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Getting Your Financial Business Featured in the Media with Allie Zendrian of AtoZ Communications

Modern Financial Advisor · 2026-06-04 · 29 min

0:00--:--

Allie Zendrian, founder of AtoZ Communications and former financial reporter at Institutional Investor, Forbes, and The Street, discusses the critical gap between DIY PR efforts and professional media relations in the wealth management and fintech sectors. The conversation explores why advisors and fintech companies using AI-generated press releases without established reporter relationships fail to land meaningful coverage, and how building genuine human connections is essential for media placement. Zendrian emphasizes that newsworthy stories require understanding the end-user benefit (the "Sally sitting at home" test) - not just announcing new features or widgets. She advocates for affordable, accessible PR services that meet smaller advisors where they are financially, while warning against the penny-wise, pound-foolish approach of DIY communications. The episode offers actionable insights for financial advisors, fintech founders, and anyone seeking media coverage on understanding audience needs, conducting proper research before pitching, personalizing outreach, and recognizing that PR is fundamentally a relationship game built over time, not a transactional exercise.

Key takeaways

  • →Building relationships with reporters is essential to getting media coverage - AI-generated press releases without those relationships rarely land in publications despite SEO benefits.
  • →Advisors doing their own PR is often counterproductive; instead of DIY or expensive retainers, they should find PR practitioners who meet them where they are with reasonable pricing.
  • →Newsworthiness requires understanding your audience granularly - focus on how a story makes a real person's life better rather than announcing features or company news.
  • →Personalization and genuine research matter: sending pitches without checking if someone has been recently featured on a show or if they're a good audience fit kills your credibility.
  • →The foundation of successful PR networking is recognizing the humanity in people and meeting them where they are over time, combined with genuinely caring about connecting the right people together.

In this episode

  1. 1The Problem with DIY PR and ChatGPT Press Releases
  2. 2Allie's Background as a Financial Reporter and Career Transition
  3. 3Building Authentic Relationships in the Financial Services Industry
  4. 4How Allie Rapidly Built Her Network After Launching AtoZ Communications
  5. 5Common Mistakes in PR Strategy: Relationships Over Technology
  6. 6Understanding Newsworthiness and Audience-Focused Messaging
  7. 7Making PR Accessible with Affordable Retainer Models

Mentioned

AtoZ CommunicationsModern Financial AdvisorChatGPTAllie ZendrianMike LangfordForbesInstitutional InvestorThe StreetRiskalyzeAssetMapSteve ForbesDominic D'Andrea

Guests

Allie Zendrian

Topics in this episode

ChatGPTForbesAtoZ CommunicationsInstitutional InvestorThe StreetInvestment NewsMeow WolfFearless Investing SummitRiskalyzeAsset Map

Questions this episode answers

Why do AI-generated press releases without reporter relationships fail to get media coverage?

Reporters can tell when press releases are bot-created and lack genuine newsworthiness. Without an established relationship with the reporter, even if you get an SEO hit from your own social media, the story won't land in actual publications where it matters to your target audience.

What does Allie Zendrian mean by the "Sally sitting at home" test for newsworthy stories?

Before pitching a story, you must answer: why would an average person (Sally in middle America) personally care about this? If you're just announcing a new widget or website feature without explaining how it improves someone's life - like making them healthier or solving a real problem - the story doesn't move the needle and isn't newsworthy.

Why is DIY PR a penny-wise pound foolish approach for financial advisors?

Unless you've spent years building personal relationships with reporters (like Dominic d'Andrea), DIY PR typically fails because reporters receive overrun inboxes and won't engage with impersonal or poorly researched pitches. Professional PR practitioners have the relationships and expertise to get stories placed in actual publications.

What's the biggest mistake advisors make when pitching reporters or podcast hosts?

Not doing basic research on their audience or prior content - including pitching someone who was recently featured on the same show, writing the wrong name (a bot red flag), or suggesting a guest completely misaligned with the show's niche. This kills the relationship before it starts.

How did Allie Zendrian build her network so quickly after launching AtoZ Communications?

By recognizing the humanity in people and breaking down artificial barriers (saying hello to Steve Forbes despite being a junior employee), genuinely connecting with people over time since grad school (since 2007), and actively connecting others to each other (finding where A plus B equals C) - prioritizing relationship-building over transactional networking.

Conversation analysis

Computed from the transcript - who did the talking, and the words that came up most.

