Financial Advisor's Playbook

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Podcast by Carson Group

Carson Group


    • Apr 11, 2018 LATEST EPISODE
    • infrequent NEW EPISODES
    • 25m AVG DURATION
    • 6 EPISODES


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    Latest episodes from Financial Advisor's Playbook

    Financial Advisor's Playbook - Goal Planning

    Play Episode Listen Later Apr 11, 2018 26:09


    Katie and Minna talk about goal planning.

    Financial Advisor's Playbook - Episode 5

    Play Episode Listen Later Apr 2, 2018 35:30


    In this episode of the Financial Advisor's Playbook, Minna and Katie talk about technology and the client impact with Andrew Rodgers.

    Financial Advisor's Playbook - Episode 4

    Play Episode Listen Later Feb 16, 2018 18:57


    In this episode of the Financial Advisor's Playbook, Minna and Katie talk about Love Affair Marketing.

    Financial Advisor's Playbook - Episode 3

    Play Episode Listen Later Feb 9, 2018 36:20


    In this episode of the Financial Advisor's Playbook, Katie and Minna talk about Marketing, and how to use it to grow your business.

    Financial Advisor's Playbook - Episode 2

    Play Episode Listen Later Feb 9, 2018 22:22


    In this episode of the Financial Advisor's Playbook, Minna and Katie talk about team retreats, and how to execute a successful one.

    Financial Advisor's Playbook - Episode 1

    Play Episode Listen Later Feb 9, 2018 12:04


    In this episode of the Financial Advisor's Playbook, Minna and Katie talk about Carson Group, introducing the listeners to it as a company.

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