David is the Principal Financial Adviser at Citrus Financial Management in the UK as well as other firms within the Citrus Group. If you have been to an AFA or an FPA conference in the past, you may have seen David speak. In the UK David is a regular guest on BBC Radio and he regularly appears on BBC TV. David also presents his own show “On the Air With David Braithwaite” on BBC Radio Kent each Tuesday evening 9 – 10 pm. David is invited to speak at various conferences from London, Toronto, California, Australia and Vancouver.
In this podcast, David talks about how important radio has been for him and his business, shares some easy to follow client acquisition strategies including how he secured his largest client through the use of Twitter and how he positions referrals.
1:30 – How David came to speaking in Australia
3:18 – David’s path to being on the radio, and the role it has played in his growth
5:55 – How to balance offering advice and staying within compliance regulations
9:34 – Using social media as a client acquisition tool
14:49 – Finding the time to implement a social media strategy
17:48 – How to ask an ideal client for referrals
20:39 – David’s upcoming speaking engagements in Australia