This podcast teaches financial advisors how to talk to CPAs so you can get a referral.
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While financial planning has become more popular, it’s still not center stage for most advisors. I’ve got Zack Hubbard, the director of financial planning and participant
There are a lot of people who consider their fees low but here’s a financial advisor who claims to be charging 60-80% lower fees than
Medicare may seem like a straightforward type of thing – it’s a government benefit that you just file for, right, how hard can it be?
The following blog illustrates why is it so important to find the IRR of a policy, why you really should look at it, before you buy the policy.
The IRMAA, or Medicare income-related monthly adjustment amount, is a bit of a missed opportunity for many financial advisors. We’ve got special guests Dan McGrath
It seems like there ain’t nothing more tread upon and abused than the fiduciary standard. So we’ve got a lively crew here today to debate,
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
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
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