Want a steady flow of qualified, high-net-worth prospects without begging for referrals or wasting money on sponsorships? In this training, Seth Greene breaks down the Ultimate Door Opener Flywheel: a simple, repeatable way to access closed networks (associations, alumni groups, hobby groups, COIs) using a podcast-first trust strategy that gets you invited in.
You’ll learn:
The referral-rate reality check (and why “referral-based” is usually a myth)
How to use a podcast interview to build instant authority with group leadership
The “Top of Desk Awareness” move that keeps you unforgettable
A monthly nurture cadence that turns “nice to meet you” into “how can I help you?”
Practical compliance notes for advisors + firms
Chapters
00:00 – The #1 marketing problem for advisors
02:40 – Calculate your real referral rate (quick math exercise)
06:20 – Where the best offline client networks are hiding (associations + groups)
08:30 – The Ultimate Door Opener Flywheel (overview)
09:58 – “Magic tumbler” + Top of Desk Awareness
12:05 – Monthly gift + card nurture (what works, what backfires)
15:10 – COI marketing reimagined (why this wins)
19:40 – How to implement in your practice (next steps)
23:07 – Compliance: how this gets approved
25:16 – What happens after the first 10 episodes?
Resource mentioned: bookwithseth.com
Disclaimer: This content is for educational purposes only and is not financial, legal, or compliance advice. Always follow your firm’s policies and approval process.
