2018 bonus video – Members only!

Did you watch Video 5 where I teach you how to meet prospects in LinkedIn groups? Mission accomplished! Watch this video to see.

To access this post, you must purchase Membership Prime Portal.

Any questions? Send 'em in!

Podcast

In this podcast we interview Jamie Menges of PDS Planning, a multi-advisor

October 7, 2024

Podcast

Fire your therapist and do this instead.

September 23, 2024

Podcast

We do a crypto debate podcast every year. Here’s this year’s joust

August 26, 2024

Podcast

Wow, this was a powerful interview with Dave Welty, a financial advisor

July 22, 2024

Financial Advisor Marketing

Question from a subscriber: “I want to start writing articles as a guest

July 13, 2024