Grounded goals (non corny)

Sign Up For Daily Newsletter: Receive one actionable marketing tip each DAY!

June 21, 2020

Podcast: Play in new window | Download

Subscribe: Email | RSS

This isn’t just some corny pep talk about goal setting.

Any questions? Send 'em in!

RELATED POSTS

In this podcast we talk about why ESG sucks and there are many reasons!

Podcast

Keep your clients far away from ESG investing – it’s a rip-off!

ESG sucks. In this podcast we’re going to talk about why ESG

February 13, 2023

Financial planning transparency is a flower that is blooming that will nourish the world of financial advice and elevate service to clients!

Podcast

Financial planning transparency is FINALLY upon us (whoo hooo!!!!!!!!!!!!)

As the move to transparency in financial planning takes hold, regulations are

January 9, 2023

Podcast

This broker vs. financial advisor debate got ABSOLUTELY crazy!

This debate went psycho at times. Watch as all h&#@ breaks loose

December 12, 2022

This podcast is a lively debate about selling annuities.

Podcast

Should you die and go to hell before selling an annuity?

Given the sorry state of America’s finances, how are average households going

November 14, 2022

This blog contains copy you can use in your flat fee advisor website!

Transparent Advisor Movement

Use this template for a flat fee advisor website!

Here is a template and some model text for a flat fee

November 8, 2022

Are you sick of the BS yet?

Sign Up For My Daily Newsletter: One Actionable Marketing Tip A Day Emailed To You

Contact Me