Getting Clients Off of TV Interviews
Mon Feb 02 2026
“The biggest issue people run into in life is they just don’t take action.” (05:58)
“If I’m going to take a big risk and build something, this was the time to do it.” (04:04)
“The biggest cost you’re going to have as an entrepreneur is your own sanity.” (14:11 – 14:41)
“I sold my house to fund the business. That was part of the game plan.” (06:26)
“People think starting an RIA costs way more than it actually does.” (11:18)
“Most advisors build on referrals. You have to turn your firm into a marketing engine.” (31:02)
“Media is a trust game. Someone has to see you 50 to 100 times before they believe you.” (22:40)
“If you’re willing to be a little insane for five to ten years, then you should be an entrepreneur.” (16:08)
“Why can’t I manage billions one day? If he did it, why can’t I?" (29:08)
I sat down with Luke Lloyd, founder and CEO of Lloyd Financial Group.
He grew up in a blue-collar town in Ohio where most people stayed local and played it safe. Luke didn’t.
At 16, he was flipping items on eBay.
At 17, he was drop shipping.
At 22, he walked straight out of college and into the finance world.
Six years later, he took the leap most people never do and started his own firm.
What separated Luke is how he built trust at scale. He showed up everywhere. TV, financial media, socials, and conversations. Consistent opinions and visibility over time.
That exposure compounds into credibility. And credibility compounds into growth.
We talked about what it actually costs to start an RIA, why most people never take action, how media builds trust long before a sales call, and the mental toll of entrepreneurship no one warns you about.
If you’re building a firm, a brand, or betting on yourself, this episode is worth your time.
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Advisor Freedom is the podcast for financial advisors who want to learn what it really takes to build a thriving advisory career & what wealthy clients are actually doing with their money.
Hosted by Conner Young, who launched his own independent RIA firm in 2021, the show shares real stories from advisors who’ve broken away, built their books from scratch, and refined their client service models through experience.
Each episode dives into how advisors got started, how they attracted their first clients, the systems they use today, and the best practices that help them grow.
We also open the doors to the other side of the table: interviewing high-net-worth investors, family offices, and entrepreneurs about the investments they love, the strategies they use, and the legacy they’re trying to build.
Whether you're just launching your RIA, growing your practice, or exploring new ways to create generational impact, Advisor Freedom is your behind-the-scenes guide to building a business and a life of lasting value.
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“The biggest issue people run into in life is they just don’t take action.” (05:58) “If I’m going to take a big risk and build something, this was the time to do it.” (04:04) “The biggest cost you’re going to have as an entrepreneur is your own sanity.” (14:11 – 14:41) “I sold my house to fund the business. That was part of the game plan.” (06:26) “People think starting an RIA costs way more than it actually does.” (11:18) “Most advisors build on referrals. You have to turn your firm into a marketing engine.” (31:02) “Media is a trust game. Someone has to see you 50 to 100 times before they believe you.” (22:40) “If you’re willing to be a little insane for five to ten years, then you should be an entrepreneur.” (16:08) “Why can’t I manage billions one day? If he did it, why can’t I?" (29:08) I sat down with Luke Lloyd, founder and CEO of Lloyd Financial Group. He grew up in a blue-collar town in Ohio where most people stayed local and played it safe. Luke didn’t. At 16, he was flipping items on eBay. At 17, he was drop shipping. At 22, he walked straight out of college and into the finance world. Six years later, he took the leap most people never do and started his own firm. What separated Luke is how he built trust at scale. He showed up everywhere. TV, financial media, socials, and conversations. Consistent opinions and visibility over time. That exposure compounds into credibility. And credibility compounds into growth. We talked about what it actually costs to start an RIA, why most people never take action, how media builds trust long before a sales call, and the mental toll of entrepreneurship no one warns you about. If you’re building a firm, a brand, or betting on yourself, this episode is worth your time. ------------------ Advisor Freedom is the podcast for financial advisors who want to learn what it really takes to build a thriving advisory career & what wealthy clients are actually doing with their money. Hosted by Conner Young, who launched his own independent RIA firm in 2021, the show shares real stories from advisors who’ve broken away, built their books from scratch, and refined their client service models through experience. Each episode dives into how advisors got started, how they attracted their first clients, the systems they use today, and the best practices that help them grow. We also open the doors to the other side of the table: interviewing high-net-worth investors, family offices, and entrepreneurs about the investments they love, the strategies they use, and the legacy they’re trying to build. Whether you're just launching your RIA, growing your practice, or exploring new ways to create generational impact, Advisor Freedom is your behind-the-scenes guide to building a business and a life of lasting value.