Catalina Franco-Cicero joins #XYPN Radio to share one of the most unusual journies any financial planner has taken into the profession. She's currently a partner working to build the Fiscal Fitness Clubs brand, which offers a holistic financial planning service to clients that are often overlooked by traditional money managers.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/71
Daniel Wrenne revisits the podcast to provide an update on the progress he's having with his firm - Wrenne Financial Planning. Daniel is nearing client capacity after two years in business and he's doing so by successfully employing niche marketing. We last spoke with Daniel in episode #14 as he was just establishing the new firm. Today, we look back at his year of growth and dig into the processes he's developing to realize his growth goals.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/70
This week, John McCarthy joins us for a discussion about leveraging lessons learned after a failed attempt at running his previous business - an RIA.
His experience should be a hopeful source of motivation for anyone facing a challenge with their current business model.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/69
This week our guest is Megan Carpenter, Co-Founder of FiComm Partners, a public relations firm specializing in creating custom marketing campaigns for independent advisory firms.
Listen in as we discuss her decision to break from working with insurance and broker-dealer firms to focusing exclusively on marketing campaigns for RIAs.
This episode is loaded with valuable tips on why advisors should consider working with a public relations firm and how the exposure can grow their businesses. While you can work on gaining exposure for your firm independently, working with an expert can help you target the right media sources that will be most effective in establishing you as a subject matter expert.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/68