The Power of Authenticity: How to Differentiate Your Advisory Firm with Alternative Investments With Shana Sissel (Ep. 483)

Top Advisor Marketing Podcast

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.

The episode 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. She highlights the comprehensive solutions Banríon provides to advisors, streamlining the complexities of alternative investments and enabling them to grow their businesses.

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

Resources:

• PodRocket Influence Academy (Enroll for FREE)
• Conference: Wealth Management Edge
• Website: Barron’s
• Service: Mammoth Technology
• Service: Canoe
• Service: Orion Advisor Solutions
• Service: Black Diamond Wealth Platform
• Service: Addepar Platform
• Service: Tamarac Technology Solution for RIAs
• Service: Meriwether Group Capital

Connect With Shana Sissel:

• LinkedIn: Shana Sissel
• Website: Banríon Capital Management
• Website: Shana Orczyk Sissel
• Twitter/X: @shanas621
• Instagram: @finance_queen2020

Connect With ProudMouth:

• Thinking about starting your own podcast? Book a call with our Influence Engineers to learn about our done-with-you service
• ProudMouth
• LinkedIn: Matt Halloran
• Twitter: Matt Halloran
• LinkedIn: ProudMouth
• Facebook: ProudMouth
• Twitter: ProudMouth
• YouTube: ProudMouth

About Our Guest:

Shana Orczyk Sissel, CEO of Banríon Capital Management, guides independent advisors through alternative investing, focusing on education, platform development, and due diligence. She played a pivotal role in launching Armada ETF Advisors and their first product, the Home Appreciation U.S. REIT ETF (HAUS). With over two decades of investment management experience, Shana has held leadership roles at Cope Corrales and Spotlight Asset Group. Known as the “Queen of Alternatives,” she frequently appears on CNBC, Bloomberg, and Fox Business. Shana holds a BS from UMass Amherst, an MBA from Bentley University, and the CAIA designation.