In this masterclass-style conversation, Charlie Van Derven of Social Advisors brings together industry voices Abby Sheridan (Greenrose PR), Matt Halloran (Proudmouth), and advisor Peter Kroll to answer one powerful question:
How do financial advisors cut through the noise and create real influence?
Here’s what we unpack:
Why the right niche builds faster trust than generic messaging
How PR and podcasting create a flywheel of authority
The key difference between earned and paid media
How to pitch yourself to the media without sounding salesy
Why mindset matters more than marketing hacks
Timestamps:
0:00 – Intro
3:21 – Why Most Advisors Stay Invisible
10:35 – What PR Really Does for an Advisor Brand
19:00 – Podcasting: The Untapped Goldmine
31:18 – Telling Your Story in a Compliant World
44:05 – From Local Press to National Exposure
51:00 – Why You Need to Ask for What You Want
59:30 – Building a Strategic Influence Plan
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