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

Bill Bengen’s 4% Rule was a revolutionary insight that changed the way

September 24, 2018

Financial Advisor Marketing

From the perspective of someone who is both a CFA® charterholder and

September 15, 2018

Podcast

Does the emergence of new technologies such as TAMPS and roboadvisors have

September 6, 2018

Podcast

Despite what is commonly believed, financial advisors aren’t competing with the robos;

August 1, 2018