Nate Blair is a Partner at Palo Alto Wealth Advisors alongside long time friend, Ryan Schmidt. The two founded Palo Alto Wealth Advisors in order to serve the unique needs of tech professionals as they plan their lives and careers.
In this podcast, Nate discusses the client-focused approach to marketing which Palo Alto Wealth follows, highlighting the short film bios created to promote the firm in a new, creative way.
They also discussed:
- Nate’s unconventional path to becoming a financial advisor, transitioning from investment banking and private equity.
- Co-founding Palo Alto Wealth Advisors and the importance of trust and alignment in partnerships.
- Focusing on a niche clientele and differentiating yourself in a competitive market.
- Introducing the unique approach of using short film bios to market the firm.
- Collaborating with Drew Forest from Forest Brand Design and the process of creating the authentic and personal videos.
- The positive outcomes from the video bios in terms of client acquisition and growth.
- Self-selection of clients based on the videos leading to better-fit prospects.
- The emphasis on client-focused approaches as the core of their strategy going forward.
Resources:
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