Perfectly Planned Podcast

Perfectly Planned Podcast

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Sinopse

We're tackling all-things financial advisor marketing. Tune in to hear advisor success stories, deep-dive lessons with actionable content, and more.

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Episódios

  • 2: Niche Marketing with Meg Bartelt, CFP®

    2: Niche Marketing with Meg Bartelt, CFP®

    19/02/2019 Duração: 50min

    In today's episode I'm sitting down with Meg Bartelt, CFP®, founder of Flow Financial Planning. Meg works with a unique niche - women in tech. Meg has an amazing content marketing strategy - and it's served her well throughout her firm's growth! Ready to tune in?

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  • 1: Introducing the Perfectly Planned Podcast

    1: Introducing the Perfectly Planned Podcast
    12/02/2019 Duração: 04min

    Are you ready to make empowered decisions about marketing your business! Tune in to our first-ever episode of the Perfectly Planned Podcast.

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