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The Adviser's Guide to Building a Personal Brand in the Digital Age

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Manage episode 486998437 series 3556365
Content provided by Income Protection Task Force. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Income Protection Task Force or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In the latest episode of Let’s Talk Income Protection, Matt and Stevie dive into a topic that sparks a lot of opinions — social media. Whether you love it or avoid it, one thing’s clear: it’s not going anywhere. For advisers wanting to grow their brand and reach more clients, it’s time to get on board.

To guide us through the landscape, we’re joined by two experts who live and breathe this stuff: Rosalia Lazzara and Ash Borland.

Social media has become the new currency of visibility for financial advisers. Done well, it helps you build trust, stay top of mind, and attract your ideal clients — all without it becoming a full-time job.

Listen now to learn more about:

• How social media should be part of a bigger business strategy, complementing referrals and networking
• Why people buy from those they know, like, and trust – social media accelerates this process
• Analysing your CRM to identify your most successful client types before posting content
• Focusing on one platform where your ideal clients spend time before expanding
• Why personal branding doesn't mean sharing private details – it means being personable and authentic
• How video content creates "parasocial relationships" where potential clients feel they know you before meeting
• Why niche marketing differs from niche product–market to a specific audience but serves anyone who needs your solutions
• Why consistency matters more than trying to be different or creative
• Why you shouldn't over-edit videos – simple, authentic content builds more trust than over-produced content
• Why you should batch create and schedule content to maintain consistency without daily pressure

📣 Send the podcast your questions, thoughts or advice to feature on a future episode via:

Voice notes via SpeakPipe
Or email [email protected]

📣 For More Education, Collaboration and Insight:

IPTF Website
IPTF on LinkedIn
IPTF on YouTube
IP Task Force on Instagram
Produced and edited by SEA Studios

  continue reading

Chapters

1. Introduction to Social Media for Advisors (00:00:00)

2. The Power of Visibility and Social Media (00:03:29)

3. Roz on Building a Strategic Online Presence (00:09:00)

4. Getting Started on Social Media Right (00:18:30)

5. Personal vs Business Branding (00:26:15)

6. Ash on Personal Branding for Advisors (00:36:16)

7. Video Content and Social Media Success (00:42:32)

8. Niche Marketing vs Niche Product (00:49:45)

9. Common Mistakes and Final Tips (00:54:40)

10. Audience Questions and Actionable Takeaways (00:57:47)

18 episodes

Artwork
iconShare
 
Manage episode 486998437 series 3556365
Content provided by Income Protection Task Force. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Income Protection Task Force or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In the latest episode of Let’s Talk Income Protection, Matt and Stevie dive into a topic that sparks a lot of opinions — social media. Whether you love it or avoid it, one thing’s clear: it’s not going anywhere. For advisers wanting to grow their brand and reach more clients, it’s time to get on board.

To guide us through the landscape, we’re joined by two experts who live and breathe this stuff: Rosalia Lazzara and Ash Borland.

Social media has become the new currency of visibility for financial advisers. Done well, it helps you build trust, stay top of mind, and attract your ideal clients — all without it becoming a full-time job.

Listen now to learn more about:

• How social media should be part of a bigger business strategy, complementing referrals and networking
• Why people buy from those they know, like, and trust – social media accelerates this process
• Analysing your CRM to identify your most successful client types before posting content
• Focusing on one platform where your ideal clients spend time before expanding
• Why personal branding doesn't mean sharing private details – it means being personable and authentic
• How video content creates "parasocial relationships" where potential clients feel they know you before meeting
• Why niche marketing differs from niche product–market to a specific audience but serves anyone who needs your solutions
• Why consistency matters more than trying to be different or creative
• Why you shouldn't over-edit videos – simple, authentic content builds more trust than over-produced content
• Why you should batch create and schedule content to maintain consistency without daily pressure

📣 Send the podcast your questions, thoughts or advice to feature on a future episode via:

Voice notes via SpeakPipe
Or email [email protected]

📣 For More Education, Collaboration and Insight:

IPTF Website
IPTF on LinkedIn
IPTF on YouTube
IP Task Force on Instagram
Produced and edited by SEA Studios

  continue reading

Chapters

1. Introduction to Social Media for Advisors (00:00:00)

2. The Power of Visibility and Social Media (00:03:29)

3. Roz on Building a Strategic Online Presence (00:09:00)

4. Getting Started on Social Media Right (00:18:30)

5. Personal vs Business Branding (00:26:15)

6. Ash on Personal Branding for Advisors (00:36:16)

7. Video Content and Social Media Success (00:42:32)

8. Niche Marketing vs Niche Product (00:49:45)

9. Common Mistakes and Final Tips (00:54:40)

10. Audience Questions and Actionable Takeaways (00:57:47)

18 episodes

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