CFP Practitioner, Financial Planning Association, Podcasting, Time Management

Do you need a paraplanner?

Digital Marketing 4 Financial Planners · A Community of ParaplannersSimply Paraplanner makes the hiring ...

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CFP Practitioner, Client Experience, Interview, Podcasting, Reputation Management

Deeper answers with Motivational Interviewing

Introduction Your clients have many answers within them. Your job is to help them ...

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CFP Practitioner, Client Experience, Customer Journey, Digital Marketing, Entrepreneur, Media, Niche, Prospecting

E24 | Finding Clients and Watching Video Games

What if you could turn your passion into your best source for leads? What ...

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CFP Practitioner, Digital Marketing, Emotional Intelligence, Entrepreneur, Self Care, Social Media, Time Management, twitter

E22 | Off Time Management (part 2)

Being your best You want to give your best to your clients. I encourage ...

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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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