Better Marketing for Financial Advisors – Firm Transitions with Corey Keating
Firm Transitions Podcast With Corey Walen 86 views March 17, 2023 1:38 pm
Episode 005 of the Firm Transitions podcast with financial services marketer Corey Keating, of Marketers Company.
On this episode:
• The current opportunity and the ever-closing window
• Who’s out there talking about your business on your behalf?
• Are you top-of-mind?
• You’re fighting with one hand tied behind your back (captive firms)
• What are the most successful financial advisors doing right now?
#FATransition #CoreyWalen #financialadvisor #financialmarketing #financialplanning
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Contact & connect with me:
Text: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/corey-walen-22a76325/
Thanks for watching!
Corey Walen
Bridgemark Strategies