The Bucket Plan® On-Demand Series

Building a Personal Brand as a Financial Advisor: Authenticity First


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Authenticity has become one of the most powerful differentiators in financial advising, but it's also one of the hardest things to practice consistently. Join host Dave Alison, CFP®, EA, BPC, President of Wealth Management and Founding Partner at Prosperity Capital Advisors, as he sits down with Alanah Phillips, MBA, founder of Advisor Launch Lab and Break Up With Your Broker-Dealer. Together they explore what it looks like to build a personal brand rooted in genuine connection, why vulnerability strengthens client relationships, and what separates advisors who stand out from those who blend in.

Resources:

  • Book referenced: Breaking Up With Your Broker-Dealer by Alanah Phillips
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The Bucket Plan® On-Demand SeriesBy C2P

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