The Focused Advisor Podcast
The Focused Advisor Podcast
Podcast Description
Building An Enduring Independent Financial Advisor Practice
Podcast Insights
Content Themes
The podcast tackles branding strategies, technological trends, and client management within the financial advisory sector. Episodes explore themes like building an independent practice, the impact of AI on advisory services, and navigating market volatility, with practical insights such as using Local Service Ads and identifying ideal client niches.
Building An Enduring Independent Financial Advisor Practice
Derrick Kinney is a Crowd-favorite speaker & storyteller helping advisors make more money + meaning.
He is a Former Top 1% Advisor, and has been featured on FOX, CNBC & top podcasts.
We delve into the art of effective communication and branding specifically for financial advisors. We talk about strategies to build trust and credibility with clients, enhance your personal brand, and communicate complex financial concepts with clarity and confidence.
These insights will help you stand out in a competitive market.
Connect w/ Derrick:
https://www.derrickkinney.com/
https://www.linkedin.com/in/derrickkinney/
(00:00) Introduction and Family Entrepreneurship
03:51 Derrick's Journey into Financial Advisory
07:04 Building Community Connections
10:04 Soft Skills to use in your practice
14:51 Structuring Financial Advisory Services
17:46 Positioning as a Specialist
21:02 Creating Relatable Connections
23:58 Speaking Engagements and Personal Goals
26:57 The Power of Community Involvement
29:47 The Psychology of Client Relationships
33:09 The Entertainer's Mindset in Financial Advising
39:40 Building Connections Through Content Creation
46:39 The Importance of Engagement and Authenticity
52:48 Transitioning from Podcasting to Speaking and Coaching
54:41 Effective Communication Strategies for Advisors
Disclaimer
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