Podcast: Play in new window | Download
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
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.
In this blog/podcast I interview Josh Scandlen, a financial planner and successful
In this podcast you are going to hear the story of financial
Financial advisor lead generation services stink. Please read to learn about the
How much should you give away in a first meeting? The least
DIY, or Do It Yourself, clients are a spectrum but no matter