Announcements!, One Question, Niche or Niche

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The Fin.Ed Show

Fin.Ed.Grls

15 episodes

1 week 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!

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Marketing

Business

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Announcements!, One Question, Niche or Niche

The Fin.Ed Show

43 minutes 3 seconds

2 years ago

Announcements!, One Question, Niche or Niche

Announcements!

Welcome back to Season 2 of the Fin.Ed Show. Katherine and Kaeleen have some exciting announcements to start the season off strong.

One Question

Pablo Troncoso and Alex Abuyuan from Estate Plan Documents join Katherine and Holly to discuss Estate Planning and how they can help advisors integrate Estate Planning into their practice with ease.

Niche or Niche

Have you considered teaching something other than classes like Social Security? Kaeleen and Teri share their secrets for successfully expanding your class offerings, and including more niche classes like Estate Planning.