Essential Financial Advisor Marketing
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.
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Podcast Index
Dawn Santoriello, CFP, founder and CEO of DS financial strategies
November 12, 2021 • 29 MIN
We'll talk with Dawn Santoriello, CFP, founder and CEO of DS financial strategies about her business
Ekenna Anya-Gafu : CFO & Director of Planning at Bay Street Capital Holdings
November 12, 2021 • 34 MIN
We'll talk to Ekenna, CFO & Director of Planning at Bay Street Capital Holdings about how he markets his practice.
Episode 6 : Lynn Evans, Founder of Women of Substance, LLC.
October 14, 2021 • 32 MIN
We speak to Lynn Evans, Founder of Women of Substance, LLC, about how she markets her practice.
Episode 3 : Candice Gerlach, CPA.
September 29, 2021 • 27 MIN
We speak to Candice Gerlach, CPA about how she markets her practice.
Phil Weiss, CEO of Apprise Wealth Management
September 27, 2021 • 28 MIN
We speak to Phil Weiss, CEO of Apprise Wealth Management about how he markets his practice
Episode 5 : Juan Ros, Financial Advisor for Forum Financial Management, LP.
September 27, 2021 • 36 MIN
In this episode, we talked to Juan Ros, financial advisor for Forum Financial Management about how he markets his practice.
Episode 4 : Mark Friedenthal, Founder of Tolerisk
September 24, 2021 • 42 MIN
In this episode, we talked to Mark Friedenthal, Founder of Tolerisk about how he markets his practice.