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About
I am a dynamic speaker who can take serious financial services topics and make people get excited!
Using Digital/Social Platforms in your Practice Marketing Practice
Wealth Managers are challenged to become better known and establish personal brands via social/digital. With $42 trillion wealth transfer underway from Boomers to women and millennials, social and digital strategy is essential for every wealth management practice
Your perspective matters!
What was it like engaging with April?
