Discover the secret ingredient to a thriving advisory practice: exceptional client relationships.

Join host Alex Lerch and industry experts Michelle Fischer and Ryan McClain as they unravel the strategies to build lasting connections. From understanding client needs to creating personalized experiences, we share actionable insights to help you transform your firm into a trusted advisor.

Ditch the Script, Embrace Authenticity! Watch Joe Conroy’s story and discover the power of authenticity in marketing! Learn how to connect with clients on a personal level & build trust with social media.

In the latest episode of Advisor Marketing Explained, Alex Lerch dives into the world of advisor marketing with Tyson Ray, CEO and Senior Wealth Advisor at FORM Wealth Advisors. With over 25 years of experience building client relationships, Tyson shares insights from his book, ‘The Total Relationship,’ focusing on building strong client-advisor connections. Discover why marketing is crucial in Tyson’s practice, the impact of his ‘Up or Down’ video series, and the essence of true client relationships. Plus, learn about his newly launched podcast who it can benefit.

Learn more about advisor marketing at https://www.advisormarketingexplained.com.

Learn more about Tyson, his book and his podcast at https://totalrelationship.com.

Disclosures:

Securities through Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors Inc.  FORM Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. Raymond James and its advisors do not provide tax advice. Podcast guest is Tyson Ray, CEO, Founding Partner, Senior Wealth Advisor at FORM Wealth Advisors. FORM Wealth Advisors is located at 431 Geneva National Ave S, Lake Geneva, WI, 53147; 262-686-3005.

In the latest edition of Advisor Marketing Explained, join host Alex Lerch as he sits down with guests Duncan MacPherson of Pareto Systems and Seth Diener of Diener Money Management.

Duncan and Seth share their expertise on achieving success in wealth management, emphasizing the importance of building remarkable client experiences and using that to generate referrals. They also discuss the role of technology in shaping the future of wealth management and offer valuable advice for aspiring professionals in the industry.

Don’t miss out on this insightful conversation packed with actionable insights for financial advisors!

Learn more at oakandstonemarketing.com.

On the latest episode of Advisor Marketing Explained host Alex Lerch sits down with Lindsay Dowrick, founder of The Video Artists to uncover the power of video marketing for financial advisors. With years of experience in video creation, Lindsay shares actionable strategies and insights on how to leverage storytelling to build trust and connection with your audience.

Discover why personal brand narratives are essential in today’s digital landscape and learn practical tips on creating impactful videos that resonate with clients. Whether you’re new to video marketing or looking to enhance your current strategy, this episode offers invaluable advice on crafting compelling financial advisor stories that captivate and convert. Tune in now to elevate your brand and business with the art of video storytelling! Subscribe at www.advisormarketingexplained.com

Learn more at oakandstonemarketing.com Learn more about the video artists –  www.thevideoartists.com

Welcome back to Advisor Marketing Explained, brought to you by Oak & Stone Advisor Marketing. In this episode, your host, Alex Lerch, is joined by Seth Diener, a practicing financial advisor and private wealth manager. Together, they delve into the essential topic of content creation for financial advisors, breaking down the five key pillars of a successful marketing content strategy.

The first three pillars, “Know, Like, Trust,” form the foundation. The “Know” pillar emphasizes the importance of ensuring that your target audience understands who you are, what you do, and where you operate. This involves defining your identity and making sure people know your services. The “Like” pillar emphasizes showcasing your personality through content, allowing clients to connect with you on a personal level. Lerch and Diener stress the significance of revealing authentic aspects of yourself, making you more likable and relatable.

Moving on to the “Trust” pillar, they discuss the need to establish credibility and influence in the financial industry. By consistently sharing financial insights, market updates, and advice, financial advisors can prove their expertise and remain proactive in client communication. Building trust is not only about gaining new business but also about retaining existing clients through informed and reliable content.

In the second half of the episode, Lerch introduces the last two pillars, “Prove” and “Understand,” which focus on leveraging client testimonials, success stories, and addressing client pain points in content creation. By incorporating these pillars into a balanced content strategy, financial advisors can position themselves as thought leaders, enhance client relationships, and attract new business organically.

For a more in-depth exploration of each pillar and valuable insights from Seth Diener, tune in to this episode of Advisor Marketing Explained. Don’t forget to subscribe to the podcast for future episodes and follow Seth Diener on LinkedIn for practical examples of effective content creation in the financial advisory space.

Welcome to another episode of “Advisor Marketing Explained,” brought to you by Oak & Stone. This episode features the host, Alex Lerch, and guest, Derek DiManno, the Founding Advisor at Flagship Asset Services in Towson, Maryland.

In this episode, we dive into the world of financial advisor marketing, sharing insights, tips, and actionable strategies to help you grow your brand and business. Derek, a passionate brand builder, joins us to discuss his experiences and shed light on how to build confidence in marketing.

We’ll explore the journey of creating unique content and developing a brand that resonates with your ideal clients. Drawing inspiration from industry influencers, Derek shares valuable perspectives on standing for something and not trying to appeal to everyone.

So, whether you’re just starting or looking to level up your marketing game, join us as we uncover the secrets to successful financial advisor marketing. Stay tuned for a conversation filled with practical advice and stories that can help you on your path to building a thriving brand.