6. Shannon Rosic & Brandon Kawal On the Circuit 15/02/2023 18 min Listen "6. Shannon Rosic & Brandon Kawal" Reproducir Descargar episodio Ver en sitio original More episodes of the podcast On the Circuit 45. The Role of Custodians and Digital Marketing in Advisor Efficiency, with Tony Stitch of Entrustody 09/01/2024 44. Why Longevity Planning is the New Financial Planning, with Keena Pettijohn of Lifelogixs Strategic Consultancy Group 02/01/2024 43. Unlocking the Potential of Private Markets, with Ryan VanGorder of Opto Investments 19/12/2023 42. Building Stronger Client Relationships Through Behavioral Finance, with Jerry Szatko of Unitifi 14/12/2023 41. Why Liability Planning is the Next Differentiator for Financial Advisors, with Siddhartha Oza of Sora Finance 12/12/2023 40. Collaboration over Competition and Managing Expectations of Next-Gen Advisors, with Thomas Pargett of Carson Wealth 07/12/2023 39. Leveraging Estate Planning as a Marketing Tool for Advisors, with Matt Morris of EncorEstate Plans 05/12/2023 38. Hiring the Right People and Bettering Yourself via Peer Networking, with David Stevens of Stevens Capital Partners 30/11/2023 37. Conversations that Lead to Conversions and Effective Marketing Tactics for Advisors, with Lara Galloway of White Glove 28/11/2023 36. Changing the Consulting Game and Building on Data, with Doug Fritz of F2 Strategy 21/11/2023 Ver todos los episodios Share Facebook Twitter LinkedIn
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