New Year? Let’s Look at the Three Lessons the Data Teaches Us About Top Performing Financial Advisors!
New Year? Let's Look at the Three Lessons the Data Teaches Us About Top Performing Financial Advisors! by Jonathan Bega Happy New Year! Let's Talk Data So, the Finaeo platform has been out for about six months now, and with the New Year just getting started, I was...read more
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...read more
The Four Ways to Begin Transforming From a Financial Advisor to a Bionic Advisor Today! by Jonathan Bega The Hypothetical Playbook for a #Bionic Advisor So, I’ve written at length about the bionic advisor and how the future will be bionic. To date, I have kept the...read more
#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...read more
NEW EPISODE – #ASKTHECOACH | Donald Chu, Co-Founder of Finaeo shares 5 Reasons Why You Need A Coach! #finservread more
Finaeo Podcast #9: Kevin Jeffrey on Being an Entrepreneur in Insurance by Jonathan Bega Jonathan chats with Kevin Jeffries about his time in benefits consulting, and how to become a successful entrepreneur in your financial advisory business. Check us out...read more