About this episode

David Keller discusses the importance of content creation for financial advisors and shares strategies for building trust with clients.

In this episode of The Smarter Planner Podcast, host Belle Osvath, CFP® , welcomes David Keller, CMT, President and Chief Strategist at Sierra Alpha Research, a boutique investment research and consulting firm. David is also a CNBC contributor and the host of the Market Misbehavior YouTube channel and podcast, where he helps investors and advisors better understand market behavior through technical analysis and storytelling. With a unique background blending finance, psychology, and creative storytelling, David shares how he built a business around content creation and why video, podcasts, and social media are becoming essential tools for advisors looking to build trust and connect with clients. In this conversation, David shares: Why advisors should embrace content creation and start before they feel "ready" How authentic, human content stands out in a world increasingly filled with AI-generated noise The importance of thinking beyond posting content and building a true "channel" or media platform Practical tools and strategies for growing a presence, including analytics, coaching, and consistency How content helps shift investors from emotional decision-making to evidence-based…

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