Financial Advisor Marketing Podcast with hosts Stephen Oliver and Christopher PanagiotuCapitalize Your Finance

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Meeting Purpose:

Podcast interview to discuss financial advising, marketing, and Chris' book "Capitalize Your Finances"

Key Takeaways

• 11:38" href= "https://fathom.video/share/m-FkzfyGDUUUcDt2ahXQvGjLtBk65t9k?tab=summary×tamp=698.9"> Chris started investing at 10 years old and worked his way up to managing $140M in assets
• 13:53" href= "https://fathom.video/share/m-FkzfyGDUUUcDt2ahXQvGjLtBk65t9k?tab=summary×tamp=833.96"> He left big firms like UBS and Morgan Stanley because he didn't like their sales-focused culture and restrictive investment options
• 11:07" href= "https://fathom.video/share/m-FkzfyGDUUUcDt2ahXQvGjLtBk65t9k?tab=summary×tamp=667.44"> He launched his own practice, Capitalize Your Finances, focused on financial planning and education through his book, podcast, and upcoming masterclass
• 34:40" href= "https://fathom.video/share/m-FkzfyGDUUUcDt2ahXQvGjLtBk65t9k?tab=summary×tamp=2080.24"> Marketing should focus on building genuine connections and relationships, not just gathering assets
• 54:04" href= "https://fathom.video/share/m-FkzfyGDUUUcDt2ahXQvGjLtBk65t9k?tab=summary×tamp=3244.6"> New advisors should focus on learning planning, networking, and educating vs selling

Topics:

Chris' Background

• 11:38" href= "https://fathom.video/share/m-FkzfyGDUUUcDt2ahXQvGjLtBk65t9k?tab=summary×tamp=698.9"> Started investing at 10 years old, became youngest advisor at UBS at 18
• 13:57" href= "https://fathom.video/share/m-FkzfyGDUUUcDt2ahXQvGjLtBk65t9k?tab=summary×tamp=837.2"> Left UBS after 3 years because he didn't like their sales coaching and limited investment options
• 12:02" href= "https://fathom.video/share/m-FkzfyGDUUUcDt2ahXQvGjLtBk65t9k?tab=summary×tamp=722.32"> Went to Morgan Stanley but realized it was more of the same, so left to start his own practice
• 12:02" href= "https://fathom.video/share/m-FkzfyGDUUUcDt2ahXQvGjLtBk65t9k?tab=summary×tamp=722.32"> Now runs Capitalize Your Finances managing $140M in assets for high net worth clients

Issues with Big Firms

• 15:38" href= "https://fathom.video/share/m-FkzfyGDUUUcDt2ahXQvGjLtBk65t9k?tab=summary×tamp=938.04"> Very sales and asset gathering focused rather than client focused
• 23:58" href= "https://fathom.video/share/m-FkzfyGDUUUcDt2ahXQvGjLtBk65t9k?tab=summary×tamp=1438.42"> Restrictive in terms of investment options and ability to give best advice
• 18:55" href= "https://fathom.video/share/m-FkzfyGDUUUcDt2ahXQvGjLtBk65t9k?tab=summary×tamp=1135.56"> Want advisors to promote the brand over themselves
• 17:34" href= "https://fathom.video/share/m-FkzfyGDUUUcDt2ahXQvGjLtBk65t9k?tab=summary×tamp=1054.04"> Poor marketing focused on cold calling and LinkedIn outreach vs relationship building

Launching His Own Brand

• 32:40" href= "https://fathom.video/share/m-FkzfyGDUUUcDt2ahXQvGjLtBk65t9k?tab=summary×tamp=1960.12"> Wanted to spread his knowledge and help more people with financial planning
• 11:07" href= "https://fathom.video/share/m-FkzfyGDUUUcDt2ahXQvGjLtBk65t9k?tab=summary×tamp=667.44"> Launched nationally syndicated podcast and wrote bestselling book "Capitalize Your Finances"
• 33:11" href= "https://fathom.video/share/m-FkzfyGDUUUcDt2ahXQvGjLtBk65t9k?tab=summary×tamp=1991.34"> Forthcoming masterclass to educate people on financial planning framework
• 54:30" href= "https://fathom.video/share/m-FkzfyGDUUUcDt2ahXQvGjLtBk65t9k?tab=summary×tamp=3270.78"> Focus on networking, building relationships, and educating vs selling

Tips for Advisors

• 54:04" href= "https://fathom.video/share/m-FkzfyGDUUUcDt2ahXQvGjLtBk65t9k?tab=summary×tamp=3244.6"> New advisors should spend 3 months intensively learning planning fundamentals
• 54:30" href= "https://fathom.video/share/m-FkzfyGDUUUcDt2ahXQvGjLtBk65t9k?tab=summary×tamp=3270.78"> Attend networking events and meet with prospects to educate, not sell
• 55:25" href= "https://fathom.video/share/m-FkzfyGDUUUcDt2ahXQvGjLtBk65t9k?tab=summary×tamp=3325.72"> Ask who else would benefit from your services, don't directly sell
• 55:00" href= "https://fathom.video/share/m-FkzfyGDUUUcDt2ahXQvGjLtBk65t9k?tab=summary×tamp=3300.0"> Experienced advisors should examine their marketing and business practices
• 55:16" href= "https://fathom.video/share/m-FkzfyGDUUUcDt2ahXQvGjLtBk65t9k?tab=summary×tamp=3316.36"> Meet with clients quarterly, focus on building genuine relationships

Next Steps:

• Share podcast episode and promote Chris' book, podcast, and masterclass
• Explore collaborating on future projects to grow our audiences