advisor marketing

If you're an advisor and want free marketing resources, check out our monthly marketing masterclass for tangible expert advice! https://ficommpartners.com/marketing-masterclass

In this special episode, we are joined by award-winning podcaster, Co-Founder of Onyx Advisor Network, Co-Founder of BLatinX Internship, and Founder & CEO of Gen Next Wealth Emlen Miles-Mattingly in front of a live audience at BNY Mellon Pershing.

Emlen uses his influence to create a more inclusive industry that welcomes top talent. We empower you to listen to this discussion through your own lens so that you can create change within our industry.

Onyx Advisor Network | https://www.onyxadvisornetwork.com/

BLatinX Internship | https://www.blxinternship.org/

Gen Next Wealth | https://gennextwealth.com/

Emlen Miles-Mattingly's LinkedIn | https://www.linkedin.com/in/emlen-miles-mattingly/

Emlen Miles-Mattingly's Twitter | https://twitter.com/emilesmattingly

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Twitter | https://bit.ly/FiCommTwitter

If you're an advisor and want free marketing resources, check out our monthly marketing masterclass for tangible expert advice! https://ficommpartners.com/marketing-masterclass

We connected with Matt Halloran of ProudMouth, our partner in creating the first end to end advisor podcasting solution, to discuss our shared love of podcasting, how to show up authentically, and the impact it can have on advisor businesses. 

In this episode, we talk about how to rise above the noise, free yourself from the torment of sales, and grow your client credibility through podcasting. Our FiComm and ProudMouth partnership is designed to elevate advisor marketing across the industry.

Website | https://proudmouth.com/

Matt's LinkedIn | https://www.linkedin.com/in/matthalloranpm/

Matt's Twitter | https://twitter.com/MattHalloran_

Subscribe to never miss an episode and connect with us on: 

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In our first episodes we spent time talking about dinner seminars, but virtual, online seminars are a key part of any advisor's repertoire.   Vince Oldre and Josh Woodward of Mastermind Advisor are here today to take you through the Ultimate Virtual Webinar process.

The guys are honest - it took a lot of trial and error to get to this point.  They explain their mistakes and what they've learned, all in service of creating a webinar platform that gets you the best possible results.  The key is not just compiling leads. The idea is to generate qualified leads that are more likely to turn into clients.

Vince and Josh talk about different steps of the campaign, from lead magnets to drip email campaigns, and how each step of the process works.  You have to give something of value to a prospect before you can ask them for anything.   Also, you may be surprised to know that while webinars can be effective, on-demand webinars are not.  They explain why.

To learn more about Mastermind Advisor and what we offer those in the financial services industry, visit https://mastermindadvisor.com/

As the former Head of Acquisitions, Matt Brinker, closed 90 transactions in his 13 years with United Capital. After setting his sights on a new path, Matt is now the managing partner at Merchant Investment Management. 

In this episode, Matt shares his love for the independent advisor space, how he believes your capital partner influences your destination and what drives his passion. He also speaks about the key ingredients to digital marketing and how his own money story has shaped his perspectives.

https://www.linkedin.com/in/mattbrinker/

https://twitter.com/mkbrinker?lang=en

https://www.merchantim.com/

Subscribe to never miss an episode and connect with us on: 

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Twitter | https://bit.ly/FiCommTwitter

Stephanie McCullough of Sofia Financial and Kevin Gaines of AFMG Planning, are this year’s FiComm and Investment News, Podcast Award-winners in the category of Educate and Empower! Forming the Take Back Retirement podcast, these two felt a calling to reshape the retirement conversation for women over 45 years old.    

In this episode, co-hosts Stephanie and Kevin share their journey and what drove them to start their podcast, Take Back Retirement. One of their main focuses is to meet women where they are by creating the space for women to concept and understand the possibilities of retirement. They interview women to hear their real-life retirement stories, where they drop the technical jargon and focus on the world's possibilities. Both Stephanie and Kevin attribute their success to not being afraid to take a chance!

Podcast Website | https://takebackretirement.com/

Sofia Financial Website | https://sofiafinancial.com/about-us/

AFMG Planning Website | https://afmgplanning.com/

Stephanie’s Twitter | https://twitter.com/sofiafinancial

Stephanie’s Instagram | https://www.instagram.com/sofiafinancial/?hl=en

Stephanie’s LinkedIn | https://www.linkedin.com/in/stephaniemccullough/

Kevin’s Twitter | https://twitter.com/2ndHalfPlan

Kevin’s LinkedIn | https://www.linkedin.com/in/kevinmgaines/

Subscribe to never miss an episode and connect with us on: 

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Twitter | https://bit.ly/FiCommTwitter

Stephanie Bogan, the founder of Limitless Advisor, is no stranger to success. She sold her first consulting firm to a fortune 200 company and built the client experience at United Capital. But she always felt like something was missing.  

