Dan digs deep to find the real marketing issues that financial planners are facing and how they can solve them. We’re going to go over how to set up marketing initiatives that matter to your clients and prospects, and how to change the conversation from being numbers-focused to story-focused.
Bill, Katie, and Dave back to continue our conversation we started in last week’s episode. This week we discuss what we learned starting over at a new firm and even starting out on our own.
Bill Winterberg joins us to discuss his career path, the life of an entrepreneur and the latest trends in technology.
Today we have Dennis Moore, who shares his career progression and how he transitioned from a financial planner track to an operations track within his firm.
For this episode, we take you inside the 2016 FPA Retreat to share a great conversation on Moving the Profession Forward through Young Advisors.