Financial Advisor: Brandon Galici

Add Value Through Financial Orientation

Brandon Galici

Are you delivering on what your prospective clients actually want?

Brandon Galici, founder of Galici financial and long-time Elements user, found himself asking this same question. This curiosity led him to lean into financial orientation as a stand-alone value proposition – one that is separate from delivering a traditional financial plan. He recently applied this idea to a new prospect that came asking questions.

What happened next?

Brandon closed the prospect as a new client thereby adding over $3,000 in annual recurring revenue to his business. What’s cool is that Brandon and this prospect spent no more than 30 min to get fully onboarded to Elements in order to orient the client to their finances.

Here Brandon’s full story by listening to Episode 169 of the Elementality Podcast.

Build Trust, Fast.

Reduce the time it takes to build trust with prospects and clients, so you can accelerate your business growth and keep clients happy.

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