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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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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Client Experience, Expert Advisors for Planners, Outsourcing, Prospecting, Writing, Writings

E17 | 5 steps to a great writing process

Scott Wentworth knows how to write.  He’s made a career out of it and ...

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Client Experience, Customer Journey, Digital Marketing, Expert Advisors for Planners, Prospecting

E15 | A prospect will qualify themselves, if you ask

Would it be nice if a prospect let you know if they can afford ...

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CFP Practitioner, Client Experience, Digital Marketing, eCourses, Emotional Intelligence, Financial Planning Association

E14 | How to be a Smart Financial Planner

This episode of Digital Marketing for Financial Planners comes to you from the other ...

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CFP Practitioner, Client Experience, Customer Journey, Practice Management

E09 | Kate Holmes takes her practice around the world

Kate Holmes of Belmore Financial loves to travel. She’s traveled to every corner of ...

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