In this episode of The Smarter Planner Podcast, host Belle Osvath, CFP®, welcomes David Keller, CMT, President and Chief Strategist at Sierra Alpha Research, a boutique investment research and consulting firm. David is also a CNBC contributor and the host of the Market Misbehavior YouTube channel and podcast, where he helps investors and advisors better understand market behavior through technical analysis and storytelling.

With a unique background blending finance, psychology, and creative storytelling, David shares how he built a business around content creation and why video, podcasts, and social media are becoming essential tools for advisors looking to build trust and connect with clients.

In this conversation, David shares:

Why advisors should embrace content creation and start before they feel "ready"
How authentic, human content stands out in a world increasingly filled with AI-generated noise
The importance of thinking beyond posting content and building a true "channel" or media platform
Practical tools and strategies for growing a presence, including analytics, coaching, and consistency
How content helps shift investors from emotional decision-making to evidence-based thinking

David also explains how his own journey - from corporate roles at firms like Fidelity and Bloomberg to launching his own firm - was driven by a desire to communicate more effectively and connect with audiences in a more meaningful way. He emphasizes that advisors who show up consistently, share insights clearly, and present themselves as real people can build stronger relationships and stand out in a crowded marketplace.

Guest Links

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The Smarter Planner Podcast is produced by the Financial Planning Association National Capital Area Chapter (FPA NCA) for educational purposes only. Belle Osvath and FPA NCA do not endorse specific individuals or services mentioned.