Oct 29, 2021
Many of us joined the financial industry to help others. David Rosell has combined his passion for helping people with his love for storytelling. On today's episode, David Rosell joins us to speak on his approach to the art of storytelling and the importance it plays in our marketing and financial planning strategy.
He's an author, speaker, and financial planner that is educating his clients and other advisors. We will be discussing his approach to marketing, his risk blueprint, and how retirement planning is like climbing Mount Everest.
More about our guest: https://www.davidrosell.com/
2:27 – David Rosell’s backstory
6:47 – What brought him into financial planning?
9:48 – Marketing funnels and strategy
13:00 – How people find his book
14:22 – Marketing his book
18:26 – Retirement and Mount Everest
21:54 – Risk blueprint
25:51 – Fear of the future