Ep #247: Leveraging Technology and Broker/Dealer Experience - The Career of Cliff Downie
March 18, 2020
Cliff Downie is the owner of Downie Financial Group, a fee-only firm in Orange County, California. Cliff has spent his career in this industry, starting at Merrill Lynch before moving to a big, independent Broker/Dealer, and then ultimately becoming the owner of his own RIA. He joins the show today to discuss his unique perspective on running a firm that serves over 100 clients while still maintaining valuable time to spend with his wife and family.
In this episode, we talk about how Cliff keeps a healthy work-life balance, as well as how he's used his communication and sales training from previous firms to help him with prospect meetings. Listen in as he shares how he gets referral sources, the benefits of using technology to grow your business, and more.
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What You'll Learn from This Episode:
- An overview of Cliff’s career.
- How he leveraged his communication and sales training.
- The best way to get referral sources.
- Why Cliff segments his clients.
- How he relies on text messages to help move the process along.
- The benefits of using technology to grow your business.
- How to maintain a work-life balance.
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