- The 4 components of marketing:
- Traditional
- Digital
- Social
- Experience
- How your peers market
- Circle of Wealth® marketing resources
Marketing Essentials
About the Course
Learn How To...
Demonstrate
- On-going marketing practices
- Peer insight into what works & why
- Practical application
- Lessons learned
Resources
- Six 60-minute Training Videos
- Shared documents
- Ability to email coach(es) course-related questions
About the Course
Learn How To...
- The 4 components of marketing:
- Traditional
- Digital
- Social
- Experience
- How your peers market
- Circle of Wealth® marketing resources
Demonstrate
- On-going marketing practices
- Peer insight into what works & why
- Practical application
- Lessons learned
Resources
- Six 60-minute Training Videos
- Shared documents
- Ability to email coach(es) course-related questions
Coaches (Instructors):
Matt Rzepka
Executive Coach & Master Mentor
Matthew L. Rzepka, CPA, CFP® is the owner of Valley Oak, a conglomerate of professional services firms based in southwest Michigan, focusing on tax planning, wealth building, and business advising.
Jeremy Shipp
Executive Coach & Master Mentor
Jeremy Shipp uses first-hand experiences combined with the ability to equate various financial aspects in providing well-rounded retirement advice.
Beatrice Schultz
Executive Coach & CEO of MoneyTrax North Amercia
It’s not every day that a chemical engineer with a Master of Science in management and 25 years in corporate America, makes the shift to financial planning.
Starr Barnum
Executive Coach & Master Mentor
Starr works primarily with families and business owners. He uses a unique approach in that he helps people find money that they're currently transferring away unknowingly and unnecessarily.
Beth Walker
Executive Coach & Master Mentor
Beth collaborates with families to create better futures—for their college-bound kids and the parents they leave behind. Beth enthusiastically shares the concepts she wrote about in her book, Never Pay Retail for College.
Crystal Langdon
Executive Coach & Master Mentor
Crystal is a CFP, Investment Advisor, Qualified Kingdom Advisor, and the founder of Crystal Clear Finances, Inc. Crystal provides clarity so her clients can create and cultivate wealth in the most tax efficient manner.
Fredrick Hicks
Executive Coach & Master Mentor
Fred helps the American middle class and self-employed business owners overcome their concerns about market risk, increasing taxes, mounting debt, and saving enough money to last the duration of their retirement and more.
Coaches (Instructors):
Matt Rzepka
Executive Coach & Master Mentor
Matthew L. Rzepka, CPA, CFP® is the owner of Valley Oak, a conglomerate of professional services firms based in southwest Michigan, focusing on tax planning, wealth building, and business advising.
Beatrice Schultz
Executive Coach & CEO of MoneyTrax North Amercia
It’s not every day that a chemical engineer with a Master of Science in management and 25 years in corporate America, makes the shift to financial planning.
Beth Walker
Executive Coach & Master Mentor
Beth collaborates with families to create better futures—for their college-bound kids and the parents they leave behind. Beth enthusiastically shares the concepts she wrote about in her book, Never Pay Retail for College.
Crystal Langdon
Executive Coach & Master Mentor
Crystal is a CFP, Investment Advisor, Qualified Kingdom Advisor, and the founder of Crystal Clear Finances, Inc. Crystal provides clarity so her clients can create and cultivate wealth in the most tax efficient manner.
Fredrick Hicks
Executive Coach & Master Mentor
Fred helps the American middle class and self-employed business owners overcome their concerns about market risk, increasing taxes, mounting debt, and saving enough money to last the duration of their retirement and more.
Starr Barnum
Executive Coach & Master Mentor
Starr works primarily with families and business owners. He uses a unique approach in that he helps people find money that they're currently transferring away unknowingly and unnecessarily.
Jeremy Shipp
Executive Coach & Master Mentor
Jeremy Shipp uses first-hand experiences combined with the ability to equate various financial aspects in providing well-rounded retirement advice.