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FIND BEAUTY & PURPOSE IN LIFE

LEARN MORE ABOUT HOW I HELP PEOPLE FIND THE DIGNITY AND PEACE OF MIND THAT COME WITH FINANCIAL FREEDOM

LEARN ABOUT HOW I HELP EMPOWER WEALTH ADVISORS TO EXCELLENCE AND EFFICIENCY

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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
00:00 / 31:01

What you’ll hear about in this episode

  • The non-advice activities of running a financial planning firm

  • Freeing up advisers from the “business of business” to focus on financial advice

  • How to overcome “superman syndrome” and let go of the non-advice work

  • Swapping capability with a focus on growth

  • Spending 20% of your time of growth opportunities

  • Digital marketing techniques for financial advisers

  • The importance of a CRM system for client follow up

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