• A.U.M.™ - Building a Brand Around Personal Passions

  • 2024/08/19
  • 再生時間： 34 分
  • ポッドキャスト

A.U.M.™ - Building a Brand Around Personal Passions

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  • You’re more than a financial planner, so why not put that on display? Human connection is one of the most crucial factors in client-advisor relationship longevity and it can also be the key to helping you stand out from the competition. So how can those in the wealth management industry weave a bit of personality into their brand without sacrificing professionalism? On this episode of Ask Us Marketing™, sponsored by the FPA, we’re talking with Ari Baum, Founder and CEO of Endurance Wealth Partners. Join the conversation to learn how he crafted a brand around his passion for Ironman competitions and marathons, building a firm that feels personal and unlike any other without marginalizing clients who don’t share the same hobbies.
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あらすじ・解説

You’re more than a financial planner, so why not put that on display? Human connection is one of the most crucial factors in client-advisor relationship longevity and it can also be the key to helping you stand out from the competition. So how can those in the wealth management industry weave a bit of personality into their brand without sacrificing professionalism? On this episode of Ask Us Marketing™, sponsored by the FPA, we’re talking with Ari Baum, Founder and CEO of Endurance Wealth Partners. Join the conversation to learn how he crafted a brand around his passion for Ironman competitions and marathons, building a firm that feels personal and unlike any other without marginalizing clients who don’t share the same hobbies.
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