If you’re looking to grow your business, digital marketing should be your go-to.
In this episode, Shannon Spotswood brings on three guests, Financial Advisor Dany Martin from Shreveport LA, Financial Advisor David Pulcini from Rochester NY, and digital marketing guru Andrew Parrott in Knoxville TN. The four discuss the inner workings of growing a business in financial advising through marketing.
Shannon, Dany, David, and Andrew discuss:
- The importance of capturing your authentic self in marketing
- The most common excuses from advisors who don’t market themselves
- Differentiating excuses from priorities
- Why advisors need to build a personal brand to grow their firms
- And more
Resources:
Connect with Shannon Spotswood:
Connect with Dany Martin:
Connect with David Pulcini:
Connect with Andrew Parrott:
About our Guests:
Dany Martin’s passion for helping others strive for financial health started during his high school years when residual income and the idea of having money work for you crossed his desk. He further pursued his enthusiasm for business and finance during college, where he attended Northwestern State University. During those 4 years in Natchitoches, he achieved a Bachelor of Science degree in Business Administration and was an active member and treasurer of Sigma Nu Fraternity. He continued his education by obtaining a Master’s in Business Administration degree from Louisiana Tech University. Prior to becoming part of the Williams Financial Advisor team in January of 2015, Dany spent 8.5 years at Capital One Bank, where in a very short time he worked his way up from a teller to a Financial Advisor covering 10+ branches in Shreveport, LA.
David Pulcini enjoys meeting new people wherever they are on their financial journey to guide them toward making positive financial decisions. He uses his experience in investment management, tax planning, and insurance to help clients protect what they have and grow what they need. He has developed Six Point Financial’s proprietary “Think About It” process that they take their prospective clients through, he is a co-chair of their internal investment committee, and most of all, David loves working with the clients that he has. David takes his role as an advisor very seriously, but he really wants to enjoy the process as much as possible.
Andrew Parrott is the owner of Logic Marketing and the Business Development Manager at U! Creative. With over 9 years of marketing experience and over 16 years of experience in digital media, Andrew is a digital marketing guru.