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
This $1.7BB RIA firm converted from AUM to flat fee and never looked back!
In this podcast we interview Jamie Menges of PDS Planning, a multi-advisor
October 7, 2024
