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 Lead Generation

Financial advisor lead generation services stink. Please read to learn about the

June 30, 2020

Financial Advisor Marketing

How much should you give away in a first meeting? The least

June 28, 2020

Podcast

DIY, or Do It Yourself, clients are a spectrum but no matter

June 23, 2020

Podcast

This isn’t just some corny pep talk about goal setting.

June 21, 2020

Financial Advisor Marketing

I see many financial advisors who are good advisors who do not

June 17, 2020