In this episode of The Finance Marketing Podcast, Hillary sits down with Dr. Joshua Wilson, an award-winning wealth advisor with a PhD in Behavioral Finance who drives growth for financial firms by applying his proprietary NeuroBehavioral approach that connects with prospects at a subconscious level. After successfully building, leading, and selling his own practice, he now helps advisors and FinTechs achieve sustainable growth through his proven strategies. During this conversation, Dr. Wilson shares powerful insights about moving beyond rational differentiation to create emotional connections with clients through authentic storytelling, explaining why personal narratives are more effective than listing credentials or services when attracting ideal clients.

Key Points:

• Why traditional "rational" marketing approaches focusing on services, experience, and credentials often fail to differentiate advisors
• How clients make decisions emotionally first, then rationally — and how advisors can leverage this in their marketing
• The power of vulnerability and authentic storytelling in creating connections with potential clients
• Practical strategies for uncovering your own powerful stories and determining how to share them effectively
• Why your "ordinary" experiences and struggles are often your most powerful marketing assets

Connect with Joshua:

• LinkedIn: Dr. Joshua I Wilson, CMT®
• YouTube: Dr. Joshua I Wilson & the Untamed Ethos Podcast - YouTube
• Instagram: @dr_joshuawilson
• Twitter/X: Joshua I Wilson, PhD, CMT (@Dr_JoshuaWilson) / X
• Facebook: Untamed Ethos Podcast with Dr. Joshua Isaiah Wilson

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