Yohance Harrison has built a thriving advisory practice without chasing trends or relying on constant outbound marketing. Instead, he focused on trust, vulnerability, and a repeatable referral system rooted in real relationships. In this episode of The Advisor Journey, Yohance, founder and CEO of MoneyScript Wealth Management, shares how he scaled his firm by intentionally activating his existing client base. He walks through his “kings and queens” framework, why public recognition fuels refe...
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Yohance Harrison has built a thriving advisory practice without chasing trends or relying on constant outbound marketing. Instead, he focused on trust, vulnerability, and a repeatable referral system rooted in real relationships. In this episode of The Advisor Journey, Yohance, founder and CEO of MoneyScript Wealth Management, shares how he scaled his firm by intentionally activating his existing client base. He walks through his “kings and queens” framework, why public recognition fuels refe...
Why Most Advisor Brands Disappoint: Emily Binder Shares 3 Ways to Get it Right
The Advisor Journey
34 minutes
5 months ago
Why Most Advisor Brands Disappoint: Emily Binder Shares 3 Ways to Get it Right
Emily Binder, founder of Beetle Moment Marketing and WealthVoice, returns to The Advisor Journey to share her deep expertise in financial services marketing. Emily dives into the critical shifts she's witnessed over her eight years in the industry, emphasizing the democratization of content creation and the evolving landscape shaped by short-form video and social media. In this insightful episode, Emily highlights why authenticity and distinctiveness are more crucial than ever, detailing prac...
The Advisor Journey
Yohance Harrison has built a thriving advisory practice without chasing trends or relying on constant outbound marketing. Instead, he focused on trust, vulnerability, and a repeatable referral system rooted in real relationships. In this episode of The Advisor Journey, Yohance, founder and CEO of MoneyScript Wealth Management, shares how he scaled his firm by intentionally activating his existing client base. He walks through his “kings and queens” framework, why public recognition fuels refe...
