Finworx

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Award-winning and results-oriented advertising/marketing professional with a proven track record of effective innovation, uncompromising standards, collaborative communication, team leadership, and insightful analysis as well as a demonstrated ability to handle multiple projects and difficult deadlines while partnering with executive roles to impact high level strategy and goals. • Experienced in website CMS tools, agile and scrum/kanban methodology, enterprise and open source web application development, mobile application development, Adobe Creative Cloud, prototyping, PCI and HIPAA compliance, and process innovation • Skills include project management, product management, digital and...

finance financial advisor business marketing social media financial services technology content marketing digital marketing advisor clients adviser relationships business relationships fpa biases entrepreneur core values customer engagement utilities relevancy social media marketing data communication monitoring tips content strategy email email marketing coach mike west phillip fulmer wealth management back porch vista bpv management niche athletes wealth sports athlete investor financial brand web internet digital branding

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Finworx

Présentations

Foundations in Branding for Financial Advisors - Developing Unique Selling Proposition

Top 10 Social Media Tips For Financial Advisors

Top 10 Email Tips for Financial Advisors

Top 10 Content Marketing Tips for Financial Advisors

Top 10 Machine Learning Examples for Financial Advisors

10 Great Examples of Machine Learning

Seven Emotional Biases Financial Advisors Need to Know

FPA Annual Conference 2017 - Keynote Speech, Coach Phillip Fulmer

J’aime

The Debt Escape Plan