Launching your firm can be a stressful and painstaking process, but clearly defining your business objectives and identifying your target market will help you overcome obstacles and stand out from your competition.
In this episode, Ryan Hughes of Bull Oak Capital discusses what it takes to build a successful company from the ground up. Ryan explains the importance of defining your brand and identifying with your audience. He also discusses how he uses robust financial planning to attract and retain clients.
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.