Careers, CFP Practitioner, Client Experience, Customer Journey, Digital Marketing, Entrepreneur, Subscription

E21 | Moving Beyond AUM and Finding HENRYs

Millenials, why and how? Sophia Bera from Gen Y Financial joins me for this ...

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Careers, Customer Journey, Digital Marketing, Digital Presence, Prospecting, Reputation Management, Social Media

E19 | Sculpt your Digital Presence and Online Reputation Management

Sameer Somal thinks globally and acts locally. He is a partner at Blue Ocean Global ...

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Careers, CFP Practitioner, Digital Marketing, Podcasting, Practice Management, Prospecting, Reputation Management

E16 | Podcasting for Financial Planners

Hannah Moore, of Guiding Wealth, joins me for this show to talk about her ...

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