financial advisor podcast

Right now, where is the best place to put your money? It's important to make you are maximizing your money . . . and there are more opportunities than you might realize. Michelle and Trevore will break down the different options and how they can serve your financial plan. 

We are Financial Design Studio: Michelle, Steve, Rob, and Trevore…We have a passion for helping others reach financial success. Part of our job is to teach you about money, so you can make educated financial choices!
Learn more about us at our website https://financialdesignstudio.com/
(Disclaimer : This podcast should not be taken as financial advice and Financial Design Studio accepts no responsibility for your individual actions or choices. For our full disclaimer, check out our podcast description.)

Do taxes scare you? We want to take the fear out of taxes for you. Take a listen to this episode featuring Steve, our Tax Specialist! We will be discussing why he loves taxes, what he actually does, and how you can be ready for the April deadline. As you think about taxes, check out our Tax Savings Strategies Downloadable! Find it in our shownotes on our website. 

We are Financial Design Studio: Michelle, Steve, Rob, and Trevore…We have a passion for helping others reach financial success. Part of our job is to teach you about money, so you can make educated financial choices!
Learn more about us at our website https://financialdesignstudio.com/
(Disclaimer : This podcast should not be taken as financial advice and Financial Design Studio accepts no responsibility for your individual actions or choices. For our full disclaimer, check out our podcast description.)

Branding is powerful.

It influences behavior, builds credibility, gives you or your business a unique identity that aligns with your audience's values, and ultimately grows a community of loyal, raving fans.

In this bonus episode of the Steal My Strategy Podcast, we've uncovered a discussion host Robert Sofia had with Brittney Castro during a recorded webinar.

Brittney is a Certified Financial Planner, speaker, host, and brand ambassador. 

She's worked alongside top brands like Chase, Mint, ETrade, CNBC, Gemini, AirBnB, Zoom, and more.

Together they peel back the curtain on the importance of branding, Brittney’s secrets for maintaining a unique identity, and where financial advisors can start to cement their brand into the minds of their audience.

We explore:

• The 2 things you can do RIGHT NOW to build a powerful brand
• Why consistency matters most to building a ubiquitous brand
• How to “never drop the ball” with your marketing
• The surprisingly simple ways to increase the production value of your videos
• Why “niching yourself” makes you stand out from everyone else
• The “not-so-serious” approach to social media marketing that drives more engagement

Links to Check Out:

• Brittney’s Website
• Connect with Brittney on Instagram
• Connect with Brittney on Twitter
• Robert’s book: Blend Out: From Ordinary to Irresistible: How Advisors Can Market Like the Greatest Brands in the World

This episode was brought to you by:  

Snappykraken.com, helping advisors create meaningful connections that drive business.

Scott invited Bill McBride in studio for a discussion all about how Bill has optimized his resources and education to get where he is today. Bill shared how he is a self-proclaimed forever student, obtaining multiple degrees, and is always learning. Scott asks Bill about his journey from his first job at 9 years old to starting his own wealth management firm. They dive into how Bill focuses on his clients, building trust, and focusing on their family and much more. 

Connect with Scott on LinkedIn
Connect with Bill on LinkedIn

For more on The Optimized Advisor Podcast click here  
For more on McBride Wealth Management click here

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This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@mailpcwest.com 

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This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@pcninsurance.com