Financial Advisor's Playbook

Carson Group

4.2 (5)
Business

Podcast by Carson Group

04/11/2018

Financial Advisor's Playbook - Goal Planning

Katie and Minna talk about goal planning.
04/02/2018

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.
02/16/2018

Financial Advisor's Playbook - Episode 4

In this episode of the Financial Advisor's Playbook, Minna and Katie talk about Love Affair Marketing.
02/09/2018

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.
02/09/2018

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.
02/09/2018

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.

6 Episodes

4.2

out of 5

5 Ratings

Podcast by Carson Group

Creator

Carson Group
Years Active

2018
Episodes

6
Rating

Clean
Copyright

© All rights reserved
Show Website

Financial Advisor's Playbook