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.

I always love hearing Dan Solin discuss his human and relatable approach

In many practices, the larger and more profitable clients end up subsidizing

It’s not fun, cool, or glamorous, but this is one of the

In this episode we are joined by Paul Shapiro, the CEO and