Milemarker Podcast Card featuring Tony Stich

The Power of Authenticity in Building High-Growth Wealth Management Firms with Tony Stich

Episode 024: In this week’s episode of Milemarker’s The Connected Advisor Podcast, I talk with Tony Stich, CRO of Entrustody.

Tony talks about building a high-growth wealth management firm, emphasizing the importance of authenticity and embracing a unique brand. He also shares his insights on how advisors can leverage their authentic selves to attract the right clients and provide better advice.

Key takeaways from the episode:

  • Embrace your authentic self and love yourself to attract clients who resonate with your message.
  • Get your house in order by defining your brand archetype and messaging before expanding your team.
  • Differentiate yourself by creating a memorable brand that resonates with your target audience.
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Have you read my latest article on RIA Reflections?

Who walks in next? A hippie from Colorado. He’s like, “Hey, man, do you mind if I join, too?” I’m thinking to myself, what is going on here? A Catholic priest, a born-again Baptist minister, a hippie from Colorado, and a businessman? It sounds like the start of a bad joke, but I move over, and he sits down next to me.

As above suggests, not once do I mention wealth management, financial advice, growth, or even marketing. Make sure to take a peak at my thoughts on the lost art of disagreement.