Chad Willardson Advice to Financial Advisors

Chad Willardson is an advisor and owner of Pacific Capital in California. If you haven’t seen him on Linkedin and Instagram, I highly recommend you take a look. Chad has been able to continue to scale his firm at a rapid pace all due to his social media presence.

00:00 Intro

00:12 Chad's marketing strategy to attract ideal clients

04:12 How to measure the success of marketing efforts

05:45 How Chad first started with content marketing

09:28 How to turn a view online into a first meeting

10:39 First Meeting Process at Pacific Capital

12:12 How to talk to business owners about investing

13:13 Chad's Book

14:21 Increase Advisor Value by Trademarking your IP

15:25 Advice to Advisors