January 17

Jake Wagner explains finology project name


Jake Wagner explains why he and Dick Wagner JD, CFP® use a question to name the Finology Project

Loved this? Spread the word

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

Related posts

To Move Beyond Financial Planning 2.0

Read More

event graphics

Read More

Colman post image

Read More

Jake Wagner explains finology project name

Read More
{"email":"Email address invalid","url":"Website address invalid","required":"Required field missing"}