Landon Yoshida, Principal and VP of Wealth Management at Apriem Advisors, believes in serving first and selling second. Apriem has been named on Financial Times FT 300 list for the past two years. They attribute much of their firm’s success to the firm’s dedication to customer service, focusing on retiring industrial workers in Southern California. Landon used to work at a larger firm but sought instead to work in a setting in which he could really get to know his clients and their needs.
In his interview, Landon discusses reasons why a solid relationship with your wealth manager and other advisors is crucial. He talks a bit about what led him to Apriem and why it is more fulfilling for both client and advisor. Landon also sheds light on what it takes to make a successful retirement plan. In a time full of insufficient, impersonal automated services, hands on customer service from people like Landon is essential.
- 5:50-6:54: Cold calling vs. establishing a relationship - serve first, sell second.
- 10:48-11:56: Can you actually retire nowadays or will you have to get another job?
- 14:09-15:18: How to make the plan actually work and how it engages the next generation.
We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
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