How to Talk to CPAs So They Will Like You CPAs are perhaps the most valuable center of influence (COI) that a financial advisors could have; yet advisors mess it up. Here’s how to talk Read More » October 19, 2018
Don’t Forget About Generation X! Financial advisors are so focused on the millennials when the reality is that it’s Generation X not Y that should be your focus at the Read More » October 19, 2018