Today I have Brian Williams of Northshire Consulting and we’re going to be talking about how financial advisors can help improve 401k plan access to
Most of you are solo shops.But, if you run or are a part of a company with more than one person, here are some for optimizing employee participation on LinkedIn.Get everybody associated with the company page. See Vid 98 for info about how to create a great company page. You first create the company page […]
Advice-only financial planning is fee-only comprehensive financial planning without the expectation or even the option to manage any client investments. Financial planning is offered as
In this podcast I talk with Broc Buckles of BC Brokerage about how to avoid falling for a bad life insurance pitch. For those of
In this first episode of “Does my Marketing STINK?”, we’ll interview Chase Dapello of Westlake Private Wealth Management and answer the question of whether or
This is called crisis marketing and financial advisors may need it if they ever get into an embarrassing situation. Sound familiar? “We had a wacko employee
In this podcast we interview Jamie Menges of PDS Planning, a multi-advisor flat fee RIA firm with $1.7BB in assets under management. You’ll hear the
We do a crypto debate podcast every year. Here’s this year’s joust which got a leeetle bit rowdy as these financial advisors hash it out.
Wow, this was a powerful interview with Dave Welty, a financial advisor who founded and developed what I would consider a well-managed RIA firm. Avier
