Marketing For Financial Advisors

Brainstorming Exercise for Naming Your Process


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Don Anders and Brian Theis go over the exercise Brian and his team uses to help someone come up with the perfect name for their financial process.

If you're interested in learning more you can visit our website at www.NameYourProcess.com where you can watch Brian and Don walkthrough Don's "5 Needs of Money Analysis", download our 4-page workbook on how to build your process, or schedule a meeting with Brian Theis and his team to discuss whether or not their team can help you build out your process.

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Marketing For Financial AdvisorsBy Don Anders