Business Planning, Retirement and White Paper

#FA Success Ep 315: Learning Business Development By Consistently Being Seen Where Your Ideal Clients Are, With Lisa Brown

Nerd's Eye View

JANUARY 10, 2023

What's unique about Lisa, though, is how, by digging deeper into an existing firm niche focus of Coca-Cola employees and talking extensively with employees there about their common needs and issues that affected their financial goals, she began to write white papers for them, which was so successful in building her reputation and expertise – (..)

Clients

Clients CFP Financial Advisor Wealth Advisor

Transcript: Apollo’s Torsten Slok

The Big Picture

FEBRUARY 4, 2025

How do we make sure that there are enough retirement savings for our population? White paper was about private credit, white paper was about private equity. White paper was about asset backed finance. White paper was about all kinds of aspects of what our private markets today.

Economy

Economy Banking Economics Taxes

Financial Advisor Source

#FA Success Ep 315: Learning Business Development By Consistently Being Seen Where Your Ideal Clients Are, With Lisa Brown

Transcript: Apollo’s Torsten Slok

Webinars

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