Thursday Email - Kristin Shea Podcast

November 16, 2023

Bridging the Gap is a weekly podcast focused on evolving the wealth management industry.

Each week we look to inspire innovation and continued progression to serve more families via these transformative conversations with leaders both in and out of our industry.

The Secret To Mastering Your Narrative and Crafting Your Unique Advisor Brand

Our recent podcast episode with industry guru Kristin Shea delved into transforming services into products, the power of authentic branding, and the art of 'productizing' experiences. From Joey Coleman's client framework to the significance of joy in financial services, Kristin shared valuable insights for success and significance.

Jump to this:

[17:32] Authenticity and consistency are key in building a brand, but advisors struggle with how to be authentic consistently.

[49:42] Great leaders prioritize the success of their business over their ego and find their best role, even if it's not doing everything.

The best is ahead!

-Matt