Digital Marketing 4 Financial Planners · S2 EP07 | Communicate more clearly with your clientsPodcast CommentaryIn today’s episode, Julie Johnson and Jake talk about how to create a higher quality of communication with your clients as well as your family and friends. She believes generations have very different expectations/drivers. You must know what they are to […]
Know their interests wants and desires
Digital Marketing 4 Financial Planners · S2 EP 06 | Amy Mullen talks about Money Quotient What is a Money Quotient? Money Quotient focuses on both the subjective and objective factors that either enhance or hinder financial satisfaction and quality of life. According to Money Quotient’s underlying philosophy, an individual’s “real” financial well-being (MQ) […]
Business grade sync and backup is better.
Digital Marketing 4 Financial Planners · A Community of Paraplanners Share 0 Tweet 0 Share 0 Simply Paraplanner makes the hiring process easy Are you working alone right now? Are you feeling overwhelmed with all the work? Can you afford a paraplanner but don’t know where to look? Look no further than Simply Paraplanner! Their business […]
Digital Marketing 4 Financial Planners · S2EP4_Appreciative Coaching with Jody Jacobson In this episode, Jody and I talk about finding your ideal clients and then how to talk to them in a way that encourages them to tell you where they’re at and what they need. You want to set your client up to […]
Download the Digital Presence Map to see the big picture
What money messages did you learn as a child that no longer serve you? Great question Amy Zehnder! The first question that comes to mind is that growing up my dad taught me to be almost too cautious with money. It’s good to spend wisely. Some things are worth the extra money. For example, phone […]
Introduction Your clients have many answers within them. Your job is to help them by asking the right questions, so they find those answers. One of your roles, as their financial advisor, is to ask the questions that are crucial for the next steps of their life and to facilitate a process that helps your […]
The Data Centers that protect ComConnect File Sync and CloudFinder users data
