What if you could scale your advisory firm without rushing to hire and manage a full team? In this episode, we talk with Michelle Wong, founder and CEO of Nifty Advisor Support, about how solo and small RIAs can build lasting capacity through remote support, strong processes, and a culture-first approach. Michelle shares how Nifty grew from a pre-COVID launch to supporting more than 60 firms today, and how the rise of remote work changed the way advisors handle client service, marketing, and ...
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What if you could scale your advisory firm without rushing to hire and manage a full team? In this episode, we talk with Michelle Wong, founder and CEO of Nifty Advisor Support, about how solo and small RIAs can build lasting capacity through remote support, strong processes, and a culture-first approach. Michelle shares how Nifty grew from a pre-COVID launch to supporting more than 60 firms today, and how the rise of remote work changed the way advisors handle client service, marketing, and ...
#123 - Stop Sucking on Video: Authentic Marketing for Financial Advisors with Katie Braden, CFP®
Only Fee-Only
24 minutes
7 months ago
#123 - Stop Sucking on Video: Authentic Marketing for Financial Advisors with Katie Braden, CFP®
Struggling to connect with clients through video? Katie Braden, founder of Advisor Video Marketing, says most advisors are overthinking it. With a background in photography and as a CFP, she’s helped advisors use simple, authentic videos to build real connections. Forget fancy production. Katie once shot a quick 42-second iPhone video in the dark and wind—and it got over 167,000 views. Why? Because people connect with real, not perfect. She recommends short, personal videos—like 45-60 seconds...
Only Fee-Only
What if you could scale your advisory firm without rushing to hire and manage a full team? In this episode, we talk with Michelle Wong, founder and CEO of Nifty Advisor Support, about how solo and small RIAs can build lasting capacity through remote support, strong processes, and a culture-first approach. Michelle shares how Nifty grew from a pre-COVID launch to supporting more than 60 firms today, and how the rise of remote work changed the way advisors handle client service, marketing, and ...
