The Relationship Edge: Boosting Client Engagement and Growth Strategies

In this episode, advisors Steve Mohyla and John Moran, alongside Osaic’s Jerry Schreck, share insights on driving organic growth through strong client relationships and authentic connections. Steve highlights how exceptional service leads to referrals and key takeaways from the Wealth Advisor Academy, while John emphasizes patience, authenticity, and community involvement as crucial for new advisors. He also explains how his passion for causes has fueled long-term, referral-driven success. Steve discusses his innovative hiring approach, and John reflects on his team’s evolution, focusing on complementary skills and continuous growth. The conversation also covers Osaic’s Next Level Coaching and the value of personality profiling in hiring. Tune in for actionable strategies on growth, leadership, and long-term success in financial services. 

Episode Highlights: 

• Jerry and Steve explore strategies for organic growth, focusing on untapped potential within existing client books. Steve highlights how exceptional service leads to referrals and shares how the Wealth Advisor Academy taught him to ask open-ended questions and let clients "empty the bucket," uncovering deeper needs, building trust, and driving meaningful growth. 

• John and Jerry discuss strategies for new advisors to achieve organic growth, emphasizing the value of patience, authenticity, and genuine community involvement. John shares how focusing on causes he’s passionate about builds trust and meaningful relationships, leading to natural referrals and long-term clients.  

• Steve discusses his innovative approach to hiring by bringing on his daughter, a digital marketing expert, as a part-time assistant. Her skills have streamlined operations, enhanced event coordination, and improved client preparation, enabling Steve to focus on high-value work. 

• John highlights his team's evolution, focusing on complementary skills, a client-focused, family-oriented culture, and the development of new talent to support the practice's growth. 

• Jerry and John discuss Osaic’s Next Level Coaching program, and using personality profiling tools in hiring to ensure complementary skill sets and effective team dynamics. 

• Jerry and Steve discuss Steve's role as a Regional Vice President (RVP), where his experience as a producing advisor strengthens his ability to support his team. Steve emphasizes the value of attending programs like the Wealth Advisor Academy, where he shares his expertise and learns from peers, enhancing both his leadership and business growth. 

• John encourages newcomers to the financial industry to prioritize continuous learning and utilize available resources. He emphasizes the importance of developing a personalized approach to the business and underscores the value of a supportive team with access to legal and accounting resources to help scale a practice. 

Resources Mentioned: 

John Moran 

Moran Wealth Advisors 

Stephen Mohyla 

Steve Mohyla Executive Retirement and Estate Planning 

Gerald Schreck, CFA   

Wealth Advisor Academy 

Next Level Business Coaching 

- - -

Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Osaic Institutions, Inc., Osaic FA, Inc., and Osaic FS, Inc. broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Osaic Services, Inc. and Ladenburg Thalmann & Co., broker-dealers and members of FINRA and SIPC. Advisory services are offered through Ladenburg Thalmann Asset Management, Inc., and Osaic Advisory Services, LLC., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc. are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.

AdTrax: 7377572