This week, Steven is joined by Belay's Head of Marketing (and a client of a Financial Advisor), Ryan Fitzgerald. Ryan's background and expertise is in marketing, but as the client of a financial advisor, he also is uniquely positioned to share how marketing effected who he ultimately chose as his advisor and what that means in the relationship. Steven and Ryan discuss a variety of topics, including the reality that everyone is already involved in marketing, some are just a bit more intentional about it. At the end of the day, you can be the best tax planner in the world, but you won't help a single person if they don't have a way to hear your message.
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Retirement Tax Services Podcast