Share of words spoken

  • Speaker A49%
  • Speaker C43%
  • Speaker B8%

Most-used words

podcast21financial19show18advisor16love16interesting14thank13first11somebody9modern9relationship8sure8feel8important8disney8didn7

Episode notes

What does it actually take to get your financial advisory business or fintech company featured in the media? According to Allie Zendrian - founder of AtoZ Communications and a former financial reporter at Forbes, Institutional Investor, and TheStreet - it comes down to one question most people never think to ask. In this episode, recorded live at the Nitrogen Fearless Investing Summit in Denver, Colorado, Mike sits down with one of the most connected pros in the wealth management and fintech ecosystem. Allie brings a rare dual perspective: she spent years on the other side of the pitch email deciding what was worth covering, and now she helps advisors and fintech companies get their stories told. Here's what you'll take away from this conversation: Why AI-generated press releases are quietly killing your credibility - and what reporters actually think the moment they land in their inbox. The single most important question to ask before you pitch any story, any reporter, or any media outlet. Hint: it has nothing to do with your product features or your latest announcement.

Full transcript

29 min

Transcribed and scored by The B2B Podcast Index.

Speaker A: Uh, the mistake is that it seems like the people who don't follow that model are basically using AI to try to say, oh, yeah, whatever, like, press releases aren't that hard. Shove it in ChatGPT, let's spit it out and let's be done with it. And I mean, to a certain extent, yes, that's correct. You can make a press release in ChatGPT, but the second that you send it out, somebody realizes that some, um, bot created that it's not that great. You didn't. And the key thing is you didn't have that relationship with the reporter to then get it to land somewhere. So, yes, you got an extra SEO hit, which, you know, not a bad thing. Fine, but did it really? Did it land in any of these publications? Did anybody really notice it? Other than your own social media, probably not.

Speaker B: Hey there, it's Mike Langford. Welcome to another episode of the Modern Financial Advisor podcast. On this episode of the show, Alexandrian, founder of A to Z Communications, is with me for a live and in person conversation recorded at the Fear Investing Summit in Denver, Colorado. Ali is truly one of my favorite people in this space and she has

Speaker C: quickly become one of the most plugged

Speaker B: in pros in the wealth management and fintech ecosystem. Before she launched A to Z a couple years ago, she spent years as a financial reporter at institutional investor, Forbes and the street, cultivating the relationships firms need to get access to highly valued audiences that move the needle. Trust me, you are in for a treat with this episode. Now, before we get to the conversation with Ali, please do make sure you take a moment to subscribe to the Modern Financial Advisor podcast on Apple Podcasts, Spotify, Amazon, the YouTubes, or wherever you like to podcast, jam on. And if you have a question or a suggestion or for a topic or guest, hit me up. I'm basically at Mike Langford everywhere on the Internet. Or you can shoot us an email podcastinsermarketing.com okay, let's jump into this conversation with Ali Zendrian.

Speaker C: Well, Ali Zendrian, so wonderful to see you. Welcome to finally the Modern Financial Advisor podcast.

Speaker A: Yeah, thank you so much for having me. I feel very fortunate.

Speaker C: Well, I feel very fortunate because first of all, we've been friends now might be two years, I don't know how long it's been. I don't even remember how we connected, but we did.

Speaker A: I, I think I might have sold you a podcast guest. Maybe all of a sudden we became friends.

Speaker C: I love it. You know, and then, then you have like these, you have these People that come into your life, you get to know them, you enjoy hanging out with them, but you haven't met them in person yet. And this is. We're at the Nitrogen Fearless Investing Summit, and here we are together, hanging out. This is awesome.

Speaker A: I know. And we're best buddies.

Speaker B: We are best buddies.

Speaker C: It's funny, I don't know. This has happened to me many, many times over the years. Like, you've only known a person online, and then you go to the, you know, south by Southwest, which is in my hometown of Austin, or you're at some other conference. You get to see them. But, like, this is awesome. Lifelong friends. So I'm so thrilled we're finally recording a podcast together.

Speaker A: Thank you.

Speaker C: Number one, because the friendship thing. But also, you're really important to this space. You're really important to what we're doing here. Like, not only are you helping organize. Yeah. A little old you. Let's dive into a little old you. All right, so you've got a really interesting career. Uh, you spent years as a financial reporter, uh, working for institutional investor, Forbes, the Street, covering the industry from the outside. But now you're running PR for a variety of businesses that service the industry, which is really exciting. And that's, you know, like you said, you've said to me, podcast guests and so forth, but it's also neat.

