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

Join my guest Grant Barger and I as we discuss the emotional

November 5, 2019

Uncategorized

There are a ton of ho-hum keynote speakers out there, and they’re

November 5, 2019

Financial Advisor Marketing

I used to be a keynote speaker. I have recently resigned from

November 4, 2019

Podcast

New Years being January 1st is a big lie. November 1st is

October 29, 2019

Financial Advisor LinkedIn

For those of you skeptical that financial advisors can get any good

October 29, 2019