Once you set up your YouTube channel, here are some things you need to do to make the channel more visually appealing and informative about what you do. You will also learn where to place your compliance disclaimers. Video here:
Practice Management
What Rich Clients Really Want vs. What Financial Advisors Say = Total Disconnect
The results of this case study imply that most financial advisors have a long way to go before they are able to position themselves as attractive to affluent individuals. Read on to learn if you fall into the “out” group and if so, what you should do.
August 24, 2017
