The Resources Provided by Barnum Financial Group
Elizabeth Hiza, Chief Marketing Officer of Barnum Financial Group talks with Paul Blanco, CEO and Co-Founder of Barnum Financial Group, about the vision early on to provide resources for financial advisors to help them with client acquisition. Getting smart, talented advisors in front of people is how Barnum helps develop their financial advisors.
Resources that include an in-house marketing agency, a wealth strategies division, a digital CRM, and an infrastructure designed to prop up all Barnum advisors in every step of their professional life.
00:00 Introduction
01:07 The Genesis of the Resources at Barnum
07:58 Wealth Strategies Division
12:32 Financial Planning Through a Digital Platform
16:06 Support and Independence
22:04 Marketing
CRN202707-6822544