Business owners tend to be visible on social media and are great targets. Before you approach them, be sure to know everything about their company. Do a Google search, visit their website, check out the Twitter. Get obsessed; they will love it. Their company is often a source of pride to them and especially if […]
Podcast
This $1.7BB RIA firm converted from AUM to flat fee and never looked back!
In this podcast we interview Jamie Menges of PDS Planning, a multi-advisor
October 7, 2024
