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Why AFCs Are Your Next Great Referral Partner with Heidi Clemons
Manage episode 483153906 series 3552883
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In this episode of The Finance Marketing Podcast, Hillary sits down with Heidi Clemons, an Accredited Financial Counselor (AFC), to explore the unique role that AFCs play in the financial services ecosystem and how they can be valuable referral partners for other financial professionals. Heidi shares insights on building financial foundations for clients through counseling, coaching, education, and financial therapy, while highlighting how AFCs collaborate with CFPs to provide truly holistic financial wellness. Tune in to learn how financial professionals can expand their referral networks and better serve clients who struggle with financial behaviors and money management.
Connect with Heidi:
- Website: HeidiClemons.com
- LinkedIn: Heidi Clemons, MA, AFC®, MQFP®
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