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85 First Client Meetings in 2 Months, Why I Love Prospecting! | Jak Ali
How do you get clients as a financial planner without buying leads or relying on referrals?
In this episode of Financial Planner Life, Sam Oakes interviews Jak Ali, Managing Director of J.A. Financial Planning Ltd, a Partner Practice of St. James’s Place Wealth Management.
Jak shares exactly how he generates clients as a financial adviser using creative, confident, and relationship-based business development. He has built his entire client base without depending on lead providers or a legacy client book.
After training as a barrister and working on a death penalty case in California, Jak…
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