In this episode, Wade and Alex welcome Kelly Waltrich, a RISA® Advisory Board Member and one of the leading marketing figures in our industry. They discuss how the different marketing messages over the years have shifted; some for the better and others for the worst. They point out how as a consumer you can identify if someone is really interacting with you with authenticity or a veiled pitch under the auspices of having “your best interest in mind.” They also review how advisors can differentiate themselves in their messaging and their client service approach. There is plenty in this episode for both advisors and consumers. Listen now to learn more!

Links:

Click here to watch this video on YouTube: https://youtu.be/EFxbpytXdeM?si=-hOoQpXmhlI2OH96

Intention.ly- https://intention.ly/

Retirement Income Master Class for Advisors Registration Page: https://risaprofile.com/masterclass

This episode is sponsored by McLean Asset Management. Visit https://www.mcleanam.com/roth/ to download McLean’s free eBook, “Is a Roth Conversion Right For You?”