
← The Plannex Podcast25 sept · 45 min
How to Grow a Financial Advice Firm with Content and Personal Brand | Alan Smith Part 2
How to Grow a Financial Advice Firm with Content and Personal Brand | Alan Smith Part 2
<p>In Part Two of Adam Carolan’s conversation with Alan Smith, they move from operational growth to marketing, personal branding and client acquisition.</p><p>Alan explains how content, newsletters, podcasts, referrals and professional partnerships have created a connected marketing ecosystem for his financial planning firm. They also discuss niche positioning, recurring-revenue complacency, succession, recruitment and what Alan would do if he were building an advice firm again today.</p><p>Listen to Part One first: https://open.spotify.com/episode/7fbIlDDw85FWQWY9nSEyIb?si=a867952ad56a4992</p>