Ep 50: Differentiating Your Business with Ken Van Leeuwen

The day of door-to-door financial planning is coming to an end. So how do you get your business to stand out from others? You have to be willing to enhance your practice and focus on factors that will bring your ideal client to you.

On today’s episode, we are joined by Ken Van Leeuwen of Van Leeuwen Company. They serve corporate executive clients with high-end financial planning and an elevated client experience. We are going to discuss how he’s differentiating his business through the Rembrandt Society, education, qualified financial professionals, and more.

More about our guest: https://www.vanleeuwenco.com/

Key Points: 

1:48 – Welcome Ken!

3:16 – Segmenting his business

4:28 – Multi-generational planning

5:25 – Clients coming from referrals

6:41 – Executive compensation

7:33 – Active prospective systems

9:39 – The Rembrandt Society

12:55 – Keeping it simple and direct

14:45 – What makes them unique?

15:39 – Moving to a fee-based model

17:28 – Using a PR firm

10:31 – Paying an expert to do it

21:33 – Initiatives for the next year

24:39 – Focusing on qualifications

27:05 – Name your process

29:12 – Enhancing your practice