We'll talk with Dawn Santoriello, CFP, founder and CEO of DS financial strategies about her business
We'll talk to Ekenna, CFO & Director of Planning at Bay Street Capital Holdings about how he markets his practice.
We speak to Lynn Evans, Founder of Women of Substance, LLC, about how she markets her practice.
We speak to Candice Gerlach, CPA about how she markets her practice.
We speak to Phil Weiss, CEO of Apprise Wealth Management about how he markets his practice
In this episode, we talked to Juan Ros, financial advisor for Forum Financial Management about how he markets his practice.
In this episode, we talked to Mark Friedenthal, Founder of Tolerisk about how he markets his practice.