Story of a Financial Advisor Who Succeeds on LinkedIn

Does the emergence of new technologies such as TAMPS and roboadvisors have

You have to shoot to score. If you want to grow your

If you’re not texting your clients, here’s why you should join “Team Text Message.” In this interview with Jonathan Maddock of Redtail Technology, I cover the reasons why your clients are expecting this from you (across all age groups and demographics) , texting do’s and do not’s, and the rules you should follow when texting with clients.