When Douglas moved to New York City he knew he wanted to work with millennials. Tune in to this episode to hear how he started, how he marketed his practice, and how you can do the same!
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!
James Matthews, CFP® joins us to share his unique background, from working at a bank and then a call center, and how each step taught him skills that he is using now to create a new model of financial planning.
Deborah Fox’s approach allows you to work on your business rather than just in your business and helps financial planners develop a systematized approach to working with clients.