Dawn has grown her wealth management business and brand by extending her client experience out into the world on a mission to help more people. In doing so, she’s built a fast-growing firm and a dedicated following.

The thing that I found really compelling when I was looking at what Dawn Dahlby does online is the thing that terrifies most people, and certainly most financial advisors, thinking about doing video. She talks directly to the camera and connects like she’s talking to a friend. She has made an art out of extending her client experience and advice out into the world in video across all types of media and her firm has flourished. This episode can help your firm flourish too.

She shares how she got started in video and media and talks about what it takes for you to follow her example. She also shares her journey of becoming an advisor and starting her own firm and critical lessons learned along the way. But maybe best of all Dawn talks about why. It’s her “why” that drives everything and can help to drive you too. This episode is packed full of heart and fantastic lessons for any entrepreneur wanting to grow their business and brand. 

Guest:

Dawn Dahlby, CEO of Releve Financial Group, author, speaker

Resources Mentioned In This Episode:

Find Dawn at:

www.dawndahlby.com

www.relevefinancialgroup.com

www.linkedin.com/in/dawn-dahlby

Instagram @dawndahlby

Dawn’s book

Live Wellthy: Own Your Worth, Grow Your Wealth

Examples from Dawn's media journey

First Linkedin live

https://www.linkedin.com/video/live/urn:li:ugcPost:6937878014491865088/

To powerhouse speaker

https://www.instagram.com/p/CuZ6wD0AYqT/