Better Marketing for Financial Advisors – Firm Transitions with Corey Keating

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

—-
► Useful?

Subscribe: https://www.youtube.com/channel/UC2-A82CiACaopNFmDA87uhQ

Apple Podcast: https://podcasts.apple.com/us/podcast/firm-transitions-with-corey-walen/id1672117664

Spotify Podcast: https://open.spotify.com/show/278IpmwyIWbyGoos4InCOV?si=3146e811274d4fd5
—-
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

Transcript

Other insights you might like

Am I Getting a Good Deal — Is This a Good Offer?

What Elite, Forward Thinking Advisors Are Doing That Other’s Are Not