Essential Financial Advisor Marketing

7 Episodes

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Dawn Santoriello, CFP, founder and CEO of DS financial strategies

2021-11-1229:07

We'll talk with Dawn Santoriello, CFP, founder and CEO of DS financial strategies about her business

Ekenna Anya-Gafu : CFO & Director of Planning at Bay Street Capital Holdings

2021-11-1234:29

We'll talk to Ekenna, CFO & Director of Planning at Bay Street Capital Holdings about how he markets his practice.

Episode 6 : Lynn Evans, Founder of Women of Substance, LLC.

2021-10-1432:39

We speak to Lynn Evans, Founder of Women of Substance, LLC, about how she markets her practice.

Episode 3 : Candice Gerlach, CPA.

2021-09-2927:10

We speak to Candice Gerlach, CPA about how she markets her practice.

Phil Weiss, CEO of Apprise Wealth Management

2021-09-2728:37

We speak to Phil Weiss, CEO of Apprise Wealth Management about how he markets his practice

Episode 5 : Juan Ros, Financial Advisor for Forum Financial Management, LP.

2021-09-2736:51

In this episode, we talked to Juan Ros, financial advisor for Forum Financial Management about how he markets his practice.

Episode 4 : Mark Friedenthal, Founder of Tolerisk

2021-09-2442:50

In this episode, we talked to Mark Friedenthal, Founder of Tolerisk about how he markets his practice.

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