FutureProof Advisor Podcast15 Nov 2023

The Secret To Mastering Your Narrative and Crafting Your Unique Advisor Brand with Kristin Shea

This week, Matt Reiner teams up with Kristin Shea, RICP®, a true powerhouse in the finance industry. Some of her roles include Executive Producer of the "Do Business. Do Life." Podcast, Best-Selling Author in Financial Services, Chief Product Officer at Triad Partners, and Education Outreach Advisor for the Alliance for Lifetime Income, among other roles as well.

Listen as Matt and Kristin engage in enlightening conversations on topics such as brand authenticity, the significance of transforming services into products, and the influence of social media in shaping robust brands. Leveraging her extensive experience in the finance industry, Kristin provides valuable insights into her journey from selling annuities to assisting advisors in expanding their businesses.

Kristin shares relatable analogies from Tim Ferriss's book, "Tribe of Mentors" and McDonald's success story to vividly explain how service professionals can turn their services into products. She highlights the need for systems and processes to provide consistency, while also discussing the power of personalization and authenticity in engaging your audience. Through her conversation with Matt, Kristin delves into practical insights on how advisors can effectively apply these concepts to foster the growth of a sustainable business.

Furthermore, Kristin explores important concepts like client experience and retention, as well as, the difference between success and significance. She offers her perspective on how advisors often burn themselves out in pursuit of success, suggesting a shift of focus to delivering fulfillment and happiness. Tune in to this insightful session filled with the fascinating personal journey of Kristin, who, from a thirteen-year-old with a multitude of interests, has gone on to make a significant impact in the finance industry.

More Content For Financial Advisors and Wealth Management Firms

YouTube

Twitter

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(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 Sep 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 Sep 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 Aug 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 Aug 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 Jul 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 Jul 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 Jun 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 Jun 22min