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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Uncategorized

I created this list of financial advisors for small accounts (less than

August 25, 2023

Advocacy

It seems like there ain’t nothing more tread upon and abused than

August 14, 2023

Podcast

Financial advisors are skeptical that you can actually get leads from social

July 10, 2023

Podcast

Not the premium – but the actual costs of the insurance policy.

June 12, 2023

Podcast

Indexed universal life (IUL) is often sold using smoke-and-mirrors sales shams, but

May 8, 2023