Know your Ideal Client's Persona

Find clients by knowing their interests

E16 | Podcasting for Financial Planners

Hannah Moore, of Guiding Wealth, joins me for this show to talk about her podcast, You’re a Financial Planner, now what? Hannah’s podcast is based on a project that started in Dallas, Texas. She’s taken a local initiative to the next level through podcasting.  What started as a local gathering is now available world-wide to […]

Is your data secure?

 

Dropbox and Google Drive have vulnerabilities you may not know

9 ELEMENTS you need to review

Your online reputation is often your first impression

E14 | How to be a Smart Financial Planner

This episode of Digital Marketing for Financial Planners comes to you from the other side of the world, or at least my guest does.  Ronald Sier, CFP® is a Dutch CFP® Professional who wants to help you be a smart financial planner. I’ve really enjoyed everything he shares on his blog See Beyond Numbers for a few […]

The SafeHaven™ Data Centers

The Data Centers that protect ComConnect File Sync and CloudFinder users data