Advisers should not be social media stars… but should learn from them

‘Engaging with new formats is not a vanity project for advisers anymore’

clock • 4 min read

There is a running joke among the profession that you only need three things to be a ‘real’ financial planner, writes Justin Cash. They are a Tesla, a fancy barbeque, and a podcast…

The third of those three, a podcast, tends to draw a particular kind of scoff. How does such auditory navel-gazing possibly translate into new clients? Who cares what a couple of crusty old financiers think anyway? Shouldn't these planners be busy doing some actual planning? These jokes are often circulated on social media, home to many such people with podcasts to plug. I can practically hear you scoffing again. Scoff all you want. But engaging with new formats is not a vanity project for advisers anymore – it's fast becoming a must-have for long-term survival. At PA360 last month...

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