『Capably Yours』のカバーアート

Capably Yours

Capably Yours

著者： Lisa M. Hinz
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Capably Yours is a podcast about helping financial advisors build clarity, capability, and relevance in a changing wealth landscape. It's for advisors who want to grow with purpose and alignment for the future. Hosted by Lisa M. Hinz, founder of CORNHERSTONE, each episode explores the strategic decisions, systems, and perspectives that drive advisor growth from marketing and partnerships to client experience and the future of wealth. With nearly two decades across the RIA, broker‑dealer, FMO/IMO, and strategic partner ecosystem, Lisa brings a grounded, practical lens to what's working for advisors today and what tomorrow's investor will expect next. Subscribe and visit capablyyours.com to share your voice.2025 マーケティング マーケティング・セールス 経済学
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  • Financial Advisor Marketing in Q4: Referrals, AI, and What Actually Works

    Financial Advisor Marketing in Q4: Referrals, AI, and What Actually Works
    2026/09/17
    New research puts client referrals at 34 cents per dollar of new annual revenue. Social media costs $4.88 for that same dollar. Referrals are roughly fourteen times cheaper. And over the next ninety days, you will sit across from more of your clients than in any other quarter of the year. Season two of Capably Yours opens on that collision. Lisa Hinz, founder of CORNHERSTONE and a fractional CMO to advisory firms, catches you up on a summer of rapid AI development in advisor technology, shares where she thinks this is actually headed, and makes the case that the quarter most firms write off for marketing is the one with their most concentrated access to their best-performing channel. In this episode: • What each marketing channel actually costs. Referrals 34 cents, directories 28 cents, SEO 45 cents, social media $4.88, client appreciation events $4.54, newsletters $4.14. • The summer that reset advisor technology, and why your broker-dealer, custodian, and TAMP are already buying the rails. • Why a DIY, AI-powered advice market is coming, and what still decides who chooses a human. • The CRM tags that turn important client moments into the cheapest marketing you will run all year. Sources: Marketing channel costs and the anti-scaling finding "New Kitces research pegs the winners and losers in marketing ROI," Financial Planning, September 15, 2026. https://www.financial-planning.com/news/kitces-research-pegs-the-winners-and-losers-in-marketing-roi The underlying study: The Kitces Report, "How Financial Planners Actually Market Their Services," September 15, 2026, based on a survey of 506 advisors conducted in March and April. https://www.kitces.com/kitces-report-financial-planner-advisor-marketing-tactics-strategies-referrals-centers-influence-networking/ Additional coverage of the anti-scaling data: "Kitces report outlines what advisors get wrong about marketing budgets," The Globe and Mail, September 2026. https://www.theglobeandmail.com/investing/globe-advisor/advisor-practice/article-kitces-report-outlines-what-advisors-get-wrong-about-marketing-budgets/ The February selloff after Altruist's Hazel tax tool "The AI threat wrecked software stocks. Now financial stocks look next with LPL closing 8% lower," CNBC, February 10, 2026. https://www.cnbc.com/2026/02/10/the-ai-threat-wrecked-software-stocks-now-broker-stocks-look-next-with-lpl-down-11percent.html "Wealth Management Stocks Crater After AI Tax-Planning Tool Announcement," Forbes, February 10, 2026. https://www.forbes.com/sites/mikestunson/2026/02/10/wealth-management-stocks-crater-after-ai-tax-planning-tool-announcement/ Anthropic's wealth management plug-ins with LPL and Orion "LPL, Orion add Anthropic's new AI for advisors," InvestmentNews. https://www.investmentnews.com/goria/bolt-ons/lpl-orion-add-anthropics-new-ai-for-advisors/265438 "LPL and Anthropic have expanded relationship on AI integrations," WealthManagement. https://www.wealthmanagement.com/artificial-intelligence/lpl-and-anthropic-of-claude-fame-have-expanded-relationship-on-ai-integrations Claude for Financial Advisors, launched September 14, 2026 "Anthropic Launches Claude for Financial Advisors," WealthManagement. https://www.wealthmanagement.com/artificial-intelligence/anthropic-launches-claude-for-financial-advisors Orion's connector, announced at Future Proof Festival, Business Wire, September 14, 2026. https://www.businesswire.com/news/home/20260914255610/en/Orion-Expands-Anthropic-Collaboration-as-Launch-Partner-for-Claude-for-Financial-Advisors AI notetakers becoming advisor operating systems WealthTech Today on Jump, Zocks, and the shift from notetaking to the advisor desktop. https://wealthtechtoday.com/ai-notetakers-financial-advisors-2026/ The AI safety warnings "Is AI really getting out of control?" Chatham House, September 2026. Covers the weekend warnings from current and former lab employees and Dario Amodei's September 12 essay calling for the industry to slow down. https://www.chathamhouse.org/2026/09/ai-really-getting-out-control "What to know about recent dire AI predictions and calls for safeguards," PBS NewsHour, September 2026. Source for the 2026 International AI Safety Report's finding that current systems show early signs of some relevant capabilities but not at levels enabling a loss of control. https://www.pbs.org/newshour/science/what-to-know-about-recent-dire-ai-predictions-and-calls-for-safeguards RESOURCES MENTIONED Visit https://capablyyours.com The Un-Googleable Content Prompt Worksheet. A free worksheet for getting what your firm actually knows out of your head and onto a page.The Investor Alignment Scorecard. A fifteen-minute self-assessment on whether your message still matches the clients you most want to serve.30-Minute Strategy Call. No pitch, no deck. Bring the thing you are stuck on.Available at capablyyours.com
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    29 分
  • EP 9: 3 Ways Financial Advisors Can Earn Trust Faster

    EP 9: 3 Ways Financial Advisors Can Earn Trust Faster
    2026/04/29

    The right clients are already searching. The only question is whether your firm is specific enough, visible enough, and fast enough to be what they find.

