Episodes
25
Latest episode
Jul 2024
Language
EN-US
The Financial Advisor today must find a way to stand out from their competition and a noisy marketplace. Advisors need to find new ways to gain and retain clients. Becoming an author instantly positions you as an expert. The Financial Advisor Authority Podcast helps Financial Advisors build authority by writing and publishing a lead-generation book. We help Advisors get started on writing a book by providing strategic & tactical advice on everything from organizing ideas to writing book chapters to marketing your book. New episodes drop every two weeks. Look for us on iTunes, Spotify, or wherever you get your podcasts.
In today's episode, we're diving into the power of public speaking for financial advisors. Speaking engagements offer a fantastic opportunity to showcase your expertise, connect with your target audience, and ultimately, grow your business. So, let's explore how financial advisors can leverage the benefits of public speaking to expand their reach.
This new series is to inspire and motivate independent financial advisors and financial planners who want to write and publish their own lead-generation book. I have another great guest, Jackie Cummings Koski, CFP®, MSPFP, AFC®, and the Founder and CEO of Money Letters, LLC. She already has written one book, Money Letters 2 My Daughter. She just released her second book, published by Wiley, F.I.R.E. for Dummies and has been featured on both CNBC Make It and MarketWatch, two of America's top money media platforms. Her story has also been profiled in many other well-known media outlets including The New York Times, CNBC, Forbes, Business Insider, People and Real Simple magazine. Get ready to learn about Jackie's experience with a publisher and how she creatively generated her own "buzz" with her April 2024 book launch. It's a marketing masterclass!
In today's episode, we're going to talk about high-net-worth clients. These clients present a unique opportunity and a unique challenge for financial advisors. They have specific needs, concerns, and expectations that differ from the average client. So, how can financial advisors identify and connect with these high-net-worth individuals effectively? Well, I have some ideas!
This new series is to inspire and motivate independent financial advisors and financial planners who want to write and publish their own lead-generation book. I’m excited to introduce our first guest, Dawn Santoriello, CFP, and the founder and CEO of DS Financial Strategies, a fee-based financial planning firm that develops customized plans designed to maximize the efficiency of your money. She already has written one book, The Spiritual Path To Prosperity... The Truth About Money Revealed but in this episode, we talk about her second book, Manifest and Invest: Live Your Best Life Get Your Money Right. Visit DS Financial Strategies at https://www.dsfinancialstrategies.com/ You can also purchase Dawn's book at: https://www.dsfinancialstrategies.com... For more information about Star Maker Marketing, please visit https://www.maryrosemaguire.com
You may think you don't have enough good ideas for a book, but guess what? You do! If you've been in business for more than a year, you likely have already been demonstrating your knowledge and expertise to others. Discover how to make the most out of the marketing you've already create to write and publish a lead-generation book.
Writing and publishing a book can be a game-changer for independent financial advisors. It's not just about sharing your expertise; it's about positioning yourself as a trusted authority in your field. But beyond that, your book can serve as a powerful lead-generation tool if you approach it strategically. In this episode, we'll explore practical tips on how to make the most of your book for lead generation.
Financial advisors can build a strong personal brand to attract the right clients. It requires taking the time to create content and processes that build trust and credibility. In this episode, we talk about the actions you can take to build your brand so it differentiates your practice from everyone else.
LinkedIn has become one of the most powerful tools for professionals to connect, network, and generate leads. And for financial advisors looking to attract high-net-worth clients and promote their expertise, LinkedIn is a goldmine waiting to be tapped. In this episode, I'll share practical tips for getting LinkedIn to work for you.
As financial advisors, trust is the cornerstone of your relationship with clients. And one of the most effective ways to establish trust and credibility is by writing and publishing a lead-generation book. Today, I'll share specific strategies on how financial advisors can leverage their books to build trust and credibility with prospects and clients.
As an independent financial advisor, your expertise is your greatest asset. But without a solid content marketing plan, you may struggle to showcase your knowledge and attract your ideal clients. We'll discuss a step-by-step guide to developing a content marketing plan that resonates with your target audience and helps you build authority in your niche.
Claim this listing to keep it up to date, reach guests who want to pitch you, and manage bookings with Guestify.
Claim this listing
Valerie Hail
Mediaite
PodcastOne
Russ Mathews
