March Breakfast Meeting


Legacy = Brand: Why Financial Advisors Need A Personal Brand


The value of large name brands in the financial services industry is diminishing. Financial advisors across the industry are taking advantage of this by creating their own personal brands to tell their stories, communicate with clients, and attract new clients that are an ideal fit for their firms.

Creating your own personal brand on an individual or a firm level is not as hard as you might think. We’ll discuss how to develop your brand by identifying what you want your legacy to be, how to communicate your story, and why you should stick with the process. By the end of this talk you’ll have a better understanding of why and how you should be leveraging social media to grow your business.

Presented by Justin Castelli, CFP®, CIMA, CEO & Financial Advisor, RLS Wealth Management

Defining Your Niche & Marketing Your Expertise

This presentation will define niche marketing and share the immense benefits of such a strategy.  These benefits extend far beyond just bringing in new business, but how having a niche can actually be a far more efficient business model. It will cover different marketing strategies to consider and how they should all reinforce your desired expertise which will allow you to “become known” for your speciality.  Ashby will also share his own results around niche marketing and how he expects it to evolve and grow over the coming year.

Presented by Ashby Daniels, CFP®, Financial Advisor, Shorebridge Wealth Management


  • When

  • Thursday, March 14, 2019
    8:30 AM - 11:00 AM

  • Where

  • Rivers Club
    One Oxford Ctr, 301 Grant Street
    Pittsburgh, Pennsylvania 15219

Outlook Outlook
iCal iCal
Google Google
Yahoo! Yahoo!