In her book, The Truth about Digital Marketing for Financial Advisors: How to Create a Magnetic, Authentic Brand That Unlocks Unparalleled Growth for Your Firm, Kristin Shea encourages financial advisors to remember that people do business with people, and to connect, add value, and engage with their clients in a way that is authentic to them and creates an amazing experience for their clients. Listen to her interview and discover the nature of “magnetic authenticity” and why it works to attract and repel potential clients (and why that’s okay), the damaging consequences of scaling a business to be too large, and the reason you should ignore the computer algorithms in favor of the human algorithm. You can get more in-depth information and added details not included in the episode from our show notes. Visit www.staypaidpodcast.com.
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The Truth about Digital Marketing for Financial Advisors: How to Create a Magnetic, Authentic Brand That Unlocks Unparalleled Growth for Your Firm. Leave a review on Amazon, then email Kristin with your Amazon username. She’ll send you a free copy of her book to share with a friend!
If you are an advisor who brings in $10M a year in new assets and would like to join Kristin’s exclusive community, then apply at TriadPartners.com/apply/SP.
Follow Kristin on LinkedIn – https://bit.ly/3IQLZzU
2:27 Kristin’s business bio
7:57 Observations about the conveyor belt culture
10:48 How are you creating custom experiences?
12:43 Triad Partner’s origin story
17:06 Connect. Add Value. Engage. (CAVE)
19:10 About “magnetic authenticity”
21:37 Example of magnetic authenticity in action
26:15 The experience that shapes Kristin’s content strategy
28:20 Social media’s human algorithm
33:38 Kristin’s commitment to being accountable
39:25 Action Item
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