Practice Management | Podcasts
Blue Ocean Strategy and Beyond Your Hammock
We welcome Eric Roberge, CFP®, financial planner and founder of Beyond Your Hammock, to our NextGen in 10 Podcast to discuss how many advisors are expanding their role and the advantages of working with non-traditional segments of clients. This episode begins a conversation on how financial professionals can reach a new client segment, millennials, and what the advantages are of working with those in younger generations as they pursue their life goals.
September 08, 2021
September 08, 2021
Practice Management | On-Demand Webcasts
Empowering Financial Professionals Through Choice Management
August 04, 2021
Practice Management | On-Demand Webcasts
Taking Your Financial Services Firm to the Next Level
June 03, 2021
Practice Management | On-Demand Webcasts
Next-Gen Advice: Why and How to Modernize Your Marketing for Modern Clients
May 07, 2021
Practice Management | On-Demand Webcasts
How to Build a Personal Brand and a Better Business as a Female Financial Professional
March 11, 2021