Has anyone else lost their *#%@ mind yet?

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May 10, 2020

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Have you gone nuts yet? The subject of this podcast is craziness. Here are five crazy/humorous ideas for financial advisors who want to get new clients during the coronavirus.

Any questions? Send 'em in!

This blog talks about the real experience that somebody had being an Edward Jones financial advisor.

Financial Advisor Careers

What’s it like being an Edward Jones financial advisor?

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

June 20, 2022

Top financial advisor lists and rankings are bullcrap! Abolish them!

Advocacy

Why useless financial advisor rankings lists should be put to rest!

This blog is not for the faint of heart. I am writing

June 2, 2022

Advice-only financial planners are a force to be contended with!

Podcast

Advice-only financial planners are stealing the show!

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing.

May 23, 2022

Here is a list of low cost financial advisors.

Advocacy

Low cost financial advisors who WON’T cost you a bloody fortune!

Although the cost of financial advice has come done somewhat from past

May 16, 2022

Direct indexing is poison - don't invest your clients portfolios into it!

Advocacy

Don’t poison your clients’ portfolios with Direct Indexing!

Direct indexing sucks – don’t do it. Here are the reasons it

May 9, 2022

Has anyone else lost their *#%@ mind yet?

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

Any questions? Send 'em in!

RELATED POSTS

What’s it like being an Edward Jones financial advisor?

Why useless financial advisor rankings lists should be put to rest!

Advice-only financial planners are stealing the show!

Low cost financial advisors who WON’T cost you a bloody fortune!

Don’t poison your clients’ portfolios with Direct Indexing!

Are you sick of the BS yet?

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