Скачать или смотреть How to Build Your Brand as Financial Advisor

Let’s talk marketing for financial advisors. In this episode we are joined by Kris Fu, CEO of Maven Bridge Capital. Our Host Rob Bartenstein, CEO of Kestra PWS, speaks with Kris who joined our platform 2 years ago. They discuss the evolution of brand building, with an emphasis on podcasting. Learn how Kris developed his client niche and advice for wirehouse advisors considering a move to independence.

00:00 - Introduction and Welcome
A warm welcome by Rob Bartenstein and introduction of guest Kris Fu, setting the stage for the episode of Kestra Private Wealth Services Out Loud.
00:29 - Kris Fu’s Background Overview
Kris shares his nearly two-decade-long career, transition from JP Morgan to Kestra, and his journey into becoming an independent financial advisor.
00:59 - Embracing Independence and Business Ownership
Discussion about Chris discovering a new sense of freedom as a business owner and how it influenced his approach to branding and marketing.
01:28 - The Philosophy Behind Maven Bridge
Kris explains the meaning of “Maven Bridge,” focusing on expertise and serving as a bridge for clients to achieve financial and personal goals.
02:29 - Podcasting as a Marketing Tool
How Kris developed his podcasting strategy, its role in building his brand, and providing prospects an “arm’s length” way to get to know him.
03:55 - Podcast Evolution: From Generalist to Niche Focus
Kris discusses refining his niche to helping women (divorced, widowed) and business owners, making his podcast topics more targeted and impactful.
07:22 - Benefits of Building a Personal Brand Independently
Rob and Kris talk about the advantages of setting your agenda as an independent advisor and how podcasting helps self-select the right clients.
08:16 - Technical Setup and Learning Process for Podcasting
Kris shares his experience building a podcast studio and how the Kestra Ignite program helped him confidently navigate marketing and podcasting basics.
10:44 - Positive Feedback and Support from Peers
Discussion on the mutual encouragement among advisors, peer recognition for Kris’s podcast success, and how that motivates continued content creation.
12:40 - Advice for Advisors Considering Independence
Kris reflects on his two-year journey post-transition, personal growth, challenges faced, and encourages others to take the leap toward independence.