A Shared Vision, Get Some Help

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The Fin.Ed Show

Fin.Ed.Grls

15 episodes

1 day ago

Katherine Lesch and Kaeleen Bruce, also known as the @Fin.Ed.Grls , and Co-CEOs of AFEA (American Financial Education Alliance) will be covering 4 short topics per episode, all related to financial education in this PTI-inspired podcast!

Marketing

Business

RSS

All content for The Fin.Ed Show is the property of Fin.Ed.Grls and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Marketing

Business

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A Shared Vision, Get Some Help

The Fin.Ed Show

29 minutes 44 seconds

2 years ago

A Shared Vision, Get Some Help

A Shared Vision

Joe Elsasser, Founder and President of Covisum, a financial tech company that provides a suite of retirement planning softwares, understands that being a financial advisor is hard, so he and his team are here to make it easier. Learn more about how to use AFEA and Covisum to “connect your marketing to your fulfillment”

Get Some Help

In this segment, Kaeleen and Katherine discuss the importance of using an assistant before, during, and after your classes. We dive deep into the roles this person can play and how they can help you maximize your opportunities.

Additional Resources:

Find Us on Instagram

@Fin.Ed.Grls

Learn more about AFEA

JOINAFEA Website: CLICK HERE
Schedule a Call with an AFEA Recruiter: CLICK HERE

Covisum Discount Codes

covisum.com

CODE: afea