Episode Overview

In this episode of The Future-Ready Advisor, host Sam Sivarajan sits down with Barrie Cohen, founder of BC Public Relations, to explore how financial advisors can build authentic personal brands and cut through market noise. Barrie shares insights on overcoming common PR misconceptions, the power of storytelling in building trust, and strategies for engaging high-net-worth clients through targeted positioning.

They discuss how to navigate compliance requirements while building visibility, why relying solely on referrals can be risky, and the importance of meeting clients where they are in today's digital landscape. Whether you're looking to establish thought leadership or drive new business, this conversation is packed with practical advice for building credibility and standing out in a competitive industry.

Key Quote

"We all want human connection, right? We're all looking for that. And I think when you work with someone and you feel like they hear you and understand you and you feel seen by them, I think those are the pieces and elements that make you want to hire them." — Barrie Cohen

Key Takeaways

• Everyone has a story worth telling — the biggest misconception is thinking you don't have anything unique to share.
• Authenticity beats self-promotion — position yourself as a resource and educator rather than focusing on selling.
• Meet your audience where they are — research what your target clients read, watch, and listen to for maximum impact.
• Referrals alone aren't sustainable — diversify your business development channels to reach younger, digitally-native clients.
• PR is a long-term investment — building credibility and visibility takes time but delivers lasting results.

• "It's not always about you — look at the people you serve to tell your story."
• "We all want human connection, and that's what builds trust."
• "PR is not just one thing — find what feels most comfortable to you."
• "It's an iterative process — adapt your strategy based on what works."
• "PR is a long-term process that builds credibility over time."
• "Referrals do dry up — you need multiple sources of business."
• "Start with baby steps and figure out what works for you."

• 02:59 — Common Misconceptions in Personal Branding
• 08:57 — The Power of Storytelling
• 15:04 — Adapting PR Strategies for Target Audiences
• 25:15 — Navigating Compliance in Financial Services
• 29:07 — The Risks of Relying Solely on Referrals

• Learn more about Barrie Cohen and BC Public Relations
• Connect with Barrie on LinkedIn

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• Explore more insights on Sam's website.