How to Build a Professional Services Firm That Clients Trust for Decades With Greg Weimer

Want to solve Branding and Lead-Gen for good for your B2B Business? Download our Completed Playbook for FREE: https://ghapodcast.com/b2b-podcasting... ********************************************************** Greg Weimer is the Founder and CEO of Confluence Financial Partners, a wealth management firm he has led since 2013 after nearly three decades in financial services. In this episode of The Principal Podcast, Greg shares what it takes to grow a relationship-driven professional services firm, from attracting and serving the right clients to building lasting relationships, developing a strong team, and creating a business positioned for long-term growth ********************************************************** Know more about Greg Weimer Website Link: http://confluenceFP.com Connect with Greg Weimer on LinkedIn LinkedIn Link:   / gregweimer   Apply to be a guest on The Principal Podcast: https://ghapodcast.com/application-to... ********************************************************** Greg's Bio: Greg Weimer is the Founder and CEO of Confluence Financial Partners. He began his financial services career in 1986 as a Financial Advisor with Butcher & Singer before joining CNL Securities Corporation and later American Funds. Greg spent 19 years at American Funds, where he held leadership positions including Division Manager and Regional Sales Manager and served on its board of directors. Since 2013, he has led Confluence Financial Partners, building a firm focused on long-term client relationships and providing advisors with the people, technology, and specialist resources to support their clients and practices. Greg holds a bachelor’s degree in business from the University of Pittsburgh-Johnstown, where his studies also included computer science and mathematics. ********************************************************** Show Notes: Greg Weimer has worked in financial services since 1986. Before founding Confluence Financial Partners, he spent nearly two decades at American Funds, progressing from wholesaler to Division Manager and Regional Sales Manager while also serving on the company’s board of directors. Today, Greg leads Confluence Financial Partners, where the firm brings together specialists across wealth planning, investments, retirement plan services, insurance, and other areas to serve its clients. Confluence was recently named #1 in Pennsylvania on Citywire’s 50 Growers Across America list. Greg’s experience raises questions relevant well beyond wealth management. How do you earn trust when clients are seeking expertise? How do you build relationships that endure over time? And as the firm grows, how do you build the people, infrastructure, and reputation required to scale while maintaining the qualities that contributed to its success? Those are the questions we’ll explore in this episode. ********************************************************** Proposed Interview Structure: 1. You’ve been in financial services since 1986 and spent nearly 20 years at American Funds before building Confluence. What ultimately led you to start and grow your own firm? 2. What specific problem are you helping clients solve through Confluence, and why does solving that problem matter so much to you personally? 3. Who are your ideal clients today, and within the families or businesses you serve, who usually holds the decision to bring Confluence in? 4. Wealth management is a business built heavily on trust and reputation. How are your best clients finding Confluence today, and what has worked best for consistently attracting new business? Current Acquisition Channels: Referral, Content, Meta Ads, Podcast (hosting), Speaking engagements Sub Question: You also host Living Your Legacy. What have you learned about podcasting as a way to build relationships and trust, and do you think more professional services firms should be using it as a marketing tool? 5. Entrusting a firm with your wealth is a significant decision. From that first conversation to someone becoming a client, how do you build enough trust and confidence to bring the relationship home? 6. You’ve built client relationships over decades. What do you personally do to keep clients coming back, consistently demonstrate value, and turn those relationships into long-term partnerships? 7. As the CEO of a growing professional services firm, where do you find yourself most challenged right now, if at all? 8. Looking ahead, where do you see the biggest opportunity for your work over the next few years?