On this episode:
• Business growth strategies, including marketing and client acquisition
• Marketing strategies and regrets in the industry.
• Outsourcing for financial advisors.
• The importance of margin for growth and happiness.
• The challenges of growing a financial planning business and the need for good advisors to differentiate themselves
• Growing a financial planning business, focusing on attracting and retaining good people, and providing excellent client service
• The importance of content marketing in the financial industry
• Overwhelming complexity faced by high-achieving professionals in their 40s-50s, seeking help to manage financial decisions
• Financial planning and investment management
• NBA playoffs, WNBA salaries, and the potential for a transformational athlete to change the game
Thank you for listening!
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Nic on LinkedIn
📄 Dollars & Diagrams Newsletter
Know My Plan - YouTube
Corey on LinkedIn
Corey on YouTube
We hope you enjoy!
Thanks for listening!
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📄 Dollars & Diagrams Newsletter
📃 Marketing Notes Newsletter
Nic on LinkedIn
Know My Plan - YouTube
Corey on LinkedIn
Corey on YouTube