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The Model FA

Jul 1, 2019

In this Part 2 of our conversation with Michael Kitces,  we discuss the evolving methods and strategies for marketing your firm. Michael is a financial planner, commentator, speaker, blogger at Nerd’s Eye View, and educator.

In this episode, we discuss how this business is a human to human business, that "you can take your personal self out of the brand if you really want to, because you're concerned about being too personal brand centric, but you can't take the human out of the brand." We need to understand that in the current marketplace clients are looking for "real stuff" and  how your firm having a niche can help you better build and scale a business that is authentic and successful.

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