Ep 017: Using Social Media and Blogging to Drive Business Growth As A Reformed Broker with Josh Brown
Financial Advisor Success
Michael Kitces
4.8 • 696 Ratings
🗓️ 25 April 2017
⏱️ 98 minutes
🧾️ Download transcript
Summary
There’s constantly buzz in our industry about the importance of integrating social media with your practice. Not only is Josh Brown an advisor at Ritholtz Wealth Management; he runs the widely-read blog The Reformed Broker and appears on CNBC’s The Halftime Report.
In this conversation, Josh tells the story of how he became one of the best known voices in the business, beginning in the financial world as a broker dealer for some questionable companies. Josh also shares advice about building your social presence and the necessity of being authentic with your audience.
Get the full show notes and transcript for this episode at: https://www.kitces.com/17
Transcript
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| 0:00.0 | Welcome to the Financial Advisor Success Podcast, where you go behind the scenes with |
| 0:07.2 | financial planner, speaker, and consultant Michael Kitsis to hear stories of how leading financial |
| 0:13.1 | advisors navigated the inevitable challenges that arise on the path to success and get |
| 0:18.2 | insight from leading industry consultants about how to break through to the |
| 0:22.1 | next level in your advisory business. And now here's your host, Michael Kitsis. Welcome, everyone. |
| 0:29.1 | Welcome to the 17th episode of the Financial Advisor Success Podcast. My guest on today's podcast is |
| 0:34.6 | Josh Brown. Josh is a financial advisor and the CEO of Rtholt's |
| 0:38.1 | wealth management, an independent RIA in New York City that manages almost $500 million of assets. |
| 0:43.5 | Though for many in the financial advisor community, Josh is better known by his blog, the reformed |
| 0:47.5 | broker, and his prolific presence on social media, including nearly half a million Twitter followers. |
| 0:53.9 | But what's fascinating about Josh is not just the eye-popping statistics of his blog |
| 0:58.2 | readership and social media following, but how he's been able to turn it into real client |
| 1:02.5 | business, as the firm has grown by almost $400 million in AUM in just the past three years, |
| 1:08.4 | and now fields about 10 to 30 inbound new prospect inquiries every week |
| 1:12.2 | driven primarily by the firm's blogging and social media presence. In this episode, Josh shares his |
| 1:17.5 | story about how he got started in the financial service industry as a broker doing cold calling |
| 1:21.6 | for nearly a decade before he finally decided to make the switch to become an investment advisor |
| 1:26.2 | and how the trajectory of his entire career was changed by deciding to rack up some credit card debt to go to a financial |
| 1:32.1 | conference where he ultimately met his future business partner. And how he positioned himself in |
| 1:37.1 | his firm today to ensure that he not only spends time working in the business, but also working |
| 1:41.3 | on the business to grow it. Be certain to listen to the end when Josh shares some of the books that have been most |
| 1:46.4 | influential in his career and the vice he offers to anyone, whether a newer advisor |
... |
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