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

086: Amanda Brinkman - How Financial Advisors Can Build a Purpose-Driven Brand that Attracts Clients

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

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Purpose-Driven Financial Advising

This chapter discusses innovative marketing strategies for financial advisors, focusing on aligning their services with clients' values and life stages. It emphasizes the shift towards purpose-driven branding in the post-pandemic era, encouraging advisors to foster a mindset of living generously during retirement. By prioritizing meaningful experiences over material possessions, the chapter advocates for creating lasting memories and personal connections in financial planning.

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