E02 | John Buerger finds clients on Twitter (part 1)

John Buerger is the principal of ALTUS Wealth, a fee-only firm based out of San Louis Obispo, California. John shares his experience in social media. He has over 10k twitter followers and has developed his own diagnostic tool, the Wealth Health Index. John shares how he uses his uses his Wealth Health Index tools to build trust and let his prospects get to know him.  How he educates and prepares them to become clients through his eCourses. In this episode you'll learn:
  • How he built his twitter following
  • What to watch out for
  • How he uses these strategies to find his clients
  • How he uses his tools to cultivate prospects
  • How John uses the Wealth Health Index to provide superior advice
This show is the first part of a larger conversation with John. We have a great second part to this show where he explains how he funnels people using Twitter, his custom tools and a platform called Zapier that integrates different online tools.

About the Author

Jake Wagner, CDMP 

Jake is trained as a Certified Digital Marketing Professional.

He is called to connect true financial planning professionals with their clients and prospects through effective digital marketing.

He understands the needs and concerns of the financial planning profession and the wide range of regulatory compliance needs and concerns.

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