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!

Here are some things ethical financial advisors do.

Advocacy

Here are some examples of things Ethical Financial Advisors do

I’m tired of these nonsense “top advisor” lists based on AUM or

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Saving investors from the “Humpty Dumpty portfolio” with hourly financial advisor Rick Ferri, CFA

The other day it hit me that the only systems in America

April 11, 2022

This blog provides sample financial advisor email sequences you can use to find wealthy clients.

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Two sentence financial advisor email sequences that WON’T make you sound like a teenager

There’s so much useless crap advice on the subject of financial advisor

March 28, 2022

This is a resource page to support marketing for flat and hourly fee financial advisors.

Financial Advisor Marketing

Marketing for advice only, flat and hourly fee financial advisors

I established this page to talk about marketing for flat and hourly

March 17, 2022

This is a blog about why flat fee financial advisors are the way of the future.

Podcast

Here’s why flat fee financial advisors are about to take your clients…

Be scared, because flat fee financial advisors are about to steal your clients. And

March 14, 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

Here are some examples of things Ethical Financial Advisors do

Saving investors from the “Humpty Dumpty portfolio” with hourly financial advisor Rick Ferri, CFA

Two sentence financial advisor email sequences that WON’T make you sound like a teenager

Marketing for advice only, flat and hourly fee financial advisors

Here’s why flat fee financial advisors are about to take your clients…

Are you sick of the BS yet?

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