Don’t Forget About Generation X!
Financial advisors are so focused on the millennials when the reality is that it’s Generation X not Y that should be your focus at the
Financial advisors are so focused on the millennials when the reality is that it’s Generation X not Y that should be your focus at the
How can financial advisors manage to look professional and incorporate some personality into their look at the same time? I interviewed Michael Ferrera, who is
This episode of the Sara Grillo podcast was a game show featuring a famous judge and four financial advisor contestants.
Bill Bengen’s 4% Rule was a revolutionary insight that changed the way portfolios are managed. To this day his thinking governs modern money management. I
From the perspective of someone who is both a CFA® charterholder and a businesswoman, I’m going to talk about how CFA® charterholders can use not
Does the emergence of new technologies such as TAMPS and roboadvisors have to mean a deflated revenue stream for financial advisors? Not necessarily. In this
Is it actually possible for financial advisors to get leads from social media? In this episode you’ll hear from Winnie Sun, founder of Sun Group
Despite what is commonly believed, financial advisors aren’t competing with the robos; you are competing with your own ability to provide higher value. Robos are
You have to shoot to score. If you want to grow your business it’s really a matter of how you manage your time.
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.