Welcome to the Financial Advisor Success Podcast, where you go behind the scenes with

financial planner, speaker, and consultant Michael Kitsis to hear stories of how leading financial

advisors navigated the inevitable challenges that arise on the path to success and get insight

from leading industry consultants about how to break through to the

next level in your advisory business. And now here's your host, Michael Kitsis. Welcome, everyone.

Welcome to the 181st episode of the Financial Advisor's Success podcast. My guest on today's

podcast is Benjamin Brand. Benjamin is the founder of Capital City Wealth Management, an independent RAA based in Bismarck, North Dakota, that oversees 60 million of assets under management for nearly 80 households.

What's unique about Benjamin, though, is the way he initially developed a focus niche after going out on his own as an independent, and then had to pivot when he discovered that there weren't

enough people in that original niche in his small Midwest town to fill his desired client base.

In this podcast, we talk in depth about how Benjamin initially selected and established his local

niche, the way he optimized his website to maximize local search engine optimization opportunities,

how he pivoted to launching a podcast to broaden his reach beyond his local market, the way he adapted his website

SEO to draw attention to his new retirement podcast, and the marketing funnel that Benjamin

has developed to turn his podcast listeners into email subscribers into webinar watchers and eventually into an

introductory meeting as a prospective client. We also talk about how Benjamin is building his

advisory firm to fit his own lifestyle goals. The way he runs meeting surges with all of his clients

twice a year to maximize his focus and also his time off, the ongoing financial plan update and monitoring

process he uses with clients to stay efficient, and why he intends to cap this practice once he

achieves his goal of 100 clients and 100 million in assets under management by age 40.

And be certain to listen to the end, where Benjamin shares the 510-15 rule he developed to figure out for himself what topics to cover on his podcast, the importance of creating forcing mechanisms for yourself to ensure that you stay focused on what really following through to achieve your goals, and why Benjamin believes that the key to long-term success as an advisor is giving yourself permission and the financial foundation to be able to grow slowly.

So you don't feel the pressure to take on clients who aren't a good fit but can be hard to let go of later.

And so with that introduction, I hope you enjoyed this episode of the Financial Advisor's Success

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