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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Podcast

Are you doing business with the wrong type of client? Join Sara

March 13, 2024

Podcast

Yeah, the title basically says it all. He’s taking the world by

March 11, 2024

Financial Advisor Marketing

Question from a subscriber: “My broker dealer (wirehouse, insurance home office, etc.)

March 8, 2024

Financial Advisor Marketing

Question from a subscriber: “I’ve been giving seminars the local library. How

March 8, 2024

Financial Advisor LinkedIn

Question from a subscriber: “How much time each day should I spend

March 8, 2024