The Key To Getting Your Message Across with Evan Beach
In today's episode, I’m joined by Evan Beach, CFP® and Director of Wealth Advisory at Campbell Wealth Management, where he is responsible for new client financial planning and existing client educatio...
11 Jan 202335min
Creating Your 2023 Marketing Strategy with Zoë Meggert
Zoë Meggert, CEO of Perfectly Planned Content, LLC, is back on this episode of Bridging the Gap. She joins me today to discuss creating a marketing plan for the New Year. We review what worked in 2022...
4 Jan 202332min
Building the Firm of the Future with Colin Overweg
Colin Overweg, Founder and CEO of Advize Wealth Management, joins me on today’s episode of Bridging The Gap. Colin shares his unique ways of leveraging social media to gain new clients and help the yo...
28 Dec 202241min
The Importance of Technology and Marketing with Frantz Widmaier
Frantz Widmaier, CEO of Bill Good Marketing, joins me on this episode of Bridging The Gap. We travel back through time to discuss the floppy disk, staying current with the latest technologies, the imp...
21 Dec 202233min
Shifting the Focus of Investments with Christopher Music
Christopher Music, wealth coach and thought leader in the financial industry, joins me from sunny St. Petersburg, Florida during this episode of Bridging The Gap. We discuss how to become more income ...
14 Dec 202240min
Structuring Your Firm and Team for Growth with Penny Phillips
Penny Phillips, President and Co-Founder of Journey Strategic Wealth, an industry speaker, and an engaging consulting coach, joins me today to discuss firm structure, practice management, and time man...
7 Dec 202238min
Adding Automation to Your Wealth Management Firm with Tim Welsh
Tim Welsh, CFP®, President, CEO and founder of Nexus Strategy, LLC, a leading wealth management consulting firm, joins me on today’s episode of Bridging The Gap. One of the most insightful, knowledge...
30 Nov 202240min
Taking Your Financial Services Firm To The Next Level with Sten Morgan
In this episode of Bridging the Gap, we sit down with Sten Morgan, a leading voice in financial services, president at Legacy Investment Planning and a coach to other financial advisors. Sten gives in...
21 Nov 202235min
