Will anyone pay me $10k in AUM fees during a market crisis?

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April 19, 2020

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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.

Any questions? Send 'em in!

Podcast

4 Social Media Posts that Make You Look Totally Fake

Are you doing these 4 things on social media? If so you

December 26, 2019

In this podcast you will hear a brilliant, one sentence long financial advisor elevator pitch created by a CFP who had martinis on an empty stomach at a networking event.

Financial Advisor Marketing

Brilliant one sentence elevator speech

Here’s a one sentence financial advisor elevator pitch that will stop you

December 21, 2019

Podcast

Story of a Financial Advisor who is Ridiculously Successful with Business Owners

Many financial advisors use the line “We work with business owners” but

November 24, 2019

Podcast

Financial advisor niche marketing tips from Alan Moore of XY Planning Network!

Are you financial advisors focusing on a niche market? You should be,

November 15, 2019

Podcast

Well-Heeled Wonder

This interview with Zaneilia Harris, CFP® is a story that we can

November 7, 2019

Will anyone pay me $10k in AUM fees during a market crisis?

Sign Up For Daily Newsletter: Receive one actionable marketing tip each DAY!

Any questions? Send 'em in!

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4 Social Media Posts that Make You Look Totally Fake

Brilliant one sentence elevator speech

Story of a Financial Advisor who is Ridiculously Successful with Business Owners

Financial advisor niche marketing tips from Alan Moore of XY Planning Network!

Well-Heeled Wonder

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