Growing Your Practice Through Media, Mission, and Client Experience
- E33
- 42:27
- November 16th 2023
Dawn has grown her wealth management business and brand by extending her client experience out into the world on a mission to help more people. In doing so, she’s built a fast-growing firm and a dedicated following.
The thing that I found really compelling when I was looking at what Dawn Dahlby does online is the thing that terrifies most people, and certainly most financial advisors, thinking about doing video. She talks directly to the camera and connects like she’s talking to a friend. She has made an art out of extending her client experience and advice out into the world in video across all types of media and her firm has flourished. This episode can help your firm flourish too.
She shares how she got started in video and media and talks about what it takes for you to follow her example. She also shares her journey of becoming an advisor and starting her own firm and critical lessons learned along the way. But maybe best of all Dawn talks about why. It’s her “why” that drives everything and can help to drive you too. This episode is packed full of heart and fantastic lessons for any entrepreneur wanting to grow their business and brand.
Guest:
Dawn Dahlby, CEO of Releve Financial Group, author, speaker
Resources Mentioned In This Episode:
Find Dawn at:
www.linkedin.com/in/dawn-dahlby
Instagram @dawndahlby
Dawn’s book
Live Wellthy: Own Your Worth, Grow Your Wealth
Examples from Dawn's media journey
First Linkedin live
https://www.linkedin.com/video/live/urn:li:ugcPost:6937878014491865088/
To powerhouse speaker
https://www.instagram.com/p/CuZ6wD0AYqT/
The Augmented Advisor
The Augmented Advisor is about Creators and Communicators in Wealth Management.
The podcast is presented by Blueleaf monthly and hosted by John Prendergast.
The show is about creators in Wealth. We tell their stories and try to learn their lessons. We talk about how independent financial advisors can leverage new media in their business and amplify their impact on clients and in the world.
"If you're not communicating, you don't exist" Gary Vaynerchuk
We want you to shine bright.
You can also see our video episodes on YouTube: https://www.youtube.com/@augmentedadvisor
SEND US A STORY: [email protected]
Our Website: https://www.blueleaf.com/
Meet the Host
John is the co-founder and CEO of Blueleaf and is an active startup advisor. He is also an experienced entrepreneur and senior executive. As part of 6 founding teams, he has led the product management, marketing, and finance functions. His background in banking and wealth management has shaped the vision for Blueleaf.