My recent marketing talk for a group of financial planners.

I recently had the opportunity to give a presentation to a study group of top-producing financial planners from NY, MA, CT, and NJ. I wanted to share that 30-minute presentation with you to offer some insight, value, and hopefully a great new perspective about your marketing. Whether you’re a financial planner, a financial professional like a […]

My recent marketing talk for a group of financial planners. Read More »