Model FA Podcast

Model FA Episode 08: Eric Lee


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My guest today is Eric Lee. Eric is the Creative Director behind The Model FA, the man with a wealth of out-of-the-box ideas to disrupt and elevate marketing for the financial services industry. When Eric is not helping advisors re-imagine the future of their firm, he can be found in the kitchen preparing a world-class meal for friends, or working as a cast member in a local theatre production.

In this episode, we discuss how advisors can establish trust by simplifying visual elements in their branding to tell their story and target their ideal audience. 

Looking for more ideas about growing your firm? Join the Model FA advisor community, where you will find expert advice on how to launch, grow, scale, and transform your firm.

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