Brand Stories

LifeWorks' Matt Anderson shares what he's learned about how to psychologically reach people and have marketing that appeals to ideal clients.

Organic growth has seemed like something to aim for but ultimately a shot in the dark. No longer thanks to VastAdvisor. Its Founder Ian Karnell explains how he's making this black box visible.

Wealth Management's Executive Editor Diana Britton shares how the publication has evolved during her tenure and how she expects it to grow.

Zocks' Chief Evangelist Matt Halloran shares how far the financial advice industry has come in adopting AI and where it needs to go.

Financial Behavior Keynote Group's Founder Mary Carlson, PhD, shares the keys to becoming a successful, paid speaker.

Schoolauction.net's Roger Devine shares how his group helps volunteers achieve their financial goals.

Wealthspire Chief Marketing Officer Angela Giombetti shares how the Wealthspire name was selected and how the firm is creating its brand identity.

Chief Marketing Officer of Dynasty Financial Gordy Abel shares how he helps advisors creating brands with great purpose while also growing and strengthening Dynasty's brand.

Abby Morton, CFP, has started a new financial advisory firm serving content creators. Learn how she's taking this next step in her career and how that's caused her to think of her personal brand.

Wealth.com's Head of Marketing Dan Bolton shares his tips to help financial advisors stand out in the sea of sameness as well as how Wealth.com is marketing estate planning.

Jake Isham shares how he achieved social media success and how he helps his clients do the same.

Rossby Financial and ROffice's Founder Andrew J. Evans shares how he created Rossby's branding, which advisors are suited to Rossby Financial and how the financial advice industry should rethink its fee structures.

Every Little Word's Kristen Sweeney shares how she and her team tackle tricky thought leadership topics and why your personal brand is not the same thing as your thought leadership.

Snappy Kraken's Co-Founder Angel Gonzalez shared the most useful cases for AI in content as well as how brands can stand out in a way that's authentic to them.

While the term finfluencer might have a negative connotation of a snake oil salesperson, Idea Decanter's Co-Founder Laura Garfield says financial advisors should take that term back and add their videos into the mix.

Diana Cabrices Consulting's Diana Cabrices shares what a brand evangelist does, how they work with companies' marketing and public relations pros and how to determine if you have a suitable person in this role.

AcquireUp's Chief Marketing Officer Derek Janis explains why seminar marketing is so successful for financial advisors and why this isn't a trend that's going anywhere.

FinOptima Solution's Anat Goldstein explains how the new firm's branding was selected and how she's learned to speak credit unions' language.

Share More Stories' CEO James Warren discusses his firm's work to help businesses provide better client experiences and gives tips to foster better communication.

The AGC's Haley Marx gives her steps to maintaining this community of financial advisors, which is part of Wealthtender.

This is the first time the Brand Stories podcast has had two guests on at once! Some of the key figures of Fintech Is Femme -- Founder Nicole Casperson and Head of Content and Community Kaitlin Domangue -- share what it was like to create this forceful group of women and how it's steadily evolved.

Carl Richards, known for his sketches, podcasts, and other work to promote money conversations, shares how he's created his brand identity.

Jordan Haines, CFP, Founder of Scaling Motions explains how financial advisors can achieve the growth they're aiming for.

Three Crowns Marketing's Founder Johnny Sandquist shares his take on where financial advisor marketing is and how no matter what tools you use, if you confuse them, you lose them.

Growclass' Quinn Palmer shares what growth marketing is and how at the end of the day, messages need to go from person to person.

President and Chief Experience Officer of Deliver Service Now Institute Vance Morris shares what he learned from a decade working at Walt Disney World and how he leverages that to benefit his clients' customer experience.

Powerlytics' Joe Kozeniewski discusses what growth marketing is and how financial advisors can measure their marketing efforts.

To have successful content, it needs to be frequent, insightful, relevant and entertaining, says Elements' Jeff Morgan.

While many financial advisors have been able to compliantly use testimonials to help market their practices, about 10 percent are currently doing so. Wealthtender's CEO Brian Thorp debunks some of the myths keeping advisors from exploring this.

interVal's Vice President of Marketing and Partnerships Karen Chalmers discusses how she encourages her staff to be their authentic selves on social media to increase their thought leadership and the brand's visibility. She has created a playbook and reviews content at staff member's request.

Mandy Bianchi of Bianchi Productions has coordinated numerous events throughout her career including the 2025 LeTip Convention. She shares how brands should consider events as part of their strategy and how these events should be evaluated to determine if they were successful, among other things.

Elements' Jeff Morgan details how engaging content needs to have enough FIRE to capture the audience and how a hub and spoke method can help make marketing more manageable.

ProudMouth's Co-Founder Matt Halloran delved into various aspects of branding from the power of podcasts to how to become an influencer.

Write Connection LLC's Doriana Fontanella explains how correct grammar and punctuation puts a brand in its best light.

Goldman PR's Founder Sherry Goldman has successfully counseled her public relations clients for the last 28 years. She gives a look at the past, present and future of public relations.

Bracha Designs' Mark Matatov discusses optimal website design and how branding should be incorporated into that.

Wisdom & Wayfinder's Ali Taylor became a business strategist after recognizing that some business issues can't be solved with a better marketing strategy. He discusses how firms can shore up their systems and workforce.

Forager Brands' Marqus Aycart explains why businesses need their branding to be consistent across all aspects of their work.

Quik! Chief Executive Officer Rich Walker discusses how his firm's branding was created and has evolved as well as how he decided to create a successful podcast, The Customer Wins.

Wealthspire Advisors' Marketing Vice President Emily Kurisky shares how her firm's brand has evolved over the last seven years, what it was like to be part of the brand development process and tips for advisors to own their brand.

America's #1 Take Action Success Coach and Strategist Lori Anne De Iulio Casdia discusses how her brand has evolved throughout her career and how she remains true to herself.

Out and About Communications' President Lauren Hong shares how she helps her clients think about their brand and why branding needs to be fluid.

Michael Thrasher has taken his career from an asset and wealth management reporter to the head of a weekly family office newsletter called Modus. Learn more about his journey and why it's important to be kind to people along the way.

Rich Richardson, chief equity officer of Richie Rich LLC, looks at marketing as a key part of a holistic business plan. Learn about this and some free ways to market your business.

Tony Steuer, a financial preparedness advocate, author and podcaster, gives his insights on how regulators and the financial services industry can get a better brand reputation.

Bill McGuire, Managing Director of W. M. McGuire, shares the various routes for how firms can develop their brands and how small firms can access marketing services.

Thomas LoFaso, Head of TLo Production, discusses how social media and video can help build a brand.

finserv Marketing's Founder Mike Langford defines his brand through preparation which leads to more interesting podcasts. He leverages this pre-planning to benefit his clients.

Get a glimpse into how Alexandra Zendrian, founder of AtoZ Communications and Editor-in-Chief of Brand News, created her brand.