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Most financial advisors would love to work with likeminded people with similar beliefs and worldviews to their own, but are wary of being too outspoken or transparent online so as to not alienate potential clients or lose business. Our guests, Zach Teutsch, Founder and Managing Partner of Values Added Financial, and Tim Caban, EA, CFP®, Founder and President of Copper Beech Advisors, have both built successful financial advisory practices by being open about their political beliefs and worldviews on social and digital media, attracting right-fit clients while discouraging those that are less compatible. In this episode exploring differing perspectives, guest hosted by Marie Swift of Impact Communications, we discuss how this strategy works in practice, how it can shape an advisor's client base, and what it means for trust and long-term relationships.
To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Tim Caban, please visit www.CopperBeechAdvisors.com. To learn more about Zach Teutsch, please visit www.ValuesAddedFinancial.com.
To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Tim Caban, please visit www.CopperBeechAdvisors.com. To learn more about Zach Teutsch, please visit www.ValuesAddedFinancial.com.
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