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.

Yes, there is life after AUM fees! In this podcast I interview

Question from a subscriber:Â “I’d like to be funny but being a financial

If you are frustrated by marketing failures, or feel like you are

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