Automation, Customer Journey, Digital Marketing, Email Marketing

Learn from others’ CRM and Salesforce mistakes

CRMs and Salesforce In this episode of the podcast we talk about the good ...

 Read More

Customer Journey, Digital Presence, Financial Planning 3.0, Financial Planning Association

FPA Retreat Presentation 2019

How your Digital Presence affects you clients, prospects and Financial Planning 3.0 This speech ...

 Read More

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 ...

 Read More

Authority, Coaching, Customer Journey, Digital Presence, Expert Advisors for Planners, Interview, Outsourcing, Practice Management, Prospecting

E23 | What it means to be a credible authority

Marie Swift and Impact Communications Marie has been the secret sauce behind a number ...

 Read More

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 ...

 Read More

Careers, Customer Journey, Digital Marketing, Digital Presence, Prospecting, Reputation Management, Social Media

E19 | Sculpt your Digital Presence and Online Reputation Management

Sameer Somal thinks globally and acts locally. He is a partner at Blue Ocean Global ...

 Read More