This financial advisor makes getting leads from social media look like a piece of cake!
Financial advisors are skeptical that you can actually get leads from social media. Well today I have a planner who has blown up his lead
July 10, 2023
Author: saragrillo
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How to CRACK the secret costs in an insurance illustration
Not the premium – but the actual costs of the insurance policy. That’s what people think they grasp. When you pull back the curtain you
June 12, 2023
Blunt, unfiltered truth about Indexed Universal Life
Indexed universal life (IUL) is often sold using smoke-and-mirrors sales shams, but in this podcast we’ll expose the truth! Listen to this if you are
May 8, 2023
Transparent Advisor Movement: Immersion 2024
The Transparent Advisor Movement is taking St. Louis! Will you join us? Immersion 2024 is the first ever advice-only and flat fee financial advisor conference. When: Wednesday,
April 28, 2023
Financial Advisor Income Statement and Balance Sheet: Template Download
Download this Excel sheet below for free to get a template for a financial advisor income statement and financial advisor balance sheet.
April 11, 2023
Crypto – just a rock, or a good investment? (debate got wild)
It seems like everyone from the Senate Banking Committee to Reddit forums, everyone is buzzing about crypto this and crypto that. Today we’re gonna WAKA
April 10, 2023
How Financial Projections Can Help Your Business Succeed
As a business owner, you need to be able to anticipate issues and develop plans in advance. Fortunately, you can use resources to create financial
March 25, 2023
What is up with these crypto ETFs??? (& more 2023 trends)
So where’s the spot bitcoin ETF and what’s up with these crypto ETFs in general? Will the SPY lose its crown this year? Are semi-transparent
March 13, 2023
Keep your clients far away from ESG investing – it’s a rip-off!
ESG sucks. In this podcast we’re going to talk about why ESG is a rip-off and nothing more than a way for Wall Street to
February 13, 2023
Financial planning transparency is FINALLY upon us (whoo hooo!!!!!!!!!!!!)
As the move to transparency in financial planning takes hold, regulations are changing in Colorado and other states. Here’s the triumph of virtue that financial
January 9, 2023
