007: Building a $59 Million Dollar Financial Services Firm In Just 8 Years - Nancy Brunetti

The Influential Advisor - A podcast by Paul G. McManus

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In this episode we interviewed Nancy Brunetti, CEO of Ocean Crest Financial. Nancy shares with us her story of building a $59 million dollar financial services firm (from scratch!) in just 8 years. And how she is today very effectively using both "seminar marketing" and LinkedIn to very effectively grow her practice. Episode Sponsor: More Clients More Fun is a lead generation and content marketing agency, focused on helping financial advisors, life insurance producers, and elite CPAs land ...