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.
Here’s a one sentence financial advisor elevator pitch that will stop you
Many financial advisors use the line “We work with business owners” but
Are you financial advisors focusing on a niche market? You should be,
Join my guest Grant Barger and I as we discuss the emotional