Episode Synopsis "The Importance of Community Involvement in the Life of your Business"
Giving back to your community and becoming more involved are extremely important ways for you to improve your local while growing the impact of your business. EVP, Advisor Engagement Mark Schoenbeck chats with Yudi Gross, Co-Founder of Aequus Partners, and Thom Shumosic, Founder of MidAtlantic Retirement Planning Specialists. Two advisors who have devoted time and money to local organizations to help build the communities they are a part of.
Listen "The Importance of Community Involvement in the Life of your Business"
More episodes of the podcast Kestra Out Loud Podcast
- Navigating Legacy and Stepping into Leadership as a G2 Advisor
- Maximizing Growth and Efficiency with EOS®
- Bee the Best Advisor: Using Honey to Win Clients and Strengthen Relationships
- Top Advisors Reveal How They Mastered Social Media
- The Benefits of Running Your Business Your Way
- The Importance of Community Involvement in the Life of your Business
- The Value of Great Business Consulting
- Wherever The Mind Goes, The Body Will Follow
- If You Had Access to a Superpower, Would You Use It?
- The Power of Outsourcing with Rico Casares
- Which Broker/Dealer services are more important during the coronavirus?
- Don’t Retire…Graduate: Redefining Retirement and Starting Your Own Podcast with Eric Brotman
- How Beth And Lauren Richardson Are Paving The Path For Female Financial Planners
- How Marketing is the Ultimate Investment: Tactics and Advice from Financial Professional, Ted Jenkin
- Minisode - Leadership Lessons from the COVID Crisis
- The Importance of Transparency with Clients and Staff
- A Life First Approach to Finance with Magician and VP of Strategic Relations, Theron Schaub
- Take the Focus Off Fear and Reassess Your Personal and Portfolio Wellnes
- Nerd Alert Edition! CLO Discussions Take Center Stage
- Top 5 Ways an Advisor Can Stand Out in 2020
- The Life Score System with Dr. John Rhodes
- Forces Driving Emotional Challenges For Your Clients
- Amy Gordona talks 2020 Ascend Conference