources Mentioned: Book: Traction: Get a Grip on Your Business by Gino Wickman Book: Extreme Ownership: How U.S. Navy SEALs Lead and Win by Jocko Willink Podcast: Real Estate Rockstars Podcast: SharkPreneur Podcast: Marketing Genius Loom Video Messaging Our Favorite Quotes: “People do business with people they know, like, and trust. Relationship-building is the key to getting there.” - David DeCelle “It’s amazing how a simple connection through social media can turn into an in-person interaction and collaboration.” - David DeCelle “The thing that holds a client is the trust and relationship they have with you.” - Luke Acree Connect with Luke Acree: ReminderMedia Podcast: Stay Paid ReminderMedia on LinkedIn ReminderMedia on Instagram ReminderMedia on Facebook ReminderMedia on Twitter ReminderMedia on YouTube Luke Acree on LinkedIn Luke Acree on Instagram Luke Acree on Facebook Luke Acree on Twitter Email: luke@remindermedia.com 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? Th
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