Manage episode 522914565 series 2892948
In this Swift Chat conversation, Marie Swift speaks with Paul Gilbert, Marketing Manager at Myriad Advisor Solutions, a long-established, full-service business advisory firm, and Shawna Ohm, Founder of Content 151, a customized content and marketing solution for independent financial advisors, to discuss year-end insights for independent advisors navigating market volatility, AI trends, and business growth.
The conversation explores practical steps such as crafting a one-page business plan, narrowing to ideal clients, and avoiding DIY pitfalls in branding, tech stacks, and compliance, while emphasizing the power of expert partners to scale efficiently.
Gilbert and Ohm also highlight that Myriad and Content 151 have partnered to launch a custom blog program tailored for independent financial advisors, delivering pieces of niche-focused, on-brand content from day one to fuel SEO, social media, and omnichannel marketing without the DIY overwhelm. This collaboration equips advisors transitioning to independence or scaling their practices with authentic pillar content that resonates with ideal clients, sidesteps AI pitfalls like copyright issues, and establishes a strong online presence ahead of generic canned material. Advisors can access the discounted starter package via www.Content151.com/Services/P/Starter-Blog or www.MyriadCBP.com, leveraging both firms' expertise in tech stacks, branding, and thought leadership to prioritize client advising over operational hassles.
Myriad and Content 151 have also teamed up for a fireside chat on Wednesday, January 14th at 4 pm CT, exploring how modern search tools evaluate advisor content and why authentic insights matter more than ever. "Content Marketing in the Age of AI-Powered Search" will reveal how AI shapes advisor visibility and what helps firms stand out. You'll learn why authentic content builds trust and how advisors can strengthen their digital presence in 2026 and beyond. Learn more and register for the event at www.MyriadBlogStudio.com.
Learn more about Paul Gilbert and Myriad Advisor Solutions at www.MyriadAS.com.
Learn more about Shawna Ohm and Content 151 at www.Content151.com.
89 episodes