EP 5 – Secrets to Scaling Your Wealth Management Practice with Jen Abboud Smith

Grow Organically
15/08/2024 33 min
EP 5 – Secrets to Scaling Your Wealth Management Practice with Jen Abboud Smith

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Episode Synopsis

Which prospects should you call next to maximize your conversion rates? The answer lies in harnessing the power of AI and data. Dan Gilmartin sits down with Jen Abboud Smith, SVP of Investor Marketing at Carson Wealth, to delve into the strategies and insights that drive sustained growth in wealth management firms. Jen shares her …

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