031: Kristin Shea - How Financial Advisors Can Build a Brand That’s Authentic to You

Do Business. Do Life. — The Financial Advisor Podcast — DBDL

We’ve got a special one lined up for you today! I’m talking to Triad’s Chief Product Officer, Kristin Shea, who has been helping build and shape our company since day one.

If you’re in financial services, you’ve likely already come across Kristin on LinkedIn, a platform she leaned into and leveraged early on to connect and build relationships directly with advisors. In fact, this is where I discovered her AND why I pushed so hard to recruit her!

Over the years, Kristin has amassed a significant following through her authenticity and ability to create advisor-focused content that adds value and serves our community at the highest level.

Her continued success is rooted in helping advisors do one thing: build a practice that blesses your life instead of becoming it.

She’s also the author of The Truth About Digital Marketing for Financial Advisors: How to Create a Magnetic, Authentic Brand that Unlocks Unparalleled Growth for Your Firm – go grab a copy here!

3 of the biggest insights from Kristin Shea …

• How to create a company vision that attracts top talent and gives people permission to be themselves.

• What building a brand truly means – and how to create one your entire team believes in.

• The 3 core tenets to creating content in the “attention economy” – and how to overcome imposter syndrome and leverage social media to foster deeper connections and generate new business.

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DISCLOSURE

These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations.

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