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Between Now and Success

We interview top financial advisors and visionary voices to bring you the strategies, tips, and tools you need to make a difference in people's lives. So rope up and get "On Belay" as we climb the summit to success with your host and Chief Belayer, Steve Sanduski.
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Now displaying: Page 1
Jun 1, 2020

In a Nutshell: There's no "silver bullet" marketing strategy that's going to turn your blogs and tweets into clients. But if you identify a niche and develop a consistent media presence that's appealing and engaging, you can reach your ideal clients where they're more likely to see and hear you.

Guest: Wes Moss, the chief investment strategist of Capital Investment Advisors, which is a multibillion-dollar RIA in Atlanta. Wes has been ranked as a top 100 independent advisor by Barron's. He's also the host of Money Matters, which is Atlanta's longest running live call-in radio show on investment and personal finance, a regular contributor to the Atlanta Journal-Constitution, and the author of three books.

My Key Takeaway: To build your media presence:

  1. Get writing. Wes and I both believe that writing is the key to finding your voice and starting to create stellar content.
  2. Re-purpose. Break down a good newsletter into a week's worth of social media posts. Turn audio from your webinar into a podcast. Use the intro from your last blog as a script for a 2-3 minute YouTube video.
  3. Automate and delegate. If you can use AI or a team of assistants to handle basic communication tasks you'll have more time to write, record, and get personal with clients.

Also Learn:

  1. Why the ability to self-publish media gives independent advisors an advantage over larger firms when trying to reach people.
  2. What advisors should know about trying to break into radio versus trying to start a podcast.
  3. How Wes answers the question, "I'm your client. What is the value that you provide to me?"
  4. What Wes' experience as a contestant on "The Apprentice" (back when President Trump was the host) taught him about succeeding in marketing and media.
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