Bridging Careers: Financial Influencer and Advisor

Developing a platform to market your business can help build and grow a successful career, but as a financial professional, there can be challenges and roadblocks along the way.

Certified Financial Planner and financial influencer Josh Bannerman shares advice and experiences on how being both a financial influencer and advisor can benefit your clients and career.

Josh is the founder of Bannerman Wealth Management and co-founder of the award-winning Stacking Benjamins podcast, where he plays the part of “The Other Guy” (AKA OG) on the show.

In this session, attendees can expect to learn the following:

  • Practical tips for handling compliance issues
  • Strategies to leverage your platform as an influencer
  • The benefits and challenges of holding dual roles and how to navigate them
  • Working in both worlds without negatively impacting one or the other
  • Advice on how to build are grow both a business and a platform