What not to say in a crisis

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Financial advisors who are prospecting for new clients in a crisis should avoid saying these things to people.

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Podcast

In this podcast we interview Jamie Menges of PDS Planning, a multi-advisor

October 7, 2024

Podcast

Fire your therapist and do this instead.

September 23, 2024

Podcast

We do a crypto debate podcast every year. Here’s this year’s joust

August 26, 2024

Podcast

Wow, this was a powerful interview with Dave Welty, a financial advisor

July 22, 2024

Financial Advisor Marketing

Question from a subscriber: “I want to start writing articles as a guest

July 13, 2024