PodParley PodParley

AMC Ep 4 : Robo-Advice and Financial Advisors

An episode of the Advisor Marketing Club Podcast podcast, hosted by Advisor Marketing Club Podcast, titled "AMC Ep 4 : Robo-Advice and Financial Advisors" was published on May 13, 2016 and runs 0 minutes.

May 13, 2016 ·0m · Advisor Marketing Club Podcast

0:00 / 0:00
The Profitable Advisor Podcast Dan Cuprill, CFP Each week million dollar fee based advisor Dan Cuprill, CFP shares his ideas to help other financial advisors build a profit based practice. Topics include automation, selling, marketing, client retention, succession planning, and the use of systems. For more information, visit Dan's blog, ProfitableAdvisor.com CG Business Advisor CG Tax, Audit & Advisory Cg Business Advisor tackles the important issues affecting businesses and individuals right now. In our twice monthly episodes, we bring in industry experts to discuss topics ranging from tax implications on new (and ever-changing) legislation, cybersecurity in a post-pandemic world, marketing in a virtual environment and beyond Risky Benefits FBMC Benefits Management, Inc. Welcome to Risky Benefits, a podcast from FBMC Management, Inc. As your personal advisor on all things benefits, join host Rick Farris, Chief Sales and Marketing Officer, every month while we educate you with all the ins and outs of compensation packages. From topics about insurance to employees and everything in between, you’ll walk away with the knowledge needed to get the most out of healthcare benefits.  Rethink. Financial Advice H. Adam Holt, CFP and Derek N.H. Notman, CFP Fintech CEOs Adam Holt (Asset-Map.com) and Derek Notman (Conneqtor.co and Couplr.ai) host the Rethink. Financial Advice podcast. With decades of real-world experience as veteran and actively practicing advisors and CFPs, they’re rethinking what it takes to succeed as a financial advisor in the 21st century. Challenging the status quo, Holt and Notman examine practice management, technology, planning, products, delivery of advice, digital marketing, designations, compensation, licenses, types of advisors, mindset, and entrepreneurship – all thoroughly explored and debated. Starting, growing, and running an advisory practice should no longer be done like it’s 1985. Notman and Holt ask the tough questions to get the answers no one else is telling you. Fresh, innovative, brutally honest, inspiring, tactical, and a side of peaceful rebellion banter – just what you needed to learn something new and walk away with a smile. Hosted o
URL copied to clipboard!