Brand Stories with Alexandra Zendrian

Brand Stories: FPA PlannerSearch

Mon, 05 Oct 2026 10:53:32 -0400

FPA PlannerSearch is game-changing for financial planner marketing as well as consumers finding right-fit financial advisors.

Amy Mullen, CFP: Business and Personal Branding Can Come Together

Mon, 28 Sep 2026 11:54:44 -0400

When Amy Mullen, CFP, became president of Money Quotient, the company started by her mother, she wondered how she could infuse herself into the business. The Sway Live conference helped encourage her.

Christopher Norton: Lean Into Your Authentic Self & Be Patient

Mon, 21 Sep 2026 13:44:28 -0400

Potomac Chief Marketing Officer Christopher Norton gives a peek into how he comes up with some of his creative marketing ideas and why there must be patience with marketing.

Dr. Joshua Wilson: What Message Are You Sending?

Mon, 14 Sep 2026 15:50:47 -0400

Neuro-Behavioral Growth Catalyst Founder Dr. Joshua Wilson shares how financial advisors can give off the right signals to their prospects.

Zach Rodriguez: Carving Out a Brand Identity

Tue, 08 Sep 2026 06:02:00 -0400

Outlive Financial Planning Founder Zach Rodriguez shares how he's developing his life planning-focused brand.

REBL Dads: Building a Safe Space for Sharing

Mon, 24 Aug 2026 06:02:00 -0400

REBL Dads Founders Derek Notman, CFP, and H. Adam Holt, CFP, share what inspires their mission and how they created their community.

Niki Clark: Quality Marketing Takes Time & Effort

Mon, 17 Aug 2026 06:02:00 -0400

Niki Clark Marketing Founder Niki Clark shares why it can be valuable sometimes to have both in-house and external marketing partners as well as why good marketing can justify it's seemingly high costs.

Michael Ganci: Reporter to PR Person and a Little Bit of Both

Mon, 10 Aug 2026 06:02:00 -0400

Michael Ganci discusses how his reporting skills are easily transferrable to public relations.

Ashley Dudzik: How Branding Guides Marketing Discussions

Mon, 03 Aug 2026 06:02:00 -0400

Continuum Brand Strategy's Founder Ashley Dudzik shares how she feels financial advisor and fintech branding has been doing and when it's time for a brand refresh.

Brodrick Lothinger: The Future of Podcasting

Mon, 13 Jul 2026 07:59:50 -0400

PodPony's Founder Brodrick Lothinger shares who should and should not be starting a podcast and what the future of the medium may look like.

Zach Conway: Seeding the Field for Financial Advisors

Mon, 06 Jul 2026 14:25:00 -0400

Seeds' Founder Zach Conway shares how financial advisors are managing juggling lots of different tasks and how they can become much more aware of their clients.

Natalie Hales: Why Niche Marketing Is Important

Mon, 29 Jun 2026 08:07:24 -0400

Niche marketing expert Natalie Hales explains what niche marketing is and why it's vital for financial advisors.

Ryan Dau: Operational and Marketing Assistance for Small and Mid-Size Financial Advisors

Mon, 15 Jun 2026 10:00:00 -0400

reframeRIA's Founder Ryan Dau discusses how operational assistance can free financial advisors up to achieve their growth goals.

Sean Allocca: The Personality of a Newsletter

Mon, 08 Jun 2026 08:33:00 -0400

The Daily Upside's Sean Allocca shares what makes a newsletter different than traditional media.

Colleen Bowler, CFP: Assessments Ease Clients Into Trusting Relationships

Mon, 25 May 2026 10:00:00 -0400

C&J Innovations' Colleen Bowler, CFP, discusses how assessments can help create more open and trusting relationships between financial advisors and investors.

Kirsten Plonner: Crisis Communications and Issues Management

Mon, 11 May 2026 08:33:00 -0400

Kirsten Plonner describes what makes crisis communications different than other forms of corporate communications.

Jolissa Gonzalez: Taking Marketing Prowess to Financial Advice

Mon, 04 May 2026 08:33:00 -0400

Jolissa Gonzalez had the opportunity to study marketing tactics before she becomes a financial advisor. What a difference that will make in her career!

Drew Boyer, CFP: Sound Returns for Sound Financial Literacy

Mon, 20 Apr 2026 10:00:00 -0400

Boyer Financial Group's Founder Drew Boyer, CFP, created Sound Returns, a blog that connects music and money, to help improve financial literacy.