Financial Advisor's Playbook

Katie and Minna talk about goal planning.

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

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

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

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