Ep 107: Using Podcasting As A Marketing Strategy To Attract (Retirement Niche) Clients with Roger Whitney
Financial Advisor Success
English - January 15, 2019 12:00 - 1 hour - 92.1 MB - ★★★★★ - 653 ratingsBusiness News News Business Investing investing business finance money entrepreneurship marketing earlyretirement realestate budgets financialindependence Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Roger Whitney is a partner with WWK Wealth Advisors, an independent RIA where he works with a personal client base of retirees with $75 million of assets under management. Perhaps even more impressively, he’s been able to attract almost $50 million of those assets in just the past two years by launching a niche podcast on retirement.
In this episode, Roger shares why and how he built his Retirement Answer Man podcast, as well as how he transitions listeners into prospects. Tune in to learn what makes his unique approach to retirement management so effective, what he’s doing to serve the subset of podcast listeners who are unlikely to hire him as their financial advisor, and advice for up-and-coming advisors who hope to follow a similar path to success.
For show notes and more visit: https://www.kitces.com/107
Roger Whitney is a partner with WWK Wealth Advisors, an independent RIA where he works with a personal client base of retirees with $75 million of assets under management. Perhaps even more impressively, he’s been able to attract almost $50 million of those assets in just the past two years by launching a niche podcast on retirement.
In this episode, Roger shares why and how he built his Retirement Answer Man podcast, as well as how he transitions listeners into prospects. Tune in to learn what makes his unique approach to retirement management so effective, what he’s doing to serve the subset of podcast listeners who are unlikely to hire him as their financial advisor, and advice for up-and-coming advisors who hope to follow a similar path to success.
For show notes and more visit: https://www.kitces.com/107