In this episode, she shares her own journey in finding freedom, becoming her most authentic self and the power of mindset. We catch a glimpse at not only how to create a business that is successful but more importantly a life that is empowering.  

https://twitter.com/steph_bogan

https://www.linkedin.com/in/sbogan/

https://limitlessfa.life/

Subscribe to never miss an episode and connect with us on:

Website | https://bit.ly/FiCommPartners

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Twitter | https://bit.ly/FiCommTwitter

Michael Kitces is an industry speaker, trailblazing Twitteree and the founder of Kitces.com. As the publisher of both The Kitces Report and the Nerd’s Eye View blog, Michael has accumulated a twitter following of 72.9K.  

In this episode, Michael shares his own experience in overcoming imposter syndrome and discovering first-hand the power and vulnerability of defining a niche. He attributes much of his success to knowing that some people will love his work and some will hate it and inspires us all to be a little more comfortable in our own skin.

https://www.kitces.com/

https://www.linkedin.com/in/michaelkitces/

https://twitter.com/michaelkitces

Kitces' Insight on the Power of Social Media in 2013

Carl Richards + Michael Kitces Podcast on Niches

Subscribe to never miss an episode and connect with us on:

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Brian Portnoy, PhD and author, is the founder of Shaping Wealth—a learning technology platform transforming the human experience of money. 

In this episode, he shares his personal journey to funded contentment and how his coaching and content of Shaping Wealth is helping advisors to do the same with their clients. Brian works with advisors and HR in companies and universities to create financial well-being programs and reach simplicity in the complex world of money.

Website: https://www.shapingwealth.com/

Brian’s Portnoy’s LinkedIn: https://www.linkedin.com/in/brianportnoy/

Brian’s Portnoy twitter: https://twitter.com/brianportnoy

Brian Portnoy’s book: The Geometry of Wealth

At a moment when consolidation and private equity money are flowing, it’s rare to find a firm like Keel Point that has consciously decided not to participate and focus on building a legacy firm with the next generation of advisors.  

In this episode, we spoke with Mike Perry and Steven Skancke, President and Chief Economic Officer at Keel Point, respectively. They discussed how they’ve elected not to grow through PE money or acquisition and the crucial ingredients for setting their advisors up for success, such as focusing on succession planning and practicing high emotional intelligence.

https://www.keelpoint.com/ 

https://www.linkedin.com/company/keelpoint/

https://twitter.com/stevenskancke

https://www.linkedin.com/in/steven-skancke-4659544/

https://www.linkedin.com/in/mike-perry-72b9b18/

On this episode, we had the chance to chat with Sam Gammell, Head of Marketing at Capital Group Private Client Services.  

She shares her experience, learnings, and successes in supporting advisors to tell their individual stories under one brand. She is truly taking a "new skool" approach to advisor marketing and we're such fans. 

Website - https://www.capitalgroup.com/pcs/

LinkedIn  - https://www.linkedin.com/in/samantha-gammell-tardiff-4931221/ 

In this episode, Kara Murphy, Chief Investment Officer at Kestra Investment Management, shares her experience as a woman CIO, the importance of having a diverse investment team, and the RIA space's move away from being super focused on returns.

Website: https://www.kestrafinancial.com/newsroom/authors/kara-murphy 

LinkedIn: https://www.linkedin.com/in/moneywithmurphy/ 

Twitter: https://twitter.com/moneywithmurphy 

In this episode, we chat with Gina Bang, Director of Marketing at Avanti Destinations on what booking trends she's seeing at Avanti and how Travel Advisors can leverage this and market to their clients in the current climate. Gina also shares ways that Avanti Destinations has adapted during the pandemic by providing valuable resources for Advisors to share with clients to keep them informed and excited to travel again!

Visit Avanti Destinations Consumer Website: https://www.avantidestinations.com
Visit Avanti Destinations Agent Portal: https://book.avantidestinations.com

Recorded on February 23, 2022

Mike Walkinshaw and Mark Bakker from TIMIA Capital join us to share their mission to reimagine venture capital funding for SAAS founders through private credit. 

We talk inventing a new way, experimental mindset, growing with a lean team, adopting to remote work across a multigenerational workforce, and the evolution of private credit.

LinkedIn: https://www.linkedin.com/in/markbakker/ and https://www.linkedin.com/in/mike-walkinshaw-1a9688/

Website: https://timiacapital.com/

Adam Cox is the Chief Wealth Management Officer at The First National Bank in Sioux Falls. After years of focusing on trust law, he’s had to make the shift to managing a team and exploring the world of content creation. 

In this episode Adam discusses that shift, helping his team to grow and develop, and the importance of creating content.  

