Bridging Careers: Financial Influencer and Advisor
Bridging Careers: Financial Influencer and Advisor
April 28, 2023 10:30 AM 11:15 AM Salon A
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
Earn