The Power of Authenticity in Building High-Growth Wealth Management Firms with Tony Stich

Listen to this week’s episode.

 

Episode 024: In this week’s episode of Milemarker’s The Connected Advisor Podcast, I talk with Tony Stich, CRO of Entrustody.

Tony talks about building a high-growth wealth management firm, emphasizing the importance of authenticity and embracing a unique brand. He also shares his insights on how advisors can leverage their authentic selves to attract the right clients and provide better advice.

Key takeaways from the episode:

Embrace your authentic self and love yourself to attract clients who resonate with your message.

Get your house in order by defining your brand archetype and messaging before expanding your team.

Differentiate yourself by creating a memorable brand that resonates with your target audience.

The episode is available now on your favorite podcast platform:

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If you’d like to schedule a time to talk with me about anything we cover on our podcast or Milemarker, click here to grab 15 minutes.

Kyle Van Pelt