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 episode we welcome Sebastian Dovey who fills us in on

The following dumb messages people sent over LinkedIn are examples of unauthorized

I welcomed the viewpoint of Kathy Fish, who will inspire us all

Join my LinkedIn group called “Diversity at the Podium”. We support taking