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

Any questions? Send 'em in!

Podcast

Forget the “sizzle” and be real! Listen to this podcast and discover

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Transparent Advisor Movement

Immersion2025 will be the second advice-only and flat fee financial advisor conference in our industry’s history.

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Stop struggling with content creation! Your clients are giving you gold, but

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

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

March 11, 2024