August 8

Leading by providing value


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WHAT IS FINOLOGY?


Financial Planning Association Sponsorship
Trustcore Financial Sponsorship
College Aid pro sponsor placement

POPULAR EPISODES


Leading by providing value

Providing value to clients

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About the Author

Jake is trained as a Certified Digital Marketing Professional. He is called to connect true financial planning professionals with their clients and prospects through effective digital marketing. He understands the needs and concerns of the financial planning profession and the wide range of regulatory compliance needs and concerns.

Jake Wagner, CDMP

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