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 you should do it and outline a clear plan of action to take so that you can get leads from social media.
Episode 2: What To Do If Your Social Media Stinks
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If you are thinking about becoming an Edward Jones financial advisor, STOP
This blog is not for the faint of heart. I am writing
This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing.
Although the cost of financial advice has come done somewhat from past
Direct indexing sucks – don’t do it. Here are the reasons it