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 flat fee RIA firm with $1.7BB in assets under management. You’ll hear the
October 7, 2024
Author: saragrillo
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This year’s Wild Crypto Debate
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.
August 26, 2024
5 reasons this RIA firm is kicking your butt
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
July 22, 2024
How to start guest blogging
Question from a subscriber: “I want to start writing articles as a guest blogger to attract new clients. How do I get started?” Guest blogging is
July 13, 2024
“What is the best way to tell a prospect that they are not a good fit?”
Question from a subscriber: “What is the best way to tell a prospect that they are not a good fit?“ Keep it brief. Make it about
July 12, 2024
Vid 104: How to make a “short” video
A “short” is a video, usually on social media platforms, under two minutes that is designed to “pop.” It’s kind of like a highlight reel. They are created to garner high emotional impact and lots of energy delivered in a condensed period of time.These videos are usually edited down from a longer video. So you […]
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July 12, 2024
Don’t be tricked by 8% eternal Universal Life Insurance Interest Rates!
The math behind Universal Life Insurance Interest Rates is a twisted web and most consumers are deceived. Know how the math works so you can
June 24, 2024
“What to say in my welcome video?”
Question from a subscriber: “I had a welcome video of me on my home page website for a year, but I just took it down. My
June 21, 2024
“How to tell prospect they’re not a fit?”
Keep it brief. Make it about the opportunity – not the rejection. Put all the emphasis on the type of advisor who is correct and how they
June 21, 2024
