TRAP: The Real Adviser Podcast cover image

49 - Universal Marketing Truths

TRAP: The Real Adviser Podcast

CHAPTER

From Financial Services to FMG: A Journey in Marketing Strategies

A former financial services industry professional shares their experience of starting a SaaS company for financial advisors and being acquired by FMG, where they now work as the chief evangelist. Listeners praise the podcast for its valuable insights for accountants and financial advisors, while the hosts discuss recent European soccer events and reflect on winning an award at the Basel Awards.

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