Model FA Podcast

My guest today is Josh Patrick. Josh is a Certified Financial Planner®, a Certified Financial Transitionist®, a Chartered Financial Consultant®, a Chartered Life Underwriter®, a serial entrepreneur, a writer, reader, and a thinker.  Josh Patrick is a contributor to The New York Times’ You’re the Boss blog, as well as the author of Stage 2 blog Creating Value. 

Josh’s main focus in life is helping private business owners create extraordinary value with their businesses and their lives. He draws on rich life experiences during his almost forty years of working with his favorite people, private business owners, to help them create great outcomes. On his podcast (called “The Sustainable Business”), Josh Patrick interviews thought leaders from many industries to help you think about your business twenty, thirty, or even more years into the future.

In this conversation, we discuss how your firm fits into the future of the financial services industry. I have enjoyed this conversation. The wealth management industry is about as dysfunctional as an industry could be, and without its ridiculous margins most people in this business would fail. Josh Patrick makes a case for niche marketing, and looks forward into the future with ideas on how to make your business sustainable in an industry that’s likely to become even more regulated.  

Don’t miss one of our favorite moments, when Josh breaks down the importance of mind-mapping to define the kinds of clients you should be working with. It’s a simple exercise that you can do on a piece of paper right as you listen to the podcast, and it might turn out to be the most valuable thing you’ve done for your business this year.  Do you have the mindset that you can’t afford to not service somebody? Or do you have the mindset that you can’t afford to service somebody? How would your capacity grow if you were able to know which clients you should be serving? I hope you will find many practical ideas to try.

Looking for more ideas about video blogging for financial advisors? 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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My guest today is Bill Winterberg. Bill is founder and president of FPPad.com and a respected personality in the financial planning industry. Bill is probably the only fintech vlogger in the United States (see his YouTube channel here) and is widely recognized as an independent authority on the subject of technology in financial services.

In this conversation, we discuss the importance of using video blogging for financial advisors to showcase their expertise and value to both clients and prospects. When you take a concept and show it in a video, using authentic communication that isn’t blog-speak, you supercharge your ability to connect with your audience. Bill provides an objective and unbiased perspective of technology trends in the industry. He is generous with tips for all advisors who want to grow a practice with using video blogging. 

Don’t miss one of our favorite moments, when Bill explains why most advisors have an aversion to video, and what you can do to get over it. Are you afraid of being on camera?  How could your clients benefit from you showing them something on video (as opposed to writing a lengthy email)? You will love all the practical ideas shared in this episode. I hope it inspires you to shoot a video today!

Looking for more ideas about video blogging for financial advisors? 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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My guest today is Emily Binder. Emily is an entrepreneur, marketing strategist, and founder of Beetle Moment Marketing, a voice-first consultancy based in Austin, Texas. Applying over a decade of experience in running successful marketing initiatives from startups to Fortune 500 brands, Emily helps her clients advance their brands by capitalizing on new technology.

Marketing practices change fast. Voice technology is emerging as the next component of successful marketing strategies. From voice-first SEO to capturing the content-distribution market with smart speakers, advisors have an opportunity to make headway and connect with their clients now. 

In this conversation, we discuss how financial advisors and planners can use their greatest tool, their voice. In her work, Emily focuses on voice technology including  AI and voice assistants, branded audio content, and social media. In this episode, Emily helps advisors explore the possibilities of connecting with clients through using voice-activated tools like Alexa and Google Home through flash briefings and podcasts. In order to do that, you need to differentiate your brand — and to tell a compelling story that’s concise, informative, and easy to access.   

Don’t miss one of our favorite moments, when Emily invites our listeners to not be left behind the advance of voice technology. She compares it to the move from desktop to mobile. As clients shift away from typing, tapping, and swiping to use voice-activated searches for information, you will want your firm to show up at the top of the search results.  

If you’d like to get more tips and ideas from Emily, you can subscribe to her weekly podcast, Beetle Moment Marketing, and to her daily Alexa Flash briefing called Voice Marketing - Daily Beetle Moment. Both are excellent resources for financial advisors to build a practice that’s relevant and irresistible to clients.

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My guest today is Brittney Castro. Brittney is the founder and CEO of Financially Wise Inc., a Los Angeles-based financial planning firm. After years of working in corporate financial planning, Brittney realized she wanted to work with clients the same way she talks about money with her friends — in a fun, personal, compassionate, relatable, and nonjudgmental way. Today, Financially Wise provides a broad range of services, including fee-only financial planning, online money courses, financial wellness workshops, speaking engagements, and brand partnerships.

Brittney Castro is a Certified Financial Planner™, Chartered Retirement Planning Counselor (CRPC), Accredited Asset Management Specialist (AAMS), entrepreneur, and speaker. After founding Financially Wise in 2013, Brittney was recognized as the 6th INVESTOPEDIA Top Influential Financial Advisors in 2017 and one of the 22 "Women To Watch" by InvestmentNews in 2018. 

