Building a Personal Brand as a Financial Advisor: Authenticity First episode artwork

EPISODE · Jun 17, 2026 · 44 MIN

Building a Personal Brand as a Financial Advisor: Authenticity First

from The Bucket Plan® On-Demand Series · host Prosperity Capital Advisors

Authenticity has become one of the most powerful differentiators in financial advising, but it's also one of the hardest things to practice consistently. Join host Dave Alison, CFP®, EA, BPC, President of Wealth Management and Founding Partner at Prosperity Capital Advisors, as he sits down with Alanah Phillips, MBA, founder of Advisor Launch Lab and Break Up With Your Broker-Dealer. Together they explore what it looks like to build a personal brand rooted in genuine connection, why vulnerability strengthens client relationships, and what separates advisors who stand out from those who blend in.Resources:Book referenced: Breaking Up With Your Broker-Dealer by Alanah Phillips

Episode metadata supplied by the publisher feed · Published Jun 17, 2026

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Building a Personal Brand as a Financial Advisor: Authenticity First

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