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The Finance Marketing Podcast
Tired of marketing that feels sleazy or overwhelming?
Join Hillary Gale every Friday as she uncovers the exact strategies top financial advisors and coaches market their businesses authentically—and get real results.
The Finance Marketing Podcast
The Relationship-First LinkedIn Approach That Actually Works with Doug Greenberg
In this episode of The Finance Marketing Podcast, Hillary sits down with Doug Greenberg, CIMA®, leader of Pinnacle Wealth Advisory, to explore his systematic LinkedIn networking strategy that generated over 3,300 new connections in just six months. Doug shares his 32 years of wealth advisory experience and reveals how he successfully built a professional network from scratch after relocating to Austin. Tune in to learn his relationship-first approach to LinkedIn outreach, discover the specific tools and automation he uses to scale meaningful conversations, and understand how to build an ecosystem of professional connections that consistently generates referrals and business opportunities without being salesy or pushy.
Connect with Doug:
Website: Pinnacle Wealth Advisory
LinkedIn: Doug Greenberg, CIMA
Email: doug@pnwadvisory.com
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