Brand Stories
Episodes
Dan Bolton: Making It Personalized & Memorable
22 Dec 2025
Contributed by Lukas
Wealth.com's Head of Marketing Dan Bolton shares his tips to help financial advisors stand out in the sea of sameness as well as how Wealth.com is...
Jake Isham: Making Impactful Social Media Content
15 Dec 2025
Contributed by Lukas
Jake Isham shares how he achieved social media success and how he helps his clients do the same.
Andrew Evans: The RIA Growth Flywheel
08 Dec 2025
Contributed by Lukas
Rossby Financial and ROffice's Founder Andrew J. Evans shares how he created Rossby's branding, which advisors are suited to Rossby Financial ...
Kristen Sweeney: Putting the Thought Into Thought Leadership
23 Nov 2025
Contributed by Lukas
Every Little Word's Kristen Sweeney shares how she and her team tackle tricky thought leadership topics and why your personal brand is not the sam...
Angel Gonzalez: Use AI to Enhance, Not Become Part of the Average
17 Nov 2025
Contributed by Lukas
Snappy Kraken's Co-Founder Angel Gonzalez shared the most useful cases for AI in content as well as how brands can stand out in a way that's a...
Laura Garfield: Become a Real Finfluencer
09 Nov 2025
Contributed by Lukas
While the term finfluencer might have a negative connotation of a snake oil salesperson, Idea Decanter's Co-Founder Laura Garfield says financial ...
Diana Cabrices: Evangelize for the Brands You Love
03 Nov 2025
Contributed by Lukas
Diana Cabrices Consulting's Diana Cabrices shares what a brand evangelist does, how they work with companies' marketing and public relations p...
Derek Janis: Seminar Marketing Is Human Connection At Scale
26 Oct 2025
Contributed by Lukas
AcquireUp's Chief Marketing Officer Derek Janis explains why seminar marketing is so successful for financial advisors and why this isn't a tr...
Anat Goldstein: Speaking to Credit Unions & Community Banks
20 Oct 2025
Contributed by Lukas
FinOptima Solution's Anat Goldstein explains how the new firm's branding was selected and how she's learned to speak credit unions' la...
James Warren: How Authentic Storytelling Comes About
12 Oct 2025
Contributed by Lukas
Share More Stories' CEO James Warren discusses his firm's work to help businesses provide better client experiences and gives tips to foster b...
Haley Marx: Tips to Manage a Community
06 Oct 2025
Contributed by Lukas
The AGC's Haley Marx gives her steps to maintaining this community of financial advisors, which is part of Wealthtender.
Fintech Is Femme: Build It, Refine It, Scale It & Bring The Ladies Together
28 Sep 2025
Contributed by Lukas
This is the first time the Brand Stories podcast has had two guests on at once! Some of the key figures of Fintech Is Femme -- Founder Nicole Casperso...
Carl Richards: Having the Conversations
21 Sep 2025
Contributed by Lukas
Carl Richards, known for his sketches, podcasts, and other work to promote money conversations, shares how he's created his brand identity.
Jordan Haines: Stages of Motion in Financial Advice
15 Sep 2025
Contributed by Lukas
Jordan Haines, CFP, Founder of Scaling Motions explains how financial advisors can achieve the growth they're aiming for.
Johnny Sandquist: If You Confuse Them, You Lose Them
07 Sep 2025
Contributed by Lukas
Three Crowns Marketing's Founder Johnny Sandquist shares his take on where financial advisor marketing is and how no matter what tools you use, if...
Quinn Palmer: Math Marketing Person to Person
01 Sep 2025
Contributed by Lukas
Growclass' Quinn Palmer shares what growth marketing is and how at the end of the day, messages need to go from person to person.
Vance Morris: Client Experience Comes From What You Love
24 Aug 2025
Contributed by Lukas
President and Chief Experience Officer of Deliver Service Now Institute Vance Morris shares what he learned from a decade working at Walt Disney World...
Joe Kozeniewski: Measure Your Marketing Efforts
17 Aug 2025
Contributed by Lukas
Powerlytics' Joe Kozeniewski discusses what growth marketing is and how financial advisors can measure their marketing efforts.
Jeff Morgan: Set Your Content on FIRE
11 Aug 2025
Contributed by Lukas
To have successful content, it needs to be frequent, insightful, relevant and entertaining, says Elements' Jeff Morgan.
Brian Thorp: Testimonials Are No Heavy Lift
03 Aug 2025
Contributed by Lukas
While many financial advisors have been able to compliantly use testimonials to help market their practices, about 10 percent are currently doing so. ...
