How to Grow a Financial Advice Firm with Content and Personal Brand | Alan Smith Part 2

In Part Two of Adam Carolan’s conversation with Alan Smith, they move from operational growth to marketing, personal branding and client acquisition. Alan explains how content, newsletters, podcasts, referrals and professional partnerships have created a connected marketing ecosystem for his financial planning firm. They also discuss niche positioning, recurring-revenue complacency, succession, recruitment and what Alan would do if he were building an advice firm again today. Listen to Part One first: https://open.spotify.com/episode/7fbIlDDw85FWQWY9nSEyIb?si=a867952ad56a4992