Barron's Advisor cover image

Peter Wilken: The Biggest Branding Mistake Financial Advisors Make

Barron's Advisor

00:00

Communicating Boldly in Finance

This chapter explores the critical role of effective communication for financial advisors in the digital era, emphasizing the need for boldness and clarity in branding. It discusses the importance of self-reflection in identifying core values and understanding market perception, while advocating for creative thinking and respect for diverse perspectives in making financial decisions.

Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner
Get the app