Firm Transitions with Corey Walen

FA Marketing that Works – with Corey Keating (005)

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Today's guest is Corey Keating, financial services creative leader and content creator. Together we bring some real value around

  • The current marketing opportunity and "window"
  • If you're not talking about your service and business for yourself, who is?
  • Are you a top-of-mind referral?
  • The current ceiling at captive firms creates an unfair fight for new business
  • "I don't even know what kind of content to create?"

    • --

    Contact & connect with me:

    Text: (908) 902 4903

    Meet: https://calendly.com/coreywalen

    LinkedIn: https://www.linkedin.com/in/corey-walen-22a76325/

    Thanks for listening!

    Corey Walen, Managing Partner, Bridgemark Strategies / Corey Keating, Marketers Company, Financial Advisor Marketing

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    Firm Transitions with Corey WalenBy Corey Walen
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