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
June 21, 2020
Will anyone pay me $10k in AUM fees during a market crisis?
RELATED POSTS
Financial Advisor Marketing
Real Talk: If you are this financial advisor then STOP doing any marketing
I see many financial advisors who are good advisors who do not
June 17, 2020
Podcast
DOL gives green light to 401ks to invest in private equity. BIG FREAKING WHOOP.
This was a dumb move on the part of the DOL, but
June 14, 2020
Podcast
June 7, 2020
Uncategorized
Getting started with the Sara Grillo membership
You joined the membership. Congratulations! Are you ready to make a huge
June 1, 2020
