Eugenié George is intentionally entering the financial planning profession. After a career in teaching and technology, she is pursuing the CFP® designation and looking at how to best break into the profession as a career changer. Join us as we follow Eugenié on her path to becoming a financial planner in 2019.
Dan digs deep to find the real marketing issues that financial planners are facing and how they can solve them. We’re going to go over how to set up marketing initiatives that matter to your clients and prospects, and how to change the conversation from being numbers-focused to story-focused.
Holly P. Thomas, a CFP® joins us to discuss her career path and financial planning practice.
Today we have another recorded #YAFPNW meetup with Lynn McIntire from Cadent Capital. Our topic this meeting was Networking.
Blogging can be one of the best ways to market and promote yourself, but you have to know what your end goal is and some of the challenges you may face while blogging in this profession.