Is Technology the answer to being a highly productive #bionicadvisor?
What about going BEYOND DATA. LISTEN HERE:https://goo.gl/RHgJ8y
Are you providing your clients with a 365-degree comprehensive plan?
This week our Head of Marketing Jason Leo Carvalho discussed exactly that subject with Grant Hicks, CIM, who is an author, speaker, coach and practice management consultant. He is the founder and National Director of Practice Management at with 27+ years of unique experience in the financial services industry, including 20 years as an advisor and published the household title “Guerrilla Marketing for Financial Advisors: Transforming Financial Professionals through Practice Management”
Trust me, you DON’T want to miss this!
Author: Jason Leo
Head of Marketing & PR at Finaeo.com
Business in Vancouver Top 40 under 40 Recipient.
Alumni & 1st Employee @indochino @paretologic