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