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Master Your Finances


(Host) Kurtis Baker is a Certified Financial Planner™ and an Accredited Investment Fiduciary™ professional with Certified Wealth Management & Investment, LLC an independent Registered Investment Advisory firm. He is a graduate of the United States Merchant Marine Academy with a BS in Marine Engineering. He has been in the financial services industry since 1983 with extensive experience in financial planning, insurance & mortgages. He focuses his practice on comprehensive financial planning for families and business owners.

Oct 22, 2022

Do you know how to generate online leads on your own? Do you know how to keep your client acquisition process under control by implementing cutting edge strategies? Our host, Kurtis Baker, is joined by Matt Montellione, CEO of Royce Brook Media, which specializes in B2B lead generation via multi-channel outreach. His company also offers marketing training to B2B companies interested in bringing the same systems, predictable lead generation in-house. He will walk you through the process of generating high quality B2B leads using a step-by-step blueprint as well as a sensation of having leads flowing into your business and more.