Podcast: Play in new window | Download
Financial advisors who are wondering if it is possible to close any new clients and gain new AUM during a market crisis should listen to this podcast.
Podcast: Play in new window | Download
Financial advisors who are wondering if it is possible to close any new clients and gain new AUM during a market crisis should listen to this podcast.

If you are thinking about becoming an Edward Jones financial advisor, STOP

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