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In this podcast we contemplate whether or not the United States is still a capitalist country. My guest, Lance Roberts, is the chief investment strategist at RIA Advisors, an RIA with $900MM in AUM, and the editor-in-chief of RealInvestmentAdvice.com, a weekly subscriber-based newsletter that is distributed nationwide.
Music is Much Higher by Causmic
Does the emergence of new technologies such as TAMPS and roboadvisors have
Is it actually possible for financial advisors to get leads from social
Despite what is commonly believed, financial advisors aren’t competing with the robos;
If you’re not texting your clients, here’s why you should join “Team Text Message.” In this interview with Jonathan Maddock of Redtail Technology, I cover the reasons why your clients are expecting this from you (across all age groups and demographics) , texting do’s and do not’s, and the rules you should follow when texting with clients.
