ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "How building a brand led to over 50 years of business with David Hicks"
Episode Synopsis
EPISODE SUMMARY:David Hicks is a Partner and Investment Advisor at Oakmont Advisory. Oakmont has been serving the retirement community in New Mexico for over fifty years, David credits a large part of their success to developing a recognizable and authentic brand. In this episode, David shares the keys to developing a brand and how this can set you apart as an RIA. ABOUT ALTRUIST:We’re on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency. Want to find out how Altruist can help you grow? See more at www.altruist.com/advisorjourneydemo/ STAY CONNECTED: Instagram ► https://www.instagram.com/altruistcorp/ Twitter ► https://twitter.com/altruist Linkedin ► https://www.linkedin.com/company/altruistcorp/ RESOURCES IN EPISODE: AltruistADDITIONAL EPISODE RESOURCES RIA Launch KitCathy Curtis on building a company that speaks to your ideal clientLindsey Woodward explains how to attract the right clients through authenticity Using social media and brand development to connect with clientsRene Nourse on marketing to your prospect’s lifestyle, not their walletFor more tips on how to grow and scale your RIA, subscribe to The Advisor Journey on Apple Podcast, Spotify, or wherever you listen to podcasts. ABOUT THE ADVISOR JOURNEY: Real-life strategies for the modern financiaABOUT ALTRUIST: We’re on a mission to make independent financial advice better, more affordable, and accessible to everyone. As a modern custodian, Altruist helps high-growth, client-centric, and tech-forward RIAs deliver great advice to more clients at lower costs. Want to find out how Altruist can help you grow? Talk to our team by visiting www.altruist.com/talk-to-us STAY CONNECTED: Instagram ► https://www.instagram.com/altruistcorp/ Twitter ► https://x.com/altruist Linkedin ► https://www.linkedin.com/company/altruistcorp/ ABOUT THE ADVISOR JOURNEY: Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist leaders and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don’t miss it. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SI...
In God we trust