Dan Graham is a true mover and shaker! And boy, is he shaking things up.
Dan’s LinkedIn headline explains best what he does and who he is:
💥 Helping financial service heroes thrive | 💥 Popping docs for financial planners | 💥 Head of Community at NextGen Planners | 💥 Co-founder of docVinci
Dan brings a new fresh way to do marketing. Making finance and financial planning fun for advisers and their clients alike.
In this episode, Francois talks with Dan about how financial planners and advisers can bring their marketing into the 21st century.
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