February 2018 | Becoming Referable

Joe Messinger on What College Planning Can Tell Us About Developing a Niche

Joe Messinger, CFP, CHFC, CLU, is the co-founder and director of college planning at Capstone Wealth Partners, and CEO of Capstone College Partners. Joe is recognized as a trusted authority in the area of college planning and funding, and trains other financial professionals to [...]

By Julie Littlechild|2022-01-03T17:14:33+00:00February 22nd, 2018|Categories: Podcast|Tags: Becoming Referable, college planning, Joe Messinger, referrals|0 Comments

Mark Schoenbeck on the Right Message for the Right Clients

Mark Schoenbeck, CFP, is the Executive Vice President and National Sales Director at Kestra Financial. He has helped top independent financial advisors maximize their revenue, free time, and business value for over 15 years. He previously held senior executive roles at Mutual Service Corporation, [...]

By Julie Littlechild|2022-01-03T17:14:34+00:00February 8th, 2018|Categories: Podcast|Tags: Becoming Referable, Mark Schoenbeck, referrals|0 Comments