79 min listen
Ep 157: Building Your Own Personal Brand To Complement And Not Compete With Your Advisory Firm with Peter Lazaroff
Ep 157: Building Your Own Personal Brand To Complement And Not Compete With Your Advisory Firm with Peter Lazaroff
ratings:
Length:
112 minutes
Released:
Dec 31, 2019
Format:
Podcast episode
Description
Peter Lazaroff is a shareholder and the Co-Chief Investment Officer of Plancorp, an independent RIA that oversees nearly $4.4 billion of assets under management for 1,300 affluent clients. Today he joins the show to discuss how he has been able to build his own personal brand, both as a mechanism to grow his client base and to help him navigate career opportunities. Listen in as Peter describes the way he has “niched down” by creating content for his target audience through a blog, emails, and a book. You’ll learn why he encourages his team to create personal brands, the importance of staying focused on the clients you want to reach, and more. For show notes and more visit: https://www.kitces.com/157
Released:
Dec 31, 2019
Format:
Podcast episode
Titles in the series (100)
Ep 003: How to Become a More Referable Advisor with Julie Littlechild: Today we’re changing it up a little bit - rather than speaking with a financial advisor, we’re speaking with Julie Littlechild, who’s dedicated much of her career to researching how advisors can better understand their clients’ needs, and thus pro by Financial Advisor Success