FutureProof Advisor Podcast6 Maalis 2024

Johnny Sandquist Talks AI and Influencer Impact

In the latest episode of 'Bridging the Gap,' host Matt Reiner talks with Johnny Sandquist to explore cutting-edge marketing strategies within the wealth management industry. Throughout the episode, the discussion covers incredible topics that are influencing the industry today. Johnny highlights the untapped potential of influencer marketing within the investment community, offering advisors an opportunity to diversify strategies beyond traditional avenues like referrals and COIs. The conversation delves into website messaging, emphasizing a story-based structure and the crucial role of genuine interaction through tools like chatbots.

The episode explores the impact of AI on marketing and content creation, touching on efficiency and challenges within a regulated environment. The evolving industry toward a life coach model is examined, particularly focusing on behavioral finance and the preferences of younger generations for holistic services. Testimonials and case studies emerge as potent marketing tools, navigating regulatory constraints by leveraging client feedback as social proof. Johnny provides practical advice for website improvements, advocating for an audience-centric approach through a first-person pronoun audit.

The discussion turns to the future of websites, contemplating developments in virtual reality and decentralized interactions, while emphasizing the enduring importance of human-to-human elements. This episode not only unveils the dynamic landscape of innovative marketing strategies in our industry but also leaves us with a wealth of actionable insights, helping us in the industry to adapt, evolve, and embrace the transformative possibilities that lie ahead.

www.mattreiner.com

YouTube

Twitter

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(200)

Why Your AI Isn't Delivering ROI

The reason most AI pilots fail isn't the technology — it's the execution. In this episode of The FutureProof Advisor, Shannon joins me for another round of listener questions, and the theme running th...

23 Syys 24min

What Happens after the AI Hype?

The gap between what AI can do and what most firms are actually getting out of it isn't a technology problem — it's a process problem. In this episode of The FutureProof Advisor, I explore why so many...

3 Syys 24min

Q&A: Why Successful Firms Struggle to Innovate

There's a difference between being busy and actually moving forward — and most firms are doing a lot of the former while calling it the latter. In this episode of The FutureProof Advisor, Shannon join...

20 Elo 19min

AI Isn't Killing Jobs. It's Creating a New Economy.

The narrative around AI and job loss is louder than the data supports — and that gap matters for how we talk to clients. In this episode of The FutureProof Advisor, I dig into what's actually happenin...

6 Elo 20min

AI Doesn't Create Value. Your Process Does.

The questions advisors are asking right now aren't abstract — they're urgent, practical, and rooted in the daily reality of trying to move forward without losing what makes their firms valuable in the...

24 Heinä 24min

Even the Pope is Talking about IAI. Your Clients are Too.

The conversation around AI has officially moved beyond the technology sector — and the implications for wealth management are worth paying attention to. In this episode of The FutureProof Advisor, I e...

9 Heinä 23min

Q & A: The AI Blueprint for RIA's

The questions advisors are asking about AI right now reveal something important: most firms aren't struggling with access to tools — they're struggling with intention. In this episode of The FuturePro...

26 Kesä 25min

Digital Workers & Robots: What Advisors Should be Watching

The pace of AI development isn't slowing down — and for wealth management firms, the implications are arriving faster than most are prepared for. In this episode of The FutureProof Advisor, I break do...

12 Kesä 22min