Diane Pearson (https://pearsonfinancialplanning.com/) has over 34 years of experience in the financial advisory profession where she specializes in assisting women who are going through transition, such as divorce, death, retirement, inheritance, or a career change to understand their financial options.

00:16 Diane's background

00:45 What got Diane interested in financial advising?

2:00 How Diane found her largest client

4:00 How to track social media marketing performance

7:21 Specific amount of time Diane spends on marketing her Financial Advisor firm

8:30 Should you outsource the management of your clients' assets?

9:11 Biggest concerns from clients lately

10:27 How often do you directly interact with clients?

11:17 Diane's ideal client

12:28 Best way to find your ideal clients + convince them to work with you

14:19 Specific times Diane has profoundly helped clients

16:10 Diane's specific marketing strategies employed to find new clients

18:13 Can you find clients on TikTok?

21:05 What are you working towards?

Website: https://pearsonfinancialplanning.com/

LinkedIn: https://www.linkedin.com/in/dianempearson/

Twitter: https://twitter.com/DianeMPearson

Facebook: https://www.facebook.com/PearsonFinancialPlanning

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DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.