Ep 138: Leveraging A Media PR Strategy To Attract Ultra-High-Income (Millennial) Clients with Douglas Boneparth
Financial Advisor Success
Navigating Niche Focus in Financial Advisory
This chapter explores the balance between maintaining a niche focus in the financial advisory business and managing client relationships, particularly with high-income millennials. It discusses the challenges of transitioning branding strategies while navigating client retention amid economic uncertainty, emphasizing the importance of establishing credibility through media exposure. The narrative reflects on the pressures of effective marketing and content creation, advocating for authenticity and a willingness to learn from failure.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
