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Thursday Email: Roger Martin Podcast

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.

Building Trust in Your Brand with Roger Martin

In this episode of Bridging the Gap, Roger Martin shares invaluable insights into strategic branding for financial advisors, drawing from his extensive experience in corporate America and entrepreneurship. He emphasizes the importance of timing, intuition, and strategic investments in crafting a compelling brand identity that resonates with clients and drives success in advisory practices. Gain actionable strategies to elevate their branding efforts, including rigorous testing of brand identities, investing in skilled professionals for storytelling, and communicating with empathy to foster trust and meaningful connections with clients.

Jump to this:

[28:06] Easier to build a brand around a personality, but comes with risks. Reflection on brand if person behaves irresponsibly. Challenges when trying to sell the business if brand is tied to a specific person.

[43:26] Empathy leads to successful business relationships and can simplify the process. The key is to connect with others on a genuine level, as this will prompt them to ask how to work together before being told. The author emphasizes the absence of AI or chat GBT in their book, highlighting the personal effort involved in its creation. They also note that writing at a collegiate level doesn’t necessarily make for an effective book, as it can be more difficult to read and retain.

The best is ahead!

-Matt