Most financial advisors say boring things when notifications come up about their first degree connections and that is why they fail to get attention. DO NOT behave like a financial advisor on social media when notifications come up. This video will teach you a technique to use with the people who are your first degree […]
Podcast
5 reasons this RIA firm is kicking your butt
Wow, this was a powerful interview with Dave Welty, a financial advisor
July 22, 2024
