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The Model FA

Sep 30, 2019

My guest today is Brittney Castro. Brittney is the founder and CEO of Financially Wise Inc., a Los Angeles-based financial planning firm. After years of working in corporate financial planning, Brittney realized she wanted to work with clients the same way she talks about money with her friends — in a fun, personal, compassionate, relatable, and nonjudgmental way. Today, Financially Wise provides a broad range of services, including fee-only financial planning, online money courses, financial wellness workshops, speaking engagements, and brand partnerships.

Brittney Castro is a Certified Financial Planner™, Chartered Retirement Planning Counselor (CRPC), Accredited Asset Management Specialist (AAMS), entrepreneur, and speaker. After founding Financially Wise in 2013, Brittney was recognized as the 6th INVESTOPEDIA Top Influential Financial Advisors in 2017 and one of the 22 "Women To Watch" by InvestmentNews in 2018. 

But chances are, you have heard of Brittney Catsro because she has cracked the code on content marketing for financial advisors. 

In this conversation, we discuss the importance of building a brand and creating original content to attract new clients. Brittney shares with you the tangible steps you can use to define how to position the unique aspects of your financial planning offering, and what you need to know to begin creating content — even if you don’t think of yourself as a content marketer.  

Don’t miss one of my favorite moments, when Brittney encourages financial planners who want to be successful to “roll with the times”. Do you experience resistance to changes in the market? Are you unsure how to market your practice? Brittney offers specific steps to try and encouragement for those who are just getting started. 

Looking for more ideas about content marketing for financial advisors? Join the Model FA advisor community, where you will find expert advice on how to launch, grow, scale, and transform your firm.

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