Don’t Forget About Generation X!

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October 19, 2018

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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.

Any questions? Send 'em in!

Podcast

Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

In Part Two of our two part series on the CFP Board,

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Transparent Advisor Movement

The Transparent Advisor Movement

The Transparent Advisor Movement’s mission is to further the ideals of: Honesty

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Scott Salaske, John Robinson, and Robert Wright debate the merits of the CFP designation.

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A $100 increase in the CFP annual certification fee spurred an industry

September 12, 2022

In this debate we discuss whether direct indexing is worth it or not.

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A rowdy debate on if direct indexing is worth it or not. Should you be doing this for clients?

In this savage, take-no-prisoners debate, Igor Smolyanskiy, Michael Kotarinos, Scott Salaske and

August 15, 2022

Follow these tips to avoid terrible financial advisors jobs that you will hate!

Financial Advisor Careers

Avoid these terrible financial advisor jobs and get one that rocks! (using these tactics)

I’ve come to rescue you from the terrible financial advisor jobs pitched

July 18, 2022

Don’t Forget About Generation X!

Sign Up For Daily Newsletter: Receive one actionable marketing tip each DAY!

Any questions? Send 'em in!

RELATED POSTS

Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

The Transparent Advisor Movement

Should you cancel your CFP designation? (heated debate!)

A rowdy debate on if direct indexing is worth it or not. Should you be doing this for clients?

Avoid these terrible financial advisor jobs and get one that rocks! (using these tactics)

Are you sick of the BS yet?

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