Episodes
Tuesday Jun 06, 2023
Ep 11: How to Build Your Brand as Financial Advisor
Tuesday Jun 06, 2023
Tuesday Jun 06, 2023
Let’s talk marketing for financial advisors. In this episode we are joined by Kris Fu, CEO of Maven Bridge Capital. Our Host Rob Bartenstein, CEO of Kestra PWS, speaks with Kris who joined our platform 2 years ago. They discuss the evolution of brand building, with an emphasis on podcasting. Learn how Kris developed his client niche and advice for wirehouse advisors considering a move to independence.
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