The 'Swipe Right' Financial Advice Brand

PODCAST
Written By Lisa Greensill

What if you had a real and relatable marketing approach to get the right-fit clients to choose you?

In this conversation with Ellen Rogin CPA CFP®, we discuss:

  • What are the three biggest mistakes you see financial advisors make when it comes to their brand and marketing?

  • Why is it so important for advisors to be crystal clear about who their ideal clients are, and how does that clarity help them attract and support those clients more effectively?

  • In an industry built on trust, how can financial advisors use authenticity to strengthen client relationships and make their brand more relatable?

  • What are some simple, actionable steps advisors can take to become the ’swipe right’ choice for their ideal clients when they find them online?

Ellen Rogin, CPA, CFP® and Abundance Activist®is the co-author of NY Times best-seller, Picture Your Prosperity: Smart Money Moves to Turn Your Vision into Reality. As a former top producing financial advisor, Ellen is a nationally-known expert in US on building wealth.

Lisa Greensill https://www.lisagreensill.com
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