Women empower women, and Rene Nourse of Urban Wealth Management is breaking down the door for herself and those behind her. In this episode, Rene explains how to attract clients by marketing to their lifestyle instead of their AUM, why financial planning and wealth management services are essential for business growth, and what traits to look for when hiring a financial planner or advisor. 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. Learn more about us ► https://altruist.com/
Timestamps:
07:00 – From a psychology graduate to a CFP
20:00 – Breaking the stigma behind the firm’s name
33:25 – Urban Wealth’s prospect to client journey
46:50 – A social media strategy to attract clients