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.