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The Resilient Advisor's new media series "How I Serve" spotlights top advisors sharing the individual story of their journey through the financial advising industry, how they serve their clients, and more.






















Each episode will be:

  • In an interview/conversational format lasting ~20 minutes

  • Promoted across all social media channels

  • Set to livestream on YouTube, Twitter, Facebook & LinkedIn via Streamyard 

  • Cut into 1-2 minute clips for easy social sharing and promotion

Prior to recording, you will receive a link allowing you to enter our live broadcast studio in Streamyard. Streamyard requires:

  • Webcam/microphone access​

  • The most recent version of Chrome or Firefox

  • For more detailed Streamyard information, see their Guest Instructions

What we need from you:

  • All preferred social media handles

  • At least one approved photo/headshot

  • A set of 5 softball questions

Sample Interview Questions:

  • How did you come to be in the financial advising industry?

  • Tell us about your technology stack

  • Which type of clients do you best serve?

  • What is your planning process?

  • What is your investment process?

  • YouTube
  • LinkedIn
  • Facebook
  • Twitter
  • Instagram

What to Expect as a Guest on How I Serve

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