Financial Advisor Success Podcast Episodes featuring Roger Whitney

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Ep 107: Using Podcasting As A Marketing Strategy To Attract (Retirement Niche) Clients with Roger Whitney

Financial Advisor Success - January 15, 2019 12:00 - 1 hour ★★★★★ - 653 ratings
Roger Whitney is a partner with WWK Wealth Advisors, an independent RIA where he works with a personal client base of retirees with $75 million of assets under management. Perhaps even more impressively, he’s been able to attract almost $50 million of those assets in just the past two years by ...