5 Financial Advisor Lessons From The Psychology of Money by Morgan Housel

Chad Willardson is an advisor and owner of Pacific Capital in California who has scaled his firm at a rapid pace through strategic social media marketing. He specializes in helping business owners navigate complex financial decisions and has built a reputation for turning online engagement into meaningful client relationships.

In today's episode, Chad reveals his proven marketing strategy for attracting ideal clients and shares how to measure what actually works beyond vanity metrics. Learn how he first started with content marketing, his process for converting social media views into first meetings, and what happens during Pacific Capital's initial client conversations. Chad also discusses his approach to working with business owners, the value of trademarking your intellectual property as an advisor, and actionable advice for financial professionals looking to scale their practices through authentic content creation.

 Watch on YouTube: https://www.youtube.com/watch?v=tYRvvqvB2LM