3 episodes

One stop shop for financial advisors.

Advisors University M&O Marketing

    • Business

One stop shop for financial advisors.

    Ep. 2 Setting SMART Goals in 2021

    Ep. 2 Setting SMART Goals in 2021

    When it comes to accomplishing goals, it’s easier said than done. How you set your desired goals and work towards them can make a huge difference when it comes to following through on them. Here we will talk about SMART goals, CLEAR goals, and what you should look at when planning and working towards goals.

    • 16 min
    Ep. 1 Direct Mail Marketing Post COVID-19 with Jennifer Bova of Plum Marketing

    Ep. 1 Direct Mail Marketing Post COVID-19 with Jennifer Bova of Plum Marketing

    In this episode of Advisors University, our guest host helps us dive into the tips and tricks of direct mail marketing for financial advisors post COVID-19. Jennifer Bova, Marketing Advisor at Plum Direct Marketing, offers her exclusive knowledge on how to alter your direct marketing campaign to gain the most leads possible even in these uncertain times. And guess what? It works! 

    • 22 min
    Advisors University Intro

    Advisors University Intro

    Welcome to Advisors University!

    • 1 min

Top Podcasts In Business

People Magic: How to Build a $1M Community
Mighty Networks & Pod People
REAL AF with Andy Frisella
Andy Frisella #100to0
Wheel of Risk: A podcast by Allianz Trade
Allianz Trade
The Ramsey Show
Ramsey Network
The Diary Of A CEO with Steven Bartlett
DOAC
Habits and Hustle
Jen Cohen and Habit Nest