Ep 11: How to Build Your Brand as Financial Advisor

Kestra PWS Out Loud Podcast
06/06/2023 14 min Episodio 11
Ep 11: How to Build Your Brand as Financial Advisor

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Episode Synopsis

Let’s talk marketing for financial advisors. In this episode we are joined by Kris Fu, CEO of Maven Bridge Capital. Our Host Rob Bartenstein, CEO of Kestra PWS, speaks with Kris who joined our platform 2 years ago. They discuss the evolution of brand building, with an emphasis on podcasting. Learn how Kris developed his client niche and advice for wirehouse advisors considering a move to independence.

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Ep 9: How Advisor Needs Are Evolving (And How We Support Them) 04/04/2023
Ep 8: How Independence Can Benefit Your Clients 13/07/2022
Ep 7: Conversation with the C Suite - Rob Bartenstein and Scott Wilson 04/04/2022
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