Tune into an engaging conversation with Chau Haner, FMG Suite’s VP of Marketing, and Zaneilia Harris, CFP®, author, and founder of H & H Wealth Management. Zaneilia’s mission is to help successful African American women make smart, successful decisions about their money, and she does so with extensive original content, a great brand, and a commitment to authenticity.

In this episode, Zaneilia offers her unique perspective on branding, marketing, and diversity, including how to:

  • Create a unique client persona that makes marketing easier and more effective.
  • Build a brand that combines a personal passion with finance.
  • Diversify the industry by encouraging and supporting the success of minority planners.

With her excellent marketing and insight, Zaneilia is able to attract and educate new clients while providing her authentic view on the finance world. If you’re looking for ways to help your firm stand out, you don’t want to miss this episode.