Financial Advisor Marketing Podcast with hosts Stephen Oliver and Christopher PanagiotuCapitalize Your Finance

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Meeting Purpose:

Podcast interview to discuss financial advising, marketing, and Chris' book "Capitalize Your Finances"

Key Takeaways

• Chris started investing at 10 years old and worked his way up to managing $140M in assets
• He left big firms like UBS and Morgan Stanley because he didn't like their sales-focused culture and restrictive investment options
• He launched his own practice, Capitalize Your Finances, focused on financial planning and education through his book, podcast, and upcoming masterclass
• Marketing should focus on building genuine connections and relationships, not just gathering assets
• New advisors should focus on learning planning, networking, and educating vs selling

Topics:

Chris' Background

• Started investing at 10 years old, became youngest advisor at UBS at 18
• Left UBS after 3 years because he didn't like their sales coaching and limited investment options
• Went to Morgan Stanley but realized it was more of the same, so left to start his own practice
• Now runs Capitalize Your Finances managing $140M in assets for high net worth clients

Issues with Big Firms

• Very sales and asset gathering focused rather than client focused
• Restrictive in terms of investment options and ability to give best advice
• Want advisors to promote the brand over themselves
• Poor marketing focused on cold calling and LinkedIn outreach vs relationship building

Launching His Own Brand

• Wanted to spread his knowledge and help more people with financial planning
• Launched nationally syndicated podcast and wrote bestselling book "Capitalize Your Finances"
• Forthcoming masterclass to educate people on financial planning framework
• Focus on networking, building relationships, and educating vs selling

Tips for Advisors

• New advisors should spend 3 months intensively learning planning fundamentals
• Attend networking events and meet with prospects to educate, not sell
• Ask who else would benefit from your services, don't directly sell
• Experienced advisors should examine their marketing and business practices
• Meet with clients quarterly, focus on building genuine relationships

Next Steps:

• Share podcast episode and promote Chris' book, podcast, and masterclass
• Explore collaborating on future projects to grow our audiences