    In Episode 9, Lisa Hinz cuts straight to what actually builds trust with new audiences in 2026. Not better branding. Not more content. Three things: getting to market faster with answers your ideal client is already carrying, building visible social proof that converts a stranger before the first conversation, and going specific enough that the right person finds you and immediately knows she has found the right firm.

    In this episode:

    • Why speed is a trust signal and most advisors are leaving it on the table
    • What the data on reviews actually says and why ninety-two percent of prospects hesitate without them
    • Why the advice to niche down keeps failing at the execution level and what to do about it
    • How specificity gets found in search and AI-driven discovery when broad positioning does not

    Free Resources at capablyyours.com:

    • Un-Googleable Content Prompt Worksheet
    • Investor Alignment Scorecard
    • Book a 30-Minute Strategy Call with Lisa
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    13 分
  • EP 8: The Great Wealth Transfer: Why 'Performative' Marketing is Costing You Women Clients

    EP 8: The Great Wealth Transfer: Why 'Performative' Marketing is Costing You Women Clients
    2026/04/21
    Your marketing makes a promise. Every person in your firm is either keeping it or breaking it. In Episode 8 of Capably Yours, Lisa M. Hinz gets personal. As a marketer who has spent her career building authentic brands for financial advisory firms, Lisa names the thing she cannot stand about her own industry: performative marketing. The kind that looks genuine on the surface and turns out to be a strategy underneath. Using a story from her own life, Lisa illustrates exactly how misalignment, not bad intentions, ends relationships that should have lasted decades. From that moment, she draws a direct line to the highest-stakes version of this problem inside financial services. With $124 trillion transferring between generations by 2048, more than 95% of inter-spousal transfers flowing to women, and 80% of widows leaving their financial advisor within one year of a spouse's death, the women arriving in your pipeline through widowhood, divorce, and inheritance need more than better messaging. They need better experiences, different services, and integrated care that meets them where they actually are. This episode is a call to close the gap, not with a content refresh, but with real alignment across every layer of your firm. WHAT YOU WILL LEARN IN THIS EPISODE Performative Marketing Defined — Without Judgment: Performative is not about bad intentions. It is a gap problem. When your messaging, your client journey, and your ongoing client relationship are not aligned, the client feels it. In financial services, that feeling determines whether she stays or quietly takes her assets elsewhere.The Great Wealth Transfer Is a Women's Story: Cerulli Associates projects $124 trillion will transfer by 2048. More than 95% of inter-spousal transfers will go to women. McKinsey estimates two-thirds of U.S. private wealth will be held by women by 2030. The advisors who are ready for this moment will build some of the most significant practices of the next decade.The Three-Layer Audit: Messaging. Journey. Relationship. All three layers have to tell the same story. Lisa walks through where the gaps most commonly open and how to close them before they cost you the relationships that matter most.What Genuine Readiness Actually Requires: Refreshing your website copy is a starting point, not a finish line. Real readiness means better client experiences, evolved service models, and integrated care that meets women in transition where they actually are — and why the advisors who build it stop having to work hard at marketing. KEY TAKEAWAYS "Performative is not a character problem. It is a gap problem. And the gap almost always opens without anyone intending it.""Eighty percent of widows leave their financial advisor within a year of their husband's death. Not because of poor performance. Because she did not feel like the relationship was built for her. That is almost entirely preventable.""Your messaging, your client journey, and your ongoing relationship are not three separate things. They are one thing. They are your brand. And when they are aligned, your marketing practically writes itself.""The advisors who do this work don't have to work hard at marketing anymore. Because their client experience becomes the marketing." RESOURCES AND TOOLS MENTIONED Un-Googleable Content Prompt Worksheet: 15 high-authority prompts to turn your wisdom into a digital moat. Link: https://capablyyours.comInvestor Alignment Scorecard: Benchmark your firm across the five areas of the Growth with Purpose Framework. Link: https://cornherstone.com/alignment-scorecardBook a Strategy Call with Lisa: A 30-minute conversation about closing your firm's digital gaps. Link: https://calendly.com/lisa-hinz-cornherstone/30min ABOUT LISA M. HINZ Lisa M. Hinz is the founder of CORNHERSTONE, a strategic marketing partner for financial advisors building firms with purpose. CORNHERSTONE helps advisory firms diagnose the gaps between their current growth efforts and the future of wealth — and build the infrastructure to close them.
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    24 分
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