But chances are, you have heard of Brittney Catsro because she has cracked the code on content marketing for financial advisors. 

In this conversation, we discuss the importance of building a brand and creating original content to attract new clients. Brittney shares with you the tangible steps you can use to define how to position the unique aspects of your financial planning offering, and what you need to know to begin creating content — even if you don’t think of yourself as a content marketer.  

Don’t miss one of my favorite moments, when Brittney encourages financial planners who want to be successful to “roll with the times”. Do you experience resistance to changes in the market? Are you unsure how to market your practice? Brittney offers specific steps to try and encouragement for those who are just getting started. 

Looking for more ideas about content marketing for financial advisors? 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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My guest today is Joe Messinger. Joe started his own fee-only financial planning and investment advisory firm, Capstone Wealth Partners, in 2009 after struggling at large national financial service firm to find and provide good financial advice — especially in the area of college planning. Joe is a leading authority on college planning resources and late-stage college funding. He frequently speaks to organizations such as the FPA, NAPFA, ACP and XY Planning Network, as well as parent groups across the country.

In this conversation, we discuss Joe’s College Pre-Approval™ system, a revolutionary approach to providing expert college planning advice in a client-centric and comprehensive way. With Capstone College Partners (a resource for financial advisors who want to learn more about helping families with college planning) and College Aid Pro™, Joe is on a mission to educate and empower other financial advisors to raise the bar in college funding advice — and to help end the student loan crisis, one family at a time.

Don’t miss one of our favorite moments, when Joe explains the burden that rests on the shoulders of clients and potential clients who are planning their children’s college future. Many of the service models that are alive and well in the financial industry today have no room for his type of advice. Have you said “No” to college planning for your clients’ children? What hurdles have kept you from adding this service in your practice?  We hope you will find some practical ideas to try — and feel more comfortable with offering college planning resources and advice to your clients in the future.

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

My guest today is Greg Rollett. Greg is an Emmy® Award-Winning Producer, Best-Selling Author, and media expert. Greg works with business owners from all over the world to create personality-driven online video and TV shows that generate more leads and sales for their business.Greg Rollett is the host of Ambitious Adventures, a travel reality show for entrepreneurs that you can find on Amazon Prime, Entrepreneur.com, and Facebook Watch. 

Video marketing for financial advisors can be intimidating. In this conversation, we discuss how advisors and planners can become a media personality. Greg breaks down the specific steps you can use to create short (“snackable”) videos to build that critical  “know, like, and trust factor” — every day, on every major social platform. This is a tremendous opportunity for advisors to reach their audience, and it can be done even if you have never had a video presence before.  

Don’t miss one of our favorite moments, when Greg breaks down the video strategy for a 1-1.5 minute video to build client engagement. I know that you will find Greg’s practical ideas on video marketing for financial advisors to be both useful and definitely do-able. And remember to check out the free video planner offered to our listeners to help you get started!

Looking for more ideas about video marketing for financial advisors?
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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The main purpose of Model FA is to support financial advisors as they grow sustainable businesses, increase their visibility, and change their clients’ lives.  Model FA is a community built by advisors, for advisors.

Join the Model FA advisor community, where you will find expert advice on how to launch, grow, scale, and transform your firm. 

Please rate and review the podcast, we value your feedback and look forward to creating content that is high quality and helpful to you.

My guest today is our lead coach at Model FA, Dominique Henderson. Dom is the Founder at DJH Capital Management, an RIA based in Cedar Hill, TX. He is also Head of Client Experience at Brewer Consulting. Dom runs a thriving YouTube channel where he covers personal financial planning topics (and occasionally guest-stars his family).

In this episode, we pull back the curtain on The Model FA to talk about the coaching arm of our firm. We believe coaching is essential to raising the bar on the firm’s level of success. Having experienced the benefits of coaching on both the giving and the receiving side, Dom dives deep into how the right coaching program can become the bridge between an idea and its physical incarnation as a thriving financial advice firm. 

Don’t miss one of our favorite moments, when Dom challenges the listener to self-check if what he or she is looking to build would be best done on their own — or as a part of a bigger team. “If you are not coachable, what does it really say about your practice of selling advice to clients or would be clients?”  We hope you will find some practical ideas to try — and walk away inspired. 

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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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My guest today is Adrian Salamunovic, author of the best-selling book Free PR, mentor, investor, and our PR guru. Adrian is a co-founder of CanvasPop, DNA11, and PopKey, and an advisor to entrepreneurs. If you are curious about using media for growth hacking, public relations, and strategic partnerships, this is an episode for you!

In this episode, we discuss how advisors can distinguish themselves and stand out in a sea of noise and look-alike financial advice firms. Adrian shares several tactical steps you can use to  get in front of the right journalists, at the right time, with the right angle — and get PR traction quickly.

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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.

Connect with The Model FA

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