Cindy Youngcourt is a CERTIFIED FINANCIAL PLANNER™ practitioner for high-net-worth clients and has been in the Financial Services industry for over 20 years.
Cindy is passionate about creating unique strategies for clients, celebrating their successes, and working alongside them to achieve their goals. She is experienced and knowledgeable in all aspects of financial planning and helps clients make well-informed decisions.
Cindy lives in North Wilmington with her husband Pat and children, Izaak and Amelia. She enjoys blogging, reading, traveling, and most of all spending time with her family and 2 dogs, Oliver and Bo. She spends most weekends in the Spring and Summer on their boat in the beautiful, historic town of Rock Hall, MD.
- 00:17 Intro
- 00:42 How Cindy got into the financial advising industry
- 2:30 Cindy’s first FA industry jobs
- 4:00 How Cindy built her practice
- 5:15 Strategies to deliver a ton of value to clients
- 6:30 Best ways to find clients
- 8:00 Best way to deliver value to CPAs who refer you business
- 9:20 Creating a reciprocal referral network with CPAs
- 12:00 Cindy’s ideal client
- 13:40 How to best serve UHNWC
- 15:30 Assuaging UHNWC’s concerns
- 18:00 Most underutilized savings tool for retirement
- 21:30 How Cindy found her largest client
- 26:00 What Cindy is working towards
Chris Brodhead helps growth minded Financial Advisors find more clients and grow their assets under management using strategic content creation and content distribution strategies.
If you are a financial advisor looking to grow your AUM this is the strategy for you!
