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

What it Takes to be Insightful with Bill Bengen

Bill Bengen’s 4% Rule was a revolutionary insight that changed the way

September 24, 2018

Financial Advisor Marketing

Tips for financial advisors who are CFA® Charterholders

From the perspective of someone who is both a CFA® charterholder and

September 15, 2018

1%-fees-dead-financial-advisors-scott-mackillop

Podcast

Is the 1% financial advisor fee dead and gone? Welcoming in the flat fee TAMPS.

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

September 6, 2018

Podcast

Don’t Fight the Robos! – with Betterment’s Cara Reisman

Despite what is commonly believed, financial advisors aren’t competing with the robos;

August 1, 2018

The Locksmith

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

Any questions? Send 'em in!

RELATED POSTS

What it Takes to be Insightful with Bill Bengen

Tips for financial advisors who are CFA® Charterholders

Is the 1% financial advisor fee dead and gone? Welcoming in the flat fee TAMPS.

Don’t Fight the Robos! – with Betterment’s Cara Reisman

Are you sick of the BS yet?

Sign Up For My Daily Newsletter: One Actionable Marketing Tip A Day Emailed To You

Contact Me

The Locksmith

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

Any questions? Send 'em in!

RELATED POSTS

What it Takes to be Insightful with Bill Bengen

Tips for financial advisors who are CFA® Charterholders

Is the 1% financial advisor fee dead and gone? Welcoming in the flat fee TAMPS.

How I Built My Lead-Generating Social Media Empire with Winnie Sun

Don’t Fight the Robos! – with Betterment’s Cara Reisman

Are you sick of the BS yet?

Sign Up For My Daily Newsletter: One Actionable Marketing Tip A Day Emailed To You

Contact Me