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

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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.

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Podcast

Ep 10: Join “Team Text Message”

If you’re not texting your clients, here’s why you should join “Team Text Message.” In this interview with Jonathan Maddock of Redtail Technology, I cover the reasons why your clients are expecting this from you (across all age groups and demographics) , texting do’s and do not’s, and the rules you should follow when texting with clients.

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