I’ve had quite a few folks join this membership recently who are interested in developing relationships with business owners.As a general rule, the more specific you can be about the type of business owner you wish to serve, the easier the task becomes. Keep in mind that business owners are pummeled by advisors trying to […]
Podcast
Don’t Forget About Generation X!
Financial advisors are so focused on the millennials when the reality is
October 19, 2018
