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Webinar Guest Speaker:

Brittney Castro

Financially Wise Women

Webinar Notes:

In this Advisors Asks we featured Brittney Castro, the founder and CEO of Financially Wise Women! Situated in Los Angeles, Financially Wise Women is a boutique financial planning firm whose mission is to teach women and couples in their 30s and 40s the art of managing their money. They are in the business of serving individuals who are eager to educate themselves to be financially literate by creating a plan, budget and investment portfolio for themselves. Financially Wise Women work with clients both in person and virtually to help them better understand how to manage their money during all the important stages of their life.

Questions answered:

1. What is the best social media strategy to generate new leads - besides content marketing?
2. From your experience, what is the best digital lead generation strategy for advisors?
3. What about the transition from B/D to Independent RIA? How did you manage the transition and how have you navigated compliance in regard to your videos and social?
4. What is your experience with using infographics and how do you see this trend being beneficial to growing a business?
5. What does the #FinTech disruption mean for financial advisors?
6. What marketing channels would you say are most appropriate for in-bound marketing, especially during different stages of the customer lifecycle stage?
7. What do you think are the major differences when marketing towards current customers who are in their say 40’s and 50’s in comparison to millennials? How can I communicate effectively to both types of target markets?
8. I am curious as to what social media statistics you think are important to track, if any?
9. What types of marketing integration tools would you say are the most relevant and beneficial to become familiar with?
10. What are the most common marketing mistakes that financial advisors make when trying to generate optimal content?