Brittney Castro of Financially Wise Inc, successfully incorporated social media and technology to build a thriving financial planning practice.
In this episode, she shares her secrets on how to stand out from the crowd, tips on building a digital marketing presence that continues to generate leads, and how to use tech to connect with clients. Brittney also details why it’s important to set goals to create a cohesive vision for your business that attracts more clients.
Brittney breaks the stigma about that many have around money, and discover the impact you can have with clients when you nurture the relationship. She also shares how she plans to evolve with changing financial climate and explains why it begins with authenticity.
Everyone has a story about what money means to them. When someone sits down in your office, it’s so much more than doing business. Your client comes to you with some of their core beliefs about success, identity, legacy, and relationship.
The Human Advisor Podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well do they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories.
Learn how we can help you grow
Altruist can help you save 90% or more on software while increasing productivity 5x. Learn how we do it.
Your guide to building a $100m RIA
These growth strategies will help you scale your practice rapidly.