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Here's what some of my clients have to say
Although the cost of financial advice has come done somewhat from past years, investment management and financial planning are still ludicrously expensive. For many people,
Direct indexing sucks – don’t do it. Here are the reasons it will ruin your clients’ portfolios and you should run away as fast as
Almost every time I do something weird with my business to the point that anyone I tell laughs at it, those are the times of
I’m tired of these nonsense “top advisor” lists based on AUM or how many Twitter followers somebody has. I feel that to proclaim that somebody
Direct indexing sucks – don’t do it. Here are the reasons it will ruin your clients’ portfolios and you should run away as fast as
Almost every time I do something weird with my business to the point that anyone I tell laughs at it, those are the times of
The other day it hit me that the only systems in America other than AUM where you pay more for making more are alimony, child support,
There’s so much useless crap advice on the subject of financial advisor prospecting emails. Here are some sample email sequences you can use when you
