Mark Cecchini

Certified Financial Planner and advisor who builds modern advisory practices, with experience at RIAs, multi-family offices, and wealthtech startups; focuses on niching, business development, and serving high-net-worth and complex planning clients.

Best podcasts with Mark Cecchini

Ranked by the Snipd community

Dec 5, 2025 • 53min

Growth Tips for Financial Advisors + Our Stories in the Industry (with Mark Cecchini, CFP®)

In this discussion, Certified Financial Planner Mark Cecchini shares his journey of developing modern advisory practices. He emphasizes the importance of niching to avoid being pigeonholed and becoming a sought-after expert. Mark and Thomas explore the value of personal branding and social media in attracting clients, as well as the challenges of managing client relationships. They also touch on the significance of a tailored onboarding process and the need for transparency in demonstrating value to clients. Practical advice for aspiring advisors is provided throughout.

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app