Speaker B: So, um,

Speaker C: first question we should tackle is, what do you see differently about the industry now that you're kind of in it, versus covering it from the outside? Because it's one thing to be, like, you know, just writing stories about itself, but another thing where, like, man, like, you're like a busybody. You're like, there's so many people here

Speaker A: that, you know, I got my steps

Speaker C: in, you got your steps in. So. So tell me about it. Like, so you're on the inside. You, you're. You're working with so many clients. So. So what are you seeing differently?

Speaker A: So I think it's interesting, so having been a reporter and seeing it from the outside to me at that point, and granted, unfortunately, that was a long time ago. So, like, circa 2011ish. I think I left, uh, reporting and, and made the switch to the other side of the table, which was difficult to make. I felt like I was always going to be a reporter. I went to grad school to do this. But. So making that switch and having that, I'm going to be on the other side of the table. Reporters, uh, call it the dark side. Because you're on the sales side.

Speaker B: Yeah.

Speaker A: And I felt like, ew, that's like, icky, and I don't really want to do that. So, uh, looking at the industry then I felt like it was so sales focused, and then that had an ick factor to it that I was like, ooh, if we're like, I don't want to be that grimy person who's selling somebody into a product that they don't belong in or things like that. So that was actually the reason that I went into healthcare PR first, because I felt like that would be the light, dark side. It would be like the gray, not the black. Um, but then experiencing financial services now, I feel like it's so much more about the relationships than about helping people. That had I realized that then I feel like I might have gone straight into finance or I don't know if that's the evolution that happened, and I so happened to catch it at the right time. But I'm glad that I've experienced that because there is no ick factor.

Speaker C: There's no ick.

Speaker B: It is interesting.

Speaker C: I'm glad you point that out because, you know, I've talked about that before, and I can't remember who the guest was, but he was a former president. Jeff. I think it's Jeff Brown might be, uh, talking about, uh, financial advisors and saying it's like the fifth great profession. You know, doctors, clergy, lawyers. But financial advisor, it is. It's so important you think about all the things that people are trying to accomplish in their lives. Uh, having a trusted advisor that they can talk to, to walk through and kind of, like, weigh their options is so important. And so helping the companies that help those people is awesome.

Speaker A: Yeah, well. And you don't realize how much of it is powered by the money. So, you know, if I want to accomplish this thing, if I want to change the world, however I want to do it, I can't do it with $0. I have no concept of how that happens. So I need to be able to accrue, uh, those funds and be able to deploy them the right way. So I wish that I had realized that sooner, but I'm glad that that's where the industry is, that it's the helping profession. Yeah.

Speaker C: Yeah. So let's dive into, like, uh, how you've moved so quickly into becoming one of the more influential. I know. I'm talking about. So, by the way, for those of you listening or watching, Ali doesn't take compliments well.

Speaker A: I don't.

Speaker B: I'm sorry. Sorry.

Speaker C: Just letting.

Speaker A: Letting you know I'm m. Little old me. I'm the dumb schmucky me.

Speaker B: Well, from my perspective, it's really interesting

Speaker C: when you watch a person who you didn't. I've been in this space now for a long time.

Speaker B: Right?

Speaker C: Like, so here's this person I've never heard of before. And that. That's not uncommon. Like, there's hundreds of thousands of people who work in and around the industry also, like, okay, I've never heard of this person. And the next thing I know, it seems like you're working with everybody, right? You're very connected and so forth. So, um, I think that's really neat. Thank you.

Speaker A: Agree. And facts.

Speaker B: Facts. Exactly.

Speaker C: So how did you. This might be like, you never want to give away your secret sauce, but how did you build your network so quickly after launching A to Z Communications? Because again, like I said a couple years ago, I'd never heard of you. Next thing you know, like, you helped me book, you know, Bob versus, uh, Allison Susko of, uh, uh, Asset Map. Cal Parker from Biz Equity was here yesterday. Aaron Klein, who's, you know, founder of Riskalyze Nitrogen and now, um, and Contio. So, like, you've got. You're like, in it.

Speaker B: So how do you.

Speaker C: Have you. How have you done this so quickly? What do you think is your, you know, key to success there?

