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!

Advocacy

One of the biggest fears that people have, when they are looking

April 19, 2024

Financial Advisor Marketing

Finding someone to take over your practice is a huge challenge across

April 19, 2024

Podcast

Yes, there is life after AUM fees! In this podcast I interview

April 15, 2024

Financial Advisor Marketing

Question from a subscriber: “I’d like to be funny but being a financial

April 5, 2024

Financial Advisor Marketing

If you are frustrated by marketing failures, or feel like you are

March 29, 2024