Podcast: Play in new window | Download
Financial advisors who are prospecting for new clients in a crisis should avoid saying these things to people.
To join the membership and learn prospecting strategies from me please click here.
Podcast: Play in new window | Download
Financial advisors who are prospecting for new clients in a crisis should avoid saying these things to people.
To join the membership and learn prospecting strategies from me please click here.
This blog is not for the faint of heart. I am writing
This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing.
Although the cost of financial advice has come done somewhat from past
Direct indexing sucks – don’t do it. Here are the reasons it
Almost every time I do something weird with my business to the