The Power of Authenticity: How to Differentiate Your Advisory Firm with Alternative Investments With Shana Sissel (Ep. 483)

Top Advisor Marketing Podcast

Innehåll tillhandahållet av Matt Halloran, CRO at ProudMouth, Matt Halloran, and CRO at ProudMouth. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Matt Halloran, CRO at ProudMouth, Matt Halloran, and CRO at ProudMouth eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

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How do you truly stand out in a crowded and competitive industry?

In this episode of the Top Advisor Marketing Podcast, host Matt Halloran interviews Shana Sissel, the “Queen of Alternatives” and CEO of Banríon Capital Management. She opens up about the challenges she has faced as a successful woman in a male-dominated industry, sharing how she has turned negative feedback into a powerful message of empowerment. Her story is a testament to the importance of staying true to who you are, particularly for women in finance who often feel pressured to conform.

This conversation also explores the importance of offering differentiated investment opportunities to clients. Shana emphasizes the value of alternative investments in helping advisors stand out and connect with clients on a much deeper level.

Matt and Shana discuss:

Building a brand around adversity
The awesome power of authenticity
The opportunity that alternative investments provide to connect with clients in a meaningful way
How Banríon Capital Management helps financial advisors stand out
Why helping people invest in a way that aligns with their interests, passions, and values is a massive difference-maker
And more

Resources:

Connect With Shana Sissel:

Connect With ProudMouth:

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About Our Guest:

Shana Orczyk Sissel, CEO of Banríon Capital Management, guides independent advisors through alternative investing, focusing on education, platform development, and due diligence. She played a pivotal role in launching Armada ETF Advisors and their first product, the Home Appreciation U.S. REIT ETF (HAUS). With over two decades of investment management experience, Shana has held leadership roles at Cope Corrales and Spotlight Asset Group. Known as the “Queen of Alternatives,” she frequently appears on CNBC, Bloomberg, and Fox Business. Shana holds a BS from UMass Amherst, an MBA from Bentley University, and the CAIA designation.

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