On this episode of That Makes Cents, we're taking concepts applied in our last three episodes and applying them to client engagement. 

Featured Guests:

Paige Hill, Manager, Demand Gen, eMoney

Gwendaline Mazzara, Vice President, Practice Management & Consulting, Fidelity Investments

Among the topics discussed:

- How to establish your brand
- The stages of the prospect/client journey
- Best practices for producing your own content

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For more information on eMoney Advisor: emoneyadvisor.com/
For more information on Bamboo, eMoney's marketing solution: https://emoneyadvisor.com/marketing/
That Makes Cents archives: info.emoneyadvisor.com/podcast

To learn more about Fidelity Institutional: https://institutional.fidelity.com/app/home

Access Fidelity's Digital Marketing eBook here: https://institutional.fidelity.com/app/literature/ebook/9888573/diving-into-digital-marketing.html?sapl=press

DISCLAIMER
Please be advised that this podcast contains purely educational information and nothing discussed may be construed as legal, tax, or financial advice. Please consult a financial advisor for any financial investment or money management questions you may have of views or opinions represented on this podcast are solely the opinion of the speaker and do not represent those of eMoney Advisor LLC or any of its affiliates or subsidiaries.