Back in 2015 when I first connected with a UK adviser by the name of Alan Smith (Capital Asset Management), there is no way I could have foreseen the scale of what we would come to discuss in this latest Masterclass. Now approaching 20 years as principal of Capital Asset Management, Alan has done what many advisers aspire to; to create a business that runs without the need for him to be at the coalface providing advice. It is however what he’s done with the time he’s created for himself that is equally as impressive, building up a following of 11k with a systematic approach to creating engaging content that generates a lead per week, and being behind two finance Podcast; Bulletproof Entrepreneur & The Real Adviser Podcast (TRAP). In this Masterclass, I’m delighted to sit down with Alan and unpack how he engineered the practice that gives him the freedom to focus on marketing and the methods he used to build the kind of digital presence that very few advisers have been able to achieve. Join me live for this or in the event the antipodean-aligned timing doesn’t work for you, don’t you dare miss the replay on The Finnovator podcast.
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