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#66 Drip Marketing Strategies for Financial Advisors

Kirk Licata, CFP®, joined LongView in 2012. He has been in the financial services industry since 2010 with experience at Bank of America, State Farm, and Mutual of Omaha. Kirk primarily works with two types of clients that both require his expertise in tax planning. His first passion is advising business owners through the complex decisions needed on cash flow management and retirement planning.

In this episode, Brian and Kirk discuss:

  1. Mastering the Art of Concise Financial Advising
  2. Drip Marketing Strategies for Financial Advisors
  3. Advising Business Owners
  4. Diversification in Volatile Markets

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