Speaker A: Uh, well, so thank you for all those kind words. And I agreed. I don't take compliments well. I am very humble, and I think I got that way because, uh, so back when I was at Florida Forbes, uh, that was when the, uh, Travi McCoy billionaire, you know, I want to be a billionaire. I want to be on Forbes magazine. I was like, well, I'm at Forbes magazine. I am. I am the ish.

Speaker C: Yeah.

Speaker A: And then just sort of realized, yeah, you're 25. Like, this is not the end for you. You got to realize that, you know, your poop smells like everybody else. So sort of knocked myself down a few pegs. Um, but getting back to the networking, I feel like it also sort of started at Forbes. Um, so I was at the same section that worked with Ste. Steve Forbes directly.

Speaker B: Okay.

Speaker A: So I would see him every now and then. And initially, uh, people would say, you know, don't talk to him like he's. He's in his own. Like, you know, you're kind of a peon. Like, just don't do that. And at first I. I obeyed that. And then at some point it's like, yeah, but I see him like once a week. Once Every two weeks, you. I'm never going to speak to the man.

Speaker C: Yeah.

Speaker A: So I think recognizing the humanity in him. So he's a father of, I believe, correctly, five daughters.

Speaker C: Yeah.

Speaker A: So how do you not say, like, happy Father's Day, you know, I hope that you're having a great day. Those things like that. So I, you know, breaking that wall. And then we wound up actually having a decent relationship, which I so love. Um, but, you know, recognizing the humanity in people and just saying, you know, hey, how are you doing? I asked you yesterday about your kids, like, and I genuinely want to know. So, uh, just breaking down those barriers with people and realizing that we're all humans.

Speaker C: Yeah.

Speaker A: Uh, but I've also been accruing that network dating myself. Uh, you know, I've been out of grad school since 2007, so, you know, steadily just meeting people where they are. I think it's been my secret. Uh, but I also enjoy connecting people, finding that, like, A plus B equals C. So, like, Mike, why don't you go meet so and so over there? Like, they might generate better business for you.

Speaker B: Sure.

Speaker A: Yeah.

Speaker C: I love it. I love it. It's been. It's been really fun to watch. You know what I mean? Like, you get it. Like you said, you meet a person.

Speaker B: Never heard of this person.

Speaker C: Next thing you know, like, is she, like, in every thing, every conversation, all of a sudden, like, this is awesome. So I like to say, I knew you at the beginning, so you totally did.

Speaker A: Yes. We were fast Disney friends at the beginning.

Speaker C: That's also true, by the way. So Ali and I are, uh, rabid Disney fans. Yeah, Disney fans, Disney family experiences type of stuff. So, um, yeah, man, it's great. And hopefully my son, who worked at the Disney college program, you and I have talked about that. Hopefully he gets his invite to go back for the summer, because otherwise he's got to get a job. Well, but Jackson catches strays on the podcast. He doesn't even know. No more summers without jobs for you, buddy.

Speaker A: Yeah. Right.

Speaker C: Um, all right, so let's shift gears into kind of what you're doing and where your vision is. So you recently told Investment News, uh, that advisors doing their own PR is a Pennywise pound foolish concept. And I tend to agree. Um, thank you. Well, because they would. You'd say the same thing as an advisor would say to a client or a prospect who says, I'm going to DIY my financial plan. They'd say, okay, like, be careful. Like, you're not a skilled financial advisor. You're not a skilled financial planner. Um, so from your perspective, what's the kind of the biggest mistakes you're seeing advisors and fintech companies making when it comes to their communication strategy? What have they been doing? Uh, I guess what should they be doing differently?

Speaker A: Yeah. So I think among the reasons that I said that is it feels like anybody who's diying, unless you have those relationships that you've built with reporters. And some people do, and some people are fabulous, to be honest. You had one of them on your podcast yesterday. So Dominic d' Andrea is honestly the example of just grinding and making relationships and not being afraid to ask people for things. And more often than not, they say, yes, um, but not all of us can be Dominic. Um, so I think the mistake is that it seems like the people who don't follow that model are basically using AI to try to say, oh, yeah, whatever. Like, press releases aren't that hard. Shove it in ChatGPT, let's spit it out and let's be done with it. And I mean, to a certain extent, yes, that's correct. You can make a press release in ChatGPT, but the second that you send it out, somebody realizes that some bot created that it's not that great. You didn't. And the key thing is you didn't have that relationship with the reporter to then get it to land somewhere.

