Diane Pearson's guest appearances

Diane Pearson

LifeBlood

Nashville Lifestyles: The Podcast

Ultra High Net Worth Clients with Chris Brodhead

Jimmie Allen

Chris Young

Maren Morris

Walker Hayes

Carly Pearce

Ryan Hurd

Hunter Premo

Cody Alan

Jessie James Decker

Hayley Hubbard

Justin Anderson

Becca Stevens

Dave Barnes

Trisha Yearwood

Brian Kelley

OwlTail

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Diane Pearson (https://pearsonfinancialplanning.com/) has over 34 years of experience in the financial advisory profession where she specializes in assisting women who are going through transition, such as divorce, death, retirement, inheritance, or a career change to understand their financial options. 00:16 Diane's background00:45 What got Diane interested in financial advising?2:00 How Diane found her largest client4:00 How to track social media marketing performance7:21 Specific amount of time Diane spends on marketing her Financial Advisor firm8:30 Should you outsource the management of your clients' assets?9:11 Biggest concerns from clients lately10:27 How often do you directly interact with clients?11:17 Diane's ideal client12:28 Best way to find your ideal clients + convince them to work with you14:19 Specific times Diane has profoundly helped clients 16:10 Diane's specific marketing strategies employed to find new clients18:13 Can you find clients on TikTok?21:05 What are you working towards?Website: https://pearsonfinancialplanning.com/LinkedIn: https://www.linkedin.com/in/dianempearson/Twitter: https://twitter.com/DianeMPearsonFacebook: https://www.facebook.com/PearsonFinancialPlanning--------------------------------------------------------------------------------------------------------------------------------------------Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram: https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwcFacebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400 Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDrWebsite: https://uhnwc.com Work with us: https://famousfounder.com/fa DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from <a href="https://UHNWC.com/" rel="nofollow" target="_blank">https://UHNWC.com/</a> Diane Pearson (<a href="https://pearsonfinancialplanning.com/" rel="nofollow" target="_blank">https://pearsonfinancialplanning.com/</a>) has over 34 years of experience in the financial advisory profession where she specializes in assisting women who are going through transition, such as divorce, death, retirement, inheritance, or a career change to understand their financial options. 00:16 Diane's background 00:45 What got Diane interested in financial advising? 2:00 How Diane found her largest client 4:00 How to track social media marketing performance 7:21 Specific amount of time Diane spends on marketing her Financial Advisor firm 8:30 Should you outsource the management of your clients' assets? 9:11 Biggest concerns from clients lately 10:27 How often do you directly interact with clients? 11:17 Diane's ideal client 12:28 Best way to find your ideal clients + convince them to work with you 14:19 Specific times Diane has profoundly helped clients 16:10 Diane's specific marketing strategies employed to find new clients 18:13 Can you find clients on TikTok? 21:05 What are you working towards? Website: <a href="https://pearsonfinancialplanning.com/" rel="nofollow" target="_blank">https://pearsonfinancialplanning.com/</a> LinkedIn: <a href="https://www.linkedin.com/in/dianempearson/" rel="nofollow" target="_blank">https://www.linkedin.com/in/dianempearson/</a> Twitter: <a href="https://twitter.com/DianeMPearson" rel="nofollow" target="_blank">https://twitter.com/DianeMPearson</a> Facebook: <a href="https://www.facebook.com/PearsonFinancialPlanning" rel="nofollow" target="_blank">https://www.facebook.com/PearsonFinancialPlanning</a> -------------------------------------------------------------------------------------------------------------------------------------------- Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram: <a href="https://instagram.com/ultrahighnetworthclients" rel="nofollow" target="_blank">https://instagram.com/ultrahighnetworthclients</a> TikTok: <a href="https://tiktok.com/ultrahighnetworthclients" rel="nofollow" target="_blank">https://tiktok.com/ultrahighnetworthclients</a> YouTube: <a href="https://www.youtube.com/@uhnwc" rel="nofollow" target="_blank">https://www.youtube.com/@uhnwc</a> Facebook: <a href="https://www.facebook.com/UHNWCPodcast" rel="nofollow" target="_blank">https://www.facebook.com/UHNWCPodcast</a> Twitter: <a href="https://twitter.com/uhnwcpodcast" rel="nofollow" target="_blank">https://twitter.com/uhnwcpodcast</a> iTunes: <a href="https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400" rel="nofollow" target="_blank">https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400</a> Spotify: <a href="https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr" rel="nofollow" target="_blank">https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr</a> Website: <a href="https://uhnwc.com" rel="nofollow" target="_blank">https://uhnwc.com</a> Work with us: <a href="https://famousfounder.com/fa" rel="nofollow" target="_blank">https://famousfounder.com/fa</a> DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.

#5 Divorce Settlement Proposal Financial Implications w/ Diane Pearson, Owner + Founder, Pearson Fin

Banker to the stars gives us a backstage pass to the world of music banking and the stories only she can share.

Banker to the stars gives us a backstage pass to the world of music banking and the stories only she can share.

Women in Business: Diane Pearson