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Ep. #4- Building a Financial Advisor Business Plan that Aligns with Your Ideal Life with Peter Oldziey, CFP®

 

Most financial advisors get into this business to create freedom and flexibility in their lives. The problem is, very few actually achieve that. Instead, they are tied to their business. The business owns them.  Can you relate to the pain of this unhealthy scenario? If so, how do you create a financial advisor business plan that is actually in alignment with the life you WANT to lead?

In this episode, Referral Coach Bill Cates is joined by Peter Oldziey CFP®, of Peter A. Oldziey & Associates. Peter discusses his vision for his ideal life and business, and how he executed a business plan that created both.

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Peter Discusses:

  • What triggered his decision to pursue his dream business and ideal life.
  • How he honed in on providing unique client experiences.
  • How his financial advisor business plan evolved into being “by-referral-only.”
  • Why and how he used different forms of accountability to ensure his success.

Connect With Bill Cates: 

  • Show Transcript

About Our Guest

Peter Oldziey: Early in Peter Oldziey’s CFP® education career he realized he was an entrepreneur at heart and embarked on a career as a financial advisor. Peter has had his own practice in Dover, Delaware since 1986. Along with building a flourishing practice, Peter has put a high premium on professional development earning the designations of Chartered Financial Consultant (ChFC) in 1990 and CERTIFIED FINANCIAL PLANNER™ certificate in 2000.

Connect with Peter Oldziey:

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About Your Host

Bill Cates, CSP, CPAE, works with established financial advisors to speed up their growth without increasing their marketing budget. Advisors tap into Bill’s proven process to multiply their best clients through introductions from advocates and Centers of Influence (such as CPAs and attorneys), communicate their value proposition more effectively, and create a reputation in a profitable target market. Bill helps advisors move from push prospecting to magnetic marketing – to attract more Right Fit Clients™.

Bill is the author of four best-selling books, Get More Referrals Now, Don’t Keep Me a Secret, Beyond Referrals, and Radical Relevance. Bill is a highly sought-after international speaker and coach, as well as the founder of The Cates Academy for Relationship Marketing™.

 

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Do you have a topic you’d like to see covered?  

Contact Bill Cates directly:  BillCates@ReferralCoach.com     


Referral Coach