How To Differentiate Your Advisory Firm With Alternative Investments with Shana Sissel

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

Related: Stop ‘Podcast Guessing’: How Advisors Can Succeed at Podcast Guesting with Tom Schwab

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