Financial Services Marketing Podcast

College Planning Specialists, Inc. offers private consulting to provide a comprehensive plan for parents of college bound children, including educational research, career planning & financial aid positioning. Started in 2006 and located near O\'Hare airport in Rosemont, Illinois we have helped hundreds of families over the past few years make their children\'s college dreams a reality. Tom Chrobak, CCPS it\'s President and founder is the nation's leading expert on getting into and paying for college - as well as helping students choose their careers and command top money in their fields. He is also famous for helping families that didn't save enough for college get on track for the retirement. He was born in Poland and raised in the Chicago area since coming to the U.S with his family when he was 11 years old. His family's lack of financial resources to fund his college costs and a sister who was a Financial Aid Director at a private college, have combined to help Tom enter world of financial aid early on

Avo Asdourian EA, RTRP is an Enrolled Agent with over 15 years of experience. Expert in advising, representing, and preparing tax returns for individuals, partnerships, corporations, estates, trusts, and any entities with tax-reporting requirements, I strive to develop a long-term relationship built on trust and mutual respect by providing financial and operational leadership, guidance and advice. I can assist you in increasing your income and improving your quality of life and partner with you to identify the goals and objectives you have for your business and work with you to achieve those goals.   Dr. Len Schwartz is a Fortune 500 trained marketer who has been helping Financial Advisors automate the growth of their practice since 1999. To get free access to his webinar where you learn an exact step-by-step 7-figure Automated Marketing System- go to www.markedominationservices.com/7figure to learn how to double your leads, referrals and new clients within 90 days….that’s www.marketdominationservices.com/7

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information. Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does. http://www.lamontfinancial.com/   Dr. Len Schwartz is a Fortune 500 trained marketer who has been helping Financial Advisors automate the growth of their practice since 1999. To get free access to his webinar where you learn an exact step-by-step 7-figure Automated Marketing System- go to www.markedominationservices.com/7figure to learn how to double your leads, referrals and new clients within 90 days….that’s www.marketd

In 2005, Ed founded Edge Portfolio Management with the goal of providing all of his clients a more comprehensive financial planning and investment management experience than what they had received previously. With this strategy, Ed has been able to spend a lot more time with a more limited amount of clients in order to fully assist them in achieving their financial goals. Prior to founding Edge, Ed helped launch the Private Access Group for Fidelity Investments, where he was a Senior Account Executive & Vice President. In this position, he provided financial planning, investment management, and retirement planning solutions for all of his clients. With more than 21 years of experience as a CERTIFIED FINANCIAL PLANNER™ and investment advisor, Ed oversees all aspects of the financial planning and investment process for his clients at Edge Portfolio Management. Ed graduated from Loyola University in Chicago with a Bachelor of Business Administration. He lives in Wheaton, IL with his wife and their three chil