Podcast

Ep 10: Join “Team Text Message”

If you're not texting your clients, here's why you should join "Team Text Message." In this interview with Jonathan Maddock of Redtail Technology, I cover the reasons why your clients are expecting this from you (across all age groups and demographics) , texting do's and do not's, and the rules you should follow when texting with clients.

Episode 5: How To Dress Casual And Still Impress Rich People

Today I interview Antonio Aspuru, menswear specialist, who will provide financial advisors with fashion tips that answer the question of how to dress casual and still impress rich people, and much more.