Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.
Today we have Janelle Orion.
Janelle brings 15 years in marketing strategy and coaching to the conversation. Her company Shine Bright Marketing helps businesses gain valuable information from their marketing analytics, data and research to assist in creating marketing content or programs that will increase sales. Her stated goal is to help entrepreneurs feel good in their business with marketing strategy, intention and execution.
Today, we’ll delve into what it takes to “jumpstart” your marketing plan!
Welcome to the podcast!
Show Highlights:
Resources:
What to jumpstart your marketing plan? Check out Janelle’s MBA - Marketing Baseline Assessment by clicking here.
Are you a current or aspiring financial professional? Click here to receive my 10 Tips for jumpstarting your career.
Listen to previous podcast episodes, clicking here.
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Thanks again for listening, reading, and watching!
HUGE Podcast Announcement: Guess what is about to happen?
CFFP #71 - The Benefits of Community in Mentorship
CFFP #71 - Valuable Resources for a Career in Financial Services ft Amanda Raymond
CFFP #70 - Building Communication Skills in Financial Services
CFFP #70 - A New Generation of Financial Planner ft. Stephen Schiestel, CFA
CFFP #69 - Transferrable Skills as a Career Changer
CFFP #69 - Guiding the Next Generation of Financial Planners ft. Dr. Barry Mulholland
CFFP #68 - Engaging Empathetically with Your Clients
CFFP #68 - Understanding How To Deliver Empathetic Financial Planning ft Michael G. Thomas, Ph.D., AFC®
CFFP #67 - Why Psychological Understanding is Important as a CFP
CFFP #67 -The Career Changer Dilemma: The Long Journey Towards Becoming a CFP ft. Dr. Dave Yeske, CFP®
CFFP #66 - Establishing Trust in Financial Services
CFFP #66 - Why Personal Financial Planning is Much More Personal Than Finance ft. Martin Seay, Ph.D., CFP®
CFFP #65 - Financial Planning is a Lateral Field
CFFP #65 - How the Future of the Financial Planning Profession Will Be Shaped By Career Changer ft. Hannah Moore, CFP®
CFFP #64 - The Two Sets of Eyes in Financial Services
CFFP #64 - The Rich Future of the Financial Planning Profession & How the CFP Board Is Preparing the Next Generation of Planners ft Kate Healy
CFFP #63 - What Really Counts in Your Skillset
CFFP# 63 -Why Career Changers Are Choosing to Be CFPs ft. Adam P. Scherer, MS, CFP®, EA
CFFP Season 7 Teaser
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