Dianne Nolin

Managing Partner of Argent Bridge Advisors, overseeing $500 million in assets under management for 350 households and transformed a loss-leading service into a profitable revenue stream.

Best podcasts with Dianne Nolin

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Feb 27, 2024 • 1h 30min

Ep 374: Turning Your Marketing Loss Leader Into A Positive Revenue Diversifier By Getting Clear About The Value with Dianne Nolin

Learn how financial advisor Dianne Nolin transformed her firm's marketing strategy by turning a loss-leading service into a profitable revenue stream. She emphasizes clear value communication, client relationships, and knowing when to seek advice. The podcast also discusses special events for top-tier clients, navigating post-divorce financial planning, and the challenges of career transitions in the financial advisory field.