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

We’ve moved! Click here for a list of flat fee financial advisors

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