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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Financial planning transparency is a flower that is blooming that will nourish the world of financial advice and elevate service to clients!

Podcast

Financial planning transparency is FINALLY upon us (whoo hooo!!!!!!!!!!!!)

As the move to transparency in financial planning takes hold, regulations are

January 9, 2023

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

The Locksmith

Sign Up For Daily Newsletter: Receive one actionable marketing tip each DAY!

Any questions? Send 'em in!

RELATED POSTS

Financial planning transparency is FINALLY upon us (whoo hooo!!!!!!!!!!!!)

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

Are you sick of the BS yet?

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