Description
Katie Braden, founder and Chief Video Officer of Advisor Video Marketing makes an encore on the pod to get us up to speed on how video is evolving. We asked Katie to come back because we think video is one of most important marketing tools for today’s advisor. Katie gets into why video is so effective, how you can get started, and the best uses to grow your practice and create stickier relationships.
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