Brittney Castro of Financially Wise Inc, successfully incorporated social media and technology to build a thriving financial planning practice. In this episode, she shares her secrets on how to stand out from the crowd, tips on building a digital marketing presence that continues to generate leads, and how to use tech to connect with clients. Brittney also details why it’s important to set goals to create a cohesive vision for your business that attracts more clients. Everyone has a story about what money means to them. When someone sits down in your office, it’s so much more than doing business. Your client comes to you with some of their core beliefs about success, identity, legacy, and relationship. The Human Advisor Podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well do they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories.
16:00 – Breaking the stigma around money
20:00 – Nurturing client relationships
27:33 – The path of building a business, brand, and vision
32:10 – Social media and marketing best practices
45:47 – Keeping up with climate change
Learn how Altruist can help you optimize your business and reduce costs: https://altruist.com/product