Podcast: Play in new window | Download
If you think you’re a high value financial advisor then for heaven’s sake, start acting like one.
Podcast: Play in new window | Download
If you think you’re a high value financial advisor then for heaven’s sake, start acting like one.
Question from a subscriber: “I’d like to be funny but being a financial
If you are frustrated by marketing failures, or feel like you are
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