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.

I guess I am supposed to pretend I know all the answers.

As a financial advisor moves around in his or her social circles,

In this podcast you will learn how to disarm rich people by

Not my choice of marketing strategy, but I know many financial advisors