The Most Successful FAs Are Doing This, Future Marketing Regrets, Did You Know You're Losing Business in the Due Diligence Process – With Corey Walen (075‪)‬ Corey Keating – Unfiltered

I recently joined the Firm Transitions podcast with Corey Walen to discuss financial advisor marketing:


If you’re not talking about your business for yourself, who is?
What are the most successful FA’s doing?
How much business do you lose in the due diligence process?
I  don’t know what kind of content to create?

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Corey's details: 


Corey Walen, Managing Partner, Bridgemark Strategies
⁠LinkedIn⁠
YouTube

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Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com

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Cheers,

Corey