This content was created by delighted-boots. This content was uploaded by delighted-boots. This is a YouTube video titled "How Can You Refer Friends and Family to Left Brain?" (published 2024-03-08) featuring a recorded discussion between Brian Dress (advisor) and Nolan Langford (CEO, Chief Investment Officer, and advisor) of Left Brain Wealth Management. The two explain how current clients can refer others — directing referrals to the firm website (self-scheduled consultations), YouTube, email, or phone — outline the next steps (a no-cost, no-obligation consultation in-office or via Zoom), and describe the typical target client profile (busy professionals with roughly $1M net worth who value delegating and paying for service). The content is client-focused guidance on the referral process and appreciation for client referrals.
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I'm Brian Dress. I'm an advisor here at Left Brain Wealth Management. I'm joined by our CEO, Chief Investment Officer, and also advisor Nolan Langford. Nolan, thank you for being with us.
My pleasure. We're going to be talking about one of my favorite topics.
Absolutely. And at Left Brain, we value our clients. They are our best advocates as we try to expand the number of people we can help using our Left Brain investment process. They often ask us what is the best way that they can share their experience with friends, colleagues, family, and neighbors to help them take the next step to securing their financial futures. So in today's video, we wanted to help answer that question that we hear often from our valued clients, and that is how can they refer their loved ones to consider being a client of Left Brain. I'm going to start this brief video out with a sincere thank you to all of our clients. We appreciate your business and the fact that you put your trust in us for one of the most important aspects of your lives, and that's your financial future. And a special thank you to those of you who have referred us to friends and family in the past. You are the true lifeblood of our business, and we want to give you all the thanks and appreciation. It really is so helpful to us. So we wanted to help. I know we get this question a lot, Nolan, and we've got 3 things we really want people to know if they're looking to refer us to their friends. And Nolan's going to explain them to you briefly here. So the first one, Nolan, is A simple question: how do I refer people to Left Brain?
So this is a pretty simple question, and we got many answers. So the first way is just to send them to our website. You'll notice on our website there's a link that people can click in and they can schedule themselves a free consultation. So that would be the first way, just send them to our website. The second thing that we could do is you could send them our YouTube link. You know, Left Brain has a presence on YouTube, Left Brain Wealth Management. And, you know, a lot of people would like to get a feel for kind of the person that they're going to be referred to. And we think the YouTube, they're only 15 minutes in length. We think it's a good way to do that. Another way that you could do is share our email address with the person that you'd like to refer to us. And finally, you can have them call our office. We still answer the phone.
That's right, Nolan. I'm one of the few weirdos that still answers his cell phone. So we'll put all that information down below, try to make it as easy and painless for you to make that call or make that referral for you. So, Nolan, with that being said, the second question that often comes up is, what's going to happen next when a friend is referred to Left Brain as a potential client?
So the first thing that we're going to do is schedule a time to meet with him or her. As you know, we offer a no-cost, no-obligation consultation. Where we will sit down to get to know the person that you refer. We want to find out if we can help that person, if we're a good fit. So the first one we're going to do, first thing we're going to do is schedule the time. The appointment can be either in our office or via Zoom, whichever one is more convenient for the person that you're referring.
Okay, quick and painless. Simple enough, Nolan. And then the third one and the most important one is which type of people are good candidates to become clients for Left Brain Wealth Management?
I'm going to say it's people like you. We've had, as you mentioned, we've been introduced to some wonderful clients. And in most cases, these are successful professionals that are very similar to the clients that are already working with us. I will say our average net worth for our new clients are $1 million for a net worth. These people tend to be busy professionals. They're looking for help. They're delegators and they don't mind paying for service.
Okay, that's helpful, Nolan. And then I want to just say with that, if you have any questions or any particular people in mind that you have that could be potential clients for LeftBrain, please don't hesitate to reach out and contact us. That's either Nolan, Freddie, or myself, and we'll direct you in the right direction of how you can move forward with referring friends and family. Nolan, any last words or thoughts for our current clients?
Again, thank you very much for continuing to put your trust in us. And, and sharing the work that we do with people in your inner circle. I think it's a true win-win.
I agree, Nolan. I just want to say, I think referrals are our best way of building the business. And so we want to let everyone know that it's been very helpful with many of our clients introducing us to some of our other best clients. We want to thank you all for working with us as clients of Left Brain. Thank you for considering referring us to friends, family, colleagues in your inner circle. The bottom line is we really do appreciate you and your trust. Thank you so much. We'll see you again next time. And again, let us know if you need any help with referring. We'll direct you in the right place.
