Between Now and Success
Building an Authentic Brand Around His Personal Passion of Being an "Everyday Explorer" with Josh Self
Sep 24, 2024
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.
51:00
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Quick takeaways
- 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.
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