Financial Advisor's Playbook
Activity Overview
Episode publication activity over the past year
Episodes
Financial Advisor's Playbook - Goal Planning
11 Apr 2018
Contributed by Lukas
Katie and Minna talk about goal planning.
Financial Advisor's Playbook - Episode 5
02 Apr 2018
Contributed by Lukas
In this episode of the Financial Advisor's Playbook, Minna and Katie talk about technology and the client impact with Andrew Rodgers.
Financial Advisor's Playbook - Episode 4
16 Feb 2018
Contributed by Lukas
In this episode of the Financial Advisor's Playbook, Minna and Katie talk about Love Affair Marketing.
Financial Advisor's Playbook - Episode 3
09 Feb 2018
Contributed by Lukas
In this episode of the Financial Advisor's Playbook, Katie and Minna talk about Marketing, and how to use it to grow your business.
Financial Advisor's Playbook - Episode 2
09 Feb 2018
Contributed by Lukas
In this episode of the Financial Advisor's Playbook, Minna and Katie talk about team retreats, and how to execute a successful one.
Financial Advisor's Playbook - Episode 1
09 Feb 2018
Contributed by Lukas
In this episode of the Financial Advisor's Playbook, Minna and Katie talk about Carson Group, introducing the listeners to it as a company.