Financial Advisor's Playbook Carson Group
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- Business
Podcast by Carson Group
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Financial Advisor's Playbook - Goal Planning
Katie and Minna talk about goal planning.
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Financial Advisor's Playbook - Episode 5
In this episode of the Financial Advisor's Playbook, Minna and Katie talk about technology and the client impact with Andrew Rodgers.
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Financial Advisor's Playbook - Episode 4
In this episode of the Financial Advisor's Playbook, Minna and Katie talk about Love Affair Marketing.
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Financial Advisor's Playbook - Episode 3
In this episode of the Financial Advisor's Playbook, Katie and Minna talk about Marketing, and how to use it to grow your business.
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Financial Advisor's Playbook - Episode 2
In this episode of the Financial Advisor's Playbook, Minna and Katie talk about team retreats, and how to execute a successful one.
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Financial Advisor's Playbook - Episode 1
In this episode of the Financial Advisor's Playbook, Minna and Katie talk about Carson Group, introducing the listeners to it as a company.