JIM PALUMBO is the President and Founder of EvangAlliance, a non-profit multi-media ministry committed to empowering people around the world with the transformative message of hope.
MEDIA
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I've been grateful for the opportunity to get to speak with such great people about topics that impact our lives. From faith to finances... please enjoy.
jim_palumbo_on_integrated_service_platfoMarketing and Finance Podcast
What you’ll hear about in this episode
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The non-advice activities of running a financial planning firm
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Freeing up advisers from the “business of business” to focus on financial advice
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How to overcome “superman syndrome” and let go of the non-advice work
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Swapping capability with a focus on growth
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Spending 20% of your time of growth opportunities
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Digital marketing techniques for financial advisers
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The importance of a CRM system for client follow up
