How to Meet Your NNA Goal in a Down Market

from A.U.M. - Ask Us Marketing™ · host Savvy Advisor Marketing

Business growth doesn’t have to slow when the market is sluggish! Join us as we talk with Tommy Doerfler, CPA, CFP®, CEPA® of Lighthouse Wealth Group, about how he met his Net New Asset goals during a down market. Spoiler alert: it’s all about good communication.

Episode metadata supplied by the publisher feed · Published Mar 6, 2023

Embed this episode

Attribution link and audio player

Ready to play

How to Meet Your NNA Goal in a Down Market

0:00 30:27

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

No similar podcasts found.

Frequently Asked Questions

How long is this episode of A.U.M. - Ask Us Marketing™?

This episode is 30 minutes long.

When was this A.U.M. - Ask Us Marketing™ episode published?

This episode was published on March 6, 2023.

Can I download this A.U.M. - Ask Us Marketing™ episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!