The Wealth Manager And Independent IRA Series -------
We're Looking To Interview And Feature 12 Wealth Managers And Independent RIAs About What Makes Them Different.
Selected RIAs and Wealth Managers will be featured on the Experts Unleashed podcast and platform alongside Wall Street Journal Best-Selling Authors, 9-Figure CEOs, and other world class experts in business, financial, medical, and legal niches.
What's Happening:
Independent RIAs are in the middle of the most significant shift the wealth management industry has seen in a generation.
Breakaway advisors are leaving wirehouses at record pace. Niche specialists are out-competing generalists. Clients are increasingly choosing their advisor based on what they read, watch, and listen to (and not who their parents used).
This series is an attempt to capture the thinking of twelve independent RIAs and wealth managers to understand 1 thing: what makes them different from all of the other advisors and wealth managers?
About The Host
Joel Erway
Joel Erway is the host of Experts Unleashed, a long-form interview platform with hundreds of episodes featuring subject matter experts across medicine, finance, law, and other specialized fields. Over the course of his career he has interviewed hundreds of experts and his marketing work has helped generate over $100 million in client revenue. He also runs a media firm helping experts build their authority and platform to get more clients.
The Process
i.
Apply
Complete the application below. Takes about three minutes.
ii.
We review
Our team reviews applications weekly. If there's a fit, we'll reach out within five business days to schedule.
iii.
The conversation
A 45-minute recorded interview with Joel, scheduled at your convenience over Zoom or Riverside.
iv.
Publication
Your episode publishes within four to six weeks. Clips, transcript, and graphics delivered to you for your use.
v.
Authority
You have rights to utilize the interview and social media assets as a way to promote your firm and services (no cost).
The Application
Apply to be featured
We're selecting twelve featured guests this month. Applications are reviewed daily.
No cost to be featured.
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