Discover this podcast and so much more

Podcasts are free to enjoy without a subscription. We also offer ebooks, audiobooks, and so much more for just $11.99/month.

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

FromFinancial Advisor Success


Ep 157: Building Your Own Personal Brand To Complement And Not Compete With Your Advisory Firm with Peter Lazaroff

FromFinancial Advisor Success

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)

The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an experienced advisor who's hit a wall, we're here to give you the insights and inspiration you need to break through and reach the level of success you want to achieve. Subscribe to the show, and get even more at the leading industry blog Nerd’s Eye View at www.Kitces.com.