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Capably Yours

Capably Yours

Di: Lisa M. Hinz
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A proposito di questo titolo

 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 Economia Marketing Marketing e vendite
Episodi
  • 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
    Apr 21 2026
    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 min
  • EP 7: Stop Being a Search Result: How to Make AI Recommend You

    EP 7: Stop Being a Search Result: How to Make AI Recommend You
    Apr 14 2026
    The next generation of inheritors isn't calling your office. They're opening ChatGPT at eleven o'clock at night, typing in their fears, and letting AI tell them what to do next — and who to trust. In Episode 7 of Capably Yours, Lisa Hinz walks through the exact AI-guided discovery journey your clients' heirs are already taking: from that first search prompt, to NAPFA and the CFP Board database, to the moment they open eight advisor websites in eight browser tabs and start deciding who gets the call. This is not the AI conversation you've heard before. It's not about AI replacing advisors. It's not about writing client emails with Claude. It's about something more urgent: whether your expertise is documented, specific, and findable enough to survive the moment that determines everything. WHAT YOU WILL LEARN IN THIS EPISODE: The real AI answer someone gets when she inherits her father's assets, and why it never includes your nameWhy credentials get you considered, but Knowledge Infrastructure gets you chosenWhat Gen Z and Millennials are actually typing into AI and the questions they're too embarrassed to ask youWhy 40% of inheritors are pre-authorized to fire you the moment they don't feel understoodThe three-layer system for making your firm's judgment discoverable without becoming a content creatorWhy your Sent folder is the most underrated asset in your practice right now KEY TAKEAWAYS When inheritors start comparing advisors, AI surfaces whoever has the most specific, documented expertise. The question is whether that person is you.82% of Gen Z and Millennials are already using AI for financial guidance, and three out of four say it lets them ask the questions they are too embarrassed to ask a human advisor.40% of inheritors are pre-authorized to fire you the moment they don't feel understood, and they will have done their research on AI before they ever walk into your office.The danger of AI for financial advisors isn't that it will replace you. It's that it will replace your referral network for the generation that is about to inherit everything.This is not a marketing problem. It's an infrastructure problem.AI is not your competition. AI is your distribution channel if you're willing to build for it.It doesn't have to go viral. It just has to exist publicly with your name on it. With $124 trillion set to transfer between generations through 2048, the advisors who win the next decade won't be the ones who post the most. They'll be the ones whose expertise is impossible to overlook. Free resources mentioned in this episode — all at capablyyours.com: Un-Googleable Content Prompt Worksheet — 15 prompts to turn your internal wisdom into digital authority (free download)Investor Alignment Scorecard — 3-minute diagnostic of where your firm is winning and where you're at risk with the next generation30-Minute Strategy Call — book at capablyyours.com if you're ready to stop the random acts of marketing and build a purposeful growth engine 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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    33 min
  • EP 6: Why Most Advisors Are Digitally Invisible

    EP 6: Why Most Advisors Are Digitally Invisible
    Mar 30 2026

    Visibility is the precursor to trust—but in 2026, being "good at your job" is no longer enough to be seen.

    In Episode 6 of Capably Yours, Lisa M. Hinz tackles the "Digital Relevance Gap." As $4.3 trillion shifts hands annually in the Great Wealth Transfer, many firms are finding themselves functionally invisible to the very heirs and spouses they are trying to retain.

    The culprit? A reliance on "Social Media" strategies from 2015 that emphasize follower counts over actual authority. Lisa breaks down the seismic shift to Interest Media and explains why AI agents are now the gatekeepers of your firm's growth. This episode is a call to move past "Commodity Information" and start archiving your unique Judgment so that when the next generation of wealth goes searching for answers, they find you.

    WHAT YOU WILL LEARN IN THIS EPISODE

    • The Death of Social Media: Why chronological feeds are gone and how "Interest Media" algorithms now decide which advisors get seen and which stay hidden.

    • The $124 Trillion Retention Cliff: Why the average age of widowhood (59) and the velocity of the wealth transfer make digital relevance a "right now" problem.

    • Information vs. Judgment: How to stop acting like a human search engine and start positioning yourself as a "Strategic Partner" that AI cannot replicate.

    • Establishing Searchable Authority: Tactical advice on building an archive that speaks to HNW Gen X and Millennial demographics where they actually spend their time.

    KEY TAKEAWAYS

    • "In the Interest Media era, a solo advisor with 50 followers can reach 100,000 people if their message is relevant."

    • "Visibility is the precursor to trust. If an AI agent can't find your answers, the client can't find your firm."

    • "Information is a commodity. If you're just posting tax charts, you aren't an advisor; you're a search engine."

    • "To win in an AI-driven world, you have to move from providing Information to providing Judgment."

    RESOURCES AND TOOLS MENTIONED

    • Un-Googleable Content Prompt Worksheet: 15 high-authority prompts to turn your wisdom into a digital moat. Link: https://capablyyours.com

    • Investor Alignment Scorecard: Benchmark your firm across the five areas of the Growth with Purpose Framework. Link: https://cornherstone.com/alignment-scorecard

    • Book a Strategy Call with Lisa: A 30-minute conversation about closing your firm's digital gaps. Link: https://calendly.com/lisa-hinz-cornherstone/30min

    • Capably Yours Website: Find more resources at https://capablyyours.com

    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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    14 min
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