Scaling Client and Prospect Engagement: A Guide to Launching an Educational Platform for Your Niche
Description
In this episode, we welcome Ann Garcia, she’s owner of Independent Progressive Advisors, and the author of how to pay for college book and course. Ann has built a pretty incredible media portfolio around the topic of college, and in this episode, we dive into how she did it while running her practice. Let’s get into the conversation with Ann Garcia.
Check out the course: https://howtopayforcollege.com
We sat down with Dr. Shay Harris-Pierre, a certified Financial Therapist and consultant with a Master’s degree in Marriage and Family Therapy, and a PhD in Counselor Education and Supervision. Dr. Shay’s work focuses on supporting advisors in strengthening their relationships with their clients...
Published 11/18/24
Jonathan Foster, President and CEO at Angeles Wealth Management, has a created a stratgic vision for his firm that taps into his deep understanding of family wealth dynamics and the unique wealth management needs of ultra-high-net worth families and individuals. As co-founder of Angeles Wealth,...
Published 10/24/24