Karen Chalmers: Authenticity Adds to Thought Leadership
28 Jul 2025
Contributed by Lukas
interVal's Vice President of Marketing and Partnerships Karen Chalmers discusses how she encourages her staff to be their authentic selves on soci...
Mandy Bianchi: How To Incorporate Events Into Your Brand
18 Jul 2025
Contributed by Lukas
Mandy Bianchi of Bianchi Productions has coordinated numerous events throughout her career including the 2025 LeTip Convention. She shares how brands ...
Jeff Morgan: Set Your Content Marketing on FIRE
13 Jul 2025
Contributed by Lukas
Elements' Jeff Morgan details how engaging content needs to have enough FIRE to capture the audience and how a hub and spoke method can help make ...
Matt Halloran: Do The Podcast & HOPE
13 Jul 2025
Contributed by Lukas
ProudMouth's Co-Founder Matt Halloran delved into various aspects of branding from the power of podcasts to how to become an influencer.
Doriana Fontanella: Good Grammar Protects Your Brand
07 Jul 2025
Contributed by Lukas
Write Connection LLC's Doriana Fontanella explains how correct grammar and punctuation puts a brand in its best light.
Sherry Goldman: Baby Brand Steps
29 Jun 2025
Contributed by Lukas
Goldman PR's Founder Sherry Goldman has successfully counseled her public relations clients for the last 28 years. She gives a look at the past, p...
Mark Matatov: Make Your Brand Understandable & Actionable
22 Jun 2025
Contributed by Lukas
Bracha Designs' Mark Matatov discusses optimal website design and how branding should be incorporated into that.
Ali Taylor: Business Issues Aren't Always Solved By Marketing
16 Jun 2025
Contributed by Lukas
Wisdom & Wayfinder's Ali Taylor became a business strategist after recognizing that some business issues can't be solved with a better mar...
Marqus Aycart: Branding Bleeds Into Your Business
09 Jun 2025
Contributed by Lukas
Forager Brands' Marqus Aycart explains why businesses need their branding to be consistent across all aspects of their work.
Rich Walker: Your Brand Is a Promise
01 Jun 2025
Contributed by Lukas
Quik! Chief Executive Officer Rich Walker discusses how his firm's branding was created and has evolved as well as how he decided to create a succ...
Emily Kurisky: Authenticity in Branding Is Key
26 May 2025
Contributed by Lukas
Wealthspire Advisors' Marketing Vice President Emily Kurisky shares how her firm's brand has evolved over the last seven years, what it was li...
Lori Anne De Iulio Casdia: Branding Comes from the Heart, Not the Head
18 May 2025
Contributed by Lukas
America's #1 Take Action Success Coach and Strategist Lori Anne De Iulio Casdia discusses how her brand has evolved throughout her career and how ...
Lauren Hong: Brands Must Be Able to Breathe
11 May 2025
Contributed by Lukas
Out and About Communications' President Lauren Hong shares how she helps her clients think about their brand and why branding needs to be fluid.
Michael Thrasher: Building a Brand & Relationships
04 May 2025
Contributed by Lukas
Michael Thrasher has taken his career from an asset and wealth management reporter to the head of a weekly family office newsletter called Modus. Lear...
Rich Richardson: Marketing Plans Need to Be Part of Business Plans
27 Apr 2025
Contributed by Lukas
Rich Richardson, chief equity officer of Richie Rich LLC, looks at marketing as a key part of a holistic business plan. Learn about this and some free...
Tony Steuer: Be Consistent in Your Branding
20 Apr 2025
Contributed by Lukas
Tony Steuer, a financial preparedness advocate, author and podcaster, gives his insights on how regulators and the financial services industry can get...
Bill McGuire: How Marketing Feeds Into Branding
13 Apr 2025
Contributed by Lukas
Bill McGuire, Managing Director of W. M. McGuire, shares the various routes for how firms can develop their brands and how small firms can access mark...
Thomas LoFaso: Making Videos Marketable
06 Apr 2025
Contributed by Lukas
Thomas LoFaso, Head of TLo Production, discusses how social media and video can help build a brand.
Mike Langford: Podcasting & Preparation
30 Mar 2025
Contributed by Lukas
finserv Marketing's Founder Mike Langford defines his brand through preparation which leads to more interesting podcasts. He leverages this pre-pl...
Brand Stories: The Beginning
18 Mar 2025
Contributed by Lukas
Get a glimpse into how Alexandra Zendrian, founder of AtoZ Communications and Editor-in-Chief of Brand News, created her brand.