Podcast: Play in new window | Download
99% of financial advisor marketing is generic, full of clichés and jargon. In this podcast, I’m going to highlight some examples of terms financial advisors commonly use that are meaningless. Then I’ll talk about the three steps you should take to fix it.
The IRMAA, or Medicare income-related monthly adjustment amount, is a bit of
I created this list of financial advisors for small accounts (less than
It seems like there ain’t nothing more tread upon and abused than
Financial advisors are skeptical that you can actually get leads from social
Not the premium – but the actual costs of the insurance policy.
