Essential Financial Advisor Marketing: Recent Episodes
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Welcome to the Essential Financial Advisor Marketing Podcast. In this podcast, you’ll get discussions and interviews 100% dedicated to helping financial advisors with their marketing challenges, as well as sharing what’s working well in their practice.
We'll talk with Dawn Santoriello, CFP, founder and CEO of DS financial strategies about her business
We'll talk to Ekenna, CFO & Director of Planning at Bay Street Capital Holdings about how he markets his practice.
We speak to Lynn Evans, Founder of Women of Substance, LLC, about how she markets her practice.
We speak to Phil Weiss, CEO of Apprise Wealth Management about how he markets his practice
In this episode, we talked to Juan Ros, financial advisor for Forum Financial Management about how he markets his practice.
In this episode, we talked to Mark Friedenthal, Founder of Tolerisk about how he markets his practice.