Podcast: Play in new window | Download
This was a dumb move on the part of the DOL, but it does create an opportunity for financial advisors with a strategic marketing eye.
Uncategorized
September 30, 2020
DOL gives green light to 401ks to invest in private equity. BIG FREAKING WHOOP.
RELATED POSTS
Financial Advisor LinkedIn
Getting access to my Exclusive Content
I publish exclusive content about financial advisor lead generation. Here are my responses
August 3, 2020
Transparent Advisor Movement
Flat Fee price cut – it’s not the thing that matters!
Many may think when they see the words ‘ flat fee’, that
May 9, 2025
Transparent Advisor Movement
Yes, it is possible to scale an hourly financial planning firm!
Mark Berg of Timothy Financial has a great story about how he
January 3, 2025
Podcast
Imagine if the local bakery had a 401k? Let’s solve the 401k Coverage Gap and save the American middle class!
Today I have Brian Williams of Northshire Consulting and we’re going to
December 16, 2024
Transparent Advisor Movement
List of Advice Only Planners
Advice-only financial planning is fee-only comprehensive financial planning without the expectation or
December 13, 2024
Podcast
How to tell a bad life insurance pitch
In this podcast I talk with Broc Buckles of BC Brokerage about
November 25, 2024