The Brand Builder
The Brand Builder
The Brand Builder
For today’s RIAs, building your personal brand and establishing a clear mission for your firm is critical to differentiate yourself from the crowd. Dean Barber of Barber Financial Group in Kansas City shares how he went from being a rookie to a radio show host to a sought-after financial advisor both in and out of his geographic market. Then, Jack Waymire, a consultant to RIAs with Paladin Digital Marketing, provides some digital marketing best practices for RIAs looking to expand their reach.
Social media is one of today’s fastest ways to communicate meaningful information to current and prospective clients. Download your free copy of Building Authentic Relationships Through Social Media, from TD Ameritrade Institutional.
Guests:
Dean Barber, Barber Financial Group
Jack Waymire, Paladin Digital Marketing
From The Podcast
Beyond the Portfolio
For many RIAs, being a financial advisor involves more than just crunching numbers or managing investments. Today’s advisor needs to be flexible, creative, and willing to go above and beyond in their client relationships, and the RIA model is ideal for letting advisors play a variety of roles to serve their clients. TD Ameritrade Institutional is pleased to provide season two of Beyond the Portfolio, an 8-part series where financial advisors talk about their day-to-day experiences as RIAs and learn tips and best practices from other industry professionals.Disclosure:Content provided is for educational purposes only and is not intended to be advice for any firm.TD Ameritrade urges you to consult with your compliance and legal counsel prior to engaging in social media or marketing generally.TD Ameritrade Institutional, Division of TD Ameritrade, Inc., & TD Ameritrade Clearing, Inc., members FINRA/SIPC. Custody, directed trustee, record keeping, plan design support and plan administration are provided by TD Ameritrade Trust Company, a non-depository trust company. Brokerage services provided exclusively by TD Ameritrade, Inc.This is not an offer or solicitation in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be contrary to the local laws and regulations of that jurisdiction, including, but not limited to persons residing in Australia, Canada, Hong Kong, Japan, Saudi Arabia, Singapore, UK, and the countries of the European Union.TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc., and The Toronto-Dominion Bank. ©2020 TD Ameritrade.Join Podchaser to...
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