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IAM062 – Entrepreneur Helps Financial Advisors Leverage Social Media to Grow Their Business

Jeff Titak is an 8 year veteran of the financial services industry in various capacities. He currently uses his unique collection of experience, intelligence, and creativity to help independent financial advisors navigate the intricacies of social media to assist with their business growth.

Website: http://www.funkyfinanceconsulting.com
LinkedIn: https://www.linkedin.com/in/jefftitak/


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Transcription:

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Intro 0:02

Do you want to learn effective ways to build relationships, generate sales and grow your business from successful entrepreneurs, startups, and CEOs without listening to a long, long, long interview?

If so, you've come to the right place. Gresham Harkless values your time and is ready to share with you precisely the information you're in search of.

This is the I AM CEO Podcast.

Gresham Harkless 0:27

Hello, hello, hello, this is Gresh from the I AM CEO podcast and I have a very special guest on the show today, Jeff Titak of Funky Finance Consulting. Jeff, it is awesome to have you on the show.

Jeff Titak 0:37

Well, thank you, Gresham. It's an honor to have me. Thanks for having me on.

Gresham Harkless 0:40

No problem. What I want to do is just read a little bit more about Jeff so you can hear about all the awesome things that he's doing.

Jeff is an eight-year veteran of the financial services industry in various capacities. He currently uses his unique collection of experience, intelligence, and creativity to help independent financial advisors navigate the intricacies of social media to assist with their business growth.

Jeff, are you ready to speak to the I AM CEO community?

Jeff Titak 1:08

Yeah, let's do it. We're looking forward to it.

Gresham Harkless 1:10

Awesome. So the first question I have is if you could explain a little bit more about your bio, tell us a little bit more about your CEO story, and what led you to get started in your business.

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