We had so much fun sitting down with Kali Hawlk of Creative Advisor Marketing at FINCON17. This week she shares with us how to talk marketing, hiring a writer, and how to evaluate whether your marketing strategy works for you!
This week on #YAFPNW we chat with Amy Irvine on about approaching your target market, how to have meaningful conversations with your clients (even when it’s uncomfortable), and more.
In this week’s Voices of FPA episode, we had the pleasure of hearing from so many wonderful planners attending the 2017 FPA Annual Conference in Nashville, Tennessee. Hearing their stories, asking their advice, and listening to what inspires them was truly amazing.
Dave shows us a blueprint to leaving our mark on the financial planning profession. He shares his insights on what the profession means to him and the importance of growing the financial planning community together.
In this week’s #YAFPNW we’ll be working with FPA’s Journal in the Round podcast to discuss changes in the financial planning industry for planners and clients alike.
Eric Roberge, owner and founder of Beyond Your Hammock, had a long journey in the financial planning profession. He shares his story and how he doesn’t regret testing out several different roles before finding the one that fit his lifestyle best.