Speaker C: Yeah.

Speaker A: So, yes, you got an extra SEO hit. Um, which, you know, not a bad thing. Fine. But did it really? Did it land in any of these publications? Did anybody really notice it? Other than your own social media?

Speaker C: Right, right.

Speaker A: Probably not. So, but I think, and I don't blame advisors for wanting to do this for themselves, because I've run up against and was even sort of part of it, uh, before I started A to Z, you know, a lot of PR agencies will have retainers that are in the thousands, tens of thousands. So. Yes. If you're a small advisor with a small shop, are you doing that or should you be doing that? No, absolutely not. So I think PR practitioners, we need to meet people where they are and have more of those, uh, cost patterns that actually make sense. And I try to be one of those people who does. And that's why, you know, in some cases, my clientele is who they are, that, you know, I'm respectful of your dollars and you should be too. So I, I think if we can make that magic work there. We're not only, you know, you're getting the services that you need. You're not paying me a ton. You're not financing my Disney trip. Just, like, a teeny, tiny part of it. I think. I think that that's fair and that'll make everything work, but you don't have to feel like, you know, it's either do it myself or don't do it at all. Like, there are other options.

Speaker C: Yeah, Yeah. I love. I love the fact that it's funny.

Speaker A: You.

Speaker C: We were talking about, like, how did you really get A to Z off the ground? And how have you gained so much traction so quickly, at least from my vantage point? And one of the things you hit on was the relationships, the human element of A. It took you a while to build your muscles to be able to, you know, go out and know how to talk to people, know how to let them know there's value you can produce for them, all that type of stuff. Right. And being a connector. And then you talked about how, like, a lot of the DIY folks don't understand, like, they're not building the relationships. The fact that you have. We'll use our relationship. Right? You know me.

Speaker A: Yes.

Speaker C: You can send me. When you send me an email going, hey, Mike, what do you think about having XYZ person on your show? A. I'm gonna respond because I know you. I'm thinking about this. So, uh, we've got this relationship, and even if it's a no for me, I'm sorry, that has happened, like, several times. I've said, this isn't a good fit for me. It doesn't mean, hey, don't ever talk to me again. This isn't the right fit.

Speaker B: Right.

Speaker C: And I'm sure you get that from your other media sources where you're reaching out, saying, what do you think about this person for a story or this company? I'm sure sometimes they just say, sorry, not good or not right for us, I guess, is what.

Speaker A: Yes, but you hit the nail on the head exactly that. Uh, because our inboxes are just so overrun with emails. If I can't see that name that says, yeah, you know what? Like, I care about Ali in some sense, and. And she probably won't send me garbage all the time, she's gonna get it right more often than not. I'll answer that. But if it's gonna be, you know, you didn't pay attention to my podcast and who I'm pitching or my audience, or, you wrote the wrong name, which is also one of those mistakes of either a bot or just somebody who's copying and pasting, you know, that kills the whole relationship. Right. There so it is a relationship game. If I don't know who you are, the same way on the phone, if I don't know who's calling me. Uh, granted, I should be better because I own my own business and I should check, but I'm probably not gonna pick up the. I'm busy. And, uh, you know, I just don't have time.

Speaker C: It is really interesting, you know, and it. Taking the time. This is. This is another thing a bot's not going to do really well. And you can tell because I get the inbound. Like, we literally. I'm not exaggerating. I get over 10 inbound emails for guest suggestions a day from a variety of places. Right.

Speaker A: So let alone anything else that you got.

Speaker C: That's right. And so you can tell the ones that were not written by a real human. You can tell the ones who have not taken the step to go, okay, I'm pitching this person for, in this case, the Modern Financial Advisor podcast. Who is the audience for the Modern Financial Advisor? I've had people pitch me somebody who has been on the show, like they were just on the show you're pitching. So in other words, you didn't take the time to realize, has this person ever been on the podcast before?

Speaker A: Which is a key thing. And then you on the PR side, I mean, granted, that's a minimal faux pas versus somebody saying, oh, yeah, here's somebody who, you know, does a florist, like, yeah, what do they have to do with modern finance? Uh, but, yeah, it's taking the time and the research and the care. Because if I'm not doing it the right way the first time with you, I probably just shot myself and my client in the foot.

