Brett Davidson on Growing (Without Losing Your Soul)

Brett Davidson is the Founder of FP Advance and the Uncover Your Business Potential program. He has worked closely with hundreds of financial planning firms in the UK, Ireland and the Netherlands to make their businesses more fun, client-focused, and profitable. Brett writes regularly [...]

By |2022-01-03T17:14:54+00:00April 20th, 2017|Categories: Podcast|Tags: , , , , |0 Comments

Raghav Sharma on Creating an Outstanding Online Presence

Raghav Sharma is the co-founder and CEO of GuideVine, which helps financial advisors elevate their digital footprint and connect to consumers right for their practice. Bloomberg and CNBC have called GuideVine the "match.com" for consumers looking for financial advisors. Takeaway quote: “It’s moving beyond [...]

By |2022-01-03T17:14:55+00:00April 6th, 2017|Categories: Podcast|Tags: |0 Comments
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