Brand Stories

Wealthspire Advisors' Marketing Vice President Emily Kurisky shares how her firm's brand has evolved over the last seven years, what it was like to be part of the brand development process and tips for advisors to own their brand.

America's #1 Take Action Success Coach and Strategist Lori Anne De Iulio Casdia discusses how her brand has evolved throughout her career and how she remains true to herself.

Out and About Communications' President Lauren Hong shares how she helps her clients think about their brand and why branding needs to be fluid.

Michael Thrasher has taken his career from an asset and wealth management reporter to the head of a weekly family office newsletter called Modus. Learn more about his journey and why it's important to be kind to people along the way.

Rich Richardson, chief equity officer of Richie Rich LLC, looks at marketing as a key part of a holistic business plan. Learn about this and some free ways to market your business.

Tony Steuer, a financial preparedness advocate, author and podcaster, gives his insights on how regulators and the financial services industry can get a better brand reputation.

Bill McGuire, Managing Director of W. M. McGuire, shares the various routes for how firms can develop their brands and how small firms can access marketing services.

Thomas LoFaso, Head of TLo Production, discusses how social media and video can help build a brand.

finserv Marketing's Founder Mike Langford defines his brand through preparation which leads to more interesting podcasts. He leverages this pre-planning to benefit his clients.

Get a glimpse into how Alexandra Zendrian, founder of AtoZ Communications and Editor-in-Chief of Brand News, created her brand.