6 episodes

Podcast by Carson Group

Financial Advisor's Playboo‪k‬ Carson Group

    • Business
    • 3.7 • 3 Ratings

Podcast by Carson Group

    Financial Advisor's Playbook - Goal Planning

    Financial Advisor's Playbook - Goal Planning

    Katie and Minna talk about goal planning.

    • 26 min
    Financial Advisor's Playbook - Episode 5

    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.

    • 35 min
    Financial Advisor's Playbook - Episode 4

    Financial Advisor's Playbook - Episode 4

    In this episode of the Financial Advisor's Playbook, Minna and Katie talk about Love Affair Marketing.

    • 18 min
    Financial Advisor's Playbook - Episode 3

    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.

    • 36 min
    Financial Advisor's Playbook - Episode 2

    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.

    • 22 min
    Financial Advisor's Playbook - Episode 1

    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.

    • 12 min

Customer Reviews

3.7 out of 5
3 Ratings

3 Ratings

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