Ep 120: Building A Personal Finance Media Brand By Focusing On Being Your Authentic Self with Manisha Thakor
Financial Advisor Success
Michael Kitces
4.8 • 696 Ratings
🗓️ 16 April 2019
⏱️ 105 minutes
🧾️ Download transcript
Summary
Manisha Thakor is the founder of MoneyZen, a financial literacy and education platform focused on empowering women, and the VP of Financial Wellbeing at Brighton Jones, an independent RIA with $5 billion in assets under management. After following quite a unique path into the industry, Manisha built her own platform to share her message of financial literacy for women through speaking gigs and media appearances—despite being an introvert.
In this episode, Manisha shares what it really takes to build a personal finance brand, as well as how she learned to view her introversion as an asset rather than a hindrance. Listen in to learn how she built her confidence, what she wishes she had known earlier, and how she has remained successful by forming relationships, building connections, and relying on the power of being her authentic self.
For show notes and more visit: https://www.kitces.com/120
Transcript
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| 0:00.0 | Welcome to the Financial Advisor Success Podcast, where you go behind the scenes with financial planner, speaker and consultant Michael Kitsas, to hear stories of how leading financial advisors navigated the inevitable challenges that arise on the path to success and get 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 Kitsas. Welcome, everyone. |
| 0:29.4 | Welcome to the 120th episode of the Financial Advisor Success podcast. My guest on today's podcast is |
| 0:35.7 | Manisha to core. Manisha is the founder of Money Zen, a financial literacy and education platform focused on empowering women, and is also the VP of financial well-being at Brighton Jones, a $5 billion independent RIA based in Seattle, Washington. |
| 0:51.0 | What's unique about Minnisha, though, is the way that she's been able to build her |
| 0:54.6 | own personal brand platform around personal finance over the past 10 years after starting |
| 1:00.4 | her career in institutional money management and the ways that she's been able to turn her |
| 1:04.8 | brand around personal finance education into a financially successful business. |
| 1:09.9 | In this episode, we talk in depth about what it really takes to build a personal finance brand, |
| 1:15.1 | why most financial advisors struggle to gain visibility with the media, and even when they |
| 1:19.6 | do still typically fail to get any new clients from it, the ways that a personal finance brand |
| 1:24.4 | can be monetized, not only from getting clients directly, but also |
| 1:28.0 | even becoming a corporate spokesperson or brand ambassador, and the way that Manisha has been able to |
| 1:33.2 | successfully build a personal brand as a speaker and media personality, despite the fact that |
| 1:37.9 | she's actually an introvert. We also talk about Manisha's fascinating personal career journey, |
| 1:44.0 | from her early success being |
| 1:45.9 | an intrapreneur, building out a new separately managed account line of business at an institutional |
| 1:50.8 | money management firm that ultimately grew to nearly $6 billion under management, to a decision |
| 1:56.0 | to relocate with her new husband that forced her to make a switch out of the firm and launch her personal |
| 2:01.4 | finance brand instead. How meritable troubles and a subsequent divorce eventually led |
| 2:07.0 | Manisha back to working in a larger advisory firm to get better infrastructure support. |
| 2:11.9 | And why ultimately, Minnisha decided to make one more switch to her current firm, Brighton Jones, to once again become an |
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