Podcast: Play in new window | Download
Podcast
This broker vs. financial advisor debate got ABSOLUTELY crazy!
This debate went psycho at times. Watch as all h&#@ breaks loose
December 12, 2022
4 ways to communicate clearly in a crisis
RELATED POSTS
Podcast
Should you die and go to hell before selling an annuity?
Given the sorry state of America’s finances, how are average households going
November 14, 2022
Transparent Advisor Movement
Use this template for a flat fee advisor website!
Here is a template and some model text for a flat fee
November 8, 2022
Advocacy
How to sniff out a lying grifter in a Form ADV
In this blog, Scott Salaske of Firstmetric and I discuss the proper
October 31, 2022
Financial Advisor Careers
Get a job as a Financial Paraplanner at an RIA firm and ignore the schmucky wirehouse and insurance jobs!
For those looking to crack in and get a job at an
October 21, 2022