First National Bank in Sioux Fall Website: https://www.fnbsf.com/

Adam’s LinkedIn: https://www.linkedin.com/in/adam-cox-bb11845/
The First National Bank in Sioux Falls YouTube: https://www.youtube.com/watch?v=xF9YawHzdaI
The First National Bank in Sioux Falls Instagram: https://www.instagram.com/fnbsf/?hl=en

Common Cents on the Prairie: https://podcasts.apple.com/us/podcast/common-cents-on-the-prairie/id1495244167

Emlen Miles Mattingly is CEO of GenNext Wealth + Host of The Minority Money podcast. He is also a previous New Skool guest (we were so excited to have him back on!) and the winner of our podcast competition in the Diversity & Inclusion category. In this episode, we hear a little bit more about Emlen’s journey with podcasting and how it’s helped him make a change, while also driving commercial success.

Twitter - https://twitter.com/emilesmattingly?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor

Website - https://gennextwealth.com/

Podcast series - https://www.minoritymoneypodcast.com/

Linkedin - https://www.linkedin.com/in/emlen-miles-mattingly

Instagram - https://www.instagram.com/emilesmattingly/?hl=en

Samantha Russell is chief evangelist with Twenty Over Ten, a digital marketing platform for financial professionals.

Russell’s practical yet insightful digital marketing tips and techniques have helped thousands of financial professionals experience significant growth. And lord knows, when it comes to digital marketing, they certainly need the help.

Russell joins us to discuss what advisors can do better, new and cool technology and the latest ideas in social media marketing.

Matthew Ricks is the President of Haystack Financial Planning, a modern RIA that focuses exclusively on serving the disabled and special needs community. 

An anomaly in the industry - he talks about why he focused here, his breakaway from traditional wirehouses, passion for drumming and how he’s made his website, services and marketing for his clients more accessible, real and “new skool.”

LinkedIn: https://www.linkedin.com/in/matthewgricks/

Haystack Financial Planning: https://www.linkedin.com/company/haystackfp/

Website: https://haystackfp.com/about

Dani Fava’s name is synonymous with innovation. She was previously the Director of Institutional Innovation at TD Ameritrade Institutional and is now Head of Strategic Development at Envestnet leading transformation. 

Named by IN as a 2020 Woman to watch she is known for showing up on stage in Nike hightops, saying the things people are often thinking but afraid to say and is committed to future-proofing the RIA industry. She talks about when she stopped pretending at work and her journey to more fully becoming herself at work.

LinkedIn: https://www.linkedin.com/in/dani-fava/

Twitter: https://twitter.com/envdani?lang=en

In this episode: 

Mark Tewksbury – https://www.cnbc.com/2019/11/01/mark-tewksbury-says-having-space-to-be-me-helped-him-win-gold.html

The Brilliant Idiots – https://soundcloud.com/thebrilliantidiots

Seb Dovey, is a successful entrepreneur, co-founder of Scorpio Partnership, advisory board member to FiComm, and a plethora of financial services companies across the globe. In this episode, he speaks about the alchemy of Client Experience in wealth management, what high net worth clients really want, plus the birth of the chief commercial officer, and the future of financial services. It’s not what you think. 

You can find Seb here: 

https://www.linkedin.com/in/sebastiandovey/ 

Mentioned in this episode:

United Capital (Goldman Sachs): https://www.goldmanpfm.com/

UBS: https://www.ubs.com/us/en/wealth-management.html

Scorpio Partnership: http://www.scorpiopartnership.com/

Carl Richards is a Certified Financial Planner™, creator of the Sketch Guy column, appearing weekly in The New York Times since 2010, and has been featured on Marketplace Money, Oprah.com, and Forbes.com. 

In this episode we were moved, expanded and connected by hearing Carl talk all things “imposter syndrome,” Pema Chodron, his most vulnerable career move, and his plea to the financial services to be more Human.  

Twitter - https://twitter.com/behaviorgap?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor

Website - https://behaviorgap.com/

Linkedin - https://www.linkedin.com/in/thinkingcarl/

Instagram - https://www.instagram.com/behaviorgap/?hl=en

Mentioned in this episode:

- Carl’s NY Times Sketch Column: https://www.nytimes.com/column/sketch-guy

When Things Fall Apart: Heart Advice for Difficult Times by Pema Chodron: https://www.amazon.com/When-Things-Fall-Apart-Difficult/dp/1611803438

- Carl’s podcast with Michael Kitces on imposter syndrome: https://blog.xyplanningnetwork.com/podcast-blog/impostor-syndrome-carl-richards#:~:text=Carl's%20fear%20is%20one%20that,head%2Don%20in%20this%20show.

- Fooled by Randomness: The Hidden Role of Chance in Life and in the Markets by Nassim Nicholas Taleb: https://www.amazon.com/Fooled-Randomness-Hidden-Markets-Incerto/dp/0812975219

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Instagram -https://www.instagram.com/ficommpartners/ LinkedIn -https://www.linkedin.com/company/ficomm-partners/ Twitter -https://twitter.com/FiCommPartners Mentioned in the conversation: