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Katherine is the Founder and CEO of Concentric Private Wealth. She focuses on helping clients understand why they’re making the decisions they make and aligning their investment strategies with values-based life choices, helping them achieve their financial goals with comfort and clarity. Katherine is an expert in behavioral advice and has built a powerful personal brand and platform.
Take away quote: “We’re able to go to an even deeper level because clients are getting a sense of who I am before they actually even start working with us. And that’s important.”
-@KatherineLiola on #BecomingReferable
Show Timeline:
03:28 Helping your clients make decisions around what’s most important to them
11:04 ‘Honing your craft’, building a platform to express your personal brand
18:32 The role of authenticity in building a brand
22:21 Using videos to deliver deeper value to your audience
29:40 Using public speaking to serve your audience
35:27 The impact of brand building on your business and referability
Links:
Website: https://concentricpw.com
Twitter: https://twitter.com/katherineliola
LinkedIn: https://www.linkedin.com/in/katherineliola/
Want more?
Stephen Wershing: http://advisorchecklist.com/blog/
Julie Littlechild: http://www.absoluteengagement.com/blog
Episode Transcript:
Julie Littlechild:
Welcome to Becoming Referable, the podcast that helps you become the kind of advisor people can’t help talking about. I’m Julie Littlechild, and today, Steve and I are speaking with Katherine Liola. We love having advisors on who are doing things just a little differently, and Katherine is no exception. Katherine is the CEO and founder of Concentric Private Wealth, and it’s a firm for which behavioral advice really sits at the center of all of the work that they do. We chat with Katherine about her business and her journey, but we also focus on how she’s built and is continuing to build a powerful personal brand and platform.
Katherine is an educator, a speaker, a podcaster, a writer, and of course a financial advisor. So we get deep into how and where she has invested her time to become a great speaker, as well as how she gets her message to the world through podcasting, videos and writing. In my opinion, what’s so important about Katherine’s message is the need for intentionality to succeed in making all of this happen, because none of it happens by accident. It all takes training, effort and of course, a willingness to get it wrong. And with that, let’s get straight to the conversation with Katherine.
Well, Katherine, welcome to the Becoming Referable Podcast. So good to have you here.
Steve Wershing:
Welcome Katherine.
Katherine Liola:
Thank you so much for having me. I’m excited to be here.
Julie Littlechild:
I am excited to have you. I talked to Katherine so many years ago. I think a coach we were both working with put us together for at the time. I interviewed you quite a few years ago based on some things that you were doing in your business then. So it’s really kind of exciting to talk to you about how things have changed, but before we just jump into your business and what you’re doing, can you just maybe give a quick introduction to the business for our listeners?
Katherine Liola:
Of course. Concentric Private Wealth, we are a comprehensive wealth management firm. We do have a focus in investment management as well as in comprehensive financial planning. Where we’re unique is that our value add really comes in with our expertise and behavioral advice. And so, what that really means is when we are working with our clients, what we’re really wanting to first and foremost get to the bottom of is, what is important to our clients? That sounds very simple in a lot of ways, but what we have found is that most people haven’t actually been able to hold the space for themselves to really connect with what’s important to them and to understand why have they been making the decisions that they’re making. So we like to, when we’re first working with our clients, to really spend a lot of time helping them understand who are they, what’s important to them and to really be able to hold this space so that they can begin making decisions that are aligned with what’s most important to them.
Julie Littlechild:
It’s interesting, when you talk about holding the space, do you mean sort of you just giving them the time and the space going deep and making sure that they answer these questions? Is that what you mean by that term?
Katherine Liola:
Holding the space, yes, is about making the time, but it’s also about providing the infrastructure and the leader
ship to help them be on this path so that they can reflect, that they can question, that they can consider things that maybe they just either haven’t thought of before or that they’ve heard of but they haven’t spent the time on. Anything from why are they living in the neighborhood that they’re living in? Why did they choose to purchase the type of home that they have? Why are they in the jobs that they’re in? Why are they not doing some things? Why are they doing some things? So this doesn’t happen in just one conversation. It’s about holding the space conversation after conversation after conversation with leadership along the way so that it’s not just empty conversation.
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