Episode 3: How to Close Online Leads In my experience, most financial advisors handle online leads poorly after they go through all the trouble to get them. I’m going to discuss how Read More » June 21, 2018
Episode 2: What To Do If Your Social Media Stinks Most financial advisors are skeptical that social media can effectively drive leads. Some even believe it’s not possible. In this podcast, I’ll describe exactly how Read More » June 21, 2018