Podcast: Play in new window | Download
Today I interview Antonio Aspuru, menswear specialist, who will provide financial advisors with fashion tips that answer the question of how to dress casual and still impress rich people, and much more.
Podcast: Play in new window | Download
Today I interview Antonio Aspuru, menswear specialist, who will provide financial advisors with fashion tips that answer the question of how to dress casual and still impress rich people, and much more.

Does the emergence of new technologies such as TAMPS and roboadvisors have

Is it actually possible for financial advisors to get leads from social

Despite what is commonly believed, financial advisors aren’t competing with the robos;

If you’re not texting your clients, here’s why you should join “Team Text Message.” In this interview with Jonathan Maddock of Redtail Technology, I cover the reasons why your clients are expecting this from you (across all age groups and demographics) , texting do’s and do not’s, and the rules you should follow when texting with clients.