Cliche Don’t Pay

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Please click below to listen to my rap song about financial advisors!

Music is “Arp Bounce” by Geographer

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Financial Advisor Marketing

Use your out-of-office response as a way to make people laugh; it conveys

March 29, 2024

Financial Advisor Marketing

Here’s how to handle a financial planning fee objection. Don’t get talked

March 29, 2024

Podcast

Stop wasting money on fancy “spaghetti tech”. The fintechs just want you

March 25, 2024

Transparent Advisor Movement

Please use this list of flat fee financial advisors by state to

March 22, 2024

Financial Advisor Marketing

Question from a subscriber: “I recently wrote a book. How do I get

March 22, 2024