The financial services profession is in a unique spot: financial advisors are leaving larger firms for independence to build firms that align with their values, lives, and best interests of their clients at the same time the majority of the profession is realizing they do not have succession plans in place and are entering the final stages of their career.

To say there is a lot of movement in the profession would be an understatement. Ryan Shanks, CEO and co-Founder of FA Match has a unique perspective as he spends his time acting as a fiduciary for financial advisors looking to join existing firms or the firms looking to hire.

He's seen it all--the good and bad and joins me for a conversation about how advisors can put themselves in the best position for success, whether they are joining or doing the hiring.

Launching your own firm is a daunting task, especially when you are early in your career. But this is exactly what Samuel Deane, founder of Deane Wealth Management has done. In this episode, Samuel and I discuss how he was able to leverage the licensing and training program at a larger firm to gain experience to launch, the launch process, how having a niche has helped growth, and more.

Although the episode title mentions "early in your career" the lessons Samuel shares will help anyone launching their own firm.

I'm joined by Mike Philbrick of Resolve Asset Management and Sam Rook of RBS Asset Management at the WP Advisor Connect Conference this summer(2020). In this panel discussion, we cover the benefits of content marketing and how to leverage social media to develop a personal or corporate brand and grow your business.

Thirty minutes was hardly enough time, but we cover a lot of important concepts and actionable items for advisors to run with.

Whether you like it or not, marketing is an important part of a financial advisor's job. Traditional ways of marketing still work, but they are slowly losing ground to newer strategies. In this episode of The Advisor Of Tomorrow Podcast Live, Samantha Russell, CMO of Twenty Over Ten, shares her insights on why advisors should embrace marketing, how they can tell their story, where advisors need to improve, and ends with some tips you will want to implement ASAP.

Most financial advisors start their careers as generalists--helping all types of individuals and families. There is a growing trend for financial advisors to focus on a specific group of people, a niche, to streamline their business, content, marketing, and establish expertise. Having a niche is a very good way to help your firm grow.

Chad Chubb, CFP®, CSLP®, the founder of WealthKeel, shares how he has seen his practice thrive after going all-in on Gen X and Y physicians.

Financial advisors are in a unique position where they are able to leverage their own reputation--their personal brand to grow their business. Establishing your personal brand is not as difficult as it may seem, but there are important fundamentals that should be addressed at the beginning of the process.

Ninamarie Jeffrey, the founder of The Content Ally, shares why aa brand narrative is so important and how financial advisors should establish their narrative.

Financial advisors are constantly looking for opportunities to bring more value to their clients and as Dasarte Yarnway and I discuss, cultivating a community through the client experience may just be the next experience your firm needs to offer.

We discuss how advisors can enrich their relationships with their clients, ways to cultivate community, and what we believe the benefit will be.

July 3rd was RLS Wealth's fifth birthday, so I decided to share 5 important takeaways for financial advisors.

1. Be Visible

2. Network

3. Stand By Your Core Beliefs

4. Don't Force The Niche

5. Believe In You

A less common but very effective marketing strategy involves writing a book. While it takes more time and research than most of the common forms of content marketing, authoring a book can catapult a financial advisor's business.

In this episode of The Advisor Of Tomorrow Podcast, my very good friend Ashby Daniels, CFP® discusses his first book, Medicare Simplified (link below), and the book-writing process. Tons of great advice in this episode. Be sure to grab a copy of Ashby's book...financial advisors you most certainly need it as a reference.

Also, be sure to leave a review on Amazon to help Ashby stay atop his category! If you don't know Ashby, he is a financial advisor in Pittsburgh and writes the blog, Retirement Field Guide. He was also just included in Financial Advisors Magazine's Young Advisors To Watch Financial Advisor Magazine's Young Advisors To Watch.

Be sure to give Ashby a follow and subscribe to his blog.

Financial advisors collaborating, rather than competing is becoming more common. It's the founding principle behind The AGC™ and ETF Prime host Nate Geraci had me on his show on April 14th, 2020 to discuss.

This is just my portion the episode; you can find the entire episode on ETF Prime: https://www.etf.com/sections/podcasts/etf-prime-podcast-big-new-etf-players-arrive