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.

One of the biggest fears that people have, when they are looking

Finding someone to take over your practice is a huge challenge across

Yes, there is life after AUM fees! In this podcast I interview

Question from a subscriber:Â “I’d like to be funny but being a financial

If you are frustrated by marketing failures, or feel like you are