Brand Stories with Alexandra Zendrian

When Amy Mullen, CFP, became president of Money Quotient, the company started by her mother, she wondered how she could infuse herself into the business. The Sway Live conference helped encourage her.

Potomac Chief Marketing Officer Christopher Norton gives a peek into how he comes up with some of his creative marketing ideas and why there must be patience with marketing.

Neuro-Behavioral Growth Catalyst Founder Dr. Joshua Wilson shares how financial advisors can give off the right signals to their prospects.

Outlive Financial Planning Founder Zach Rodriguez shares how he's developing his life planning-focused brand.

REBL Dads Founders Derek Notman, CFP, and H. Adam Holt, CFP, share what inspires their mission and how they created their community.

Niki Clark Marketing Founder Niki Clark shares why it can be valuable sometimes to have both in-house and external marketing partners as well as why good marketing can justify it's seemingly high costs.

Michael Ganci discusses how his reporting skills are easily transferrable to public relations.

Continuum Brand Strategy's Founder Ashley Dudzik shares how she feels financial advisor and fintech branding has been doing and when it's time for a brand refresh.

PodPony's Founder Brodrick Lothinger shares who should and should not be starting a podcast and what the future of the medium may look like.

Seeds' Founder Zach Conway shares how financial advisors are managing juggling lots of different tasks and how they can become much more aware of their clients.