The Locksmith

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January 28, 2020

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Here is a story about how a locksmith showed up at my apartment to sell me a new lock for my door. He ended up unlocking something much bigger instead.

Music is Arp Bounce by Geographer

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Podcast

This broker vs. financial advisor debate got ABSOLUTELY crazy!

This debate went psycho at times. Watch as all h&#@ breaks loose

December 12, 2022

Podcast

Should you die and go to hell before selling an annuity?

Given the sorry state of America’s finances, how are average households going

November 14, 2022

This blog contains copy you can use in your flat fee advisor website!

Transparent Advisor Movement

Use this template for a flat fee advisor website!

Here is a template and some model text for a flat fee

November 8, 2022

In this article we discuss how to read a Form ADV.

Advocacy

How to sniff out a lying grifter in a Form ADV

In this blog, Scott Salaske of Firstmetric and I discuss the proper

October 31, 2022

Financial Advisor Careers

Get a job as a Financial Paraplanner at an RIA firm and ignore the schmucky wirehouse and insurance jobs!

For those looking to crack in and get a job at an

October 21, 2022

The Locksmith

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RELATED POSTS

This broker vs. financial advisor debate got ABSOLUTELY crazy!

Should you die and go to hell before selling an annuity?

Use this template for a flat fee advisor website!

How to sniff out a lying grifter in a Form ADV

Get a job as a Financial Paraplanner at an RIA firm and ignore the schmucky wirehouse and insurance jobs!

Are you sick of the BS yet?

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