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!

Top financial advisor lists and rankings are bullcrap! Abolish them!

Advocacy

Why useless financial advisor rankings lists should be put to rest!

This blog is not for the faint of heart. I am writing

June 2, 2022

Advice-only financial planners are a force to be contended with!

Podcast

Advice-only financial planners are stealing the show!

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing.

May 23, 2022

Here is a list of low cost financial advisors.

Advocacy

Low cost financial advisors who WON’T cost you a bloody fortune!

Although the cost of financial advice has come done somewhat from past

May 16, 2022

Direct indexing is poison - don't invest your clients portfolios into it!

Advocacy

Don’t poison your clients’ portfolios with Direct Indexing!

Direct indexing sucks – don’t do it. Here are the reasons it

May 9, 2022

This blog talks about financial advisor target markets and how to get a wild, wacky niche to help grow your business.

Podcast

Wild, wacky niches and target markets for financial advisors (+ examples)!

Almost every time I do something weird with my business to the

April 25, 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

Why useless financial advisor rankings lists should be put to rest!

Advice-only financial planners are stealing the show!

Low cost financial advisors who WON’T cost you a bloody fortune!

Don’t poison your clients’ portfolios with Direct Indexing!

Wild, wacky niches and target markets for financial advisors (+ examples)!

Are you sick of the BS yet?

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