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Content provided by Financial Planning Association of New England and FPA NE. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association of New England and FPA NE or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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Defining Your Ideal Client & Why It Matters - Adam Kornegay

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Manage episode 291247703 series 2878077
Content provided by Financial Planning Association of New England and FPA NE. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association of New England and FPA NE or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

This week, cohosts Chris Boyd and Jeff Tomaneng speak with guest Adam Kornegay of Pathfinder Advisor. Adam shares his thoughts on defining or redefining your ideal client, how to better connect with them, and how to create a better client experience.

Twitter: @PathfinderAdam

LinkedIn: https://www.linkedin.com/in/pathfinderadamkornegay/

Websites:

www.pathfinderadvisor.com www.pathfinderondemand.com

  continue reading

150 episodes

Artwork
iconShare
 
Manage episode 291247703 series 2878077
Content provided by Financial Planning Association of New England and FPA NE. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association of New England and FPA NE or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

This week, cohosts Chris Boyd and Jeff Tomaneng speak with guest Adam Kornegay of Pathfinder Advisor. Adam shares his thoughts on defining or redefining your ideal client, how to better connect with them, and how to create a better client experience.

Twitter: @PathfinderAdam

LinkedIn: https://www.linkedin.com/in/pathfinderadamkornegay/

Websites:

www.pathfinderadvisor.com www.pathfinderondemand.com

  continue reading

150 episodes

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