How does this Financial Planner get 98% of her clients from social media?
Catherine Morgan is founder of The Money Panel and she’s joining us on stage at the Financial Planner Marketing Summit this summer.
Within her presentation, Catherine will be sharing her experience of using social media to engage with new clients. She currently finds 98% of her clients using social media – and works with them exclusively using video.
Come along to the Financial Planner Marketing Summit at The Electric Theatre in Guildford on Friday 21st June to hear from Catherine and a range of other financial planner marketing experts.
Delegates at the Financial Planner Marketing Summit are in for an action-packed day, learning how to transform their own marketing results and better communicate with all clients.
You can find more information about the speakers and tickets at bamfordmedia.co.uk/fpms