The financial advisor of tomorrow looks different than the financial advisor of the past. This podcast will be a compilation of monthly interviews, audio from short videos, and more covering everything from practice management to marketing to branding and beyond that The Advisor Of Tomorrow needs to know.
Your host is Justin Castelli, CFP®, the founder and financial advisor of RLS Wealth Management and co-Founder of The Advisor Growth Community™.
Leveraging Voice Technology With Emily Binder
Financial advisors are always looking for new and innovative ways to communicate with clients and prospective clients. Emily Binder, founder of WealthVoice, has been ahead of the curve when it comes to voice technology and she shares how FA's can leverage voice technology in their marketing and communication strategies.
No Money, Mo Problems With Odaro Aisueni
In the first real episode of the revamped Advisor Of Tomorrow Podcast, I’m joined by Odaro Aisueni, a rising star in the financial planning community. We have a great conversation about his journey to becoming a financial advisor, his time at Texas Tech, and how that shaped him as an advisor, landing at Plancorp and what they do right for young advisors, and where he thinks the profession is going.
Be sure to stay with the conversation to the end because there is a special treat!
Guess Who's Back?!?
After a short hiatus, I'm back and we're going to pick up where we last left off. In this short episode, I share what I've been up to at Onramp Invest, some exciting changes at RLS Wealth, and what you can expect from the podcast going forward.
It's good to be back!
Marketing Like A Tech Company With Shabana Siyed
Altruist is one of the hottest companies in the financial advisor space right now thanks to its innovative custodian platform and for its amazing content.
Shabana Siyed, Marketing Manager, is responsible for the great content and digital marketing behind Altruist and she shares her wisdom with us in this episode.
Outside The Box Advisor Marketing With Katie Perry
Katie Perry is the VP of Marketing at Public.com, an investing platform that is doing some of the most creative marketing in financial services.
In this episode, she brings a fresh perspective to marketing for financial advisors: she's an ideal client and approaches marketing with a different lens than traditional advisor marketers.
Digital Marketing Unleashed--Spark! Disruptors Conference
Last month I had the pleasure of being included on a panel (dubbed the ‘96 Bulls by on attendee) to discuss Digital Marketing--Brittney Castro, Samantha Russell, Jacob Ingram, and Jason Wenk definitely made for an all-star lineup and a valuable conversation.
This is our discussion...