plancorp

In this special edition of Swift Chats recorded live at the 2022 Morningstar Investment Conference, Jonny Swift interviews a range of guests live from the Social / Digital Hub. The episode features:

- Shawna Ohm, Founder of Content 151

- Katryna Deligiannis, Senior Social Media Manager at Morningstar

- Aleksandr Spencer, CFA, Chief Investment Officer at Bogart Wealth

- Tom Lydon, Vice Chairman at VettaFi

- Peter Lazaroff, CFA, CFP®, Chief Investment Officer at Plancorp and BrightPlan 

- Alison Susko, Director of Partnerships at Asset-Map

- Liv Gagnon, Co-Founder of Choir

- Roger Wohlner, Founder of RLW Associates

- Katie Braden, CFP®, Founder of Innovating Advice

Peter Lazaroff is a shareholder and the Co-Chief Investment Officer of Plancorp, an independent RIA that oversees nearly $4.4 billion of assets under management for 1,300 affluent clients. Today he joins the show to discuss how he has been able to build his own personal brand, both as a mechanism to grow his client base and to help him navigate career opportunities.

Listen in as Peter describes the way he has “niched down” by creating content for his target audience through a blog, emails, and a book. You’ll learn why he encourages his team to create personal brands, the importance of staying focused on the clients you want to reach, and more.

For show notes and more visit: https://www.kitces.com/157