Segmentation: Your How-To Guide

Segmentation: Your How-To Guide

As a young, aggressive intern I spent time with the marketing department at a suburban SaaS company to hone my understanding of their client base. A big meeting was called (catered too), to launch our campaign targeting a new market subset that showed a lot of promise...

Episode 10 | Ask The Coach | “Now Is The Time

Episode 10 | Ask The Coach | “Now Is The Time

#NEWPODCAST | In the 10th Episode of #ASKTHECOACH, Co-Founder & COO Donald Chu, CEBS explains why "NOW IS THE TIME"....to become a #FinancialAdvisor. Why are #FinancialAdvisors still relevant in an age of #roboadvisors? The Coach has the answer! P.S The Coach...

Bionic Advisor: A User Guide

Bionic Advisor: A User Guide

Finaeo has worked with 1000's of advisors across the country in addressing their commercial and technological challenges. When I engage an advisor and their administration, my first touchpoint is a website. Many of these websites were either antiquated or irregularly...

#PODCAST: Beyond Data

#PODCAST: Beyond Data

#PODCAST-ALERT! 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...

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