In this episode, Olivia and Anthony share valuable insight in the advisory space while discussing the process of onboarding new clients in-person and online, and how nerve-racking it can be for a new client to come onboard.
Their discussion includes:
- How Anthony built his brand and why he identified himself as an individual
- Deciding on his targeted audience
- Why business and personal finances shouldn’t commingle and how to find access
- Marketing to business owners
- Mental health and how it ties in
- The stigma that comes along with being a financial advisor
- How to lead by example
- The benefits of putting out literature as a financial advisor
Connect with Anthony:
https://www.linkedin.com/in/planningwithant/
Vivid Advisory: https://www.northwesternmutual.com/financial/advisor/anthony-williams/
Learn more about Olivia and her firm Lexicon Content Marketing: https://lexiconcontentdevelopment.com/
Follow Lexicon Content Marketing on Instagram: https://www.instagram.com/lexiconcontentdevelopment/
