Content marketing is an increasingly popular strategy for financial advisors to grow their business and establish their brand. We often hear from those well-established content creators, but in this series, I will be interviewing Travis Gatzemeier, CFP®, founder of Kinetix Financial Planning, as he looks to grow his RIA.

We'll discuss his current content strategies and what he plans to do in the future. This episode (and series) will be great for those wanting to start creating content and those looking for new ideas.

It might appear that most financial advisors already have a podcast, but in reality, very few actually do. There is plenty of room for more podcasts hosted by financial advisors and Benjamin Brandt explains why this is true, the advantages of a podcast, and what advisors should take into consideration when launching a podcast.

Communication is important in a relationship and according to a recent YCharts study many relationships between financial advisors and their clients are lacking communication. Sean Brown, the CEO of YCharts, made the trip down Interstate 65 from Chicago to Fishers, Indiana to discuss the study in greater detail.

There are many takeaways from our conversation and the study, but here are a few of the most important:

• You must communicate with your clients on a regular basis.

• How you communicate depends on your comfort level and your clients' preference--there is no one right answer. There is only what is right for you and your clients.

• Your content should be entertaining and not just data-driven.

• Don't be afraid to try new ways to communicate; different people prefer to receive their information in different ways. You can cover multiple mediums with the same content.

Be sure to check out the YCharts study below, along with follow Sean on Twitter. He's a great resource and has proven to be very generous with his time and desires to help advisors succeed.

Financial advisors need to shift to a mindset of abundance and away from scarcity--financial advisors are no longer competitors of each other, they are peers. And through collaborating with your peers you can grow your practice and reach new levels you would not have reached alone. Taylor Schulte and I present to a group of advisors at Inside ETFs about the power of collaboration.

For financial advisors, investment management and asset allocation alone are not going to cut it. In order to build a practice for the long term and be an Advisor of Tomorrow, financial advisors are going to need to help their clients develop, implement, and adjust financial plans guiding their journey through life. 

Roger Whitney, the Retirement Answer Man, shares his AGILE Financial Planning process--this process will help advisors build deeper relationships, better help their clients, and be positioned for the future.

Will advisors continue to use mutual funds and if so, why?

In this episode of Talkin' Shop, Ryan Kirlin and Andrew Miller, CFP®, CFA® join me for a post-workout conversation about ETFs and mutual funds answering this question, along with new concerns or areas to be aware of within ETFs, with why the ETF culture is more favorable to investors, and why a strong and respected brand is so valuable.

Financial advisors are notorious for not taking care of themselves. Whether it’s burning both ends of the candle balancing business and family lives and not getting enough sleep, skipping meals to keep working or eating crap because that’s all around, or not finding the time to move and be active entrepreneurs are preventing themselves from reaching their full potential.

Previously recorded for The Entrepreneur's Blueprint Podcast.

In this episode of Talkin' Shop, Isaiah Douglass, CFP® and I discuss with obstacles advisors might see in the coming year(s). I told Isaiah I thought we'd need about 10 minutes to knock this video out...we ended up going for almost 20 and it's all substance, no filler.

We also discuss what we are hoping to accomplish in 2020. Isaiah has big goals for his firm, ID Financial Planning and Wealth Management, along with being able to give back more to the advisor community (I love this!).

A quick intro to the Advisor of Tomorrow Podcast.

Financial advisors building practices for the next thirty years have an exciting opportunity ahead of themselves--but it is also going to be a challenge. The Advisor of Tomorrow will help financial advisors adapt to the changing landscape in our profession and stay ahead of the curve.

https://justincastelli.io/blog/