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.
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.

Use your out-of-office response as a way to make people laugh; it conveys

Here’s how to handle a financial planning fee objection. Don’t get talked

Stop wasting money on fancy “spaghetti tech”. The fintechs just want you

Please use this list of flat fee financial advisors by state to

Question from a subscriber: “I recently wrote a book. How do I get