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

Please click below to listen to my rap song about financial advisors!

June 14, 2019

Podcast

How many people look forward to that website upgrade? Nobody. People would

June 6, 2019

Podcast

As you know, we tell the real story on the Sara Grillo

June 3, 2019

Podcast

Let’s be real…the financial advisor risk tolerance questionnaire as we know it

May 20, 2019

Podcast

To quote the great Ric Edelman, who I was honored to have

April 15, 2019