Corey Keating

Welcome to Corey Keating – UNFILTERED, founder of Marketers Company and Corey Keating Marketing. On this podcast you'll find a mix of engaging content that guest interviews, meeting clips, rants, thoughts, and general marketing insight. I'm a marketer that's breaking the rules around traditional financial services marketing.

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Corey Keating – Unfiltered

Episodes (79)

Nov 2, 2023 The Evolution of a Financial Advisor: Looking Back and Ahead with Nic Nielsen, CFP® (079)
Jul 3, 2023 Create a Social Media Presence That People Want to Engage With (078)
Jun 26, 2023 How to Create More Effective Content (077)

Corey Keating – Unfiltered

Nov 2, 2023
1 hour
84 MB

In this full 60 minute conversation, I sit down with Nic Nielsen, CFP®, co-founder of independent financial planning firm Know My Plan, to discuss his career journey and vision for the future of the financial advisor industry. Nic's business and the type of clients Know My Plan serves What Nic envisions for his career at different stages, from his time at a large bank to launching Know My Plan Bullish outlook on financial advice and how Nic sees the industry evolving Nic opens up about his goal to continue growing Know My Plan to help as many people as p...

Corey Keating – Unfiltered

The Evolution of a Financial Advisor: Looking Back and Ahead with Nic Nielsen, CFP® (079)

Corey Keating

00:00 -01:01:08