
Financial planning transparency is FINALLY upon us (whoo hooo!!!!!!!!!!!!)
As the move to transparency in financial planning takes hold, regulations are changing in Colorado and other states. Here’s the triumph of virtue that financial
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Here's what some of my clients have to say
As the move to transparency in financial planning takes hold, regulations are changing in Colorado and other states. Here’s the triumph of virtue that financial
This debate went psycho at times. Watch as all h&#@ breaks loose discussing the question of broker vs. financial advisor, commissions, fees, value, and more!
This is going to be a free, interactive financial advisor marketing workshop in which I teach you how to do things, and then we work
Given the sorry state of America’s finances, how are average households going to address income “sustainability” over 3+ decades? Is selling annuities to them the
As the move to transparency in financial planning takes hold, regulations are changing in Colorado and other states. Here’s the triumph of virtue that financial
This debate went psycho at times. Watch as all h&#@ breaks loose discussing the question of broker vs. financial advisor, commissions, fees, value, and more!
Given the sorry state of America’s finances, how are average households going to address income “sustainability” over 3+ decades? Is selling annuities to them the
In this podcast I talk with Bob Veres about the future of the industry, and specifically, financial advisor fees. We talk about what the value
Marketing plans often consume too much of the financial advisor’s time and money, causing undue stress. They could be radically simplified which is the point of this e-book. In this e-book I will explain the foundation of a good financial advisor marketing plan, and then I will provide you with a Financial Advisor Marketing Kit that you can use to design your own. This simple and clear Marketing Kit has only five required components.
I wrote this for financial advisors who want to be perceived as high quality people on social media. This e-book contains 47 messages you can use on social media messenger to reach prospects of all types (business owners, corporate employees, job changers, and more), COIs, reporters, and other useful connections. Every single one of the 47 messages is two sentences or shorter.