Market in Motion Podcast for Financial Advisors by FMG Suite
Business:Marketing
This week’s episode features host Mike Woods and leadership from Private Ocean, a wealth management group that won Financial Planning’s Visionary Leader Award earlier this year. Greg Friedman, CFP®, Founder & Chief Executive Officer, and Cynthia Greenfield, Chief Experience Officer, break down how they were able to care for clients and employees when the pandemic hit.
Don’t miss this conversation for ideas for virtual events, tips to keep your team connected, and why Greg thinks remote work is here to stay.
Learn more about FMG Suite: https://fmgsuite.com/Subscribe to our podcast alert emails: https://fmgsuite.com/newsletter-signup/
Questions? Contact us at marketing@fmgsuite.com
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