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

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 ...

Om Podcasten

Are you a financial advisor looking to stand out as an influential leader and attract the clients you truly want to serve? You’re in the right place. Each episode of The Influential Advisor Podcast explores the art of authoritative positioning—giving you actionable strategies to amplify your expertise, elevate your practice, and become the go-to authority in your market. Join Paul G McManus and industry insiders as they share proven tactics, inspiring success stories, and insider tips to help you lead with influence, build enduring trust, and take your advisory practice to the next level. If you’re ready to move beyond the noise, define your unique value, and grow your business on your own terms, this podcast is for you. Welcome to The Influential Advisor Podcast, where high-impact advisors learn to rise above the rest.