Financial Planner Life Podcast cover image

Orann Coyle – financial planning client acquisition via Instagram!

Financial Planner Life Podcast

CHAPTER

Innovative Approach to Client Acquisition Through Social Media in Financial Planning

Exploring the transition to using social media for client acquisition in financial planning, spurred by the challenges posed by the COVID-19 pandemic and the opportunities it brings to reach a wider audience economically. Emphasizing the need for innovation due to the slow adoption of digital marketing in the financial planning sector.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner