Passion to Purpose: The Power of Digital Marketing

From sports Marketing to Financial Planner Renee Cohen is rewriting wealth-building rules for ambitious women and entrepreneurs. Her story is going to give you valuable insights into how she used her marketing background to help launch her own financial firm.  Our discussion is value-packed with marketing and industry insights but also inspirational from finding your passion, to making a pivot, and launching a new career you’re sure to gain some valuable insights Meet Renee, a financial planner who’s rewriting wealth-building rules for ambitious women and entrepreneurs. As the Founder of Nexa Wealth Planning and a Certified Financial Planner™ (CFP®), Renee combines over a decade of expertise with a deeply personal mission: to make financial confidence accessible and achievable for women navigating their next big chapter. Her story began in New York, where a love for sports grew into a thriving career in sports media. Renee’s true calling, however, became clear when she identified a significant gap. Successful women were building wealth but lacked a clear strategy to manage it effectively. That realization launched her into the world of financial planning, where she developed the Nexa Wealth Framework—a personalized approach that helps clients gain clarity, take control, and create financial strategies aligned with their unique goals. Renee helps clients build financial confidence and turn their aspirations into actionable plans through her signature framework. From creating a lasting legacy to achieving a work-optional lifestyle, she’s passionate about guiding clients toward the freedom to live life on their terms. Based in Los Angeles with her partner, Jamaal, and their dog, Sophie, Renee also advocates for gender equality through organizations like The Bold Collective and the XX Project. Want to connect with Renee? LinkedIn: https://www.linkedin.com/in/planningwithrenee/ Instagram: https://www.instagram.com/reneelori/ Website: http://www.nexawealthplanning.com/ More about your host Lindsey Burda Lindsey Burda is the founder of BurdaMarketing. Where she partners with passionate business owners to help them build a strong digital presence and win more leads online. With over a decade of experience helping Finanical pros and Lindsey left her role in corporate America as Vice President of Marketing Services to start BurdaMarketing. Find Lindsey online at the links below: Website: burdamarketing.com LinkedIn: www.linkedin.com/in/lindseyburda Instagram: https://www.instagram.com/burdamarketing

Want ideas on how to market a new business venture using education to attract your ideal client? Well listen in, be a fly on the wall to a conversation I recently had with Kristin Manna. Kristin spent a decade in the high school classroom teaching and coaching before making a career pivot into finance.  Math teacher turned financial advisor Kristin meets clients where they are to support them, using money as tools to help them live meaningful lives. And hear how she reframed her focus to show up and use education to market her services online.  You will hear us share a lot of analogies and a little bit of humor as we talk about starting and marketing a new business venture.  If you would like to connect with Kristin find her on LinkedIn https://www.linkedin.com/in/kristinmanna/ [https://www.linkedin.com/in/kristinmanna/] More about your host Lindsey Burda: Lindsey Burda is the founder of BurdaMarketing. Where she partners with passionate business owners to help them build a strong digital presence and win more leads online. With over a decade of experience helping Finanical pros and Lindsey left her role in corporate America as Vice President of Marketing Services to start BurdaMarketing. Find Lindsey online at the links below: Website: burdamarketing.com LinkedIn: www.linkedin.com/in/lindseyburda Instagram: https://www.instagram.com/burdamarketing

