On The Circuit, Episode 6: Featuring Shannon Rosic and Brandon Kawal

Johnny Sandquist
Founder & CEO, Three Crowns Copywriting & Marketing
Feb 15, 2023

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Listen in as Johnny Sandquist, Three Crowns CEO and Founder, chats with Shannon Rosic, Director of WealthStack Content at Informa. The second half of today’s episode features Brandon Kawal, Principal of Advisor Growth Strategies.

Shannon Rosic has recently joined Informa as the new Director of WealthStack Content – and she’s already putting big plans into action.

“Our ultimate goal is to create a full-blown omnichannel experience for WealthStack while building a 365, 24/7 community and marketplace for advisors to get their education information for all things well stack,” Rosic explains.

Beyond her new role, Rosic has a plethora of advice for advisors tackling marketing in 2023, including:

  • The importance of authenticity

  • How successful marketing relies on a human-first approach

  • The value of a failure mindset

In the end, the best marketing campaigns are built on trial and error.

Our second guest in today’s episode is Brandon Kawal, Principal of Advisor Growth Strategies. Hot off a panel on M&A, Kawal has several insights to share about M&A macrotrends. Although he estimates the number of M&As hasn’t changed much in the past year, the macroeconomic backdrop has certainly shifted.

“The appetite is still there to do M&A – the demand is still there from buyers,” Kawal explains. “There’s still a lot of reasons for sellers to come to the market, but we have a macroeconomic backdrop that has changed substantially, not least of which is market volatility and interest rate increases.”

Listen to the full episode to learn more about the M&A landscape in 2023 – and how it could affect RIAs both big and small.

KEY TAKEAWAYS

  1. Successful digital marketing combines tech, experimentation and a human-first approach.

  2. Some financial advisors allow a fear of failure to prevent them from trying new things.

  3. With the popularity of M&As this past year, it seems that large firms will only continue to grow in 2023.

KEY TIMESTAMPS AND TOPICS

  • [1:07] Shannon Rosic talks about her new role as Director of WealthStack Content at Informa

  • [3:06] Putting authenticity into your marketing

  • [5:29] Why experimentation matters in marketing

  • [8:09] Brandon Kawal talks M&A trends

  • [12:16] The foundational shift in M&A deal structures

RELEVANT LINKS

  1. Informa

  2. Advisor Growth Strategies

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About the Podcast Station Sponsor: Halo Investing

Halo Investing is an award-winning technology platform that disrupts how protective investment solutions are used worldwide. Headquartered in Chicago, with offices in Abu Dhabi and Zurich, Halo is democratizing access to investment solutions that were previously unavailable to most investors.

Halo’s two-sided marketplace connects financial advisors and investors to protective investment products – including structured notes, buffered ETFs, and annuities – offered by leading global financial institutions.

Halo is on a mission to change the world of investing by democratizing access to protective investment solutions through transparency and efficiency with the help of technology.

Important Disclosures: https://haloinvesting.com/disclaimer/.