This week, J.D. Bruce - President of Abacus Wealth Partners - shares his experience of growing a firm from a solo practice to an established business with a professional management, a board of directors, and a governance structure. J.D., a CPA with management experience across a varie …
Daniel Wrenne revisits the podcast to provide an update on the progress he's having with his firm - Wrenne Financial Planning. Daniel is nearing client capacity after two years in business and he's doing so by successfully employing niche marketing. We last spoke with Daniel in episod …
This week our guest is Megan Carpenter. She is the co-founder of FiComm Partners, a public relations firm specializing in creating custom marketing campaigns for independent advisory firms. As a recognized expert in PR for advisors, Megan outlines just how to obtain press coverage and …
This week, we're talking with Brent Carnduff, an SEO expert and the owner of Advisor Web Marketing. I initially met Brent when he worked with me on the creation of the Serenity Financial Consulting website a few years ago; he completely blew my mind. Time and time again, Brent has sho …