Speaker C: Yeah. So let's talk about, like, we talked a little bit about audience, Right. Making sure you're. If you're pitching a story or you're pitching a person to be an expert in a thing, well, it only matters if they're talking to the right audience. Right. Is that. It's all about it.

Speaker B: Right.

Speaker C: You're producing a show. Why are you producing a show? Well, there's a group of human beings I'm hoping to listen or watch this show or read this article or whatever. Um, but there's also, like, okay, so now what are we going to talk about?

Speaker A: Yes.

Speaker C: What's the story? What's the interesting.

Speaker B: What.

Speaker C: What makes something in your mind newsworthy? Right. Cause, like, so for. In my case, when we're producing a show or recording an episode for one of the shows that I'm on, Or one of the ones we do for a client. I'm always trying to think, okay, what are the topics that are interesting for the audience? Um, even though I know the person's relevant. But, like, in your mind, like, when we get to, like, the classical PR thing, where it's like some news media is going to pick this up, what in your mind is like, hey, this is what makes something newsworthy, and this is noise. Right. Like, so how do you. How do you think about that process?

Speaker A: Um, so I think I got lucky in that respect. So having been a reporter before, so I used to write those stories. So if I'm not going to write about whatever it was, you know, back again, I said a while ago, I wouldn't tell you to write that story now or to put that message out now. Um, so I think that that's been among my superpowers. Um, but I also think that it's getting to that human element. So I try to say, and I also teach Intro to pr. I'm doing it, um, right now, and I had done it a few times the past. So if you're not getting to that granular, why is it that I personally am going to care? Yeah. So the same way that you said, you know, if I'm announcing a new feature, but I can't get down to the. Why does Sally, sitting at home, middle America, wherever, how does this make her life better?

Speaker C: Right.

Speaker A: Why does she care? Then we can't do it. Um, so if it's that new widget, if it's the new website, uh, Sally doesn't care.

Speaker C: Yeah.

Speaker A: And, you know, it's not trying to be rude or whatever. It just, you know, she doesn't care. So it's not moving the needle. But if we can get down to that granular, like, the reason that Sally is going to care about this new widget is because this widget in particular is going to make her healthier than she ever was before. Yeah, please tell me about that. I need to get healthier. I need to lose some weight, you know. Absolutely. I'll read that.

Speaker C: Yeah.

Speaker A: So I think it's getting down to the very personal part of things. Um, so I think that that's really the key.

Speaker C: I love that it's, you know, I. I'm not a. Well, I guess I am a professional media person. Right.

Speaker A: Yeah. Let's be honest.

Speaker B: I never thought.

Speaker C: I don't think of myself that way, but I am because I spend so much time thinking about the audience. What is interesting, um, if I was reading this, if I was watching this. Would I want to keep reading this or watching this?

Speaker A: Right.

Speaker C: That type of stuff. Right. Um, would I share this story? Is a thing that I, you know, it's not only would I find it interesting, would I want to let my network know this isn't an interesting thing? Right. That's kind of the way that I don't know where I nerd out. We were talking before we clicked record and I was, by the way, Ali superhero. Being very patient. Somebody overserved us. Last night I made this joke, uh,

Speaker A: us might be a stretch.

Speaker C: I was with us.

Speaker A: It was more than okay. All right, so global. I'm just saying, I was the royal us. Uh, yeah.

Speaker C: Not for you, for me.

Speaker A: I knew that I was going to be running my tush off today.

Speaker C: You know what's so funny? Um, I made it. I was at. So there's like all conferences is like an event. They always have like these, you know,

Speaker B: come hang out to the party and

Speaker C: there's drinks and food and yada, yada and cool vibes at this cool venue. And we went to this really cool venue called Meow Wolf, which I'd never heard of before, but apparently is. Well, not apparently. It is really cool and interesting. It's like hanging out in an art exhibit the whole time. Everything's different and cool.

Speaker A: Yeah.

Speaker C: Um, but like, I made this comment while I was there because I was watching people party and get into it. They said, listen, if you're ever speaking at a conference, do not allow the conference organizer to put you on early in the morning.

Speaker A: Yeah.

Speaker C: Because a lot of people are partying hard the night before.

Speaker B: Right?

Speaker C: The first night of the conference. Yeah, it's the first night of the conference. Everybody's like, I'm here.

Speaker B: Woo. Let's go.

