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Episode details

In this episode we explore how to present your goals and value offering to a new market.

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Naomi Rosenthal
Director at Professional Wealth Services
Naomi Rosenthal LinkedIn
Professional Wealth Services Website

Craig Buntain
Owner and Senior Financial Planner at CFL Financial Planning
Craig Buntain XY
CFL Financial Planning Website

Cate Americano
Founder, Director and CEO of Inspiration Cafe
Cate Americano LinkedIn
Inspiration Cafe Website

Tim Henry
Financial Advisor and Owner at Aspire Planning
Tim Henry XY
Aspire Planning Website

Michael Topper
Co-Founder and Director at Astute Wheel
Michael Topper LinkedIn
Astute Wheel Website

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You can get a transcript of this podcast here

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