Today's podcast is with Mark Cecchini (@markcecchini) and how he built one of the fastest growing social media followings on Twitter/X and LinkedIn walking through complex financial planning strategies.
We also dive deep into how he just crossed $100M AUM in personal clients and how a large piece of that just came over the last few years as he developed his own voice and brand for new clients to find him online.
--------------------------------------------------
Advisor Freedom is the podcast for financial advisors who want to learn what it really takes to build a thriving advisory career & what wealthy clients are actually doing with their money.
Hosted by Conner Young, who launched his own independent RIA firm in 2021, the show shares real stories from advisors who’ve broken away, built their books from scratch, and refined their client service models through experience.
Each episode dives into how advisors got started, how they attracted their first clients, the systems they use today, and the best practices that help them grow.
We also open the doors to the other side of the table: interviewing high-net-worth investors, family offices, and entrepreneurs about the investments they love, the strategies they use, and the legacy they’re trying to build.
Whether you're just launching your RIA, growing your practice, or exploring new ways to create generational impact, Advisor Freedom is your behind-the-scenes guide to building a business and a life of lasting value.
You can find Mark:
-Twitter/X: https://x.com/markcecchini
-LinkedIn: https://www.linkedin.com/in/markcecchini/
Learn more about how to start and grow your practice: www.getadvisorfreedom.com
