Ep 032: Building A Personal Brand Advisory Business Of Financial Planning And Online Money Management Courses with Brittney Castro
Financial Advisor Success
Michael Kitces
4.8 • 696 Ratings
🗓️ 8 August 2017
⏱️ 74 minutes
🧾️ Download transcript
Summary
In this episode, Brittney Castro shares why and how she’s diversified her business and how she’s found great success in all three pillars.
Brittney radiates passion for finance, marketing, and entrepreneurship as she talks about her business and the strategies she used to get where she is today. Her financial planning practice, Financially Wise Women, has successfully resonated with her niche due to her attention to what really matters. Brittney keeps things simple, from the fees she charges to the processes she uses to plan.
By being in tune with her customers’ needs and maintaining personal limits on time and focus, Brittney has been able to build a reputable and successful brand. She shares the numbers with us and gives a closer look at what she has paid for projects and employees and how she has set up her massively successful marketing outreach. She also digs into the details of how she gets paid to represent brands and the process she went through, and is currently going through, to develop her own online content and courses.
Get the full show notes and transcript for this episode at: www.kitces.com/32
Transcript
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| 0:00.0 | Welcome to the Financial Advisor Success Podcast, where you go behind the scenes with |
| 0:07.1 | financial planner, speaker, and consultant Michael Kitsis to hear stories of how leading |
| 0:12.5 | financial advisors navigated the inevitable challenges that arise on the path to success |
| 0:17.5 | and get insight from leading industry consultants about how to break through to the |
| 0:22.0 | next level in your advisory business. And now here's your host, Michael Kitsis. Welcome, everyone. |
| 0:28.8 | Welcome to the 32nd episode of the Financial Advisor Success Podcast. My guest on today's podcast is |
| 0:35.0 | Brittany Castro. Brittany is the founder of financially wise women, an independent RAA in the Los Angeles area that |
| 0:41.2 | specializes in providing fee-only financial planning for professional women in their 30s and 40s. |
| 0:47.0 | What's unique about Brittany's advisory business, though, is not just that she's generating |
| 0:51.1 | more than $100,000 of standalone financial planning fees, |
| 0:55.0 | but that by building an entire personal brand business around herself, she's been able to |
| 0:59.2 | diversify her revenue streams as a financial advisor to include offering online courses, |
| 1:04.6 | getting paid for her speaking, and even doing corporate partnerships where she's paid to be a |
| 1:09.1 | brand ambassador for financial literacy. |
| 1:11.6 | In this episode, Brittany talks in depth about the digital marketing strategy she uses to |
| 1:16.3 | attract young professional women who are ready and willing to pay her $2,500 to $5,500 financial |
| 1:22.1 | planning fees, the five meeting process she uses over the span of six months to deliver her |
| 1:27.0 | financial planning |
| 1:27.7 | advice and earn those fees, and how she structures her ongoing retainer fee for clients, |
| 1:32.3 | and even what she does for them on an ongoing basis when there's not necessarily a portfolio |
| 1:38.3 | to manage, and she's simply being paid for ongoing financial planning advice. |
| 1:42.5 | In addition, we also look at how Brittany built her |
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