Building a Narrative for Your Financial Marketing Story
By The Podcast Consultant
Are you a financial advisor struggling with marketing? The problem might not be your tactics—it could be your narrative. Join Karl Hughes, CEO of The Podcast Consultant, and Zoë Meggert, CEO of Perfectly Planned Content, in this fireside discussion on transforming financial marketing through narratives.
We’ll cover:
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Crafting a compelling origin story that resonates with prospects while maintaining professionalism
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Leveraging client case studies to show (not tell) your impact and expertise in financial planning
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Showcasing your values and personalizing your brand to attract ideal clients who align with your mission
You’ll walk away with practical strategies to transition from transaction-focused marketing to narrative-driven approaches that foster meaningful relationships. As Zoë emphasizes, “Clients don’t want a faceless financial firm—they want connection.”
The session includes 45 minutes of focused content followed by a 15-minute Q&A to address your specific questions.
Free event
to CDT