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 ยป 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 ยป October 19, 2018