{"id":7195,"date":"2025-01-20T17:09:16","date_gmt":"2025-01-20T17:09:16","guid":{"rendered":"https:\/\/www.blueleaf.com\/blog\/growing-your-practice-through-media-mission-and-client-experience\/"},"modified":"2025-01-20T17:09:16","modified_gmt":"2025-01-20T17:09:16","slug":"growing-your-practice-through-media-mission-and-client-experience","status":"publish","type":"post","link":"https:\/\/www.blueleaf.com\/blog\/growing-your-practice-through-media-mission-and-client-experience\/","title":{"rendered":"Growing Your Practice Through Media, Mission, and Client Experience"},"content":{"rendered":"\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<div class=\"podcastdotco-wrapper\"><iframe data-target=\"the-augmented-advisor\/growing-your-practice-through-media-mission-and-client-experience\" src=\"https:\/\/play.pod.co\/the-augmented-advisor\/growing-your-practice-through-media-mission-and-client-experience\" frameborder=\"0\" width=\"100%\" scrolling=\"no\" style=\"overflow:hidden;max-width:750px;height:160px;\"class=\"podcastdotco-player podcastdotco-player--episode\"><\/iframe><script src=\"https:\/\/play.pod.co\/embed\/frame-v1.js\"><\/script><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<iframe width=\"560\" height=\"315\" src=\"https:\/\/www.youtube.com\/embed\/PeZKZKIlyi0?si=UxTgyn8g-Bw9bHVc&enablejsapi=1\" title=\"YouTube video player\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" allowfullscreen><\/iframe>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">In This Episode<\/h2>\n\n\n\n<p>Dawn has grown her wealth management business and brand by extending her client experience out into the world on a mission to help more people. In doing so, she\u2019s built a fast-growing firm and a dedicated following.<\/p>\n\n\n\n<p>The thing that I found really compelling when I was looking at what Dawn Dahlby does online is the thing that terrifies most people, and certainly most financial advisors, thinking about doing video. She talks directly to the camera and connects like she\u2019s talking to a friend. She has made an art out of extending her client experience and advice out into the world in video across all types of media and her firm has flourished. This episode can help your firm flourish too.<\/p>\n\n\n\n<p>She shares how she got started in video and media and talks about what it takes for you to follow her example. She also shares her journey of becoming an advisor and starting her own firm and critical lessons learned along the way. But maybe best of all Dawn talks about why. It\u2019s her \u201cwhy\u201d that drives everything and can help to drive you too. This episode is packed full of heart and fantastic lessons for any entrepreneur wanting to grow their business and brand.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Our Guest<\/h2>\n\n\n\n<p>As President and Founding Partner of Relev\u00e9 Financial Group, Dawn has 20 years&#8217; experience as a CFP\u00ae, Behavioral Financial Advisor and Chartered Retirement Planning Counselor, and has grown Relev\u00e9 into a multi-million-dollar comprehensive advisory firm. Dawn\u2019s specialized training combines her knowledge of human psychology with proven financial strategies, taking a ground-breaking, holistic approach when advising clients on how to manage their investment portfolios. Her expertise assesses the unique characteristics that drive each client&#8217;s decision-making process and applies that knowledge to help them successfully achieve their financial goals. Dawn&#8217;s engaging coaching style and results-oriented approach has led her to become a sought-after speaker at a wide range of professional seminars and corporate events. Her inclusion on the esteemed Forbes Finance Council marks another exceptional achievement in her impressive career.&nbsp;<\/p>\n\n\n\n<p>Dawn Dahlby discusses the importance for one to be able to build their TOTAL WORTH by aligning wealth with ones\u2019 purpose, values, and strengths to live a true abundant life. She will share her story on how she &#8220;fearfully&#8221; built a 7-figure income that was worth \u201cnothing\u201d until she found, aligned &amp; began living out her true worth. After listening to Dawn speak, you will be empowered to earn what you are worth, understand how you are limiting yourself with your thoughts, and learn how to live with true financial security.&nbsp;<\/p>\n\n\n\n<p>Dawn Dahlby is a Certified Financial Planner, the country\u2019s first Behavioral Financial Advisor, the founder and president of the multi-million-dollar advisory firm Relev\u00e9 Financial Group, author of Amazons #1 best-selling book \u201cLive WELLthy\u2122 and the creator of an education and financial planning platform. As a fiduciary with over 20 years of experience providing financial advice, she teaches people to save for tomorrow without having to sacrifice living today.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Links &amp; Resources<\/h2>\n\n\n\n<p>Find Dawn at:<br><a href=\"http:\/\/www.dawndahlby.com\">www.dawndahlby.com<\/a><\/p>\n\n\n\n<p><a href=\"http:\/\/www.relevefinancialgroup.com\">www.relevefinancialgroup.com<\/a><\/p>\n\n\n\n<p><a href=\"http:\/\/www.linkedin.com\/in\/dawn-dahlby\">www.linkedin.com\/in\/dawn-dahlby<br><\/a><\/p>\n\n\n\n<p>Instagram <a href=\"https:\/\/www.instagram.com\/dawndahlby\/\">@dawndahlby<\/a><\/p>\n\n\n\n<p>Dawn\u2019s book<br><a href=\"https:\/\/www.amazon.com\/Live-WELLthy-Your-Worth-Wealth\/dp\/B0BDXYN7Z9\">Live Wellthy: Own Your Worth, Grow Your Wealth<\/a><\/p>\n\n\n\n<p>Examples from Dawn&#8217;s media journey<br>First Linkedin live<\/p>\n\n\n\n<figure class=\"wp-block-embed\"><div class=\"wp-block-embed__wrapper\">\nhttps:\/\/www.linkedin.com\/video\/live\/urn:li:ugcPost:6937878014491865088\/\n<\/div><\/figure>\n\n\n\n<p><br>To powerhouse speaker<\/p>\n\n\n\n<figure class=\"wp-block-embed\"><div class=\"wp-block-embed__wrapper\">\nhttps:\/\/www.instagram.com\/p\/CuZ6wD0AYqT\/\n<\/div><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<div class=\"podcastdotco-wrapper\" style=\"overflow:hidden;padding-top:50px;position:relative;\"><iframe src=\"https:\/\/embed.pod.co\/subscribe-button\/the-augmented-advisor\" frameborder=\"0\" scrolling=\"no\" style=\"border:0;height:100%;left:0;position:absolute;top:0;width:100%;\" class=\"podcastdotco-subscribe\"><\/iframe><\/div>\n","protected":false},"excerpt":{"rendered":"<p>In This Episode Dawn has grown her wealth management business and brand by extending her client experience out into the world on a mission to help more people. In doing so, she\u2019s built a fast-growing firm and a dedicated following. The thing that I found really compelling when I was looking at what Dawn Dahlby&#8230;<\/p>\n","protected":false},"author":2,"featured_media":7196,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"content-type":"","om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[91],"tags":[61,37,59,51],"class_list":["post-7195","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-podcast","tag-advisor-tips","tag-client-communication","tag-client-service","tag-financial-advisor"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts\/7195","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/comments?post=7195"}],"version-history":[{"count":0,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts\/7195\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/media\/7196"}],"wp:attachment":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/media?parent=7195"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/categories?post=7195"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/tags?post=7195"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}