Brand Stories

FPA PlannerSearch has been completely rebuilt so it matches financial planners with right-fit clients and consumers can search for the best financial planner for them.

Potomac's Chief Marketing Officer Christopher Norton shared how he came up with some of the firm's creative marketing campaigns.

Even before you actively market to a prospect, what messages are they receiving about you? Neuro-Behavioral Growth Catalyst Dr. Joshua Wilson describes his work helping financial advisors give off the right signals to their ideal clients.

Outlive Financial Planning's Founder Zach Rodriguez discusses how he's developing his life planning-focused brand.

REBL Dads Founders Derek Notman, CFP , and H. Adam Holt, CFP , share what inspires their mission and how they created their community.

Niki Clark Marketing Founder Niki Clark shares why it can be valuable sometimes to have both in-house and external marketing partners as well as why good marketing can justify it's seemingly high costs.

Michael Ganci discusses how his reporting skills are easily transferrable to public relations.

Continuum Brand Strategy's Founder Ashley Dudzik shares how she feels financial advisor and fintech branding has been doing and when it's time for a brand refresh.

PodPony's Founder Brodrick Lothinger shares who should be starting a podcast and what the future of the medium may look like.

Wealth Solution Report's Editor-in-Chief Julius Buchanan shares how his publication has evolved in the last five years and why it's focused on thought leadership.

Jarrod Upton explains how a firm's culture can help it extend its brand promise or show it's just words.

LifeWorks' Matt Anderson shares what he's learned about how to psychologically reach people and have marketing that appeals to ideal clients.

Organic growth has seemed like something to aim for but ultimately a shot in the dark. No longer thanks to VastAdvisor . Its Founder Ian Karnel l explains how he's making this black box visible.

Wealth Management's Executive Editor Diana Britton shares how the publication has evolved during her tenure and how she expects it to grow.

Zocks' Chief Evangelist Matt Halloran shares how far the financial advice industry has come in adopting AI and where it needs to go.

Financial Behavior Keynote Group's Founder Mary Carlson, PhD, shares the keys to becoming a successful, paid speaker.

Schoolauction.net's Roger Devine shares how his group helps volunteers achieve their financial goals.

Wealthspire Chief Marketing Officer Angela Giombetti shares how the Wealthspire name was selected and how the firm is creating its brand identity.

Chief Marketing Officer of Dynasty Financial Gordy Abel shares how he helps advisors creating brands with great purpose while also growing and strengthening Dynasty's brand.

Abby Morton, CFP , has started a new financial advisory firm serving content creators. Learn how she's taking this next step in her career and how that's caused her to think of her personal brand.

Wealth.com's Head of Marketing Dan Bolton shares his tips to help financial advisors stand out in the sea of sameness as well as how Wealth.com is marketing estate planning.

Jake Isham shares how he achieved social media success and how he helps his clients do the same.

Rossby Financial and ROffice's Founder Andrew J. Evans shares how he created Rossby's branding, which advisors are suited to Rossby Financial and how the financial advice industry should rethink its fee structures.

Every Little Word's Kristen Sweeney shares how she and her team tackle tricky thought leadership topics and why your personal brand is not the same thing as your thought leadership.

Snappy Kraken's Co-Founder Angel Gonzalez shared the most useful cases for AI in content as well as how brands can stand out in a way that's authentic to them.