60. Social Media Savviness for Financial Advisors and Women In Finance with Courtney McQuade, Consultant, Social Solutions for Financial Services

In the Suite

We’re so happy to have Courtney McQuade in our podcast tonight. Courtney is a dedicated and savvy social media consultant within the independent financial advisory community and Social Media strategist at CityWire USA. She helps financial advisors tap opportunities and reach their target audience by developing their social media strategies.

The podcast begins with Courtney sharing with us how the financial landscape has evolved over the years. She reminisces that when she joined the industry, men were brokers, women were the sales assistants, and it was all about selling stocks. 20 years on, it’s about financial planning, looking at the whole picture, and understanding the behavioral aspects.

Tune in to the podcast to learn more about Courtney’s origin story, how she got into marketing, the three tenants she lives by, her thoughts on Clubhouse and Instagram, upcoming events at Citywire, how financial advisors can prepare for the conference circuit, the growth of voice marketing, and tips for developing an authentic social media strategy for the newbies and experienced.

Sounds interesting, right? Find the agenda of our conversation below:

1. Courtney Journey to Citywire (04:20)

2. How did she get into marketing? (07:20)

3. Top 3 Marketing Tips (12:30)

4. The three key tenants (20:15)

5. The parallel between social media and real-life (23:04)

6. The love for Buffalo hot wings! (31:00)

7. The conferences that Courtney hosted (32:54)

8. Stalking on social media? (37:00)

9. Thoughts on Clubhouse and Instagram (38:30)

10. Upcoming events at Citywire (45:00)

11. Courtney volunteers at Walnut Creek (51:20)

12. Tips for newbies (52:50)

13. The best way to contact Courtney (54:24)

14. Book recommendation (55:20)

List of Resources Mentioned

• Courtney McQuade LinkedIn
• Courtney McQuade on Twitter
• Courtney McQuade Website
• Link to Johnny Sandquist - Three Crowns Marketing
• Taco Tech Podcast with Tina Powell
• Riskalyze Website
• Carson Group Excell Conference
• CityWire USA
• Amelia Garland Twitter
• Emily Binder Wealthvoice
• Sonya Dreizler Twitter
• Stephanie Foster XYPlanning Twitter
• Jess Bost Twitter
• Liz Slater Twitter
• Book: You’re Absolutely Worth It by Velera Wilson
• Book: My Descent Into Death by Howard Storm

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