Stop fighting about fees by doing THIS

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If you are fighting with clients or prospects who don’t want to pay your fees, here is the action you need to take.

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-Sara

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In this podcast we interview Jamie Menges of PDS Planning, a multi-advisor

October 7, 2024

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Fire your therapist and do this instead.

September 23, 2024

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We do a crypto debate podcast every year. Here’s this year’s joust

August 26, 2024

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Wow, this was a powerful interview with Dave Welty, a financial advisor

July 22, 2024

Financial Advisor Marketing

Question from a subscriber: “I want to start writing articles as a guest

July 13, 2024