Building An Authentic, Successful Brand: Lessons from An Advisor And Author

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  • Опубликовано: 3 сен 2024
  • Prospects often research financial advisors before seeking advice. Standing out as a thought leader can make you their top choice. Join host Matt Seitz, Chief Marketing Officer at C2P, as he interviews Jeannette Bajalia, senior wealth manager at JL Smith, speaker, author, and founder of Woman's Worth LLC. Jeannette shares her journey from corporate executive to financial advisor, revealing strategies for creating a powerful personal brand focused on serving women. Discover how to identify your niche, develop a unique brand, and align core values with your business. Tune in for valuable insights on building authentic client relationships and integrating your brand into client interactions.
    Resources:
    Jeannette Bajalia's company: Woman's Worth LLC: c2pe.info/4cQMiI3
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    We Don’t Just Care About Financial Advisors - We Are Financial Advisors. And Our Business is to Build Your Business. C2P specializes in helping financial advisors succeed. Our focus is on providing the essential tools, training, coaching, and support to build thriving businesses and set advisors up for success.
    Advisors must bridge the demands of being both an impactful holistic advisor and a capable business owner. C2P independently serves advisors. But when you combine the respective knowledge and resources together, the results are endless.
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    🎧 For more episodes of our podcasts, visit:
    The Rainmaker Multiplier On Demand ➡️c2pe.info/3MyCrfY
    The Bucket Plan On Demand ➡️c2pe.info/3xII5rA
    A Woman’s Clarity ➡️c2pe.info/3vz1j1l
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    📚 Disclaimer:
    At the time of delivery and any subsequent publishing, information was deemed reliable but is subject to change by the time of viewing. The contents of this piece include the opinions and projections of C2P Enterprises, are subject to change, and are for informational purposes only. The information provided in this presentation is not intended to be individual investment, tax, or legal advice.
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