Conner Young

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Conner Young

Conner Young

@conneryoungBC

Helping Founders & business owners with tax planning/family office setup when they sell their business Started my own RIA at 27 Advisor Freedom Podcast 🎙

🌟 Not Financial Advice 🌟 เข้าร่วม Haziran 2011
1.1K กำลังติดตาม611 ผู้ติดตาม
Conner Young
Conner Young@conneryoungBC·
Everyone loves the idea of investing. No one loves the paperwork that proves you did it right.
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Mark Cecchini, CFP®
Mark Cecchini, CFP®@markcecchini·
Beckham James made his arrival last night at 7:41 coming in at 8 pounds 9 ounces! Mom and Baby are both healthy and recovering well. B, I cannot guarantee much of anything in this life except for the fact that you will never, ever walk this life alone. Love, Dad
Mark Cecchini, CFP® tweet mediaMark Cecchini, CFP® tweet media
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Conner Young รีทวีตแล้ว
Shay Boloor
Shay Boloor@StockSavvyShay·
More vessels are moving through the Strait of Hormuz today in what looks like the strongest traffic since the war began. That may have been the clearest sign yet this U.S.-Iran conflict was closer to the end than the beginning.
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Conner Young
Conner Young@conneryoungBC·
Your next client isn’t a new lead. It’s someone you forgot to follow up with.
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Conner Young
Conner Young@conneryoungBC·
I've achieved a 95% close rate for new clients doing this one simple trick: In the middle of talking about how the price of oil is skyrocketing and which asset we're targeting for in data centers of copper vs optics, the clients eyes always slowly glaze over. That's when I throw the Hail Mary. I slowly raise my adorable, cute as a button, daughter so she's now center screen. The client’s expression and demeanor totally change. “Where do I sign?” “Can I triple how much I said I was going to invest?” “Can you send me 2 DocuSign’s, I just want to double make sure the money gets there ASAP” “If I sold 3 properties, I can get those funds in like 45 days. Is that too late to wire?? I’ll expedite it.” If you're a financial advisor and taking virtual calls, you should try this.
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Conner Young
Conner Young@conneryoungBC·
Your kids don’t care what the S&P did today. They care if you’re present. Log off and spend every evening with them.
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Conner Young
Conner Young@conneryoungBC·
“All my money is invested in the same portfolio as my clients.” Working as a mechanical engineer, Ryan Sullivan realized the “stable” career wasn’t leading to the life he wanted, and decided to switch things up and began chasing one thing — freedom. He launched his firm on the side with little traction at first. The turning point? Shifting from long-term commitments to short, high-impact planning engagements with clear value. Revenue followed, and so did his confidence. Today, he runs a lean solo firm from the mountains of Montana, building his business and his lifestyle intentionally. If you think success only comes from following the blueprint, this episode will change your mind. SPOTIFY 🟢: open.spotify.com/episode/7oQ6WW… APPLE 🍎: podcasts.apple.com/us/podcast/the…
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Conner Young
Conner Young@conneryoungBC·
Everyone else in March: filling out brackets. Advisors in March: filling out compliance forms.
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Conner Young
Conner Young@conneryoungBC·
@MFintwit The best clients that I continuously keep trying to work with are the ones that I know I can talk to and hang out with for hours.
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Masters of Fintwit
Masters of Fintwit@MFintwit·
@conneryoungBC You want clients that fit your niche so they get value. That value in turn gets more clients through referrals, because they’re happy clients
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Conner Young
Conner Young@conneryoungBC·
Every advisor wants better clients. Very few are willing to say “no” to the wrong ones.
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Mark Cecchini, CFP®
Mark Cecchini, CFP®@markcecchini·
at least 12 of my clients have had new babies in the last year 11 / 12 were girls what is going on
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Conner Young
Conner Young@conneryoungBC·
One of my favorite memories with my daughter as we celebrate her 1st birthday this weekend.
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