Financial Advisors Want to Know: How to Prospect Without Fear of Failure - Ep 59 Chad Hufford

Welcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms.

In this episode, we have Chad Hufford as a guest. Born and raised in Anchorage, Alaska, Chad grew up in the financial industry, learning under his father, Steve. Chad graduated from the University of Alaska, and seeing the great need for holistic financial advice and coaching, he opened his own financial service practice in 2007 in Anchorage, Alaska, and now serves clients and their families across the US.

He founded Veritas in 2014 as he continued to expand his team and services. Soon after Veritas opened its doors, Chad began his relationship with Ramsey Solutions as Dave Ramsey’s SmartVestor Pro and is the longest-tenured Ramsey SVP in Alaska.

Episode takeaways:
Efficiency vs. Impact: Many advisors hit growth ceilings by focusing on tasks that don’t need to be done—or shouldn’t be done by them.

Building a Sustainable Practice: Stop reacting to market "weather" and focus on long-term "climate" planning for clients and your practice.

Prospecting as a Discipline: Effective prospecting is about consistency, rejection tolerance, and making time for it daily—volume over perfection.

The Buy-In Difference: Convincing clients leads to constant reselling. Creating buy-in changes perspectives and fosters long-term trust.

Numbers Game Wisdom: Master prospecting with lessons from The Game of Numbers by Nick Murray—success lies in embracing the process.

Connect with Chad:
https://www.linkedin.com/in/chad-hufford-066208100
https://www.veritasalaska.com/
https://www.instagram.com/veritas.alaska/
https://nickmurray.com/product/game-of-numbers/

Connect with Catherine:
https://www.linkedin.com/in/ctindallcpa/

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admin@dominiones.com

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