Tony Stich joins Brodrick Lothringer on The Fintape Podcast

No Shortcuts: Why Marketing, Content, and Community Matter with Tony Stich

On this episode, we discuss the power of community at The MarketCounsel Summit, where finance professionals connect organically and share insights. This conversation touches on the evolution of financial advice and how technology can augment human-centered approaches.

Key Takeaways: 

  • Why The MarketCounsel Summit is unique in the finance industry
  • Networking as a valuable tool for growth and development
  • The significant shift towards personalized financial advice
  • How technology and AI are reshaping the advisory landscape
  • Strategies for advisors to enhance their marketing and client engagement

For more insights and resources, check out The MarketCounsel Summit’s website.

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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.