Conference Recap

Breakout Session Recap 1: A Comprehensive Marketing Strategy for Financial Professionals

The reigning AFC® of the Year, Patsy Collins, MA, AFC® led an entertaining and informative one- hour journey through effective cyclical marketing strategies to grow your financial coaching business. Ms. Collins opened with wit and wisdom and the observation that “Money is personal. And it’s very secret.” As financial counselors, we are challenged to get people to open up and talk about their personal...


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