Financial Advisor's Playbook

Carson Group

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Financial Advisor's Playbook

Podcast by Carson Group

11/04/2018

Financial Advisor's Playbook - Goal Planning

Katie and Minna talk about goal planning.

26min
02/04/2018

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.

36min
16/02/2018

Financial Advisor's Playbook - Episode 4

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

19min
09/02/2018

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.

36min
09/02/2018

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.

22min
09/02/2018

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.

12min

6 episódios

4

de 5

4 avaliações

Podcast by Carson Group

Criado por

Carson Group
Anos de atividade

2 mil
Episódios

6
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Livre
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