Apr 30, 2021
This week, cohosts Chris Boyd and Jeff Tomaneng speak with guest Adam Kornegay of Pathfinder Advisor. Adam shares his thoughts on defining or redefining your ideal client, how to better connect with them, and how to create a better client experience.
Apr 11, 2021
Cheryl Holland of Abacus Planning Group in Columbia, SC (https://www.abacusplanninggroup.com/cheryl-r-holland/) shares some ingredients of the success of herself and her company - people and process. From starting a financial planning firm to a $1.6B in AUM, Cheryl has cultivated success by putting clients and team...
Mar 18, 2021
Marketing perspective and tips are shared by Marie Swift & Jonny Swift of Impact Communications. Social Media, websites, communications, and more. Learn the PESO marketing model and the 4C's of content marketing. Join hosts Chris Boyd and Jeff Tomaneng to bring depth to your marketing planning.
Mar 3, 2021
Guest Steve Sanduski - author, coach, speaker & podcast host, Steve has had a career on the cutting edge and brought financial advisors along with great insights and counsel through his newsletters, services, and podcasts. Now he’s set his sights on Digital Money with his new podcast The Digital Money Advisor. Learn...
Feb 20, 2021
Social Security Expert Marcia Mantell shares a depth of insights about "What's the Deal with Social Security for Women". This content is for all. Marcia reviews the 4 Gaps women in particular tend to face and that planners need to know. She also explains several myths and common questions.