The Focused Advisor Podcast
The Focused Advisor Podcast
Podcast Description
Building An Enduring Independent Financial Advisor Practice
Podcast Insights
Content Themes
The podcast tackles branding strategies, technological trends, and client management within the financial advisory sector. Episodes explore themes like building an independent practice, the impact of AI on advisory services, and navigating market volatility, with practical insights such as using Local Service Ads and identifying ideal client niches.
Building An Enduring Independent Financial Advisor Practice
Victor Medina is aPresident & Founder at Palante Wealth Advisor. He is also the Founder of Medina Law Group which serves Palante Wealth Advisors exclusively.
CONTACT US TODAY:
Independent Financial Advisor Marketing
Website: https://ifamktg.com
Email: [email protected]
Phone: (973) 738 – 9308
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