Greg on a regular basis to go over marketing analytics, plans, and strategies. When I’m not creating content myself, I’m communicating with our third-party vendors. WHAT IS YOUR FAVORITE PART OF YOUR JOB? My favorite part of my job is all the creative work I get to do like producing videos, writing articles, and designing print material. I find that the day always goes by quickly when I’m doing something like that. I love working in Adobe Creative Cloud and learning new techniques and programs. WHAT WOULD YOU SAY TO SOMEONE WHO IS SEEKING HELP WITH ESTATE PLANNING? If someone is thinking about getting a will or trust drafted, I would say to get the help of a professional. There are many legal nuances in do- it-yourself programs that you might not catch or fully understand, and this could have unintended consequences down the road. Other legal and financial tools might be out there that could fit your needs and wants better. GET TO KNOW VICKY KIRKHAM STAFF SPOTLIGHT:
WHAT DOES YOUR TYPICAL WORKDAY LOOK LIKE? My typical workday consists of doing a variety of different tasks. I’m responsible for keeping our websites up to date, prepping printed marketing material, drafting emails, and managing our social media accounts and the multiple contact systems we have. I also meet with
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EPISODE 54: “ How We’re Redefining Financial Advocacy for Families” MINI SERIES EPISODE 4: “ From Legal Plan to Legacy Plan” MINI SERIES EPISODE 3: “ The Trust Conversation: Selling Without Selling”
Rick Apicella Jim D’Antonio H Woods
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