Synopsis
We're tackling all-things financial advisor marketing. Tune in to hear advisor success stories, deep-dive lessons with actionable content, and more.
Episodes
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2: Niche Marketing with Meg Bartelt, CFP®
19/02/2019 Duration: 50minIn today's episode I'm sitting down with Meg Bartelt, CFP®, founder of Flow Financial Planning. Meg works with a unique niche - women in tech. Meg has an amazing content marketing strategy - and it's served her well throughout her firm's growth! Ready to tune in?
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1: Introducing the Perfectly Planned Podcast
12/02/2019 Duration: 04minAre you ready to make empowered decisions about marketing your business! Tune in to our first-ever episode of the Perfectly Planned Podcast.