Today on the podcast, Rusty and Robyn are joined by Alma Rodriguez-Piscitello, CEO & Founder of Revela Advisors. As the driving force behind Revela Advisors, Alma is all about helping businesses unlock their true potential and achieve sustainable growth. With over 30 years in financial services, she’s worked with Fortune 500 companies and global organizations, mastering the art of marketing, business development and strategic partnerships. Known for her ability to unite teams and align visions, Alma thrives as a collaborative “quarterback,” guiding businesses through transformative strategies that foster lasting success. Her leadership has spearheaded corporate rebranding efforts and cultivated partnerships that propel organizations forward. Beyond work, Alma’s passion for continuous learning and fostering growth is mirrored in her personal life, where she actively mentors college students and young professionals.

Key Takeaways

• [04:32] - Alma’s professional background and what inspired her to found Revela Advisors? What gap in the industry is she trying to fill?
• [07:33] - Why is Alma passionate about brand, future forward, finserv industry, resilience and people power?
• [09:51] - How has Bruce Lee’s influenced Alma’s approach to marketing and branding in financial services?
• [12:14] - How have PR and marketing evolved for financial advisors over the past decade?
• [15:46] - What are some of the biggest mistakes advisors make when trying to differentiate themselves?
• [19:16] - What’s the first step advisors should take to build a really compelling, and unique, identity?
• [20:38] - How can advisors use storytelling and PR to build credibility and connect with their clients?
• [22:11] - What are some creative ways advisors can leverage media, social platforms and thought leadership to stand out in a crowded space?
• [23:21] - What is an example of an advisor, or a firm, that has done a really exceptional job of building a brand and attracting the right clients?
• [25:03] - Why is marketing so relevant for attracting next-gen advisors?
• [30:30] - How does Alma see AI, and technology, shaping marketing and client engagement in the next 5 years or so?
• [33:00] - What is one trend in marketing, or PR, that advisors should really be paying more attention to?
• [34:15] - In this age of information overload, how does Alma balance the need to stay informed with the need to tune out?

Quotes

[06:47] - “I said, you know what, I want to do something different. Why do I want to go launch my own firm? It’s because I saw that firms were struggling to bridge that gap between messaging and execution…and that’s why I founded the business. I just don’t want to talk about [it]...I want to help them create the right steps to achieve it. So, it’s beyond marketing, it’s really about the business strategy itself and how you’re communicating with your target audience.” ~ Alma Rodriguez-Piscitello

[15:47] - “One of the biggest mistakes advisors make is trying to be everything to everyone, so it’s important to identify your unique strengths and focus on those…People purchase, buy or sign up for a service because you’re human and they trust you, so really focus on specialization, why are you unique and what do you help them solve. The biggest mistake is trying to be everything to everyone.” ~ Alma Rodriguez-Piscitello

Links

• Alma Rodriguez Piscitello on LinkedIn
• Revela Advisors
• “No Sleep Till Brooklyn” by Beastie Boys
• Pa’lla Voy by Marc Anthony

Connect with Us

• Meet Rusty Vanneman
• Check Out All of Orion’s Podcasts
• Power Your Growth with Orion

Disclosure(s) - Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.

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