She Can’t Communicate What She Does

Christina Frei Generosity Practice, Generous Marketing, Level 5 Practice, The Benefits

Kelly has always done things differently.  A financial planner, she manages portfolio and educates her portfolio clients to be smart partners in financial decisions. Based in south Boston, Kelly has worked at a top financial firm, and now has her own business. Great at her work, Kelly’s challenge is communicating what she does.  Kelly’s marketing… continue reading »