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 moment. Here’s why and how you should be reaching them.
Podcast: Play in new window | Download
Subscribe: Apple Podcasts | Stitcher | Email | RSS | More
I publish exclusive content about financial advisor lead generation. Here are my responses
There is a tiny little voice inside our head that gets activated
What is the best tagline for wealth management? Tally-ho! In this blogpod
You know what’s happening in Afghanistan; it’s obviously a crime against humanity,
I had a great time on Brad Wales of Transition to RIA‘s
What should be in a financial advisor first meeting script? I can
