Ep 44: Storytelling and Financial Planning with David Rosell

Many of us joined the financial industry to help others. David Rosell has combined his passion for helping people with his love for storytelling. On today's episode, David Rosell joins us to speak on his approach to the art of storytelling and the importance it plays in our marketing and financial planning strategy.

He's an author, speaker, and financial planner that is educating his clients and other advisors. We will be discussing his approach to marketing, his risk blueprint, and how retirement planning is like climbing Mount Everest.

 

More about our guest: https://www.davidrosell.com/

 

Key Points: 

2:27 – David Rosell’s backstory

6:47 – What brought him into financial planning?

9:48 – Marketing funnels and strategy

13:00 – How people find his book

14:22 – Marketing his book

18:26 – Retirement and Mount Everest

21:54 – Risk blueprint

25:51 – Fear of the future