July's Journal for Financial Planning contributor, Taylor Schulte, CFP, discusses how financial planners (not marketing experts) can use online-content platforms to grow their business, attract more clients and build their brand. He is joined by fellow planners Justin Castelli, CFP, and Kathy Longo, CFP, who are featured in his article, to share their success and significant return after incorporating video, blogging, and podcasting into their marketing plan. This online roundtable is an interactive discussion with the panel and audience, led by Journal in the Round moderator and FPA member Terry Bradford-Crane, MBA, Candidate for CFP Certification.

Overview: General review of subject from a broad perspective/ dive into basic knowledge on a skill or topic. For newer CFP or unfamiliar with subject.