Speaker C: And the next day, like, And I was one of those people, so Ali was really awesome.

Speaker A: Wait, it's all good. It happens to everybody.

Speaker C: But, um, anyway, but you're like, why

Speaker B: did I go down that track?

Speaker C: Um.

Speaker A: Oh, you were saying that I was patient for you.

Speaker B: You were very patient.

Speaker A: I don't know why you needed to admit that, though. We can edit that out.

Speaker C: We can just leave it in. It's fine.

Speaker B: I don't know.

Speaker A: We'll see. It's your choice.

Speaker B: It's. Well, that's.

Speaker C: Look, it's. That's how relationships are. Um, anyway, so we're talking about, like, you know, being a media person and being something. Being really interesting, um, and being newsworthy. Well, let's. Let's kind of talk about you in a To Z. Like, the interesting stuff for you, what's next for what you're building? Um, and how would somebody who's watching or listening to the show know, like, I need to talk to Ali. A to Z probably can help me do the things I need to do.

Speaker A: Yeah. Well, thank you for that. Um, so it's hard to believe that, uh, the company's going to be two years old next month.

Speaker C: Yeah.

Speaker A: Uh, and if you had to ask me, uh, as Stephen, uh, Jarvis was saying before, would I ever start. Start a podcast? If you had asked me six years ago, the answer would have been no. Would I have ever started a company for myself? No. Uh, but it's been fabulous ever since then. And to your point, I don't think that I personally look back at everything and say, gosh, like, how far have I come? But to be honest, that is the truth, and there's quantifiable proof of that. M. But so next, for me, I feel like, uh, so I want to continue to steadily grow. Um, I also have to be mindful for myself. So, uh, I'm a single mom in the sense that I'm not remarried, but so I have a beautiful daughter, Cecilia, who's six and a half. My son Matteo is nine. Um, strategically, it feels like this wasn't necessarily the time for me to start my own business and. And have to say, you know, guys, sorry, Mommy has to work. Um, but I do say that, and they realize that it's important, uh, a, financially, uh, which was basically the first year of the business, Mommy has to work because Mommy has to pay the bills.

Speaker C: Right.

Speaker A: Um, but now it's becoming more of the. I really want to do it. It makes me feel good. And so I love that I've gotten to the place with my clients that I can say I'm working with all of you because, like, honestly, I want to do it. Like, the money is obviously helpful, but I really want to do it. So I'm looking to take on some more clients, but in that capacity of, this is genuinely cool. And I will give those extra hours or tell one of my children, sorry, Mommy's working right now. But because I love it. So, um, I have a mix in my business, I work both with advisors, and then I also do fintech companies, like nitrogen, for instance. Um, so I also have two models. Um, I have a retainer model. So some people love that. And that's fabulous. And then, as I was mentioning before, being more cost conscious, I try to do hourly for advisors that just can't. And you know, that's totally fine, too. So we'll see how the business grows. It's sort of ebbed and flowed each way, but I'm grateful that I have both sides of that business and long term. Um, so as my kids age enough that, uh, they get to the point of yours where it's like, yeah, you know, I don't need to hang around you all the time. I do want to grow and have a staff and whatnot. I've loved managing people, and I really, like, trained up and learned to get to that place, so I would like to do that. It's just not in my life right now.

Speaker C: You know what's really interesting? I love talking to founders, and I was talking to Aaron Klein last night, and he was the last guest of the day. And one of the things I love about Aaron and, uh, I've had him on a variety of shows several times.

Speaker A: Yes.

Speaker C: Is he's very open about, like, the personal aspect of entrepreneurship. You know what I mean?

Speaker A: Yeah.

Speaker C: Um, and because I am, too. You know, when you're building a business like it does, it's not just going to work and coming home, right? It is. No. Like, I own this thing. I'm trying to build something. So guess what? Sometimes on Saturday, I'm working, sometimes I'm going on a trip to hopefully win new business.

Speaker B: Right.

Speaker C: I'm going to be at a. At a conference or whatever.

Speaker A: Thank you for coming, by the way.

Speaker C: Yeah, so that's. I've always looked at it a little bit different. I agree with you. Like, sometimes you're like, man, I. You know, am I sacrificing too much?

Speaker A: Or whatever? Yes.

Speaker C: But I also, like, I love my kids seeing me build something.

Speaker A: Yes.

