Do you think that social media is an instant way to get referrals and clients? Do you just post anything that comes to mind and sit and wait for someone to knock on your door? On this episode of What Works Wednesday, Matt is joined by Dave Zoller of Streamline Financial Planning, who has created a successful system and process for attracting clients and referrals through social media and content marketing. Dave will share how he started creating content and the importance of being intentional about educating others and about your time.
Money is a tool to be used.
See MoreWhen it comes to the length of a financial plan and what documents you should use within that plan, there are a lot of varying opinions.
See MoreYour business plan was one of the best.
See More