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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In this debate we discuss whether direct indexing is worth it or not.

Podcast

A rowdy debate on if direct indexing is worth it or not. Should you be doing this for clients?

In this savage, take-no-prisoners debate, Igor Smolyanskiy, Michael Kotarinos, Scott Salaske and

August 15, 2022

Follow these tips to avoid terrible financial advisors jobs that you will hate!

Financial Advisor Careers

Avoid these terrible financial advisor jobs and get one that rocks! (using these tactics)

I’ve come to rescue you from the terrible financial advisor jobs pitched

July 18, 2022

In this blog, we talk about a day in the life of a financial advisor and provide case studies of some good financial advisors and how they spend their time.

Practice Management

What does a financial advisor do? (day in the life of a financial advisor)

This isn’t some made up crap because I want to sell on

July 8, 2022

This blog talks about the real experience that somebody had being an Edward Jones financial advisor.

Financial Advisor Careers

What’s it like being an Edward Jones financial advisor?

If you are thinking about becoming an Edward Jones financial advisor, STOP

June 20, 2022

Top financial advisor lists and rankings are bullcrap! Abolish them!

Advocacy

Why useless financial advisor rankings lists should be put to rest!

This blog is not for the faint of heart. I am writing

June 2, 2022

The Locksmith

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RELATED POSTS

A rowdy debate on if direct indexing is worth it or not. Should you be doing this for clients?

Avoid these terrible financial advisor jobs and get one that rocks! (using these tactics)

What does a financial advisor do? (day in the life of a financial advisor)

What’s it like being an Edward Jones financial advisor?

Why useless financial advisor rankings lists should be put to rest!

Are you sick of the BS yet?

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