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
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
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
The regulators don’t force insurance companies to provide in-force illustrations to their Universal Life policy holders and it allows them to deceive consumers who aren’t
Everybody talks about getting referrals from clients, but nobody really talks about what to do when they go south. What if the client doesn’t actually
Yes, there is life after AUM fees! In this podcast I interview Sarah Charles, an hourly financial planner who used to work under the AUM
Stop wasting money on fancy “spaghetti tech”. The fintechs just want you financial advisors’ credit cards. Listen to Sara Grillo & Eric Negron on today’s
