A financial planner has taken to social media to grow her client base – and she thinks more advisers can use the platform to their advantage, according to media reports.
Britney Castro became a financial advisor in 2006, registering with Ameripriseand left for LPL Financial in 2010, according to Security and Exchange CommissionInvestment Advisor Public Disclosure Database.
She was just 22 when she joined the profession and she decided to differentiate herself in a male-dominated field, according to CNBC.
“Everyone was going after baby boomers because they had money,” she said, according to the news channel. “I wanted to talk to people like me.”
To do this, Castro said she “imitates women in the fashion and beauty space,” with “more of that modern mindset,” according to CNBC.
Castro leveraged social media platforms such as ICT Tac to build a following and expand its customer base, writes the news network.
In 2013, Castro founded a financial planning and education company financially wiseof which she was chief executive until November 2021, according to her LinkedIn profile.
During the coronavirus pandemic, meanwhile, Financial TikTok, also known as FinTok, has become one of the most popular platforms for financial news and advice, CNBC writes.
Castro is now responsible for education at Altruistica Board of Certified Financial Planners pro spokesperson and internal CFP for Mint + Intuit Turboaccording to LinkedIn.
“I built my success on social media and I continue to build on it,” Castro said, according to CNBC. “There is an opportunity for more financial advisors to do the same.”
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