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!

Is Coinbase safe? I had a really bad experience, and I don't feel that Coinbase is a good or safe platform to use.

Advocacy

In Coinbase safe? Not really, in my opinion!

I’m writing this Coinbase review because I had an experience using Coinbase.com

January 31, 2022

This blog talks about LinkedIn strategy for 2023.

Financial Advisor LinkedIn

Burning hot: financial advisor LinkedIn strategy for 2023!

Here are three tips regarding financial advisor LinkedIn strategy for 2023. And

January 24, 2022

This blog talks about the best investing books of 2022 and mentions such some financial advisors have said they are reading.

Financial Advisor Careers

Financial advisors love reading these best investing books of 2022!

I asked financial advisors what books they like to read, and this

January 20, 2022

Here is some guidance on the SEC testimonial rule for financial advisors!

Financial Advisor Marketing

2022 guidance on the SEC testimonial rule from a cool lawyer

I got the coolest lawyer in financial services to be a guest

January 10, 2022

Selling life insurance stinks - don't do it. Find another job in the field.

Financial Advisor Careers

Is selling life insurance a good job? It ROTS don’t do it!

If you’re reading this blog it’s probably because somebody told you that

January 9, 2022

Don’t Forget About Generation X!

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

Any questions? Send 'em in!

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Is selling life insurance a good job? It ROTS don’t do it!

Are you sick of the BS yet?

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