Taylor Swift’s Strategies: Lessons for Wealth Managers, Insights by CNBC


Riverbend Featured in Financial Planning

“What wealth managers can learn from Taylor Swift”

By Victoria Zhuang

While many pop stars work with financial advisors, few are likely closer in ties to wealth management than industry daughter Taylor Swift.

The pop and country superstar’s father, Scott Swift, has worked for decades at legacy wirehouse Merrill Lynch and is still registered there, according to FINRA BrokerCheck records. A young Taylor helped her father out at one point two decades ago when his higher-up James Gorman, who was at Merrill prior to his run at Morgan Stanley, needed a last-minute singer for a Merrill event in California. Young Taylor even wanted to become a financial advisor herself, taking after Scott, but she took the road less traveled by.

Swift has since shown considerable business acumen in her career, certainly owing in part to learning about wealth building from her parents. Her father’s FINRA BrokerCheck shows he helps with “investment direction and oversight” in her ventures; her mother, a former marketing manager, has helped her with fan engagement. 

In addition to her current Eras tour, which is expected to haul in $2.2 billion in North American ticket sales alone and become the highest grossing tour ever, the 33-year-old has amassed a sizable real estate portfolio that the Wall Street Journal has estimated to be worth over $150 million — and she has frequently sold properties at a gain, the Journal reports. The 12-time Grammy winner is also the the first female artist to reach 100 million monthly listeners on Spotify and has signed a contract with Searchlight Pictures to direct her first feature-length film, for which she’s written the script. World leaders have begged her to bring her economy-boosting Eras tour to their nations, citing her power to compel fans to spend.

Swift also unveiled a surprise deal on Aug. 31 with movie theater company AMC to release and distribute her Eras concert film in theaters on Oct. 13, bypassing traditional film studios in a show of support for the Hollywood actors’ strike— a move that instantly led to record-breaking single-day ticket presales of $26 million for AMC.

Among financial advisors, Swift naturally has her share of admirers. “She’s more than ’22’ times the glitz and glamor,” said Tyler Martin, the director of financial planning for registered investment advisor Stonebridge Wealth Management in Nashville, referencing the singer’s hit single “22.”

“I was in high school for her first self-titled album release and since she was local, her music was ubiquitous,” Martin said. Although the Pennsylvania-born Swift, whose family moved to Nashville for her career when she was growing up, was not a native of the city, “She was someone that everyone rooted for and wanted to be successful,” Martin said.

For Jeremy Finger, a financial planner who is the founder and owner of the RIA Riverbend Wealth Management in Myrtle Beach, South Carolina, it was Swift’s lyrics, melody and storytelling that first made him a fan. “She is inspiring to me because of her authenticity,” he said. “She sings from the heart.”

Read more at Financial-Planning.com here.

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