Building an Authentic Brand Around His Personal Passion of Being an "Everyday Explorer" with Josh Self
Sep 24, 2024
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In this engaging discussion, Josh Self, a Managing Partner at Ridgeline Wealth Advisors and a passionate everyday explorer, shares his journey of rebranding his financial practice around his love for adventure. He emphasizes the importance of creating a community of like-minded outdoor enthusiasts while intertwining adventure planning with financial life planning. Josh also dives into inspiring stories of everyday explorers balancing their jobs with thrilling pursuits, all while highlighting the art of storytelling in client interactions and the transformative power of embracing discomfort.
Josh Self's rebranding strategy effectively merges his passion for the outdoors with financial planning, creating authentic community connections with clients.
The podcast serves as a motivational outlet, showcasing how adventure planning parallels financial strategies, enriching both personal growth and client relationships.
Deep dives
Branding Around Adventure
The guest discusses the creation of his business brand, which merges his passion for the outdoors with financial planning. The rebranding process involved hiring a professional team to elicit core values and aspirations, resulting in a name that reflects a positive, aspirational message through the term 'ridgeline.' Imagery and phrasing on the website resonate with clients who share similar interests, helping to attract a specific demographic. This branding strategy effectively aligns personal values with professional offerings, allowing for authentic connections with clients.
The Genesis of the Podcast
The decision to launch a podcast stemmed from the guest's desire for a creative outlet after years in the financial industry. Initially, it was a passion project without clear ties to the business, but this perspective shifted over time as the podcast gained momentum. The topic of adventure was chosen because it reflects the guest's interests and allows for rich conversations with diverse individuals. The podcast has evolved into a platform for exploring how people plan and experience their adventures while learning from their challenges and successes.
Learning from Adventurous Guests
Interviews with guests who undertake daring adventures provide valuable insights into risk assessment and preparation skills applicable to financial planning. The guest notes that both adventure seekers and financial planners share the necessity of planning for uncertain outcomes. Learning how these adventurers approach risk enhances his understanding of financial strategies and the importance of preparation for unpredictable circumstances. This cross-pollination of ideas enriches both personal and professional growth, highlighting the similarities between adventure planning and financial planning.
Inspiring Clients Through Adventure Stories
The podcast serves as a source of inspiration for clients, encouraging them to pursue activities and adventures that enhance their lives in retirement. Conversations reveal that many guests are ordinary individuals who prioritize adventure amid their daily lives, illustrating that it's never too late to try new things. Sharing these stories with clients fosters motivation to engage in enjoyable activities, challenging the notion that age must limit adventurous pursuits. Ultimately, this integration of adventure themes into financial discussions encourages clients to align their savings with meaningful life experiences.
Guest: Josh Self, CLU, ChFC, CFP®, Managing Partner of Ridgeline Wealth Advisors in Raleigh, NC.
In a Nutshell: Do you serve your business or does it serve you? Josh Self decided to do a complete rebrand and design his business around his personal passion of being an everyday explorer. He wanted to attract other like-minded outdoor enthusiasts so his website and podcast are 100% geared toward that specific demographic. If you share your passions with your audience and tie them into a holistic approach to Life-Centered Planning, you're going to grow something more valuable and durable than a client base. You're going to create a real community around your practice.
On today's show, Josh Self explains how "Financial life planning for the explorer living out their bucket list" became the organizing principle of his firm, especially on the branding and marketing side of the business.
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