We're diving into why building a personal brand is absolutely crucial for solo and independent business owners. Because in a world where you're not just competing locally, but nationally or maybe even globally, your personal brand is what sets you apart and creates lasting connections. Joining me is Jerecy Remanente brand designer at Visual Purpose, and he is here to give his professional experience and opinion on personal branding. We’ll share some stories, some dos and dont’s, and steps you can take today to build your personal brand and attract your ideal client online.     If you'd like to connect with Jerecy his information is below: Website: visualpurpose.ca [https://visualpurpose.ca/] Linkedin: https://www.linkedin.com/in/jerecy-remanente/ [https://www.linkedin.com/in/jerecy-remanente/] Instagram: https://www.instagram.com/visual.purpose/ [https://www.instagram.com/visual.purpose/] More about your host Lindsey Burda: Lindsey Burda is the founder of BurdaMarketing. Where she partners with passionate business owners to help them build a strong digital presence and win more leads online. With over a decade of experience helping Finanical pros and Lindsey left her role in corporate America as Vice President of Marketing Services to start BurdaMarketing. Find Lindsey online at the links below: Website: burdamarketing.com LinkedIn: www.linkedin.com/in/lindseyburda Instagram: https://www.instagram.com/burdamarketing

I love telling people's stories. Stories of those pivoting to chase their entrepreneurial quests for success. Finding their passion and actually making it happen and the drive they have to help others in their own way. This episode is just that.  About a woman in STEM. An engineer, turned financial advisor. A woman who through her own financial journey was driven to help other women, women in STEM, accomplish the same.  My guest, Sandra Park, a Texan born and raised engineer and now financial advisor, is dedicated to assisting women in STEM retire earlier. In 2016, she embarked on her personal finance journey to master money and now aims to accelerate the process for her fellow women in STEM. We can all learn from each other’s journeys and we have a great conversation in this episode! Connect with Sandra: LinkedIn: https://www.linkedin.com/in/sandra-park-fs/ Website: https://www.financialserenity.co More about your host Lindsey Burda: Lindsey Burda is the founder of BurdaMarketing. Where she partners with passionate business owners to help them build a strong digital presence and win more leads online. With over a decade of experience helping Finanical pros and Lindsey left her role in corporate America as Vice President of Marketing Services to start BurdaMarketing. Find Lindsey online at the links below: Website: burdamarketing.com Instagram: https://www.instagram.com/burdamarketing LinkedIn: www.linkedin.com/in/lindseyburda

From winning your client over to keeping them for the long-term, it all comes down to understanding human behavior and psychology, we need to earn and  keep their trust.  That begins with marketing but it doesn’t end once you land the client.   From marketing to client retention, it’s all a human first approach, a relationship first approach. And relationship require understanding of both sides.   We not only need to understand our client’s biases but our own so we don’t get stuck in our ways, with both marketing and client relationships, it requires flexibility. We don’t want you to miss any opportunities in winning, and keeping clients, so Ashley and I are diving into the psychology behind it all and how we became so passionate about the topic.   Ashley is the Owner and Founder of Beyond the Plan™, a consulting practice that partners with firms to help advisors understand how their clients think, feel, and do money. As a therapist and financial behavior specialist, Ashley partners with advisory firms as their Financial Behavior Officer.  providing client consultation, advisor coaching & training, facilitation & co-facilitation of client meetings, and onboarding assessments. Apart from helping firms to differentiate their services, Ashley’s main priority is helping firms improve their clients’ overall wellbeing.  In addition to her work with advisory firms, she is a speaker and teacher for Financial Behavior Keynote Group. She provides webinars, breakout sessions, and keynote presentations geared towards financial professionals.  Find Ashley online at: 1. Twitter: https://twitter.com/bamconsults 2. LinkedIn: https://www.linkedin.com/in/ashley-quamme [https://www.linkedin.com/in/ashley-quamme] 3. Beyond the Plan website: www.beyondthefp.com [http://www.bamfcc.com/] 4. Email: ashley@beyondthefp.com More about your host Lindsey Burda: Lindsey Burda is the founder of BurdaMarketing. Where she partners with passionate business owners to help them build a strong digital presence and win more leads online. With over a decade of experience helping Finanical pros and Lindsey left her role in corporate America as Vice President of Marketing Services to start BurdaMarketing. Find Lindsey online at the links below: Website: burdamarketing.com Instagram: https://www.instagram.com/burdamarketing LinkedIn: www.linkedin.com/in/lindseyburda