Lisa Graham is the Co-Founder and CEO of Graham Media Partners, a full-service marketing agency focused on financial services. Together, Phil and Lisa discuss the importance of storytelling. Financial advisors should break out of their “typical” constraints and focus on telling a differentiated and powerful story, one that goes beyond basic messaging.

While there are countless opportunities to showcase and be proud of what makes you unique, you can’t be everything to everyone. By engaging with clients, seeking feedback, and feeling empowered, advisors can continue to differentiate themselves through a compelling story that not only attracts the right audience but also repels those who may not align with their values. This conversation will help you continue the year on the right foot. Listen in.

Resources:

Lisa Graham, Co-Founder and CEO - LinkedIn

Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com

Please send First Friday Feedback submissions to: mojo@cannonfinancial.com