Season 3 Ep 4: How Digital Marketing Can Help Advisors Attract

Season 3 Ep 4: How Digital Marketing Can Help Advisors Attract Planning Clients

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Guests Jon Jones of Brighton Jones and Fidelity's Gwendaline Mazzara join host Marc Squires to discuss how engaging in thoughtful digital marketing and active client segmentation may provide opportunities to attract more planning clients.

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Season 3 Ep 11: The Future of Financial Planning

In our season finale Marc Squires is joined by Fidelity's Megan Kelley and Stephen Langlois of Kestra Financial. They discuss how our industry has accelerated in last couple of years and their views on what may be on the horizon.

Published 12/10/21

FinPoint™

Published 11/15/21

Season 3 Ep 10: Approaches to Accelerate Planning Productivity

Host Marc Squires is joined by Fidelity's Amanda Robinson and Advisor Group's Micah Wei for a discussion about how advisors can implement outsourcing to help them increase productivity, deepen client relationships, and deliver more value.

Published 11/15/21