Speaker C: And I love them seeing me fail sometimes and talking about, like, hey, you know, this client decided not to renew or whatever. Like, you talk to them about it because, like, they're going to go out into the world and have to build their own world, right?

Speaker A: Yes.

Speaker C: Uh, you know, my son, who's in college, has talked about his anxiety about, like, what AI might do to his career options right now. We don't know Disney.

Speaker A: He'll be okay. Yeah.

Speaker C: I think if Disney will be okay. But, like, but it's a real, uh, concern for younger people and for sure them m. To realize, like, guess what? You might not get a traditional job. Maybe you build your job, maybe you build your thing. So I would just say to you, like, I think you're doing a wonderful job, but also, you're setting an incredible example for your kids.

Speaker A: Thank you and I, uh, mean, I do hope that I'm doing that. And I think especially for my daughter. Um, you're right. Seeing that that work ethic and understanding that you got to balance the two has been important. I think with her. It's also been important for me to say, you know, mommy has to work right now because we're going to go to Disneyland. We are going to Disneyland in August. I'm so excited. Uh, but, you know, do you want to do this? So then Mommy has to work for it. But understanding also on the other side, you know, as the business grows and whatnot, maybe Mommy has to work a little less. Maybe I'm, you know, giving more to my freelancers and shout out to Mahinaz Saad, who is one of my fabulous freelancers, uh, who I love. And it does great work for me. But, you know, I want her to understand that relationship between money and time.

Speaker C: Yeah.

Speaker A: And I think that that's important and hopefully she'll take that lesson with her.

Speaker B: Awesome.

Speaker C: That's fantastic. Well, this has been wonderful, Allie. Uh, so people can follow up with you on LinkedIn. You're very active on LinkedIn. We'll get that LinkedIn profile, uh, linked up in the show notes. How else can people follow along? You've got a podcast.

Speaker A: Yes. Uh, yes. Uh, so I have, well, two podcasts because I'm one of those people. Uh, so actually I created the second one because, uh, so I have a brand news platform that I'm hoping to grow in the future. It's not really at that place right now, but so I have a brand stories podcast all related to marketing and pr. And then once a week, uh, with my own financial advisor, we discuss news that we don't think people paid enough attention to. So God bless Brandon Galisi for going on that road with me. Uh, because I don't know who else's financial advisor says yes to something like that. Um, but yes. Uh, so you can find me there, uh, both of those podcasts. And then I'm also happy to chat over email. Um, I would give you the email address, but unfortunately I wasn't smart marketing wise. And it's rather long.

Speaker C: We'll have that link to the show. We'll have a link to the show. That's fantastic. Well, thank you so much for coming on the show and also huge thank you to helping to organize so much stuff. You, you hooked me up with so many great guests. We, uh, got more to come today, so this is awesome stuff. Thank you.

Speaker A: Oh, no, thank you. You, you are fabulous and we are lucky to have you.

Speaker C: Great. Awesome. Okay.

Speaker B: We're good.

Speaker A: Good job.

Speaker C: Yeah, I thought.

Speaker A: What?

Speaker C: What?

Speaker B: Thank you very much for listening to and or watching this episode of the Modern Financial Advisor podcast. It's always fantastic to have you with us, but even more fantastic to have Alexandrian on, um, the show. It was such a wonderful treat for me to get to see her in person, spend some time with her and get her on the podcast for the very first time. Awesome, awesome stuff. I've been on her show and I think I was actually her first pancake, the first ever episode she recorded with me.

Speaker C: So good stuff.

Speaker B: What a wonderful treat for me in Denver, Colorado at the Nitrogen Fearless Investing Summit.

Speaker C: So good stuff.

Speaker B: Hope you got a lot out of it. Okay, as I mentioned at the top of the show, please do make sure

Speaker C: you take a moment to subscribe to

Speaker B: the Modern Financial Advisor podcast on your favorite podcast platform. Also, go over to LinkedIn and click subscribe to the Modern Financial Advisor podcast

Speaker C: page so you get the updates and

Speaker B: all that good stuff and leave a comment. Love to hear from you. Help spread the word about the show.

Speaker C: Get more awesome guests like Ali interested in being on the show. You know, all sorts of good stuff.

Speaker B: Okay, that's all I have for you today. Uh, m. Make sure you are being nice to each other. We'll see you next time on Financial Advisor Podcast.

Speaker C: See ya.

Speaker B: Bye.

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