35 minutes | Apr 28, 2021

Multigenerational planning and powerful next-gen marketing, with Karen DeRose

Life happens … plan for it! It’s the motto of Karen DeRose and DeRose Financial Planning Group, a comprehensive planning firm in Chicago, and it perfectly captures how she approaches clients, business and everything else. A passion for making connections and a strong marketing and sales background have helped DeRose become a leading voice in the industry, as well as Lincoln Financial’s top female financial planner.  A second-generation financial professional, DeRose’s practice has transformed in the past decade with the addition of her two sons. Learn how DeRose found a niche working with multigenerational families, and how social media marketing drives 20% of her new business. Listen, and you’ll be asking yourself, “How referable am I?” For more, visit PracticeLab.
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