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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Anthony Stich Departs MarketCounsel, Joins $5B RIA Moran Wealth Management

One year after joining MarketCounsel, the business and regulatory compliance consultancy to independent advisors, Anthony Stich has moved to Moran Wealth Management, a Naples, Fla.-based registered investment advisor with more than $5 billion in assets under management.

Stich, who was executive managing director at MarketCounsel, will serve as Moran’s chief marketing officer, overseeing the expansion of its digital marketing efforts and reach across new platforms and audiences, according to a statement. He connected with Moran via MarketCounsel, which has the RIA as a client.