Interview with Keith Wilson, Financial Planner & Host of " That Financial Guy" - How Combining Social Media & Financial Planning Together is Driving a Financial Advisor

For Advisors By Advisors
12/10/2022 32 min Temporada 1 Episodio 20
Interview with Keith Wilson, Financial Planner & Host of " That Financial Guy" - How Combining Social Media & Financial Planning Together is Driving a Financial Advisor

Listen "Interview with Keith Wilson, Financial Planner & Host of " That Financial Guy" - How Combining Social Media & Financial Planning Together is Driving a Financial Advisor "

Descargar episodio

Episode Synopsis

In this episode, we speak with Keith Wilson, Founder and CEO of Wilson Financial Advisors.  We talk about Keith’s passion for social media, video production, and how he has incorporated it into his practice management.  Keith hosts multiple videos and podcasts, including “The Truthful Mutual” segments with fellow FA Anthony Ruffalo and the podcast “That Financial Guy”.  Keith talks about the future of his practice bringing his son Jack into it and how in 2019, everything changed with making original content for his  brand.  Hope you enjoy the episode! Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.  I’m always looking to connect with like-minded creative people that are motivated and want to be better!  You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at [email protected]. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors

More episodes of the podcast For Advisors By Advisors

For Advisor By Advisors - Interview with Duncan MacPherson, Podcast Host, Author, Coach and Keynote Speaker on Practice Management, CEO of Pareto Systems, Coaching for Financial Professionals - How to Attract and Not Chase. Words of Wisdom From an Expert! 06/11/2024
For Advisor By Advisors - Interview with Matt Middleton, Founder and CEO at Future Proof - The Greatest Festival in Financial Advisor History? Is it Future Proof? 24/10/2024
For Advisors By Advisors - Interview with Joshua Brown, CEO at Ritholtz Wealth Management - Has Behavioral Finance Changed the Role of a Financial Advisor? Josh Brown Weighs In! 24/09/2024
For Advisor By Advisors - Interview with Lance Cibik, CFP® CIMA® AAMS®, Adversity into Fuel : Elite Performance in Wealth, Wellness, & Life Mastery | Transformational Speaking & Coaching - Why Should Financial Advisors Keep It Simple? One Industry Vet We 17/09/2024
For Advisor By Advisors - Interview with Todd Fosnow, Wealth Management Specialist, The Infinity Group, Raymond James - What is it Like for an Employee Advisor to Switch Channels in their Own Firm and go Independent? This Advisor Weighs In! 17/07/2024
For Advisor By Advisors - Interview with Paul G. McManus, Book Author, and Founder of MCMF Publishing - Does Writing Books Help Financial Advisors Gain Clients? Only if Marketed Correctly! 03/07/2024
For Advisor By Advisors - Interview Bob Alger, Branch Manager and Financial Advisor, Alger Financial, Raymond James - Do You Work with Who You Enjoy Working With? How one Advisor is Finding Growth! 05/06/2024
For Advisors By Advisors Interview with David Ogman, Wealth Advisor, Fortuna Wealth - Pros and Cons of Opening your Own Office vs. Joining a Turnkey Model 22/05/2024
For Advisor By Advisors - Interview with Chris Fluehr, Trust Consultant, Raymond James Trust, N.A. - Is a Corporate Trustee Better then a Named Individual? One Expert Weighs In! 03/04/2024
For Advisor By Advisors - Interview with Jon Anik, Lead Play by Play Commentator for the UFC and Host of the Anik and Florian Podcast - When Did You Catch Your Big Break? Jon Anik Shares His! 06/03/2024
© 2003-2025 ZARZA | AHEAD OF OUR TIME
privacy policy
In God we trust In God we trust
PreSales Questions? Click Here
or call our toll-free line at +1-888-5002068 Miami, Florida, USA