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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