Simple Systems Get Results
Simple systems get results. Complex systems fail. Learn how fpPathfinder paired with my AB Client Touchpoint System can help you systematically add financial planning objectives to your communication plan. All resources are FREE. https://www.resilientadvisor.com/fppathfinder
MOH005_3v What is Sonic Branding Version 1
Do you have sonic branding? Emily Binder shares what it is and why you need it on a recent Marketing Office Hours. #marketing
Advisors: We a giving away 3Q Planning Guides to help you serve your clients this summer in partnership with fpPathfinder.
➡ Fact: It is more effective to help clients select planning goals from a list.
⏩ This quarter's free guide will help your clients select from a list of 50 goals, making it easier for you to help them optimize their plan!
🚩 Download your Free 3Q Guide from fpPathfinder & Resilient Advisor: https://www.resilientadvisor.com/fppathfinder
🔥 Michael Lecours, CFP® generously gives away a free guide each quarter to help you better serve your clients. Join the hundreds of advisors who take Michael and I up on this offer each quarter!
#financialplanning
MOH005_3v What is Sonic Branding Version 1
Do you have sonic branding? Emily Binder shares what it is and why you need it on a recent Marketing Office Hours. #marketing
Simple Systems Get Results
Simple systems get results. Complex systems fail. Learn how fpPathfinder paired with my AB Client Touchpoint System can help you systematically add financial planning objectives to your communication plan. All resources are FREE. https://www.resilientadvisor.com/fppathfinder
MOH005_3v What is Sonic Branding Version 1
Do you have sonic branding? Emily Binder shares what it is and why you need it on a recent Marketing Office Hours. #marketing